CSWC (Capital Southwest) 3-Year Dividend Growth Rate: 8.90% (As of Jun. 2026) — 100% Above Median

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CSWC Capital Southwest Corp CSWC
55 GF Score
Price $25.06
GF Value $21.19
Valuation Modestly Overvalued
! 11 Warning Signs
View Full Analysis

What is Capital Southwest 3-Year Dividend Growth Rate?

Capital Southwest CSWC -0.24% 55 3-Year Dividend Growth Rate is 8.90% as of Jun. 2026, which is 100% above its 10-year median of 4.45. GuruFocus rates CSWC with a GF Score™ of 55/100 and a GF Value™ of $21.19 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 849 Asset Management companies, Capital Southwest ranks better than 68.9% on this metric.

Capital Southwest's Dividends per Share for the three months ended in Jun. 2026 was $0.64.

The historical rank and industry rank for Capital Southwest's 3-Year Dividend Growth Rate or its related term are showing as below:

CSWC' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -46   Med: 4.45   Max: 113.9
Current: 8.9

During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Capital Southwest was 113.90% per year. The lowest was -46.00% per year. And the median was 4.45% per year.

CSWC's 3-Year Dividend Growth Rate is ranked better than
68.9% of 849 companies
in the Asset Management industry
Industry Median: 3.8 vs CSWC: 8.90

During the past 12 months, Capital Southwest's average Dividends Per Share Growth Rate was -6.70% per year. During the past 3 years, the average Dividends Per Share Growth Rate was 8.90% per year. During the past 5 years, the average Dividends Per Share Growth Rate was 11.20% per year. During the past 10 years, the average Dividends Per Share Growth Rate was 25.50% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.

Capital Southwest's Dividend Payout Ratio for the three months ended in Jun. 2026 was 1.64. As of today, Capital Southwest's Dividend Yield % is 10.22%.

Warning Sign:

If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Capital Southwest Corp is 1.41, which seems too high.

Warning Sign:

Capital Southwest Corp stock Dividend Yield % is close to 3-year low.

For more information regarding to dividend, please check our Dividend Page.

Capital Southwest  (NAS:CSWC) 3-Year Dividend Growth Rate Explanation

1. Dividend Payout Ratio measures the percentage of the company's earnings paid out as dividends.

Capital Southwest's Dividend Payout Ratio for the quarter that ended in Jun. 2026 is calculated as

Dividend Payout Ratio=Dividends per Share (Q: Jun. 2026 )/ EPS without NRI (Q: Jun. 2026 )
=0.64/ 0.39
=1.64

During the past 13 years, the highest Dividend Payout Ratio of Capital Southwest was 1.94. The lowest was 0.36. And the median was 0.97.

Warning Sign:

If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Capital Southwest Corp is 1.41, which seems too high.

2. Dividend Yield % measures how much a company pays out in dividends each year relative to its share price.

Capital Southwest Recent Full-Year* Dividend History

Amount Ex-date Record Date Pay Date Type Frequency Forex Rate
USD 0.1934002026-07-152026-07-152026-07-31Cash DividendmonthlyUSD:USD 1.000000
USD 0.2534002026-06-152026-06-152026-06-30Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002026-05-152026-05-152026-05-29Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002026-04-152026-04-152026-04-30Cash DividendmonthlyUSD:USD 1.000000
USD 0.2534002026-03-132026-03-132026-03-31Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002026-02-132026-02-132026-02-27Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002026-01-152026-01-152026-01-30Cash DividendmonthlyUSD:USD 1.000000
USD 0.2534002025-12-152025-12-152025-12-31Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002025-11-142025-11-142025-11-28Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002025-10-152025-10-152025-10-31Cash DividendmonthlyUSD:USD 1.000000
USD 0.2534002025-09-152025-09-152025-09-30Cash DividendmonthlyUSD:USD 1.000000
USD 0.1934002025-08-152025-08-152025-08-29Cash DividendmonthlyUSD:USD 1.000000

* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.

Capital Southwest's Dividend Yield (%) for Today is calculated as

Dividend Yield %=Most Recent Full Year Dividend/Current Share Price
=2.5608/25.06
=10.22 %

Current Share Price is $25.06.
Capital Southwest's Dividends per Share for the trailing twelve months (TTM) ended in Today is $2.5608.

During the past 13 years, the highest Dividend Yield of Capital Southwest was 17.64%. The lowest was 0.67%. And the median was 8.99%.

