Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Masters in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to engage and share insights [2]

Core Insights - Capital Southwest (NASDAQ: CSWC) is highlighted as a leading Business Development Company (BDC) suitable for investment, particularly due to its internally-managed structure [1] - Recent months have seen significant uncertainty for investors as the stock price of CSWC has declined [1] Company Overview - CSWC is recognized for its strong focus on dividend investing, which is considered an accessible path to achieving financial freedom [1] - The company operates in various sectors including technology, real estate, software, finance, and consumer staples, which form the core of its investment portfolio [1] Investment Strategy - The article emphasizes the importance of dividend investing as a strategy for building long-term wealth and financial stability [1] - Insights are shared to demystify the process of dividend investing, making it more approachable for potential investors [1]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Monthly recurring income streams are beneficial for dividend investors, particularly for those replacing job income, as they help match regular expenses [2] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions [4] - Seeking Alpha highlights that past performance does not guarantee future results and that views expressed may not reflect the platform's overall stance [5]

Form 8-K Current Report [Filing Information](index=1&type=section&id=Filing%20Information) This section details the registrant's filing information, registered securities, and non-emerging growth company status - The report was filed by Capital Southwest Corporation on July 15, 2025[1](index=1&type=chunk) Registered Securities | Title of Each Class | Trading Symbol(s) | Name of Each Exchange on Which Registered | | :--- | :--- | :--- | | Common Stock, $0.25 par value per share | CSWC | The Nasdaq Global Select Market | | 7.75% Notes due 2028 | CSWCZ | The Nasdaq Global Select Market | - The registrant is not an emerging growth company[3](index=3&type=chunk) [Reported Events](index=2&type=section&id=Reported%20Events) This section outlines the announcement of preliminary financial results for the fiscal quarter ended June 30, 2025 [Item 2.02 Results of Operations and Financial Condition](index=2&type=section&id=Item%202.02%20Results%20of%20Operations%20and%20Financial%20Condition) Preliminary financial estimates for the quarter ended June 30, 2025, were announced and filed under the Securities Exchange Act of 1934 - The company issued a press release on July 15, 2025, announcing preliminary financial estimates for the fiscal quarter ended June 30, 2025[5](index=5&type=chunk) - The press release is attached as Exhibit 99.1 and is incorporated by reference into the filing[5](index=5&type=chunk) - The disclosed information, including Exhibit 99.1, is considered 'filed' for the purposes of Section 18 of the Securities Exchange Act of 1934[6](index=6&type=chunk) [Item 9.01 Financial Statements and Exhibits](index=2&type=section&id=Item%209.01%20Financial%20Statements%20and%20Exhibits) This section lists the exhibits for the Form 8-K filing, primarily the press release containing preliminary financial information Exhibits Filed | Exhibit No. | Description | | :--- | :--- | | 99.1 | Press Release issued by Capital Southwest Corporation on July 15, 2025 | | 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | [Signatures](index=3&type=section&id=Signatures) The report is formally authorized and signed by the President and Chief Executive Officer on July 15, 2025 - The report was signed on July 15, 2025, by Michael S. Sarner, President and Chief Executive Officer[10](index=10&type=chunk)

Core Viewpoint - Capital Southwest Corporation has announced preliminary operating results for the first quarter of its 2026 fiscal year, indicating positive financial performance and upcoming earnings release details [1][4]. Financial Performance - The preliminary estimate of pre-tax net investment income for the first quarter of 2026 is projected to be between $0.60 and $0.61 per share [2]. - The estimated net investment income for the same period is expected to range from $0.58 to $0.59 per share [2]. - The preliminary estimate of net asset value per share as of June 30, 2025, is between $16.55 and $16.65 [3]. - Non-accruals as a percentage of the total investment portfolio are estimated at 2.6% at cost and 0.8% at fair value [3]. Upcoming Events - Capital Southwest will finalize and release its first quarter 2026 results on August 6, 2025, after market close [4]. - A live webcast for investors is scheduled for August 7, 2025, at 1:00 p.m. Eastern Time [4]. Company Overview - Capital Southwest Corporation is a Dallas-based business development company with approximately $1.8 billion in investments at fair value as of March 31, 2025 [7]. - The company focuses on providing flexible financing solutions to support the acquisition and growth of middle market businesses, with investments ranging from $5 million to $50 million [7].

Group 1 - The current market environment favors income investors as growth stocks are being prioritized over value stocks [1] - Many technology stocks are experiencing high valuations, prompting a shift towards income-generating investments for recurring cash flow [1] - The focus is on defensive stocks with a medium- to long-term investment horizon [1]

Core Viewpoint - Fitch Ratings has affirmed Capital Southwest Corporation's long-term issuer rating at BBB- with a stable outlook, indicating confidence in the company's financial stability and operational performance [1]. Company Overview - Capital Southwest Corporation is a Dallas-based business development company with approximately $1.8 billion in investments at fair value as of March 31, 2025 [2]. - The company focuses on middle market lending, providing investments ranging from $5 million to $50 million across various capital structures, including first lien, second lien, and non-control equity co-investments [2]. - As a public company with a permanent capital base, Capital Southwest has the flexibility to offer creative financing solutions and support the long-term growth of its portfolio companies [2]. Ratings and Financial Strength - Fitch Ratings has also affirmed the senior secured debt rating of Capital Southwest at BBB with a stable outlook, reflecting the company's strong asset coverage and diverse funding profile [1]. - Key factors supporting the ratings include the company's focus on a senior secured portfolio, robust asset coverage cushion, and consistent operating performance [1].

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - A balanced portfolio that includes both growth and income-generating assets can lead to a total return that aligns with the performance of the S&P 500 [1].

Group 1 - Capital Southwest Corporation (NASDAQ: CSWC) is an internally managed Business Development Company (BDC) based in Dallas with a long history of paying dividends [1] - The company announced a shift from quarterly to monthly dividends starting in July 2025, which has attracted investor attention [1] Group 2 - The company is characterized by steady growth in revenue, earnings, and free cash flow, making it appealing for income-focused investors [1] - It has excellent growth prospects and favorable valuations, aligning with the interests of investors seeking dividend stocks and share repurchase programs [1]

Core Points - Capital Southwest Corporation is changing its regular dividend payment frequency from quarterly to monthly starting July 2025 [1][3] - The Board of Directors has declared monthly regular dividends of $0.1934 per share for July, August, and September 2025, along with a quarterly supplemental dividend of $0.06 per share payable in September 2025 [2][3] - The total regular dividends per share for the quarter ending September 30, 2025, will amount to $0.58, with an additional supplemental dividend of $0.06, bringing the total dividends per share for that quarter to $0.64 [3] Dividend Details - The declared monthly dividends and their payment schedule are as follows: - $0.1934 per share for July 31, 2025 - $0.1934 per share for August 29, 2025 - $0.1934 per share for September 30, 2025 [3] - The supplemental dividend of $0.06 per share will be payable on September 30, 2025 [3] Company Overview - Capital Southwest Corporation is a Dallas-based business development company with approximately $1.8 billion in investments at fair value as of March 31, 2025 [5] - The company focuses on providing flexible financing solutions to support the acquisition and growth of middle market businesses, making investments ranging from $5 million to $50 million [5] - Capital Southwest has a dividend reinvestment plan (DRIP) that allows registered stockholders to reinvest dividends into additional shares of common stock [4]