Capital Southwest (CSWC) Change in Taxes (2021 - 2026)

Capital Southwest's (CSWC) quarterly Change in Taxes came in at -$1.7 million in Q1 2026, down 208.83% year-on-year from $1.5 million in Q1 2025, and down 109.38% quarter-over-quarter from -$789000.0 in Q4 2025.

Capital Southwest (CSWC) Change in Taxes (2021 - 2026) Analysis & Trends

Capital Southwest's Change in Taxes history runs 6 years deep, the most recent figure standing at -$1.7 million for Q1 2026.

  • On a quarterly basis, Change in Taxes fell 208.83% year-over-year to -$1.7 million in Q1 2026; TTM through Mar 2026 was -$2.1 million, a 185.73% decrease from a year earlier, with the FY2026 full-year figure at -$2.1 million, down 185.73% from the prior year.
  • Change in Taxes eased to -$1.7 million in Q1 2026 per CSWC's latest filing, from -$789000.0 in the prior quarter.
  • Across five years, Change in Taxes topped out at $4.6 million in Q2 2025 and bottomed at -$4.3 million in Q3 2025.
  • The 5-year median for Change in Taxes is $101000.0 (2022), against an average of -$52352.9.
  • Biggest YoY gain for Change in Taxes was 2663.47% in 2025; the steepest drop was 1326.78% in 2025.
  • Year by year, Change in Taxes stood at $151000.0 in 2022, then surged by 124.5% to $339000.0 in 2023, then surged by 33.04% to $451000.0 in 2024, then slumped by 274.94% to -$789000.0 in 2025, then slumped by 109.38% to -$1.7 million in 2026.
  • Per Business Quant, the three latest CSWC Change in Taxes figures stand at -$1.7 million (Q1 2026), -$789000.0 (Q4 2025), and -$4.3 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Taxes (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 240.00 Mn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Capital Southwest 1.42 Bn 1.39 Bn - -1.65 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -1.65 Mn
Mar 31, 2026 -1.65 Mn
Dec 31, 2025 -789,000.00
Dec 31, 2025 -789,000.00
Sep 30, 2025 -4.31 Mn
Sep 30, 2025 -4.31 Mn
Jun 30, 2025 4.62 Mn
Jun 30, 2025 4.62 Mn
Mar 31, 2025 1.52 Mn
Mar 31, 2025 1.52 Mn
Dec 31, 2024 451,000.00
Dec 31, 2024 451,000.00
Sep 30, 2024 351,000.00
Sep 30, 2024 351,000.00
Jun 30, 2024 167,000.00
Jun 30, 2024 167,000.00
Mar 31, 2024 -520,000.00
Mar 31, 2024 -520,000.00
Dec 31, 2023 339,000.00
Dec 31, 2023 339,000.00