SCM
Stellus Capital Investment Corporation NYSE Listed Nov 8, 2012$8.30
After hrs
$8.30
-0.00%
Mkt Cap $240.3M
52w Low $8.16
1.9% of range
52w High $15.39
50d MA $9.27
200d MA $11.25
P/E (TTM)
9.9x
EV/EBITDA
25.3x
P/B
0.6x
Debt/Equity
1.8x
ROE
7.3%
P/FCF
-9.6x
RSI (14)
30.30
ATR (14)
$0.29
Beta
0.67
50d MA
$9.27
200d MA
$11.25
Avg Volume
190.5K
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.
CIK (SEC)
Phone
713-292-5400
4400 Post Oak Parkway · Houston, TX 77027 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 11, 2026 | AMC | 0.31 | 0.29 | -6.5% | 9.47 | -5.4% | -7.9% | +0.6% | -0.7% | +4.9% | +4.6% | — |
| Nov 10, 2025 | AMC | 0.30 | 0.34 | +13.3% | 11.73 | +0.9% | +3.0% | -0.1% | -0.7% | +0.5% | -3.8% | — |
| Aug 6, 2025 | AMC | 0.35 | 0.35 | +0.0% | 14.06 | +0.3% | +1.4% | +1.9% | +0.4% | +1.2% | +0.1% | — |
| May 12, 2025 | AMC | 0.37 | 0.37 | +0.0% | 13.18 | -1.4% | -1.1% | +1.5% | +0.9% | +1.0% | +0.9% | — |
| Mar 4, 2025 | AMC | 0.41 | 0.37 | -9.8% | 15.11 | -3.7% | -8.6% | +0.4% | +1.2% | -0.9% | -0.7% | — |
| Nov 8, 2024 | AMC | 0.46 | 0.40 | -13.0% | 13.73 | -0.1% | +0.2% | -0.2% | +0.4% | -0.1% | +1.5% | — |
| Aug 7, 2024 | AMC | 0.44 | 0.50 | +13.6% | 13.64 | +2.1% | +1.0% | +0.1% | -0.4% | +0.9% | +1.1% | — |
| May 9, 2024 | AMC | 0.45 | 0.42 | -6.7% | 14.17 | -0.2% | +0.9% | -0.3% | -0.4% | +0.0% | +0.2% | — |
| Mar 4, 2024 | AMC | 0.45 | 0.49 | +8.9% | 12.75 | +0.4% | +1.7% | -1.5% | +0.8% | +0.9% | +0.5% | — |
| Nov 7, 2023 | AMC | 0.47 | 0.49 | +4.3% | 13.05 | -0.4% | -4.8% | +0.2% | +0.6% | +1.2% | +0.8% | — |
| Aug 9, 2023 | AMC | 0.48 | 0.51 | +6.2% | 15.12 | +0.0% | -4.2% | +2.3% | -3.6% | -0.6% | -1.4% | — |
| May 9, 2023 | AMC | 0.45 | 0.45 | +0.0% | 14.95 | +0.0% | -1.5% | -0.3% | +0.2% | +1.4% | -1.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 16 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $8.77 | $8.79 | +0.2% | -0.7% | +4.9% | +4.6% | -0.6% | -3.6% |
| Apr 8 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $11.87 | $12.32 | +3.8% | -1.5% | +7.1% | -3.9% | +1.7% | +1.7% |
| May 13 | B. Riley Securities | Upgrade | Sell → Neutral | — | $14.30 | $14.50 | +1.4% | -0.3% | -0.4% | +0.0% | +0.2% | -0.5% |
| Mar 6 | B. Riley Securities | Maintains | Sell → Sell | — | $12.97 | $12.86 | -0.8% | -1.5% | +0.8% | +0.9% | +0.5% | -0.8% |
| Mar 6 | Oppenheimer | Maintains | Perform → Perform | — | $12.97 | $12.86 | -0.8% | -1.5% | +0.8% | +0.9% | +0.5% | -0.8% |
| Jan 8 | B. Riley Securities | Downgrade | Neutral → Sell | — | $13.39 | $13.10 | -2.2% | -1.4% | -0.1% | -0.3% | -1.1% | +0.2% |
| Aug 14 | B. Riley Securities | Maintains | Neutral → Neutral | — | $14.83 | $14.50 | -2.2% | -3.6% | -0.6% | -1.4% | -0.6% | +0.6% |
| Aug 14 | Oppenheimer | Downgrade | Outperform → Perform | — | $14.83 | $14.50 | -2.2% | -3.6% | -0.6% | -1.4% | -0.6% | +0.6% |
