SCM Stellus Capital Investment Corporation Common Stock
NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 八月 10, 2026
$7.41
· % 处于52周区间
· 高于低点
· 至高点
$6.8352周低点
$13.5552周高点
市值 (MRQ)
$212M
P/E
7.8
EPS
$0.95
SCM 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$7.41
市值 (MRQ)
$212M
P/E
7.8
EPS
$0.95
股息收益率
21.1%
ROE
7.3%
52周区间
$7–$14
SCM 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
股票拆分
| 除息日 | 拆股 | 类型 |
|---|---|---|
| 2014年1月13日 | 467-for-465 | 正向 |
10年表现 收入、净利润、利润率和每股收益趋势
EPS$0.952020-12-31 → 2025-12-31
估值与比率
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
| 指标 | 5年趋势 | SCM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E | 7.85年均值 ≈12.5 | ≈12.5 | 7.6 | 公允价值 | |
| 市净率 (MRQ) | 0.65年均值 ≈1.0 | ≈1.0 | 0.7 | 公允价值 | |
| Price / Cash Flow (市现率) | -8.85年均值 ≈-12.7 | ≈-12.7 | · | · | |
| Price / Tangible Book (市净率（有形资产）) | 0.65年均值 ≈1.0 | ≈1.0 | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | SCM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| ROA | 2.7%5年均值 ≈2.8% | ≈2.8% | 3.6% | 弱 | |
| ROE | 7.3%5年均值 ≈7.9% | ≈7.9% | 7.3% | 持平 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
此比率组尚无数据
基本面数据不足，尚无法计算此比率组。
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | SCM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| EPS YoY | -46.9%5年均值 ≈18.7% | ≈18.7% | · | · | |
| Net Income YoY (净利润同比增长) | -41.0%5年均值 ≈30.2% | ≈30.2% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 8.7%5年均值 ≈0.55% | ≈0.55% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | -1.8% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 23.1%5年均值 ≈9.8% | ≈9.8% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 6.0% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
此比率组尚无数据
基本面数据不足，尚无法计算此比率组。
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
股息 收益率、派息率、股息历史、5年CAGR
股息收益率21.1%
派息率167.4%
年度化派息≈$1.00
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 八月 31, 2026 | $0.08 | USD | ≈15.9% |
| 七月 31, 2026 | $0.08 | USD | ≈19.0% |
| 六月 30, 2026 | $0.11 | USD | ≈17.5% |
| 五月 29, 2026 | $0.11 | USD | ≈16.7% |
| 四月 30, 2026 | $0.11 | USD | ≈15.7% |
| 三月 31, 2026 | $0.11 | USD | ≈16.7% |
| 二月 27, 2026 | $0.11 | USD | ≈15.5% |
| 一月 30, 2026 | $0.11 | USD | ≈12.3% |
| 十二月 31, 2025 | $0.13 | USD | ≈12.6% |
| 十一月 28, 2025 | $0.13 | USD | ≈13.2% |
| 十月 31, 2025 | $0.13 | USD | ≈13.3% |
| 九月 30, 2025 | $0.13 | USD | ≈12.2% |
| 八月 29, 2025 | $0.13 | USD | ≈11.0% |
| 七月 31, 2025 | $0.13 | USD | ≈11.4% |
| 六月 30, 2025 | $0.13 | USD | ≈11.4% |
| 五月 30, 2025 | $0.13 | USD | ≈12.0% |
| 四月 30, 2025 | $0.13 | USD | ≈12.5% |
| 三月 31, 2025 | $0.13 | USD | ≈11.4% |
| 二月 28, 2025 | $0.13 | USD | ≈10.5% |
| 一月 31, 2025 | $0.13 | USD | ≈10.9% |
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
-9.1%
下次报告
十一月 09, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 八月 12, 2026 | $0.26 | $0.26 | 0.35% |
| 2026年3月31日 | 五月 13, 2026 | $0.26 | $0.27 | -2.9% |
| 2025年12月31日 | $0.18 | $0.31 | -41.4% | |
