Fidus Investment FDUS
NASDAQ FDUS
$19.70 -0.11 (-0.56%)
At close: Aug 21, 2026 · 4:00 PM EDT

Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026)

Fidus Investment (FDUS) posted Accumulated Expenses of $3.3 million for Q1 2026, down 55.78% sequentially from $7.4 million in Q4 2025, and down 7.81% YoY from $3.6 million in Q1 2025.

Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026) Analysis & Trends

Fidus Investment has reported Accumulated Expenses for 6 years, with the latest figure at $3.3 million in Q1 2026.

  • Quarterly Accumulated Expenses fell 7.81% year-over-year to $3.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.3 million (down 7.81% YoY) and the FY2025 annual result came in at $7.4 million, up 28.79% from the prior year.
  • Accumulated Expenses retreated to $3.3 million in Q1 2026 per FDUS's latest filing, from $7.4 million in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $7.5 million in Q2 2025 and troughed at $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.
  • The sharpest annual moves came in 2025 and 2026: Accumulated Expenses jumped 31.84% in 2025, then slipped 7.81% in 2026.
  • Over 5 years, Accumulated Expenses stood at $4.7 million in 2022, then gained by 24.79% to $5.9 million in 2023, then dropped by 2.36% to $5.8 million in 2024, then gained by 28.79% to $7.4 million in 2025, then tumbled by 55.78% to $3.3 million in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods registered $3.3 million, $7.4 million, and $3.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Fidus Investment 748.27 Mn 708.99 Mn -

Historic Data

Download Data
DateValue
Jun 30, 2026 8.86 Mn
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