Episode Details

Capital Southwests fiscal year 2026 earnings were a standout success, with a 17% growth in investment portfolio to $2.1 billion, $762 million in new deals, and a 14% increase in investment income to $232 million. NAV per share remained steady at $16.69, delivering a 40% return on equity despite market turbulence. Debt quality was maintained with low nonaccruals, leverage, and interest coverage. They raised $465 million in new debt and $160 million in equity. Dividends increased to $2.56 per share, and the lower middle market focus proved resilient. In Q4, they deployed $158 million, growing the credit book to $1.9 billion. The joint venture with Trinity Capital now has $85 million assets, and they expect sustained growth with staff expansion and increased deal flow.

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