Stellus Capital to Be Acquired by P10, Inc.

Stellus Capital ( (SCM) ) just unveiled an announcement.

On February 5, 2026, Stellus Capital Management and Stellus Capital Investment Corporation disclosed that Stellus has entered into a definitive agreement to be acquired by P10, Inc., a private markets solutions provider with more than $40 billion in assets under management, in a transaction expected to close in mid-2026. While the deal will trigger a change of control and a required termination and reapproval of Stellus’s investment advisory agreement with Stellus Capital Investment Corporation, Stellus’s current partners will retain control of day-to-day operations and investment processes, with both parties positioning the transaction as a way to pair Stellus’s direct lending franchise with P10’s broader middle- and lower-middle-market platform, sponsor network, and resources, potentially expanding deal flow and product offerings without altering Stellus’s core investment strategy for clients and other stakeholders.

The most recent analyst rating on (SCM) stock is a Hold with a $14.50 price target. To see the full list of analyst forecasts on Stellus Capital stock, see the SCM Stock Forecast page.

Spark’s Take on SCM Stock

According to Spark, TipRanks’ AI Analyst, SCM is a Neutral.

The score is most constrained by weak cash conversion (negative operating and free cash flow across periods) and moderate leverage despite strong reported margins. Valuation is a positive (modest P/E and very high dividend yield), while technicals are neutral-to-slightly positive and the latest earnings call was balanced (portfolio growth and improved financing terms offset by NAV decline and spread pressure).

To see Spark’s full report on SCM stock, click here.

More about Stellus Capital

Stellus Capital Management is a U.S. direct lender specializing in senior secured loans in the lower-middle market, with approximately $3.8 billion in assets under management, including $2.6 billion in fee-paying assets. With a track record spanning more than 20 years and over $10.3 billion invested in more than 375 portfolio companies, the Houston-based firm focuses on private credit solutions for sponsors and borrowers in the lower-middle market, operating from offices in Houston, Charlotte, and the Washington, D.C. area.

Average Trading Volume: 181,247

Technical Sentiment Signal: Buy

Current Market Cap: $353.7M

See more insights into SCM stock on TipRanks’ Stock Analysis page.