| 2025年9月30日 | $0.32 | $0.31 | 2.3% | |
| 2025年6月30日 | $0.34 | $0.35 | -3.8% | |
| 2025年3月31日 | $0.35 | $0.38 | -8.9% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $2M | $2M | $2M | $2M | $2M | $2M | |
| Operating Expenses | $69M | $65M | $64M | $47M | $44M | $35M | |
| Interest Expense | · | · | $32M | $24M | $19M | $16M | |
| Interest Income | $98M | $100M | $102M | $73M | $62M | $55M | |
| Income Tax | $2M | $2M | $1M | $1M | $1M | $771.1K | |
| Net Income | $27M | $46M | $18M | $14M | $34M | $20M | |
| EPS (Basic) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 | $1.04 | |
| EPS (Diluted) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 | $1.04 | |
| Shares (Basic) | 28,364,809 | 25,596,593 | 22,004,648 | 19,552,931 | 19,489,750 | 19,471,500 | |
| Shares (Diluted) | 28,364,809 | 25,596,593 | 22,004,648 | 19,552,931 | 19,489,750 | 19,471,500 |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $25M | $20M | $26M | $48M | $44M | · | |
| Total Assets | $1.04B | $981M | $908M | $898M | $821M | · | |
| Deferred Tax | · | · | $188.9K | $61.9K | · | · | |
| Total Liabilities | $670M | $611M | $588M | $622M | $536M | · | |
| Common Stock | $28.9K | $27.5K | $24.1K | $19.7K | $19.5K | · | |
| Paid-in Capital | $398M | $380M | $336M | $275M | $275M | · | |
| Retained Earnings | $-27M | $-10M | $-16M | $642.2K | $11M | · | |
| Stockholders' Equity | $371M | $370M | $320M | $276M | $285M | · | |
| Liabilities + Equity | $1.04B | $981M | $908M | $898M | $821M | · | |
| Shares Outstanding | 28,947,254 | 27,481,118 | 24,125,642 | 19,666,769 | 19,517,595 | · |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Deferred Tax | $0 | $-188.9K | $127.0K | $213.2K | $-510.9K | $224.9K | |
| Operating Cash Flow | $-24M | $-29M | $-17M | $-56M | $-76M | $-3M | |
| Debt Issued | · | · | $11M | $64M | $74M | $16M | |
| Net Debt Issued | $-26M | · | $11M | $64M | · | · | |
| Stock Issued | $21M | $46M | $63M | $2M | $449.5K | $5M | |
| Net Stock Activity | $21M | $46M | $63M | $2M | · | · | |
| Dividends Paid | $45M | $38M | $36M | $27M | $21M | $24M | |
| Financing Cash Flow | $29M | $23M | $-5M | $60M | $102M | $6M | |
| Net Change in Cash | $5M | $-6M | $-22M | $4M | $26M | $2M | |
| Taxes Paid | $2M | $2M | $3M | $3M | $1M | $940.0K |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 2.7% | 4.9% | 1.9% | 1.7% | · | · | |
| ROE | 7.3% | 13.3% | 5.9% | 5.2% | · | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.82 | $13.46 | $13.26 | $14.02 | · | · | |
| Cash Flow / Share | $-0.86 | $-1.12 | $-0.78 | $-2.88 | · | · | |
| Cash / Share | $0.87 | $0.73 | $1.08 | $2.44 | · | · | |
| Dividend / Share | $1.60 | $1.60 | $1.60 | $1.30 | $1.14 | $1.15 | |
| Dividend Paid / Share | $1.60 | $1.61 | $1.61 | $1.30 | $1.14 | $1.15 | |
| EPS (TTM) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 | $1.04 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -46.9% | 123.8% | 8.1% | -57.0% | 65.4% | · | |
