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

Fidus Investment recorded quarterly Assets Average of $1.4 billion in Q1 2026, up 6.16% quarter-over-quarter from $1.4 billion in Q4 2025, and up 19.31% year-over-year from $1.2 billion in Q1 2025.

Fidus Investment's Assets Average history runs 5 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • In Q1 2026, Assets Average rose 19.31% year-over-year to $1.4 billion; the TTM figure through Mar 2026 stood at $1.4 billion (up 19.31% YoY), while the FY2025 annual figure 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.
  • 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 climbed 9.89% in 2025 and climbed 19.31% in 2026, its largest moves.
  • Fidus Investment's Assets Average stood at $922.9 million in 2022, then grew by 14.52% to $1.1 billion in 2023, then grew by 10.01% to $1.2 billion in 2024, then gained by 16.31% to $1.4 billion in 2025, then gained by 6.16% to $1.4 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $1.4 billion, $1.4 billion, and $1.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.12 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.02 Bn
3 Kkr 84.94 Bn 132.45 Bn - 411.11 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.49 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 464.24 Bn
6 State Street 44.42 Bn 18.75 Bn - 379.11 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 187.68 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.85 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.51 Bn
10 Fidus Investment 720.37 Mn 669.85 Mn - 1.44 Bn

Historic Data

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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