Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026)
Stellus Capital Investment's (SCM) quarterly Retained Earnings came in at -$34.9 million in Q1 2026, down 192.1% year-on-year from $37.9 million in Q1 2025, and down 108.76% on a QoQ basis from $397.8 million in Q4 2025.
Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026) Analysis & Trends
Stellus Capital Investment (SCM) has 6 years of Retained Earnings data on file, last reported at -$34.9 million in Q1 2026.
- On a quarterly basis, Retained Earnings fell 192.1% year-over-year to -$34.9 million in Q1 2026; TTM through Mar 2026 was -$34.9 million, a 192.1% decrease from a year earlier, with the FY2025 full-year figure at $397.8 million, up 4.82% from the prior year.
- Retained Earnings for Q1 2026 stood at -$34.9 million, down from $397.8 million in the prior quarter.
- Over the last five years, Retained Earnings for SCM reached as high as $397.8 million in Q4 2025 and fell as low as -$34.9 million in Q1 2026.
- Historically, Retained Earnings has averaged $121.3 million across 5 years, with a median of $32.1 million in 2023.
- Across the five-year window, Retained Earnings jumped 1300.06% in 2023 and tumbled 192.1% in 2026, its largest moves.
- Year by year, Retained Earnings stood at $27.7 million in 2022, then soared by 1112.82% to $335.9 million in 2023, then grew by 12.99% to $379.5 million in 2024, then advanced by 4.82% to $397.8 million in 2025, then slumped by 108.76% to -$34.9 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were -$34.9 million in Q1 2026, $397.8 million in Q4 2025, and -$21.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Stellus Capital Investment | 203.21 Mn | 199.83 Mn | - | -34.86 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -34.86 Mn |
| Dec 31, 2025 | 397.83 Mn |
| Sep 30, 2025 | -21.71 Mn |
| Jun 30, 2025 | 36.05 Mn |
| Mar 31, 2025 | 37.86 Mn |
| Dec 31, 2024 | 379.55 Mn |
| Sep 30, 2024 | -9.17 Mn |
| Jun 30, 2024 | -14.01 Mn |
| Mar 31, 2024 | 335.92 Mn |
| Dec 31, 2023 | 335.92 Mn |
| Sep 30, 2023 | 32.12 Mn |
| Jun 30, 2023 | 30.57 Mn |
| Mar 31, 2023 | 283.40 Mn |
| Dec 31, 2022 | 27.70 Mn |
| Sep 30, 2022 | 2.29 Mn |
| Dec 31, 2021 | 274.56 Mn |