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SCM · Stellus Capital Investment Corp

Track SCM — free
$8.25 -0.15 (-1.79%)
Market Cap
$250.05M
Shares
28.48M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.40 Open$8.77 Day$8.37–8.85 52W close$7.01–15.02 Avg vol 30d199K Short int810K · 2.8% float · 3.0d Short vol50% Last earningsAug 11, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 10

Up next

Next earnings call
Nov 11, 2026 Est · unconfirmed · in 9 wks
filed Aug 10, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$101.19M
Trailing 12 months
Net income (TTM)
$29.77M
Trailing 12 months
Revenue growth YoY
-13.2%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
8.5
Trailing earnings · reciprocal yield 11.7%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$5.14M
Latest balance sheet
Dividend yield
15.7%
Trailing 12 months
Shares change YoY
+1.6%
Year over year · more shares
Price change (1Y)
-40.4%
Trailing year
Short interest
2.8%
Latest settlement · 3.0 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 15.7 · calm Equity put/call 0.48
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −16%
below
Price vs 50-day avg +2%
above
RSI (14) 46
neutral
MACD trend Negative
52-week position 17%
mid-range
Momentum
relative strength
Very Weak
1-month return −1%
trailing
6-month return −8%
trailing
YTD return −34%
this year
Relative strength −22%
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 Falling
2.84% of float · ▼ -31.5% MoM · 3.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
61 holders — mid 3-yr range
Squeeze score 49
elevated · 0–100
Fundamentals
Strong
EPS growth −47%
Y/Y
Valuation P/E 8.5
below peers
Buyback $17.6M
remaining
Quant / Vol
risk profile
High
Volatility 31%
annualized · 1-yr
Max drawdown −53%
past year
ATR 3.1%
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
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−16% Bearish
Price vs 50-day avg
+2% Bullish
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
17% 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
-5% holders QoQ · +10 funds added
Insider flow Accumulating
Net +$5.8K over 90 days · 0% sells
Short interest Falling
2.84% of float · ▼ -31.5% MoM · 3.0 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 $8 · 17% Range high $15
vs 200-day avg -16% vs 50-day avg +2%

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
$250.05M -33.8% 8.5 0.0%
BLK
BlackRock, Inc.
$359.65B +2.3% +16.2% 26.5 0.6%
BX
Blackstone Inc.
$101.11B -13.1% +9.2% 30.2 2.9%
KKR
KKR & Co. Inc.
$93.31B -17.1% -11.0% 1.4%
BN
BROOKFIELD Corp /ON/
$88.81B -14.4% 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 Falling
Shares short
809.5K
Days to cover
3.0d
Change
-372.4K sh
View
Short Volume
Short vol %
50%
As of
Sep 8, 2026
Short Total
View
Fails to Deliver
FTD shares
519
Value
$4.4K
As of
Aug 11, 2026
View
Off-Exchange
Off-exchange %
37.6%
Week of
Aug 3, 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 -3.0% -0.8% -8.1% -3.0% -33.8%
SPY -0.1% -0.9% +14.2% -0.1% +12.3%
vs SPY -2.9% +0.1% -22.3% -2.9% -46.1%

Capital returns

Latest dividend
$0.083 / share · ex Aug 31, 2026
Declared · upcoming
$0.0833 / share · ex Sep 30, 2026
Cut 26.5%
Paid (TTM)
$1.376 / share · 12 payouts
Dividend yield (TTM, derived)
16.38%
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) 36 filings 36 filers Visit website