| EPS CAGR 3Y | 8.7% | 1.3% | -8.4% | · | · | · | |
| EPS CAGR 5Y | -1.8% | · | · | · | · | · | |
| Net Income YoY | -41.0% | 161.5% | 21.0% | -56.8% | 66.3% | · | |
| Net Income CAGR 3Y | 23.1% | 10.9% | -4.6% | · | · | · | |
| Net Income CAGR 5Y | 6.0% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 13.2% | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $27M | $46M | $18M | $14M | $34M | $20M | |
| Market Cap | $367M | $378M | $310M | $261M | · | · | |
| P/E | 13.3 | 7.7 | 16.1 | 17.9 | 7.6 | 10.5 | |
| P/B | 1.0 | 1.0 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 1.0 | 1.0 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | -15.0 | -13.2 | -18.0 | -4.6 | · | · | |
| Dividend Yield | 12.3% | 9.9% | 11.5% | 10.2% | · | · | |
| Earnings Yield | 7.5% | 13.0% | 6.2% | 5.6% | 13.2% | 9.6% | |
| Payout Ratio | 167.4% | 81.9% | 202.6% | 183.5% | · | · | |
| Annual Payout | $45M | $38M | $36M | $27M | $21M | $24M |
损益表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $550.2K | $649.1K | $618.8K | $592.4K | $474.3K | $449.3K | $474.8K | $469.3K | $481.3K | $490.9K | $470.8K | $466.4K | $462.0K | $447.4K | $466.9K | |
| Operating Expenses | $15M | $16M | $17M | $18M | $17M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $15M | $13M | $10M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | $8M | $8M | $6M | $6M | |
| Interest Income | $22M | $22M | $24M | $25M | $25M | $24M | $24M | $25M | $25M | $25M | $26M | $26M | $23M | $20M | $16M | |
| Income Tax | $29.7K | $360.5K | $136.2K | $515.7K | $429.0K | $499.5K | $503.9K | $360.2K | $574.0K | $370.7K | $335.5K | $371.8K | $374.8K | $361.1K | $426.2K | |
| Net Income | $16M | $2M | $5M | $7M | $10M | $5M | $9M | $15M | $9M | $13M | $-2M | $4M | $5M | $4M | $1M | |
| EPS (Basic) | $0.56 | $0.06 | $0.18 | $0.23 | $0.36 | $0.18 | $0.31 | $0.59 | $0.35 | $0.54 | $-0.11 | $0.17 | $0.24 | $0.20 | $0.07 | |
| EPS (Diluted) | $0.56 | $0.06 | $0.18 | $0.23 | $0.36 | $0.18 | $0.31 | $0.59 | $0.35 | $0.54 | $-0.11 | $0.17 | $0.24 | $0.20 | $0.07 | |
| Shares (Basic) | 28,869,028 | 28,947,254 | · | 28,480,472 | 28,412,849 | 27,602,612 | · | 26,326,426 | 24,733,966 | 24,125,642 | 22,824,221 | 21,231,979 | 19,779,988 | 19,545,935 | 19,543,117 | |
| Shares (Diluted) | 28,869,028 | 28,947,254 | · | 28,480,472 | 28,412,849 | 27,602,612 | · | 26,326,426 | 24,733,966 | 24,125,642 | 22,824,221 | 21,231,979 | 19,779,988 | 19,545,935 | 19,543,117 |
资产负债表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5M | $3M | $25M | $9M | $40M | $11M | $20M | $39M | $36M | $49M | $19M | $15M | $18M | $12M | · | |
| Total Assets | $982M | $1.00B | $1.04B | $1.03B | $1.03B | $1.01B | $981M | $957M | $947M | $935M | $912M | $902M | $901M | $889M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $381.5K | $206.4K | $206.0K | $140.7K | · | · | |
