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| Date | Value |
|---|---|
| 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 |