| May 11 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $14.72 | $14.75 | +0.2% | -0.3% | +0.2% | +1.4% | -1.1% | +0.3% |
| Mar 2 | Raymond James | Downgrade | Outperform → Market Perform | — | $15.57 | $14.75 | -5.3% | -4.2% | +1.7% | +0.4% | -1.7% | +0.7% |
| Nov 1 | Raymond James | Maintains | Outperform → Outperform | — | $13.91 | $14.00 | +0.6% | +1.4% | -1.8% | -1.4% | +2.0% | +2.1% |
| Nov 1 | Oppenheimer | Upgrade | Perform → Outperform | — | $13.91 | $14.00 | +0.6% | +1.4% | -1.8% | -1.4% | +2.0% | +2.1% |
| Mar 8 | Raymond James | Maintains | Outperform → Outperform | — | $11.81 | $11.66 | -1.3% | +3.2% | +3.4% | -1.4% | +1.2% | +0.6% |
| Jan 13 | Raymond James | Maintains | Outperform → Outperform | — | $10.36 | $10.47 | +1.1% | +3.5% | +1.9% | -0.4% | +0.2% | +4.0% |
| Aug 12 | Oppenheimer | Downgrade | Outperform → Perform | — | $13.92 | $13.71 | -1.5% | -6.2% | +0.1% | -0.5% | -1.5% | +1.6% |
| Aug 11 | Raymond James | Downgrade | Outperform → Market Perform | — | $11.09 | $10.90 | -1.7% | -0.9% | +0.0% | +0.5% | -0.5% | +0.1% |
| Jul 14 | Baird | Downgrade | Outperform → Neutral | — | $10.90 | $10.85 | -0.5% | -0.7% | +0.9% | +1.0% | +0.0% | +0.3% |
| Jan 20 | Baird | Upgrade | Neutral → Outperform | — | $8.80 | $9.06 | +3.0% | -1.1% | +6.0% | +4.3% | -1.9% | +1.5% |
| Aug 10 | Keefe Bruyette & Woods | Maintains | Outperform → Outperform | — | $9.95 | $10.02 | +0.7% | +1.2% | +0.5% | +0.6% | -0.2% | +1.4% |
| Aug 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $9.95 | $10.02 | +0.7% | +1.2% | +0.5% | +0.6% | -0.2% | +1.4% |
| Mar 11 | Raymond James | Maintains | Outperform → Outperform | — | $12.40 | $12.51 | +0.9% | -1.0% | -0.8% | +0.4% | -0.2% | +0.0% |
| Mar 10 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $12.62 | $12.65 | +0.2% | -1.7% | -1.0% | -0.8% | +0.4% | -0.2% |
| Nov 11 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $14.38 | $14.20 | -1.3% | -1.6% | -0.7% | +1.1% | +1.6% | -2.6% |
| Nov 11 | Keefe Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $14.38 | $14.20 | -1.3% | -1.6% | -0.7% | +1.1% | +1.6% | -2.6% |
| Nov 10 | Keefe Bruyette & Woods | Downgrade | Outperform → Perform | — | $13.96 | $14.03 | +0.5% | +3.0% | -1.6% | -0.7% | +1.1% | +1.6% |
| Jun 4 | Baird | Downgrade | Outperform → Neutral | — | $13.96 | $13.79 | -1.2% | -0.6% | +1.3% | -1.0% | +1.7% | +0.1% |
| May 12 | Oppenheimer | Maintains | Outperform → Outperform | — | $13.27 | $13.28 | +0.1% | +1.3% | -0.8% | -0.6% | -0.6% | +0.1% |
| May 23 | Janney Capital | Upgrade | Neutral → Buy | — | $15.18 | $15.14 | -0.3% | -0.4% | -0.5% | +0.3% | -0.1% | +0.7% |
| May 23 | Janney Montgomery Scott | Upgrade | Neutral → Buy | — | $15.18 | $15.14 | -0.3% | -0.4% | -0.5% | +0.3% | -0.1% | +0.7% |
No insider trades available.
