Skip to main content
SCM logo

SCM · Stellus Capital Investment Corp

$8.08 +0.03 (+0.37%) At close · Aug 5
Market Cap
$233.89M
Shares
28.95M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.08 Open$8.10 Day$7.85–8.15 52W$6.75–13.29 Avg vol 30d266K Short int826K · 2.9% float · 4.7d Short vol55% Last earningsAug 11, 2026 DataJan 2020–Aug 2026 Filing10-Q · May 11

Up next

Next earnings call
Aug 11, 2026 Scheduled · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 11, 2026

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.46
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −22%
below
Price vs 50-day avg −2%
below
RSI (14) 55
neutral
MACD trend Positive
52-week position 20%
mid-range
Momentum
relative strength
Very Weak
1-month return −1%
trailing
6-month return −25%
trailing
YTD return −31%
this year
Relative strength −37%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Accumulating
22 of 64 funds reported for Jun 30 · net +50.2K sh shares · +3 new
Insider flow Accumulating
Net +$96.5K over 90 days · 0% sells
Short interest Rising
2.85% of float · ▲ +1.2% MoM · 4.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
64 holders — mid 3-yr range
Squeeze score 81
high risk · 0–100
Fundamentals
Strong
EPS growth −47%
Y/Y
Valuation P/E 9.7
below peers
Buyback $17.6M
remaining
Balance sheet $25.1M
net cash
Quant / Vol
risk profile
Very High
Volatility 30%
annualized · 1-yr
Max drawdown −48%
past year
ATR 4.0%
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 Initiated $9M
from here
Capacity to increase investment portfolio $75M – $100M
recently announced
Common stock repurchase program $20M
second quarter of this year
Dividend Initiated $0.34
prior qtr $0.06 midpoint +466.7% QoQ
Guided vs delivered · last 1 settled
Dividend per share third quarter
guided $0.40
$0.23 Miss −42.5%

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 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−22% Bearish
Price vs 50-day avg
−2% Neutral
RSI (14)
55 Neutral
MACD trend
Positive Bullish
52-week position
20% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $8 › 200d $10 — 200d above 50d
Institutional flow Accumulating
22 of 64 funds reported for Jun 30 · net +50.2K sh shares · +3 new
Insider flow Accumulating
Net +$96.5K over 90 days · 0% sells
Short interest Rising
2.85% of float · ▲ +1.2% MoM · 4.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
64 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $7 Now $8 · 20% 52-wk high $13
vs 200-day avg -22% vs 50-day avg -2%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
investments funded $18M Q2 2026
investments on non-accrual status at cost 8.5% Q2 2026
investments on non-accrual status at fair value 5.4% Q2 2026
repayments received $49M Q2 2026
shares repurchased 274,343 Q2 2026
total portfolio at fair value (high end) $975M Q2 2026
total portfolio at fair value (low end) $965M Q2 2026

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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
$233.89M -30.9% 9.7 2.9%
BLK
BlackRock, Inc.
$369.19B +7.1% +16.2% 28.5 0.6%
BX
Blackstone Inc.
$100.54B -9.0% +9.2% 34.7 3.2%
BN
BROOKFIELD Corp /ON/
$99.48B -2.6% 0.7%
KKR
KKR & Co. Inc.
$94.86B -16.8% -11.0% 1.7%

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 Accumulating
Holders
66
% held
14.7%
Reported
22 of 64
Top holder
LPL Financial LLC
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Rising
Shares short
826.1K
Days to cover
4.7d
Change
+10.2K sh
View
Short Volume
Short vol %
55%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
1.3K
Value
$10.8K
As of
Jul 10, 2026
View
Off-Exchange
Off-exchange %
42.8%
Week of
Jun 29, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$96.5K
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
8-K
Filed
Jul 29, 2026
This year
7
View
Earnings & Events
Earnings Calls Upcoming
Next call
Aug 11, 2026
Last call
Dec 31, 2025
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
SCM +15.3% -0.7% -25.3% +7.7% -30.9%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY +9.7% -4.0% -36.5% +4.7% -43.8%

Capital returns

Latest dividend
$0.083 / share · ex Jul 31, 2026
Cut 26.5%
Paid (TTM)
$1.426 / share · 12 payouts
Dividend yield (TTM, derived)
17.65%
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) 25 filings 22 filers Visit website