Stellus Capital Investment (SCM) Long-Term Investments (2021 - 2026)
Stellus Capital Investment (SCM) posted quarterly Long-Term Investments of $12.7 million for Q1 2026, down 15.29% year-over-year from $15.0 million in Q1 2025, and up 141822.11% quarter-over-quarter from $8955.0 in Q4 2025.
Stellus Capital Investment (SCM) Long-Term Investments (2021 - 2026) Analysis & Trends
Stellus Capital Investment (SCM) has reported Long-Term Investments for 6 consecutive years, with $12.7 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Long-Term Investments fell 15.29% year-over-year to $12.7 million; the TTM figure through Mar 2026 stood at $12.7 million (down 15.29% YoY), while the FY2025 annual figure was $8955.0, down 71.24% from the prior year.
- Long-Term Investments rose to $12.7 million in Q1 2026 per SCM's latest filing, from $8955.0 in the prior quarter.
- Across five years, Long-Term Investments topped out at $871.7 million in Q3 2022 and bottomed at $3.0 in Q4 2023.
- Historically, Long-Term Investments has averaged $63.4 million across 5 years, with a median of $6.9 million in 2024.
- Annual changes were most pronounced in 2023 — Long-Term Investments sank 100.0% — and 2024, when it surged 1037966.67%.
- Stellus Capital Investment's Long-Term Investments stood at $1.0 million in 2022, then tumbled by 100.0% to $3.0 in 2023, then soared by 1037966.67% to $31142.0 in 2024, then slumped by 71.24% to $8955.0 in 2025, then surged by 141822.11% to $12.7 million in 2026.
- Business Quant data shows SCM's Long-Term Investments at $12.7 million in Q1 2026, $8955.0 in Q4 2025, and $11.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Stellus Capital Investment | 250.42 Mn | 245.28 Mn | - | 968.25 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 968.25 Mn |
| Mar 31, 2026 | 12.71 Mn |
| Dec 31, 2025 | 8,955.00 |
| Sep 30, 2025 | 11.33 Mn |
| Jun 30, 2025 | 235,218.00 |
| Mar 31, 2025 | 15.00 Mn |
| Dec 31, 2024 | 31,142.00 |
| Sep 30, 2024 | 6.86 Mn |
| Jun 30, 2024 | 8.12 Mn |
| Mar 31, 2024 | 822,245.00 |
| Dec 31, 2023 | 3.00 |
| Sep 30, 2023 | 259,707.00 |
| Jun 30, 2023 | 8.86 Mn |
| Mar 31, 2023 | 13.72 Mn |
| Dec 31, 2022 | 1.03 Mn |
| Sep 30, 2022 | 871.73 Mn |
| Dec 31, 2021 | 3.52 Mn |