Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026)
Fidus Investment (FDUS) reported Accumulated Expenses of $3.3 million for Q1 2026, down 7.81% on a YoY basis from $3.6 million in Q1 2025, and down 55.78% sequentially from $7.4 million in Q4 2025.
Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026) Analysis & Trends
Fidus Investment (FDUS) has 6 years of Accumulated Expenses data on file, last reported at $3.3 million in Q1 2026.
- For the quarter ending Q1 2026, Accumulated Expenses fell 7.81% year-over-year to $3.3 million; the trailing twelve-month figure through Mar 2026 stood at $3.3 million (down 7.81% YoY), and the FY2025 full-year result was $7.4 million, up 28.79% from the prior year.
- Accumulated Expenses retreated to $3.3 million in Q1 2026, from $7.4 million in the prior quarter.
- In the past five years, Accumulated Expenses ranged from a high of $7.5 million in Q2 2025 to a low of $3.0 million in Q3 2022.
- A 5-year average of $4.6 million and a median of $3.7 million in 2025 frame the typical range for Accumulated Expenses.
- Across the five-year window, Accumulated Expenses surged 31.84% in 2025 and retreated 7.81% in 2026, its largest moves.
- Tracing FDUS's Accumulated Expenses over 5 years: stood at $4.7 million in 2022, then grew by 24.79% to $5.9 million in 2023, then retreated by 2.36% to $5.8 million in 2024, then grew by 28.79% to $7.4 million in 2025, then plunged by 55.78% to $3.3 million in 2026.
- Business Quant data shows FDUS's Accumulated Expenses at $3.3 million in Q1 2026, $7.4 million in Q4 2025, and $3.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Fidus Investment | 737.45 Mn | 687.05 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.29 Mn |
| Dec 31, 2025 | 7.45 Mn |
| Sep 30, 2025 | 3.70 Mn |
| Jun 30, 2025 | 7.48 Mn |
| Mar 31, 2025 | 3.57 Mn |
| Dec 31, 2024 | 5.78 Mn |
| Sep 30, 2024 | 3.54 Mn |
| Jun 30, 2024 | 5.67 Mn |
| Mar 31, 2024 | 3.54 Mn |
| Dec 31, 2023 | 5.92 Mn |
| Sep 30, 2023 | 3.34 Mn |
| Jun 30, 2023 | 5.22 Mn |
| Mar 31, 2023 | 3.33 Mn |
| Dec 31, 2022 | 4.75 Mn |
| Sep 30, 2022 | 3.04 Mn |
| Dec 31, 2021 | 4.67 Mn |