Stellus Capital Investment (SCM) Assets Average (2022 - 2026)

Stellus Capital Investment (SCM) reported Assets Average of $1.0 billion for Q1 2026, up 2.5% year-over-year from $996.3 million in Q1 2025, and down 1.32% on a QoQ basis from $1.0 billion in Q4 2025.

Stellus Capital Investment (SCM) has 5 years of Assets Average data on file, last reported at $1.0 billion in Q1 2026.

  • Quarterly Assets Average rose 2.5% year-over-year to $1.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 billion (up 2.5% YoY) and the FY2025 annual result came in at $1.0 billion, up 7.05% from the prior year.
  • Assets Average fell to $1.0 billion in Q1 2026 per SCM's latest filing, from $1.0 billion in the prior quarter.
  • Across five years, Assets Average topped out at $1.0 billion in Q4 2025 and bottomed at $893.6 million in Q4 2022.
  • The 5-year median for Assets Average is $946.3 million (2024), against an average of $957.3 million.
  • The widest annual swing landed in 2023, when Assets Average grew 1.83%; it then increased 8.76% in 2025.
  • Tracing SCM's Assets Average over 5 years: stood at $893.6 million in 2022, then climbed by 1.83% to $910.0 million in 2023, then gained by 6.48% to $969.0 million in 2024, then increased by 6.81% to $1.0 billion in 2025, then slipped by 1.32% to $1.0 billion in 2026.
  • Per Business Quant, the three latest SCM Assets Average 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 Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.12 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.02 Bn
3 Kkr 84.94 Bn 132.45 Bn - 411.11 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.49 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 464.24 Bn
6 State Street 44.42 Bn 18.75 Bn - 379.11 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 187.68 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.85 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.51 Bn
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 1.02 Bn

Historic Data

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DateValue
Mar 31, 2026 1.02 Bn
Dec 31, 2025 1.03 Bn
Sep 30, 2025 1.03 Bn
Jun 30, 2025 1.02 Bn
Mar 31, 2025 996.32 Mn
Dec 31, 2024 968.99 Mn
Sep 30, 2024 951.79 Mn
Jun 30, 2024 940.86 Mn
Mar 31, 2024 921.65 Mn
Dec 31, 2023 910.02 Mn
Sep 30, 2023 906.86 Mn
Jun 30, 2023 901.31 Mn
Mar 31, 2023 899.52 Mn
Dec 31, 2022 893.65 Mn