| Total Liabilities | $615M | $638M | $670M | $651M | $659M | $639M | $611M | $591M | $599M | $612M | $594M | $593M | $620M | $612M | · | |
| Common Stock | $28.7K | $28.9K | $28.9K | $28.9K | $28.4K | $28.1K | $27.5K | $27.0K | $26.0K | $24.1K | $24.1K | $22.6K | $20.2K | $19.5K | · | |
| Paid-in Capital | $395M | $398M | $398M | $399M | $392M | $388M | $380M | $375M | $361M | $336M | $337M | $316M | $283M | $275M | · | |
| Retained Earnings | $-28M | $-35M | $-27M | $-22M | $-17M | $-16M | $-10M | $-9M | $-14M | $-13M | $-19M | $-8M | $-3M | $2M | · | |
| Stockholders' Equity | $367M | $363M | $371M | $378M | $375M | $373M | $370M | $366M | $347M | $323M | $318M | $308M | $281M | $277M | · | |
| Liabilities + Equity | $982M | $1.00B | $1.04B | $1.03B | $1.03B | $1.01B | $981M | $957M | $947M | $935M | $912M | $902M | $901M | $889M | · | |
| Shares Outstanding | 28,672,911 | 28,947,254 | 28,947,254 | 28,947,254 | 28,416,148 | 28,137,203 | 27,481,118 | 27,039,364 | 25,980,998 | 24,125,642 | 24,125,642 | 22,557,904 | 20,248,383 | 19,545,935 | · |
现金流
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $-381.5K | $192.6K | $-312 | $65.4K | $78.8K | $-30.5K | $160.7K | |
| Operating Cash Flow | $33M | $23M | $9M | $-20M | $24M | $-37M | $-32M | $12M | $-13M | $4M | $-10M | $82.6K | $-32M | $-16M | $-14M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $12M | $24M | |
| Net Debt Issued | · | $-39M | · | · | · | $-16M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | $0 | $7M | $4M | $9M | $6M | $15M | · | · | $22M | $33M | $8M | $0 | $198.8K | |
| Net Stock Activity | · | · | · | · | · | $9M | · | · | · | · | · | · | $8M | · | · | |
| Dividends Paid | $10M | $10M | $12M | $11M | $11M | $11M | $11M | $10M | $10M | $6M | $9M | $8M | $5M | $7M | $7M | |
| Financing Cash Flow | $-32M | $-44M | $7M | $-11M | $5M | $28M | $13M | $-9M | $210.4K | $18M | $15M | $-3M | $2M | $2M | $16M | |
| Net Change in Cash | $2M | $-22M | $16M | $-31M | $29M | $-9M | $-19M | $3M | $-13M | $23M | $4M | $-3M | $-30M | $-14M | $2M | |
| Taxes Paid | $66.7K | $-1M | $-657 | $-7.8K | $90.9K | $2M | $275.2K | $3.1K | $74.8K | $1M | $1.5K | $1M | $303 | $117.2K | $2M |
盈利能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 1.6% | 0.16% | · | 0.67% | 1.0% | 0.51% | · | 1.7% | 0.92% | 1.4% | -0.53% | 0.41% | 1.1% | · | · | |
| ROE | 4.4% | 0.45% | · | 1.8% | 2.8% | 1.4% | · | 4.5% | 2.6% | 4.3% | -1.5% | 1.3% | 3.4% | · | · |
每股
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.80 | $12.54 | · | $13.05 | $13.21 | $13.25 | · | $13.55 | $13.36 | $13.41 | $13.19 | $13.67 | $13.87 | · | · | |
| Cash Flow / Share | · | $0.79 | · | · | · | $-1.34 | · | · | · | $0.18 | · | · | $-1.62 | · | · | |
| Cash / Share | $0.18 | $0.12 | · | $0.31 | $1.41 | $0.39 | · | $1.43 | $1.38 | $2.02 | $0.80 | $0.66 | $0.88 | · | · | |
| Dividend / Share | $0.34 | $0.34 | · | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.34 | $0.34 | |
| Dividend Paid / Share | $0.34 | $0.34 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.41 | $0.40 | $0.41 | $0.41 | $0.40 | $0.34 | $0.34 | |
| EPS (TTM) | $1.03 | $0.83 | · | $1.08 | $1.44 | $1.43 | · | $1.98 | $1.28 | $1.10 | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $30M | $24M | · | $31M | $39M | $38M | · | $49M | $31M | $26M | · | · | · | · | · | |
| Market Cap | $241M | $267M | · | $378M | $396M | $394M | · | $370M | $357M | $316M | $328M | $317M | $285M | · | · | |
| P/E | 8.2 | 11.1 | · | 12.1 | 9.7 | 9.8 | · | 6.9 | 10.7 | 11.9 | · | · | · | · | · | |
| P/B | 0.7 | 0.7 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Cash Flow | · | 11.7 | · | · | · | -10.7 | · | · | · | 70.8 | · | · | -8.9 | · | · | |
| Dividend Yield | 17.9% | 16.8% | · | 11.8% | 11.0% | 10.7% | · | 10.7% | 10.7% | 11.6% | · | · | · | · | · | |
| Earnings Yield | 12.2% | 9.0% | · | 8.3% | 10.3% | 10.2% | · | 14.5% | 9.3% | 8.4% | · | · | · | · | · | |
| Payout Ratio | · | 629.2% | · | · | · | 220.3% | · | · | · | 48.9% | · | · | 110.9% | · | · | |
| Annual Payout | $43M | $45M | · | $45M | $44M | $42M | · | $40M | $38M | $37M | · | · | · | · | · |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 净收入 | $27M | $46M | $18M | $14M | $34M |
| 稀释后每股收益 (EPS) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 |
此报表无数据
基本面数据不足，尚无法生成此报表。
此报表无数据
基本面数据不足，尚无法生成此报表。
机构持有人 (13F) 67 家申报者 · $35.7M 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
持有人
67
持有价值
$35.7M
新仓位
10
已退出持仓
9
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 10 (-7 与上一季度对比) | 9 (-6 与上一季度对比) | 23 (+4 与上一季度对比) | 18 (+1 与上一季度对比) | -552K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | $3362736 | 265200 | 9.42% | 股份 |
| Corient Private Wealth LP | $2397559 | 284746 | 6.72% | 股份 |
| Advisors Asset Management, Inc. | $2321137 | 183055 | 6.50% | 股份 |
| LPL Financial LLC | $2217456 | 263356 | 6.21% | 股份 |
| Muzinich & Co., Inc. | $2147325 | 255026 | 6.02% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $2128756 | 252821 | 5.96% | 股份 |
| Legal & General Group Plc | $2009114 | 238329 | 5.63% | 股份 |
| Sunbelt Securities, Inc. | $1871382 | 203190 | 5.24% | 股份 |
| Ethos Financial Group, LLC | $1828769 | 217193 | 5.12% | 股份 |
| CONDOR CAPITAL MANAGEMENT | $1784934 | 211987 | 5.00% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $1314791 | 156151 | 3.68% | 股份 |
| Icon Wealth Advisors, LLC | $1141213 | 135536 | 3.20% | 股份 |
| Samjo Management, LLC | $1125754 | 133700 | 3.15% | 股份 |
| BlackRock, Inc. | $921670 | 109462 | 2.58% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $811890 | 96424 | 2.27% | 股份 |
| Inspire Advisors, LLC | $726073 | 86232 | 2.03% | 股份 |
| GABLES CAPITAL MANAGEMENT INC. | $564578 | 67052 | 1.58% | 股份 |
| MORGAN STANLEY | $541872 | 64355 | 1.52% | 股份 |
| Trexquant Investment LP | $535925 | 63649 | 1.50% | 股份 |
| Virtus Investment Advisers, LLC | $523177 | 62135 | 1.47% | 股份 |
| XTX Topco Ltd | $488175 | 57978 | 1.37% | 股份 |
