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
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