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

Stellus Capital Investment's (SCM) quarterly Assets came in at $1.0 billion in Q1 2026, down 1.03% year-on-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) Assets (2021 - 2026) Analysis & Trends

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

  • On a quarterly basis, Assets fell 1.03% year-over-year to $1.0 billion in Q1 2026; TTM through Mar 2026 was $1.0 billion, a 1.03% decrease from a year earlier, with the FY2025 full-year figure at $1.0 billion, up 6.15% from the prior year.
  • Assets for Q1 2026 stood at $1.0 billion, down from $1.0 billion in the prior quarter.
  • Over the last five years, Assets for SCM reached as high as $1.0 billion in Q4 2025 and fell as low as $889.1 million in Q3 2022.
  • Historically, Assets has averaged $956.5 million across 5 years, with a median of $946.5 million in 2024.
  • Across the five-year window, Assets gained 9.37% in 2022 and retreated 1.03% in 2026, its largest moves.
  • Year by year, Assets stood at $898.2 million in 2022, then grew by 1.1% to $908.1 million in 2023, then increased by 8.02% to $980.9 million in 2024, then climbed by 6.15% to $1.0 billion in 2025, then declined by 3.84% to $1.0 billion in 2026.
  • Per Business Quant data, the three most recent Assets figures were $1.0 billion in Q1 2026, $1.0 billion in Q4 2025, and $1.0 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Stellus Capital Investment 203.21 Mn 199.83 Mn - 1.00 Bn

Historic Data

Download Data
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