CAPITAL SOUTHWEST CORP 8-K

What Happened
On January 30, 2026, Capital Southwest Corporation filed an 8-K (Item 7.01) and issued a press release disclosing the tax treatment of its 2025 dividends. The company reported that dividends attributable to the 2025 tax year totaled $2.56 per share and were comprised of 100.00% ordinary income. The press release was furnished as Exhibit 99.1 to the filing.

Key Details

• Filing date: January 30, 2026 (8-K, Regulation FD disclosure).
• Dividend amount attributable to 2025 tax year: $2.56 per share.
• Tax characterization: 100.00% ordinary income (not qualified dividend).
• Press release furnished as Exhibit 99.1; filing signed by President & CEO Michael S. Sarner.

Why It Matters
This disclosure tells shareholders how the company’s 2025 dividend payments will be reported for tax purposes. Because the dividends are characterized as ordinary income, recipients should expect those amounts to be taxed as ordinary income (rather than eligible for lower qualified dividend rates) on their 2025 tax returns, which can affect after-tax returns. Investors should consult their tax advisors and wait for the company’s formal tax reporting documents (e.g., 1099 forms) for final tax reporting.