Stellus Capital Investment (SCM) Assets (2021 - 2026)

Stellus Capital Investment (SCM) reported Assets of $1.0 billion for Q1 2026, down 1.03% year-over-year from $1.0 billion in Q1 2025, and down 3.84% on a QoQ basis from $1.0 billion in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Assets data on file, last reported at $1.0 billion in Q1 2026.

  • Quarterly Assets fell 1.03% year-over-year to $1.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 billion (down 1.03% YoY) and the FY2025 annual result came in at $1.0 billion, up 6.15% from the prior year.
  • Assets slipped to $1.0 billion in Q1 2026 per SCM's latest filing, from $1.0 billion in the prior quarter.
  • Across five years, Assets topped out at $1.0 billion in Q4 2025 and bottomed at $889.1 million in Q3 2022.
  • The 5-year median for Assets is $946.5 million (2024), against an average of $956.5 million.
  • The widest annual swing landed in 2022, when Assets gained 9.37%; it then retreated 1.03% in 2026.
  • Tracing SCM's Assets over 5 years: stood at $898.2 million in 2022, then increased by 1.1% to $908.1 million in 2023, then rose by 8.02% to $980.9 million in 2024, then grew by 6.15% to $1.0 billion in 2025, then fell by 3.84% to $1.0 billion in 2026.
  • Per Business Quant, the three latest SCM Assets figures stand at $1.0 billion (Q1 2026), $1.0 billion (Q4 2025), and $1.0 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 1.00 Bn

Historic Data

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DateValue
Mar 31, 2026 1.00 Bn
Dec 31, 2025 1.04 Bn
Sep 30, 2025 1.03 Bn
Jun 30, 2025 1.03 Bn
Mar 31, 2025 1.01 Bn
Dec 31, 2024 980.90 Mn
Sep 30, 2024 957.07 Mn
Jun 30, 2024 946.51 Mn
Mar 31, 2024 935.22 Mn
Dec 31, 2023 908.09 Mn
Sep 30, 2023 911.95 Mn
Jun 30, 2023 901.77 Mn
Mar 31, 2023 900.85 Mn
Dec 31, 2022 898.18 Mn
Sep 30, 2022 889.11 Mn
Dec 31, 2021 821.26 Mn