Capital Southwest Corporation Q3 2025 Earnings Presentation February 4, 2025 8333 Douglas Avenue, Suite 1100 | Dallas, Texas 75225 | 214.238.5700 | capitalsouthwest.com Important Notices Page 2 • These materials and any presentation of which they form a part are neither an offer to sell, nor a solicitation of an offer to purchase, any securities of Capital Southwest. • These materials and the presentations of which they are a part, and the summaries contained herein, do not purport to be complete and no obl ...

DALLAS, Feb. 03, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest,” “CSWC” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced its financial results for the third fiscal quarter ended December 31, 2024. Third Quarter Fiscal Year 2025 Financial Highlights Total Investment Portfolio: $1.7 billion Credit Portfolio of $1.5 ...

Core Viewpoint - Capital Southwest Corporation announced the U.S. federal income tax treatment of its 2024 dividends, which totaled $2.53 per share, entirely classified as ordinary income, including net short-term capital gains [2][3]. Dividend Tax Treatment - The total dividends of $2.53 per share for the tax year ended December 31, 2024, are 100% ordinary income [2][3]. - The dividends are classified as follows: - Payment dates include March 15, June 14, September 13, and December 13, 2024, with respective dividends of $0.6300, $0.6300, $0.6400, and $0.6300 per share [3]. - Approximately 92.89% of the dividends are classified as interest-related and short-term capital gains dividends, which are exempt from U.S. withholding tax for Non-U.S. Shareholders [5][7]. Company Overview - Capital Southwest Corporation is a Dallas-based business development company with approximately $1.5 billion in investments at fair value as of September 30, 2024 [9]. - The company focuses on providing financing solutions for middle market businesses, making investments ranging from $5 million to $50 million across various capital structures [9].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 15, 2025 CAPITAL SOUTHWEST CORPORATION (Exact Name Of Registrant As Specified In Charter) Texas 814-00061 75-1072796 (Commission File Number) (IRS Employer Identification No.) (State or Other Jurisdiction of Incorporation) 8333 Douglas Avenue, Suite 1100 Dallas, Texas 75225 (Address of ...

Core Viewpoint - Capital Southwest Corporation has announced preliminary operating results for the third quarter of its 2025 fiscal year, indicating positive financial performance and upcoming earnings release details [1][2]. Financial Performance - The preliminary estimate of pre-tax net investment income for Q3 2025 is projected to be between $0.63 and $0.64 per share [2]. - The estimated net investment income for the same period is expected to range from $0.62 to $0.63 per share [2]. - The preliminary net asset value per share as of December 31, 2024, is estimated to be between $16.57 and $16.62 [2]. - The estimated investment assets at fair value as of December 31, 2024, are approximately $1.7 billion [2]. Upcoming Events - Capital Southwest will release finalized Q3 2025 results on February 3, 2025, after market close [3]. - A live webcast is scheduled for February 4, 2025, at 11:00 a.m. Eastern time for investors to participate [3][4]. Company Overview - Capital Southwest Corporation is an internally managed business development company based in Dallas, Texas, with approximately $1.5 billion in investments at fair value as of September 30, 2024 [6]. - 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 across various capital structures [6].

I have been bullish on Capital Southwest (NASDAQ: CSWC ) since March 2024, when I issued my first article on this high quality and equity focused BDC. The total return performance has not been that good, with the returns (includingRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of ...

Dividend Increase and Financial Performance - Capital Southwest raised its base dividend by $0.01 per share to $0.58 per share in the last quarter [1] - The company experienced a substantial increase in its dividend pay-out ratio due to lower net income [1] Analyst and Author Background - The author is a financial researcher and investor with a focus on innovation, disruption, growth buyouts, and value stocks [1] - The author writes about current events and industry news, providing research and investment opportunities [1]

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