Warning Sign:

Capital Southwest Corp stock Dividend Yield % is close to 3-year low.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Capital Southwest 3-Year Dividend Growth Rate Related Terms>

CSWC vs QQQX, BTT, ECAT: 3-Year Dividend Growth Rate Comparison

For the Asset Management subindustry, Capital Southwest's 3-Year Dividend Growth Rate, along with its competitors' market caps and 3-Year Dividend Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Capital Southwest 3-Year Dividend Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Capital Southwest's 3-Year Dividend Growth Rate distribution charts can be found below:

* The bar in red indicates where Capital Southwest's 3-Year Dividend Growth Rate falls into.


CSWC
55GF Score
Capital Southwest Corp CSWC
3-Year Dividend Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Capital Southwest 3-Year Dividend Growth Rate Calculation

This is the average annual rate that a company has been raising its dividends. The growth rate is calculated with expontential compound based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.

What does a 3-Year Dividend Growth Rate of 8.90% mean?
Capital Southwest (CSWC) has a 3-Year Dividend Growth Rate of 8.90% as of Jun. 2026. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Capital Southwest and its competitors. This is 100% above median its historical median of 4.45. According to the industry distribution chart, Capital Southwest ranks #264 out of 849 companies in the Asset Management industry, placing it in the top 31.1%.
Is Capital Southwest's 3-Year Dividend Growth Rate too high?
Capital Southwest's current 3-Year Dividend Growth Rate of 8.90% is 100% above median its 10-year median of 4.45. The Asset Management industry median 3-Year Dividend Growth Rate is 3.80. Capital Southwest's value of 8.90% is 134.2% above this industry median. Based on the distribution chart, Capital Southwest ranks #264 out of 849 companies in the Asset Management industry, which is above the industry midpoint. Overall, Capital Southwest has a GF Score™ of 55/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's 3-Year Dividend Growth Rate compare to QQQX and BTT?
According to the Asset Management industry distribution chart, Capital Southwest ranks #264 out of 849 companies for 3-Year Dividend Growth Rate. This puts Capital Southwest in the upper half of its industry. The industry median 3-Year Dividend Growth Rate is 3.80. Capital Southwest's value of 8.90% is 134.2% above this benchmark. While the company's 10-year median is 4.45 vs. the industry median of 3.80, Capital Southwest has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Dividend Growth Rate for an Asset Management company?
The median 3-Year Dividend Growth Rate among Asset Management companies is 3.80, based on 849 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Dividend Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Dividend Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current 3-Year Dividend Growth Rate of 8.90% is 134.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Dividend Growth Rate mean?
A high 3-Year Dividend Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median 3-Year Dividend Growth Rate is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current 3-Year Dividend Growth Rate is 8.90%, which is 100% above median its own 10-year median of 4.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Southwest stock overvalued right now?
Based on GuruFocus' analysis, Capital Southwest (CSWC) is currently considered Modestly Overvalued. The stock's GF Value™ is $21.19, compared to a current price of $25.06 — trading 18.3% above its estimated fair value. The current 3-Year Dividend Growth Rate is 8.90%, which is 100% above median its 10-year median of 4.45 and 134.2% above the Asset Management industry median of 3.80. Capital Southwest's overall GF Score™ is 55/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Dividend Growth Rate calculated?
3-Year Dividend Growth Rate is calculated from a company's financial statements. For Capital Southwest (CSWC), the current 3-Year Dividend Growth Rate is 8.90% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Capital Southwest (CSWC) Overvalued in 2026?

Based on GuruFocus' analysis, Capital Southwest stock appears to be overvalued. The current stock price of $25.06 is trading 18.3% above its estimated GF Value™ of $21.19. GuruFocus considers Capital Southwest to be Modestly Overvalued.

Key valuation signals for CSWC:

  • 3-Year Dividend Growth Rate: 8.90% (100% above median its 10-year median of 4.45)
  • GF Value™: $21.19 vs. price of $25.06 (18.3% above fair value)
  • GF Score™: 55/100 with 11 warning signs
  • Industry Position: 134.2% above the Asset Management median (#264 of 849)

No single metric tells the full story. See the CSWC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Capital Southwest Business Description

Other Exchanges SFW:Germany
Address 8333 Douglas Avenue, Suite 1100, Dallas, TX, USA, 75225
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
55GF Score

Get the complete analysis for CSWC

3-Year Dividend Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$25.06
Price
$21.19
GF Value