Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026)
Fidus Investment's (FDUS) quarterly Accumulated Expenses came in at $3.3 million in Q1 2026, down 7.81% year-on-year from $3.6 million in Q1 2025, and down 55.78% quarter-over-quarter from $7.4 million in Q4 2025.
Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026) Analysis & Trends
Fidus Investment has disclosed Accumulated Expenses across 6 years of filings, most recently posting $3.3 million for Q1 2026.
- Accumulated Expenses for Q1 2026 came in at $3.3 million, down 7.81% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.3 million (down 7.81% YoY), and the FY2025 annual result was $7.4 million, up 28.79% from the prior year.
- Accumulated Expenses came in at $3.3 million for Q1 2026 at Fidus Investment, down 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.
- The 5-year median for Accumulated Expenses is $3.7 million (2025), against an average of $4.6 million.
- Across the five-year window, Accumulated Expenses surged 31.84% in 2025 and retreated 7.81% in 2026, its largest moves.
- Fidus Investment's Accumulated Expenses stood at $4.7 million in 2022, then increased by 24.79% to $5.9 million in 2023, then decreased by 2.36% to $5.8 million in 2024, then increased by 28.79% to $7.4 million in 2025, then tumbled by 55.78% to $3.3 million in 2026.
- The last three Accumulated Expenses figures came in at $3.3 million (Q1 2026), $7.4 million (Q4 2025), and $3.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Fidus Investment | 696.27 Mn | 645.75 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 |