Fidus Investment (FDUS) Assets Average (2022 - 2026)

Fidus Investment's (FDUS) quarterly Assets Average came in at $1.4 billion in Q1 2026, up 19.31% year-on-year from $1.2 billion in Q1 2025, and up 6.16% quarter-over-quarter from $1.4 billion in Q4 2025.

Fidus Investment (FDUS) Assets Average (2022 - 2026) Analysis & Trends

Fidus Investment has disclosed Assets Average across 5 years of filings, most recently posting $1.4 billion for Q1 2026.

  • Assets Average for Q1 2026 came in at $1.4 billion, up 19.31% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 19.31% YoY), and the FY2025 annual result was $1.3 billion, up 14.88% from the prior year.
  • Assets Average came in at $1.4 billion for Q1 2026 at Fidus Investment, up from $1.4 billion in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $1.4 billion in Q1 2026 to a low of $922.9 million in Q4 2022.
  • The 5-year median for Assets Average is $1.1 billion (2024), against an average of $1.1 billion.
  • Across the five-year window, Assets Average advanced 9.89% in 2025 and advanced 19.31% in 2026, its largest moves.
  • Fidus Investment's Assets Average stood at $922.9 million in 2022, then climbed by 14.52% to $1.1 billion in 2023, then climbed by 10.01% to $1.2 billion in 2024, then rose by 16.31% to $1.4 billion in 2025, then rose by 6.16% to $1.4 billion in 2026.
  • The last three Assets Average figures came in at $1.4 billion (Q1 2026), $1.4 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 Fidus Investment 696.27 Mn 645.75 Mn - 1.44 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.44 Bn
Dec 31, 2025 1.35 Bn
Sep 30, 2025 1.27 Bn
Jun 30, 2025 1.25 Bn
Mar 31, 2025 1.20 Bn
Dec 31, 2024 1.16 Bn
Sep 30, 2024 1.15 Bn
Jun 30, 2024 1.12 Bn
Mar 31, 2024 1.09 Bn
Dec 31, 2023 1.06 Bn
Sep 30, 2023 1.00 Bn
Jun 30, 2023 965.72 Mn
Mar 31, 2023 942.49 Mn
Dec 31, 2022 922.85 Mn