NYSE$SCM

Stellus Capital Investment Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Stellus Capital reported Q1 2026 total investment income of $23.3M, net investment income of $7.5M ($0.26 per share), and net increase in net assets of $1.66M.

For the three months ended March 31, 2026, Stellus (BDC) earned total investment income of $23.3 million, down from $25.0 million. Net investment income was $7.5 million, or $0.26 per share, versus $9.8 million and $0.35. Net increase in net assets from operations was $1.66 million ($0.06 per share) after net realized and unrealized portfolio marks. The company paid distributions of $0.34 per share.

  • Total investment income $23.3M; net investment income $7.5M.
  • NII per share $0.26; distributions $0.34 per share.
  • Net increase in net assets from operations $1.66M after credit marks.
  • Interest income from non-affiliated investments $20.6M.
  • BDC portfolio focused on middle-market senior secured loans.

Headline financials

Total Revenue

$7.5M

Previous: $3.82M+96.2%
EPS (adj)

$0.26

Previous: $0.35-25.7%
Net Income

$1.66M

Previous: $4.99M-66.8%

Revenue & EPS history

Stellus Capital · Revenue · Quarterly

$7.5M

Q1 2026+96.2%vs Q1 2025
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Forward guidance

BDCs typically do not give EPS guidance; MD&A discusses portfolio yield, credit quality, and dividend coverage.

Tailwinds

  • Continued dividend distributions supported by NII.

Headwinds

  • NII per share declined YoY on lower investment income.
  • Unrealized depreciation on portfolio weighed on total return.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.2%

Avg return

Earnings day

-0.8%

Avg return

5 days after

-1.4%

Avg return

30 days after

41%

7 / 17 earnings

Positive

+3.1%

Q3 2025

Best reaction

-7.4%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.9%-7.2%-10.1%
Q4 2026-7.4%-3.5%-1.3%
Q3 2025+3.1%+2.7%+9.5%
Q1 2025+1.8%-1.6%+0.6%
Q3 2024-0.9%-0.9%-0.1%
Q2 2024+1.0%+0.7%+0.1%
Q1 2024+0.3%+0.4%-2.1%
Q4 2023+1.8%+2.0%+2.7%
Q3 2023-5.3%-4.6%-2.9%
Q2 2023-4.3%-5.5%-7.9%
Q1 2023-0.8%-0.9%-6.7%
Q4 2022-1.2%-3.7%-11.2%
Q2 2022-0.3%+0.5%-1.4%
Q1 2022-4.1%+0.2%-3.5%
Q4 2021+1.2%+4.1%+4.9%
Q3 2021+0.1%-0.3%-0.8%
Q4 2020-2.1%+4.5%+6.2%

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