Stellus Capital Investment (SCM) Long-Term Investments (2021 - 2026)

Stellus Capital Investment (SCM) reported Long-Term Investments of $2.0 million for Q1 2026, up 11.66% year-over-year from $1.8 million in Q1 2025, and up 4.02% on a QoQ basis from $1.9 million in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Long-Term Investments data on file, last reported at $2.0 million in Q1 2026.

  • Quarterly Long-Term Investments rose 11.66% year-over-year to $2.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.0 million (up 11.66% YoY) and the FY2025 annual result came in at $1.9 million, up 723.05% from the prior year.
  • Long-Term Investments improved to $2.0 million in Q1 2026 per SCM's latest filing, from $1.9 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $871.7 million in Q3 2022 and bottomed at $29764.0 in Q1 2023.
  • The 5-year median for Long-Term Investments is $1.9 million (2025), against an average of $62.0 million.
  • The widest annual swing landed in 2022, when Long-Term Investments soared 6031.02%; it then tumbled 98.89% in 2023.
  • Tracing SCM's Long-Term Investments over 5 years: stood at $16.5 million in 2022, then sank by 96.98% to $496828.0 in 2023, then tumbled by 52.45% to $236250.0 in 2024, then surged by 723.05% to $1.9 million in 2025, then rose by 4.02% to $2.0 million in 2026.
  • Per Business Quant, the three latest SCM Long-Term Investments figures stand at $2.0 million (Q1 2026), $1.9 million (Q4 2025), and $8.3 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 2.02 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 2.02 Mn
Dec 31, 2025 1.94 Mn
Sep 30, 2025 8.33 Mn
Jun 30, 2025 377,535.00
Mar 31, 2025 1.81 Mn
Dec 31, 2024 236,250.00
Sep 30, 2024 800,011.00
Jun 30, 2024 4.24 Mn
Mar 31, 2024 97,400.00
Dec 31, 2023 496,828.00
Sep 30, 2023 9.70 Mn
Jun 30, 2023 12.42 Mn
Mar 31, 2023 29,764.00
Dec 31, 2022 16.46 Mn
Sep 30, 2022 871.73 Mn
Dec 31, 2021 268,536.00