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SCM · Stellus Capital Investment Corp

Track SCM — free
$7.90 -0.15 (-1.86%) At close · Sep 18
Market Cap
$224.99M
Shares
28.48M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$7.90 Open$8.11 Day$7.85–8.11 52W close$7.01–14.10 Avg vol 30d163K Short int800K · 2.8% float · 7.2d Short vol31% Last earningsAug 11, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 10

Up next

Next earnings call
Nov 11, 2026 Est · unconfirmed · in 7 wks
filed Aug 10, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
-44.0%
Trailing year
Short interest
2.8%
Latest settlement · 7.2 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −20%
below
Price vs 50-day avg −3%
below
RSI (14) 38
neutral
MACD trend Negative
52-week position 13%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −9%
trailing
6-month return −10%
trailing
YTD return −38%
this year
Relative strength −30%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Distributing
-6% holders QoQ · +9 funds added
Insider flow Accumulating
Net +$13.8K over 90 days · 0% sells
Short interest Falling
2.81% of float · ▼ -1.2% MoM · 7.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
60 holders — mid 3-yr range
Squeeze score 58
elevated · 0–100
Fundamentals
Strong
EPS growth −47%
Y/Y
Valuation P/E 7.7
below peers
Buyback $17.6M
remaining
Quant / Vol
risk profile
High
Volatility 32%
annualized · 1-yr
Max drawdown −50%
past year
ATR 3.2%
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 Earnings Call filed Mar 31, 2026
for the balance of the year
Equity realizations $9M
from here
Investment portfolio growth capacity $75M – $100M

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

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−20% Bearish
Price vs 50-day avg
−3% Neutral
RSI (14)
38 Neutral
MACD trend
Negative Bearish
52-week position
13% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Distributing
-6% holders QoQ · +9 funds added
Insider flow Accumulating
Net +$13.8K over 90 days · 0% sells
Short interest Falling
2.81% of float · ▼ -1.2% MoM · 7.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
60 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $7 Now $8 · 13% Range high $14
vs 200-day avg -20% vs 50-day avg -3%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$224.99M -37.7% 7.7 0.0%
BLK
BlackRock, Inc.
$344.91B -0.1% +16.2% 25.4 0.6%
BX
Blackstone Inc.
$94.92B -18.9% +9.2% 28.4 2.9%
KKR
KKR & Co. Inc.
$88.70B -22.5% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$83.40B -18.3% 1.0%

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
60
% held
12.9%
Net QoQ
-524.7K sh
Top holder
Corient Private Wealth LLC
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Falling
Shares short
800.0K
Days to cover
7.2d
Change
-9.5K sh
View
Short Volume
Short vol %
31%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
821
Value
$7.2K
As of
Aug 31, 2026
View
Off-Exchange
Off-exchange %
46.8%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$13.8K
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 -3.4% -8.6% -10.3% -8.8% -37.7%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY -3.1% -8.4% -30.5% -8.1% -49.4%

Capital returns

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) 2 filings 2 filers Visit website