Stellus Capital Investment (SCM) Assets Average (2022 - 2026)
Stellus Capital Investment's (SCM) quarterly Assets Average came in at $1.0 billion in Q1 2026, up 2.5% year-on-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) Assets Average (2022 - 2026) Analysis & Trends
Stellus Capital Investment (SCM) has 5 years of Assets Average data on file, last reported at $1.0 billion in Q1 2026.
- On a quarterly basis, Assets Average rose 2.5% year-over-year to $1.0 billion in Q1 2026; TTM through Mar 2026 was $1.0 billion, a 2.5% increase from a year earlier, with the FY2025 full-year figure at $1.0 billion, up 7.05% from the prior year.
- Assets Average for Q1 2026 stood at $1.0 billion, down from $1.0 billion in the prior quarter.
- Over the last five years, Assets Average for SCM reached as high as $1.0 billion in Q4 2025 and fell as low as $893.6 million in Q4 2022.
- Historically, Assets Average has averaged $957.3 million across 5 years, with a median of $946.3 million in 2024.
- Across the five-year window, Assets Average grew 1.83% in 2023 and increased 8.76% in 2025, its largest moves.
- Year by year, Assets Average stood at $893.6 million in 2022, then advanced by 1.83% to $910.0 million in 2023, then rose by 6.48% to $969.0 million in 2024, then grew by 6.81% to $1.0 billion in 2025, then decreased by 1.32% to $1.0 billion in 2026.
- Per Business Quant data, the three most recent Assets Average 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 Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Stellus Capital Investment | 203.21 Mn | 199.83 Mn | - | 1.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |