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Stellus Capital Investment Corp
Stellus Capital Investment Corp., a traded business development company invests in companies located in the US with an EBITDA of $5 to $50 million. The company is headquartered in Houston, Texas and currently employs 0 full-time employees. The company went IPO on 2012-08-11. The firm originate and invest primarily in private middle-market through first lien, unitranche, second lien and unsecured debt financing, often with corresponding equity co-investments. Its investment objective is to maximize the total return to the Company's stockholders in the form of current income and capital appreciation. Its investment activities are managed by the Company’s investment adviser, Stellus Capital Management, an investment advisory firm led by Robert T. Ladd and its other senior investment professionals. Its source investments primarily through the network of relationships that the senior investment professionals of Stellus Capital Management have developed with financial sponsor firms, financial institutions, middle-market companies, management teams and other professional intermediaries.
Stellus Capital Investment Corp., a traded business development company invests in companies located in the US with an EBITDA of $5 to $50 million. The company is headquartered in Houston, Texas and currently employs 0 full-time employees. The company went IPO on 2012-08-11. The firm originate and invest primarily in private middle-market through first lien, unitranche, second lien and unsecured debt financing, often with corresponding equity co-investments. Its investment objective is to maximize the total return to the Company's stockholders in the form of current income and capital appreciation. Its investment activities are managed by the Company’s investment adviser, Stellus Capital Management, an investment advisory firm led by Robert T. Ladd and its other senior investment professionals. Its source investments primarily through the network of relationships that the senior investment professionals of Stellus Capital Management have developed with financial sponsor firms, financial institutions, middle-market companies, management teams and other professional intermediaries.
Net Investment Income: Stellus reported $0.32 per share of net investment income for the third quarter.
Portfolio Growth: The investment portfolio grew to just over $1 billion across 115 companies, up from $985.9 million and 112 companies last quarter.
Net Asset Value: Net asset value per share declined by $0.16 in the quarter, mainly due to dividend payments exceeding earnings and unrealized losses on two debt investments.
Dividend: A $0.40 per share dividend was declared for Q4.
Equity Realizations Outlook: Company expects $5 million of equity realizations in both Q4 2025 and Q1 2026, with estimated gains of $3.8 million and $3.3 million, respectively.
Loan Quality: 82% of the portfolio is performing on or ahead of plan; nonaccrual loans decreased slightly and now represent 3.7% of portfolio fair value.
Credit Facility Improvements: The revolving credit facility was amended to lower the spread and extend the maturity, with the committed amount increased from $315 million to $335 million.
