Stellus Capital Investment (SCM) Accumulated Expenses (2021 - 2026)

Stellus Capital Investment (SCM) reported Accumulated Expenses of $5.7 million for Q1 2026, up 283.89% year-over-year from $1.5 million in Q1 2025, and down 6.66% on a QoQ basis from $6.1 million in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Accumulated Expenses data on file, last reported at $5.7 million in Q1 2026.

  • Quarterly Accumulated Expenses rose 283.89% year-over-year to $5.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $5.7 million (up 283.89% YoY) and the FY2025 annual result came in at $6.1 million, up 16.22% from the prior year.
  • Accumulated Expenses declined to $5.7 million in Q1 2026 per SCM's latest filing, from $6.1 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $6.5 million in Q2 2025 and bottomed at $885348.0 in Q3 2022.
  • The 5-year median for Accumulated Expenses is $4.8 million (2023), against an average of $3.8 million.
  • The widest annual swing landed in 2024, when Accumulated Expenses declined 4.81%; it then jumped 371.85% in 2025.
  • Tracing SCM's Accumulated Expenses over 5 years: stood at $4.6 million in 2022, then increased by 12.94% to $5.2 million in 2023, then increased by 0.77% to $5.3 million in 2024, then grew by 16.22% to $6.1 million in 2025, then fell by 6.66% to $5.7 million in 2026.
  • Per Business Quant, the three latest SCM Accumulated Expenses figures stand at $5.7 million (Q1 2026), $6.1 million (Q4 2025), and $5.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Stellus Capital Investment 261.10 Mn 257.73 Mn -

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 5.73 Mn
Dec 31, 2025 6.14 Mn
Sep 30, 2025 5.91 Mn
Jun 30, 2025 6.53 Mn
Mar 31, 2025 1.49 Mn
Dec 31, 2024 5.28 Mn
Sep 30, 2024 1.25 Mn
Jun 30, 2024 5.25 Mn
Mar 31, 2024 1.49 Mn
Dec 31, 2023 5.24 Mn
Sep 30, 2023 1.32 Mn
Jun 30, 2023 4.78 Mn
Mar 31, 2023 1.20 Mn
Dec 31, 2022 4.64 Mn
Sep 30, 2022 885,348.00
Dec 31, 2021 3.69 Mn