Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026)
Stellus Capital Investment (SCM) posted quarterly Retained Earnings of -$34.9 million for Q1 2026, down 192.1% year-over-year from $37.9 million in Q1 2025, and down 108.76% quarter-over-quarter from $397.8 million in Q4 2025.
Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026) Analysis & Trends
Stellus Capital Investment (SCM) has reported Retained Earnings for 6 consecutive years, with -$34.9 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Retained Earnings fell 192.1% year-over-year to -$34.9 million; the TTM figure through Mar 2026 stood at -$34.9 million (down 192.1% YoY), while the FY2025 annual figure was $397.8 million, up 4.82% from the prior year.
- Retained Earnings declined to -$34.9 million in Q1 2026 per SCM's latest filing, from $397.8 million in the prior quarter.
- Across five years, Retained Earnings topped out at $397.8 million in Q4 2025 and bottomed at -$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.
- Annual changes were most pronounced in 2023 — Retained Earnings soared 1300.06% — and 2026, when it sank 192.1%.
- Stellus Capital Investment's Retained Earnings stood at $27.7 million in 2022, then jumped by 1112.82% to $335.9 million in 2023, then advanced by 12.99% to $379.5 million in 2024, then rose by 4.82% to $397.8 million in 2025, then slumped by 108.76% to -$34.9 million in 2026.
- Business Quant data shows SCM's Retained Earnings at -$34.9 million in Q1 2026, $397.8 million in Q4 2025, and -$21.7 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | -18.65 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 14.98 Bn |
| 10 | Stellus Capital Investment | 250.42 Mn | 245.28 Mn | - | 395.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 395.38 Mn |
| 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 |