Fidus Investment (FDUS) Assets Average (2022 - 2026)
Fidus Investment (FDUS) reported Assets Average of $1.4 billion for Q1 2026, up 19.31% on a YoY basis from $1.2 billion in Q1 2025, and up 6.16% sequentially from $1.4 billion in Q4 2025.
Fidus Investment (FDUS) Assets Average (2022 - 2026) Analysis & Trends
Fidus Investment (FDUS) has 5 years of Assets Average data on file, last reported at $1.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Assets Average rose 19.31% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 19.31% YoY), and the FY2025 full-year result was $1.3 billion, up 14.88% from the prior year.
- Assets Average climbed to $1.4 billion in Q1 2026, 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.
- A 5-year average of $1.1 billion and a median of $1.1 billion in 2024 frame the typical range for Assets Average.
- Across the five-year window, Assets Average advanced 9.89% in 2025 and advanced 19.31% in 2026, its largest moves.
- Tracing FDUS's Assets Average over 5 years: stood at $922.9 million in 2022, then advanced by 14.52% to $1.1 billion in 2023, then advanced by 10.01% to $1.2 billion in 2024, then increased by 16.31% to $1.4 billion in 2025, then increased by 6.16% to $1.4 billion in 2026.
- Business Quant data shows FDUS's Assets Average at $1.4 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Fidus Investment | 737.45 Mn | 687.05 Mn | - | 1.44 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |