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
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