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Stellus Capital Investment (SCM)
NYSE:SCM
SCM Stock Chart & Stats
$12.60
<$0.01(0.07%)
At close: 4:00 PM EST
$12.60
<$0.01(0.07%)
Day’s Range― - ―
52-Week Range$8.43 - $15.39
Previous CloseN/A
Volume32.17K
Average Volume (3M)314.00K
Market Cap
$265.16M
Enterprise Value$393.87B
Total Cash (Recent Filing)$25.05B
Total Debt (Recent Filing)$418.66B
Price to Earnings (P/E)13.3
Beta0.55
Next Earnings
May 13, 2026EPS Estimate
0.26Next Dividend Ex-DateN/A
Dividend Yield12.83%
Share Statistics
EPS (TTM)0.29
Shares Outstanding28,947,254
10 Day Avg. Volume402,607
30 Day Avg. Volume314,004
Financial Highlights & Ratios
PEG Ratio-0.28
Price to Book (P/B)<0.01
Price to Sales (P/S)3.47
P/FCF Ratio-0.01
Enterprise Value/Market Cap1.49K
Enterprise Value/Revenue4.81K
Enterprise Value/Gross Profit4.99K
Enterprise Value/Ebitda6.20K
Forecast
1Y Price Target
$9.00Price Target Upside-28.57% Downside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)1.04
Revenue Forecast (FY)$99.87M
Bulls Say, Bears Say
Bulls Say
Secured, Floating-rate Loan BookA predominantly secured, floating-rate portfolio offers durable downside protection and ongoing rate sensitivity. Collateralization reduces loss severity in stress, while floating coupons help net interest income reprice with rising base rates, supporting mid-term cash yields and interest income resilience.
High Proportion Of Performing CreditsA large share of credits performing to plan indicates stable underwriting and portfolio quality, limiting near-term loss realization. Sustained portfolio health reduces capital volatility, supports recurring interest income, and gives management flexibility to selectively originate or workout loans over the next several quarters.
Advisor Strategic Transaction To Expand OriginationThe advisor's pending combination with a larger platform should materially enlarge sponsor relationships and distribution channels, increasing proprietary deal flow. Over 2–6 months this structural change can sustainably boost new originations and diversification of lending opportunities for the BDC.
Bears Say
Consistent Negative Operating/free Cash FlowPersistent negative operating and free cash flow means reported earnings are not converting to cash, constraining internal capital for dividends, buybacks or debt reduction. Over several quarters this limits financial flexibility and raises reliance on external funding or asset sales to meet distributions and obligations.
Elevated And Persistent LeverageSustained high leverage increases sensitivity to credit losses and interest-rate swings, compressing net returns during downturns. Elevated borrowing limits ability to absorb nonaccruals without NAV pressure and constrains growth options, making capital management critical over the medium term.
Distributions Exceed Recent NII; NAV PressurePaying distributions above recent net investment income erodes NAV and forces reliance on realized gains, fee income or balance-sheet actions. Continued payout over-coverage can deplete capital buffers, heighten market discount risk, and pressure sustainability of dividends across the next several quarters.
Stellus Capital News
SCM FAQ
What was Stellus Capital Investment’s price range in the past 12 months?
Stellus Capital Investment lowest stock price was $8.43 and its highest was $15.39 in the past 12 months.
What is Stellus Capital Investment’s market cap?
Stellus Capital Investment’s market cap is $265.16M.
When is Stellus Capital Investment’s upcoming earnings report date?
Stellus Capital Investment’s upcoming earnings report date is May 13, 2026 which is in 51 days.
How were Stellus Capital Investment’s earnings last quarter?
Stellus Capital Investment released its earnings results on Mar 11, 2026. The company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.295 by -$0.005.
Is Stellus Capital Investment overvalued?
According to Wall Street analysts Stellus Capital Investment’s price is currently Overvalued.
Does Stellus Capital Investment pay dividends?
Stellus Capital Investment pays a Monthly dividend of $0.133 which represents an annual dividend yield of 12.83%. See more information on Stellus Capital Investment dividends here
What is Stellus Capital Investment’s EPS estimate?
Stellus Capital Investment’s EPS estimate is 0.26.
How many shares outstanding does Stellus Capital Investment have?
Stellus Capital Investment has 28,947,254 shares outstanding.
What happened to Stellus Capital Investment’s price movement after its last earnings report?
Stellus Capital Investment reported an EPS of $0.29 in its last earnings report, missing expectations of $0.295. Following the earnings report the stock price went down -7.92%.
Which hedge fund is a major shareholder of Stellus Capital Investment?
Currently, no hedge funds are holding shares in SCM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Stellus Capital Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$9.00 (-28.57% Downside)
$9.00 (-28.57% Downside)
Blogger Sentiment
Bearish
SCM Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 981.0 Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $397.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.9%
Last 30 Days ▼ 2.9%
Last 30 Days ▼ 2.9%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-28.00%
12-Months-Change
Fundamentals
Return on Equity
0.03%
Trailing 12-Months
Asset Growth
6.15%
Trailing 12-Months
Company Description
Stellus Capital Investment
Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.
SCM Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a balanced view: portfolio metrics and asset quality are generally stable (81% on/ ahead of plan, 99% secured, 92% floating-rate) and management announced strategic positives including repayment of debt, a $20M buyback program, and an advisor transaction expected to expand origination channels. Offsetting these positives are a quarterly NAV decline ($0.23 per share), distributions (declared $0.34 per share) above the most recent quarter's NII ($0.29), a slight increase in nonaccruals (5 companies; 7.5% cost, 4.1% FV), and higher PIK income—indicating selective borrower stress and near-term earnings pressure. Overall, the call signals stability and constructive strategic actions but also highlights short-term earnings and NAV headwinds.View all SCM earnings summariesSCM Stock 12 Month Forecast
Average Price Target
$9.00
▼(-28.57% Downside)
Technical Analysis
Gladstone Capital
―
SuRo Capital
―
Pennantpark Investment
―
TriplePoint Venture Growth
―
CION Investment Corp
―
Ownership Overview
3.29% Insiders
0.03% Mutual Funds
5.20% Other Institutional Investors
89.68% Public Companies and
Individual Investors