| BANK OF AMERICA CORP /DE/ | $482609 | 57317 | 1.35% | 股份 |
| PFG Investments, LLC | $448448 | 53260 | 1.26% | 股份 |
| MARSHALL WACE, LLP | $411257 | 48843 | 1.15% | 股份 |
| CITADEL ADVISORS LLC | $388078 | 46090 | 1.09% | 股份 |
| Campbell & CO Investment Adviser LLC | $294321 | 34955 | 0.82% | 股份 |
| Gallagher Capital Advisors, LLC | $286280 | 34000 | 0.80% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $242597 | 28812 | 0.68% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $193660 | 23000 | 0.54% | 卖出期权 |
| DOLIVER ADVISORS, LP | $181797 | 24501 | 0.51% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $164451 | 19531 | 0.46% | 股份 |
| Qube Research & Technologies Ltd | $163887 | 19464 | 0.46% | 股份 |
| ROYAL BANK OF CANADA | $150000 | 17817 | 0.42% | 股份 |
| OPPENHEIMER & CO INC | $129070 | 15329 | 0.36% | 股份 |
| SANDERS MORRIS HARRIS LLC | $117440 | 13948 | 0.33% | 股份 |
| Concurrent Investment Advisors, LLC | $117114 | 13909 | 0.33% | 股份 |
| PNC Financial Services Group, Inc. | $109460 | 13000 | 0.31% | 股份 |
| WELLS FARGO & COMPANY/MN | $106772 | 12681 | 0.30% | 股份 |
| UBS Group AG | $101958 | 12109 | 0.29% | 股份 |
| U.S. Capital Wealth Advisors, LLC | $101614 | 11033 | 0.28% | 股份 |
| Arax Advisory Partners | $96544 | 11466 | 0.27% | 股份 |
| CITADEL ADVISORS LLC | $95988 | 11400 | 0.27% | 买入期权 |
| Mariner, LLC | $92620 | 11000 | 0.26% | 股份 |
| JANE STREET GROUP, LLC | $91778 | 10900 | 0.26% | 买入期权 |
| Significant Wealth Partners LLC | $85303 | 10131 | 0.24% | 股份 |
| CHILTON CAPITAL MANAGEMENT LLC | $77616 | 9218 | 0.22% | 股份 |
| OSAIC HOLDINGS, INC. | $45193 | 5367 | 0.13% | 股份 |
| HIGHLINE WEALTH PARTNERS LLC | $29790 | 3538 | 0.08% | 股份 |
| Rockefeller Capital Management L.P. | $28240 | 3353 | 0.08% | 股份 |
| ORG Partners LLC | $26754 | 2110 | 0.07% | 股份 |
公司内部人士 8 位内幕人士 · 3 位高管 · 7 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Robert T. Ladd | President and CEO | 2026年3月16日 P | 669635 | 2 | 0 | $318865 |
| Robert Ladd | President and CEO | 2015年8月24日 P | 135072 | 0 | 0 | $0 |
| Todd W. Huskinson | CFO and CCO | 2026年3月13日 P | 54297 | 1 | 0 | $50046 |
| Tim J Arnoult | 董事 | 2026年9月16日 P | 53569 | 4 | 0 | $104493 |
| Bruce R Bilger | 董事 | 2026年3月13日 P | 228055 | 4 | 0 | $397491 |
| Dean D'Angelo | 董事 | 2022年6月16日 P | 196682 | 0 | 0 | $0 |
| Joshua T. Davis | 董事 | 2020年3月19日 P | 321584 | 0 | 0 | $0 |
| Paul Keglevic | 董事 | 2015年6月19日 P | 8165 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 2 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
SCM 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
评级 · 9 位分析师
买入
中位数目标
$10.75
+45.1%
2 22.2%
强烈买入
2 22.2%
买入
5 55.6%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
4 位分析师 · 2026-09-30平均目标 $10.12 +36.6%
← 低于所有目标
当前价格 $7.41
最低$8.00
平均值$10.12
最高$11.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
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来源：SEC 10-Q 于 八月 10, 2026 申报