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
DateValue
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