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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Stellus Capital Investment
Stellus Capital Investment (SCM) investor relations material
Stellus Capital Investment Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Q3 GAAP NII was $7.16m ($0.25/share); core NII excluding estimated excise taxes was $7.47m ($0.26/share).
Net assets from operations decreased $6.37m ($0.22/share), as $13.50m of net unrealized investment depreciation outweighed realized income.
Portfolio fair value was $966.1m across 119 companies; NAV was $12.40/share versus $12.82 at year-end 2025.
Financial highlights
Q3 investment income was $22.4m versus $26.3m YoY; NII was $7.16m versus $9.14m.
9M investment income was $68.0m versus $76.9m; NII was $22.19m ($0.77/share) versus $28.49m ($1.01/share).
9M net increase in net assets from operations was $11.49m ($0.40/share) versus $21.83m ($0.78/share).
Q3 funded investments of $37.8m and received $30.3m of repayments; fair value was $966.1m at quarter-end.
Outlook and guidance
Management expects Q4 fundings to likely replace repayments, leaving portfolio size near $951m across 120 companies; the origination pipeline improved after quarter-start.
Management expects the $0.25 quarterly dividend to be covered by NII and views it as earnable moving forward; monthly distributions of $0.0833/share were declared for October–December 2026.
Three additional SBIC III deals were expected by year-end, potentially adding ~$25m to its $23m portfolio; the structure could support up to $125m of equity and $250m of SBA debentures.
Subsequent to quarter-end, a $6.0m first-lien investment was made in MSCP Fulfillment Holdings, alongside add-ons and commitments to existing investments.
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Latest events from Stellus Capital Investment
- Q2 2026 net investment income was $0.26/share, with stable asset quality and new SBA license.SCM
Q2 2026 - Q1 2026 net investment income was $7.5M, NAV per share $12.54, and a $20M buyback announced.SCMQ1 2026
- Shareholders can vote by phone for the June 16, 2026 meeting, with board-backed proposals.SCMProxy filing
- Shareholders can securely vote online for the June 16, 2026 meeting using unique credentials.SCMProxy filing
- Shareholders to vote on director re-election and unchanged advisory agreement after adviser change.SCMProxy filing
- Shareholders to vote on director re-election and unchanged advisory agreement after advisor acquisition.SCMProxy filing
- Q4 2025 net investment income was $8.4M, with a $20M share repurchase program announced.SCMQ4 2025
- Net investment income was $0.32/share as portfolio hit $1.01B and NAV per share reached $13.05.SCMQ3 2025
- Q2 net investment income exceeded dividends as portfolio and NAV grew, with stable asset quality.SCMQ2 2024
Next Stellus Capital Investment earnings date
Q4 20264 Mar, 2027
Stellus Capital Investment
Next Stellus Capital Investment earnings date
Q4 20264 Mar, 2027
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Frequently asked questions
Stellus Capital Investment Corporation is a closed-end investment company that provides debt and equity financing to middle-market businesses. The company focuses on senior secured loans, subordinated debt, and equity co-investments across a variety of industries. It partners with private equity sponsors to support growth, acquisitions, and recapitalizations. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.