Stellus Capital Investment Corp (SCM)

• Market cap: $388M
• 1 day: -1.01%
• 5 days: 2.09%
• 1 month: 4.91%
• 3 months: -0.65%
• 6 months: -1.58%
• Year to date: -1.58%
• 1 year: -0.87%
• 5 years: 69.39%
• 10 years: 13.82%
• Sector: Financials
• Industry: Asset Management

About: Stellus Capital Investment Corp is a closed-end, non-diversified management investment company. Its objective is to maximize the total return to its stockholders in the form of current income and capital appreciation. It invests in private middle-market companies through a first lien, second lien, and unsecured debt financing, often with a corresponding equity investment. The company invests in various sectors, such as business services, energy, general industrial, government services, healthcare, software, and specialty finance. The business activity of the firm is functioned through the United States and it generates revenue in the form of interest income on debt investments and capital gains and distributions.

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

6,812% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $17K

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $39M [Q4 2024] → $47.2M (+$8.2M) [Q1 2025]

9% more funds holding

Funds holding: 56 [Q4 2024] → 61 (+5) [Q1 2025]

1.78% more ownership

Funds ownership: 10.48% [Q4 2024] → 12.26% (+1.78%) [Q1 2025]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $13 5% downside
• Avg. target: $13 5% downside
• High target: $13 5% downside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Keefe, Bruyette & Woods Ryan Lynch

5% downside $13

Market Perform Maintained

8 Apr 2025