Capital Southwest (CSWC) Tax Rate (2010 - 2026)
Capital Southwest's (CSWC) quarterly Tax Rate came in at 3.55% in Q1 2026, up 59.0% year-on-year from 2.23% in Q1 2025, and up 128.55% quarter-over-quarter from 12.43% in Q4 2025.
Capital Southwest (CSWC) Tax Rate (2010 - 2026) Analysis & Trends
Capital Southwest's Tax Rate history runs 10 years deep, the most recent figure standing at 3.55% for Q1 2026.
- On a quarterly basis, Tax Rate rose 59.0% year-over-year to 3.55% in Q1 2026; TTM through Mar 2026 was 1.63%, a 153.0% decrease from a year earlier, with the FY2026 full-year figure at 1.63%, down 195.0% from the prior year.
- Tax Rate rose to 3.55% in Q1 2026 per CSWC's latest filing, from 12.43% in the prior quarter.
- Across five years, Tax Rate topped out at 14.79% in Q2 2024 and bottomed at 12.43% in Q4 2025.
- The 5-year median for Tax Rate is 2.96% (2025), against an average of 2.08%.
- Biggest YoY gain for Tax Rate was 1893 bps in 2025; the steepest drop was 1479 bps in 2025.
- Year by year, Tax Rate stood at 6.49% in 2022, then soared by 180 bps to 5.22% in 2023, then slumped by 55 bps to 2.35% in 2024, then sank by 628 bps to 12.43% in 2025, then jumped by 129 bps to 3.55% in 2026.
- Per Business Quant, the three latest CSWC Tax Rate figures stand at 3.55% (Q1 2026), 12.43% (Q4 2025), and 12.73% (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Capital Southwest | 1.42 Bn | 1.39 Bn | - | 3.55% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.55% |
| Mar 31, 2026 | 3.55% |
| Mar 31, 2026 | 3.55% |
| Dec 31, 2025 | -12.43% |
| Dec 31, 2025 | -12.43% |
| Dec 31, 2025 | -12.43% |
| Sep 30, 2025 | 12.73% |
| Sep 30, 2025 | 12.73% |
| Sep 30, 2025 | 12.73% |
| Jun 30, 2025 | 4.98% |
| Jun 30, 2025 | 4.98% |
| Jun 30, 2025 | 4.98% |
| Mar 31, 2025 | 2.96% |
| Mar 31, 2025 | 2.96% |
| Mar 31, 2025 | 2.96% |
| Dec 31, 2024 | 2.35% |
| Dec 31, 2024 | 2.35% |
| Dec 31, 2024 | 2.35% |
| Sep 30, 2024 | -6.20% |
| Sep 30, 2024 | -6.20% |