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| 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 |