8-K
Stellus Capital Investment Corporation -- 8-K Filing
Jun 17
8-K · 8.01
!! High
STELLUS CAPITAL INVESTMENT CORPORATION -- 8-K 8.01: Material Event / Announcement
P10 agreed to acquire Stellus Capital Management, the external adviser to Stellus Capital Investment Corporation, potentially signaling strategic changes for SCM's investment operations and fee structure.
Feb 5
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Muzinich & Co., Inc. | 254,834 | $2M | Added | Mar 2026 |
| 2 | Raymond James Financial Inc | 237,599 | $2M | Added | Mar 2026 |
| 3 | Condor Capital Management | 206,416 | $2M | Reduced | Mar 2026 |
| 4 | Sunbelt Securities, Inc. | 203,190 | $2M | New | Mar 2026 |
| 5 | Two Sigma Investments, Lp | 197,246 | $2M | Reduced | Mar 2026 |
| 6 | Marshall Wace, Llp | 152,859 | $1M | New | Mar 2026 |
| 7 | Icon Wealth Advisors, Llc | 135,269 | $1M | — | Mar 2026 |
| 8 | Millennium Management | 116,667 | $1M | New | Mar 2026 |
| 9 | Ubs Group Ag | 100,396 | $925K | Added | Mar 2026 |
| 10 | Pfg Investments, Llc | 74,661 | $688K | Added | Mar 2026 |
| 11 | Gables Capital Management Inc. | 66,867 | $616K | — | Mar 2026 |
| 12 | Citadel Advisors Llc | 62,354 | $574K | Added | Mar 2026 |
| 13 | Virtus Investment Advisers, Llc | 60,672 | $559K | Added | Mar 2026 |
| 14 | Morgan Stanley | 35,992 | $456K | Reduced | Dec 2025 |
| 15 | Jane Street Group, Llc | 34,929 | $443K | Added | Dec 2025 |
| 16 | Janney Montgomery Scott Llc | 43,333 | $399K | New | Mar 2026 |
| 17 | Bank Of America Corp /de/ | 25,811 | $238K | Added | Mar 2026 |
| 18 | Concurrent Investment Advisors, Llc | 15,459 | $196K | Added | Dec 2025 |
| 19 | Royal Bank Of Canada | 17,827 | $164K | Reduced | Mar 2026 |
| 20 | Qube Research & Technologies Ltd | 16,408 | $151K | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 2
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Virtus Private Credit Strategy ETF | 61,322 | $784K | Jan 2026 |
| 2 | WHITEWOLF Publicly Listed Private Equity ETF | 619 | $8K | Jan 2026 |
Valuation
Market Cap
$240.3M
Enterprise Value
$860.5M
P/E (TTM)
9.86x
Forward P/E
8.04x
PEG Ratio
-0.28x
P/B
0.63x
P/S
3.06x
P/FCF
-9.56x
EV/EBITDA
25.31x
Shares Out
28.4M
Financials (TTM)
Revenue
$77.0M
Net Income
$23.7M
EBITDA
$34.0M
Free Cash Flow
-$24.4M
Op Cash Flow
-$24.4M
EPS Basic
$0.95
EPS Diluted
$0.83
EPS Forward
$1.03
Gross Margin
58.5%
Op Margin
44.2%
Net Margin
30.8%
Balance Sheet
Total Assets
$1.04B
Total Liab.
$670.1M
Total Equity
$371.2M
Cash
$25.1M
LT Debt
$651.8M
Book Value/Sh
$13.09
Debt/Equity
1.76x
Current Ratio
1.54
Quick Ratio
1.54
Returns & Growth
ROE
7.3%
ROA
2.6%
ROIC
2.6%
Rev Growth YoY
-19.1%
EPS Growth YoY
-46.9%
Price Returns
2W
-2.8%
1M
-7.2%
3M
-10.5%
6M
-25.9%
12M
-32.4%
Technicals
52W High
$15.39
52W Low
$8.16
50d MA
$9.27
200d MA
$11.25
RSI (14)
30.30
ATR (14)
$0.29
Beta
0.67
Avg Volume
190K
Dividends
Div Rate
$1.60
Div Yield
16.2%
Frequency
12
Ex-Div Date
Jun 30, 2026
Analyst Price Targets
Consensus
$13.25
High
$13.25
Low
$13.25
Median
$13.25
Data updated apr 27, 2026 12:26am
· Source: financialmodelingprep.com