Fidus Investment (FDUS) Assets Average (2022 - 2026)
Fidus Investment (FDUS) posted Assets Average of $1.4 billion for Q1 2026, up 6.16% sequentially from $1.4 billion in Q4 2025, and up 19.31% YoY from $1.2 billion in Q1 2025.
Fidus Investment (FDUS) Assets Average (2022 - 2026) Analysis & Trends
Fidus Investment has reported Assets Average for 5 years, with the latest figure at $1.4 billion in Q1 2026.
- Quarterly Assets Average rose 19.31% year-over-year to $1.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 19.31% YoY) and the FY2025 annual result came in at $1.3 billion, up 14.88% from the prior year.
- Assets Average climbed to $1.4 billion in Q1 2026 per FDUS's latest filing, from $1.4 billion in the prior quarter.
- Over five years, Assets Average peaked at $1.4 billion in Q1 2026 and troughed at $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.
- The sharpest annual moves came in 2025 and 2026: Assets Average grew 9.89% in 2025, then grew 19.31% in 2026.
- Over 5 years, Assets Average stood at $922.9 million in 2022, then increased by 14.52% to $1.1 billion in 2023, then increased by 10.01% to $1.2 billion in 2024, then advanced by 16.31% to $1.4 billion in 2025, then advanced 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Fidus Investment | 752.64 Mn | 713.36 Mn | - | 1.47 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.47 Bn |
| 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 |