1
Provider reportedIncome reliability
High yield deserves extra verification
CSWC shows a provider yield of 10.89%. That can be useful for income planning, but high yield should be checked against payout history and structure.
Market dataIncome framework read
Dividend CompanyNYSEUnited States
CSWC
Capital Southwest
FinancialsClosed-end fundQuarterly
Market Snapshot
US$23.62
+US$0.11 (46.79%)
NasdaqGS
Yield
10.89%
Rate US$2.56
Next Payment
Next pay in 83 days
Ex-date 2026-07-15
52wk Position
83.99%
-3.32% below high
Updated just now
Decision Area
Distribution and DRIP Defense
Payout history, default DRIP coverage, and price creep pressure using market data where available.
Distribution Chart
Last 12 payments
Confirmed Expected
Coverage Ratio Test
DRIP defense check
- Cash
- US$21.33
- APR
- 0.903
- Coverage
- 0.903
Rung failed. Restore immediately or rebalance the holding.
Price Creep
Defended price ceiling
- Max defended
- US$21.33
- Cushion
- -US$2.29
- Cushion %
- -9.68%
Current US$23.62Break US$21.33
Smart Recommendation
CSWC is not defended at these inputs; top up shares, lower TPR, or test alternatives.
Research Signals
Research in progress
DRIP availability
Pending
Tax character
Pending
Distribution history
Pending
Structure Overview
This is a publicly traded company that pays regular cash dividends to shareholders. Canadian-listed dividend companies typically pay eligible dividends, which qualify for the dividend tax credit in non-registered accounts. Payout policy, frequency, and sustainability vary by issuer; verify the current distribution policy directly with the company.
Canadian Planning Notes
- 1Eligible dividends from Canadian corporations are taxed more favourably in a non-registered account than foreign dividends or interest income.
- 2DRIP availability varies by issuer and broker; confirm whether your plan offers optional cash purchase (OCP) alongside the dividend reinvestment.
- 3Always verify the current payout policy, ex-dividend date, and recent financial results with the issuer before including this holding in a plan.
Market Facts
Market Data
A factual market, distribution, valuation, and financial snapshot for this holding.
Canadian Context
Account placement
RRSP
Canada-U.S. treaty treatment can exempt U.S. dividends from withholding tax inside RRSP or RRIF accounts. TFSAs do not receive the same treaty treatment.
Non-registered: Foreign tax credit may be available for U.S. withholding tax.
Eligible dividend tax credit
- Total credit
- $345.27
- Effective rate
- 34.53%
Broker DRIP status
Questrade
Available
Wealthsimple
Plan-only
RBC Direct Investing
Available
TD Direct Investing
Available
U.S.-listed holdings can have withholding tax differences by account type. RRSP treatment is often more favorable than TFSA treatment.
Run Your Numbers
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This profile is informational only and does not constitute licensed financial advice. Signal values, planning notes, market data, and structure summaries may not reflect the most current issuer disclosures. Always verify current payout policy, ex-dividend dates, financial statements, and issuer communications before making any investment decision.