What is the 13F Pro Quality Score for SCM?

13F Pro ranks Stellus Capital Investment Corp (SCM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SCM's current score at https://13fpro.ai/research/SCM (free sign-up required for the full ranking).

Which hedge funds own the most SCM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SCM include LPL Financial, Ethos Financial Group,, Corient Private Wealth. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SCM as soon as new 13F filings post.

Where does 13F Pro source SCM data?

All Stellus Capital Investment Corp fundamentals and ownership data come directly from SEC EDGAR. Stellus Capital Investment Corp files with the SEC under CIK 1551901. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SCM in?

Stellus Capital Investment Corp (SCM) is classified in the Other sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/other.

How often is SCM research updated on 13F Pro?

SCM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Stellus Capital Investment Corp(SCM)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

SCM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Stellus Capital Investment Corp (SCM). SCM is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Stellus Capital Investment Corp reports net income of $1.7M, free cash flow of $22.8M. Top institutional holders of SCM by reported 13-F value include LPL Financial, Ethos Financial Group,, Corient Private Wealth, based on the most recent SEC filings. SCM trades on the NYSE exchange and files with the SEC under CIK 1551901. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SCM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Stellus Capital Investment Corp directly from SEC EDGAR.

Net Income

Q1 2026

$1.7M

Free Cash Flow

Q1 2026

$22.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

-41.0% YoY

$27.0MFY 2025

FY22 $14.5MFY23 $17.5MFY24 $45.8MFY25 $27.0M

EPS (Diluted)

-46.9% YoY

$0.95FY 2025

FY22 $0.74FY23 $0.80FY24 $1.79FY25 $0.95

Total Assets

+6.2% YoY

$1.04BFY 2025

FY22 $898.2MFY23 $908.1MFY24 $980.9MFY25 $1.04B

Op. Cash Flow

+14.7% YoY

$-24.4MFY 2025

FY22 $-56.3MFY23 $-17.3MFY24 $-28.6MFY25 $-24.4M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019
Net Income	$27.0M -41.0%	$45.8M +161.5%	$17.5M +21.0%	$14.5M -28.2%	$20.2M	—
EPS (Diluted)	$0.95 -46.9%	$1.79 +123.7%	$0.80 +8.1%	$0.74 -28.8%	$1.04	—
Total Assets	$1.04B +6.2%	$980.9M +8.0%	$908.1M +1.1%	$898.2M	—	—
Operating Cash Flow	$-24.4M +14.7%	$-28.6M -65.9%	$-17.3M +69.3%	$-56.3M -1513.9%	$-3.5M	—

AI Insight: SCM Financial Trends

Net income collapsed 78% from Q2 2024 to Q1 2026 while operating cash flow turned erratic; debt remains elevated despite recent equity decline.

• Net income declined from $9M (Q2 2024) to $2M (Q1 2026), a 78% drop over eight quarters.

• Operating cash flow highly volatile: ranged from -$37M (Q1 2025) to +$24M (Q2 2025), with latest quarter at +$23M.

• Total debt peaked at $378M (Q3 2025), recently declining to $363M (Q1 2026); equity stable ~$347M–$378M range.

⚠ Net income hit four-quarter low of $2M in Q1 2026; sustained profitability deterioration warrants monitoring.

⚠ Operating cash flow remains unpredictable; Q1 2026's +$23M follows -$20M in Q3 2025, limiting visibility.

AI Insight: SCM Ratio Trends

Stellus Capital's returns have collapsed to historic lows, with Q1 2026 ROE at 1.8% and ROA at 0.7%—signaling severe earnings deterioration.

• ROE declined sharply from 10.8% in Q2 2025 to 1.8% in Q1 2026, a 9-point drop in nine months.

• ROA fell to 0.7% in Q1 2026, matching the lowest point in the dataset (Q1 2025), indicating minimal asset productivity.

• TTM ROE of 6.5% sits well below Q3 2024's peak of 16.9%, reflecting sustained earnings weakness across the trailing twelve months.

⚠ Q1 2026 marks the lowest ROE and ROA in the entire period—monitor next quarter for stabilization or further deterioration.

⚠ Volatile quarterly returns (ranging 1.8% to 16.9% ROE) suggest underlying portfolio stress or credit losses in core holdings.

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Available Research

13F Pro tracks comprehensive data for Stellus Capital Investment Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SCM

LPL Financial LLC
$2.9M314,792 sh
Ethos Financial Group, LLC
$2.5M197,790 sh
Corient Private Wealth LLC
$2.4M255,479 sh
Muzinich & Co., Inc.
$2.3M254,834 sh
RAYMOND JAMES FINANCIAL INC
$2.2M237,599 sh
Legal & General Group Plc
$2.1M229,535 sh
CONDOR CAPITAL MANAGEMENT
$1.9M206,416 sh
Sunbelt Securities, Inc.
$1.9M203,190 sh
TWO SIGMA INVESTMENTS, LP
$1.8M197,246 sh
Advisors Asset Management, Inc.
$1.8M192,693 sh

Fund	Value	Shares
LPL Financial LLC	$2.9M	314,792
Ethos Financial Group, LLC	$2.5M	197,790
Corient Private Wealth LLC	$2.4M	255,479
Muzinich & Co., Inc.	$2.3M	254,834
RAYMOND JAMES FINANCIAL INC	$2.2M	237,599
Legal & General Group Plc	$2.1M	229,535
CONDOR CAPITAL MANAGEMENT	$1.9M	206,416
Sunbelt Securities, Inc.	$1.9M	203,190
TWO SIGMA INVESTMENTS, LP	$1.8M	197,246
Advisors Asset Management, Inc.	$1.8M	192,693

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Is SCM a good stock to buy?

13F Pro's AI-powered analysis of Stellus Capital Investment Corp (SCM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SCM are available on the SCM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SCM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SCM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Stellus Capital Investment Corp's investment landscape.