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SCM · Stellus Capital Investment Corp

Track SCM — free
$8.73 +0.15 (+1.75%) At close · Aug 19
Market Cap
$245.21M
Shares
28.48M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.73 Open$8.61 Day$8.59–8.75 52W close$7.01–15.02 Avg vol 30d261K Short int1.2M · 4.2% float · 3.7d Short vol35% Last earningsAug 11, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 10

Up next

Next earnings call
Nov 11, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 10, 2026

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol High
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg +7%
above
RSI (14) 61
neutral
MACD trend Positive
52-week position 21%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return +23%
trailing
6-month return −17%
trailing
YTD return −31%
this year
Relative strength −29%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +10 funds added
Insider flow Accumulating
Net +$5.8K over 90 days · 0% sells
Short interest Rising
4.15% of float · ▲ +43.1% MoM · 3.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
61 holders — mid 3-yr range
Squeeze score 68
elevated · 0–100
Fundamentals
Fair
EPS growth −47%
Y/Y
Valuation P/E 8.4
below peers
Buyback $17.6M
remaining
Balance sheet $97.6M
net debt
Quant / Vol
risk profile
High
Volatility 31%
annualized · 1-yr
Max drawdown −53%
past year
ATR 3.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Jul 29, 2026
Net asset value per share · as of June 30, 2026 $12.76 – $12.84
Prior guidance period ended · from the 8-K filed Jul 29, 2026
Net investment income per share · second quarter 2026 $0.25 – $0.27

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
+7% Bullish
RSI (14)
61 Neutral
MACD trend
Positive Bullish
52-week position
21% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +10 funds added
Insider flow Accumulating
Net +$5.8K over 90 days · 0% sells
Short interest Rising
4.15% of float · ▲ +43.1% MoM · 3.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
61 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $7 Now $9 · 21% Range high $15
vs 200-day avg -15% vs 50-day avg +7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
investments on non-accrual status (percentage of total investment portfolio at cost) 8.5% Q2 FY2026
investments on non-accrual status (percentage of total investment portfolio at fair value) 5.4% Q2 FY2026

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SCM
Stellus Capital Investment Corp
this stock
$245.21M -31.2% 8.4 4.2%
BLK
BlackRock, Inc.
$375.11B +8.3% +16.2% 27.7 0.7%
BX
Blackstone Inc.
$105.53B -5.9% +9.2% 31.5 3.5%
KKR
KKR & Co. Inc.
$99.15B -13.4% -11.0% 1.6%
BN
BROOKFIELD Corp /ON/
$94.05B -8.1% 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
61
% held
12.9%
Net QoQ
-521.6K sh
Top holder
Corient Private Wealth LLC
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Rising
Shares short
1.2M
Days to cover
3.7d
Change
+355.8K sh
View
Short Volume
Short vol %
35%
As of
Aug 19, 2026
Short Total
View
Fails to Deliver
FTD shares
2.7K
Value
$20.2K
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
47.3%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$5.8K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Financials
Financials
Net income (FY)
$27.0M
EPS diluted
$0.95
View
Buybacks
Authorized
$20.0M
Remaining
$17.6M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 10, 2026
This year
8
View
Earnings & Events
Earnings Calls
Last call
Aug 11, 2026
View

Performance

5D 20D 120D MTD YTD
SCM -0.3% +22.8% -17.4% +16.4% -31.2%
SPY -0.4% +2.9% +11.6% +3.0% +12.8%
vs SPY +0.1% +19.9% -29.0% +13.5% -43.9%

Capital returns

Latest dividend
$0.083 / share · ex Jul 31, 2026
Declared · upcoming
$0.0833 / share · ex Aug 31, 2026
Cut 26.5%
Paid (TTM)
$1.426 / share · 12 payouts
Dividend yield (TTM, derived)
16.33%
Buyback program · as of Jun 30, 2026
Authorized
$20.00M
Spent (derived)
$2.40M
Remaining
$17.60M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1551901 CUSIP 858568108 13F (30d) 55 filings 55 filers Visit website