Fidus Investment (FDUS) Debt Ratio (2021 - 2026)

Fidus Investment (FDUS) reported Debt Ratio of 0.4 for Q1 2026, up 160.72% on a YoY basis from 0.15 in Q1 2025, and up 2.89% sequentially from 0.39 in Q4 2025.

Fidus Investment (FDUS) Debt Ratio (2021 - 2026) Analysis & Trends

Fidus Investment (FDUS) has 6 years of Debt Ratio data on file, last reported at 0.4 in Q1 2026.

  • For the quarter ending Q1 2026, Debt Ratio rose 160.72% year-over-year to 0.4; the trailing twelve-month figure through Mar 2026 stood at 0.4 (up 160.72% YoY), and the FY2025 full-year result was 0.39, up 7.85% from the prior year.
  • Debt Ratio climbed to 0.4 in Q1 2026, from 0.39 in the prior quarter.
  • In the past five years, Debt Ratio ranged from a high of 0.43 in Q2 2023 to a low of 0.15 in Q1 2025.
  • A 5-year average of 0.35 and a median of 0.4 in 2025 frame the typical range for Debt Ratio.
  • Across the five-year window, Debt Ratio slumped 60.33% in 2024 and soared 160.72% in 2026, its largest moves.
  • Tracing FDUS's Debt Ratio over 5 years: stood at 0.42 in 2022, then slumped by 52.09% to 0.2 in 2023, then soared by 77.45% to 0.36 in 2024, then grew by 7.85% to 0.39 in 2025, then rose by 2.89% to 0.4 in 2026.
  • Business Quant data shows FDUS's Debt Ratio at 0.4 in Q1 2026, 0.39 in Q4 2025, and 0.4 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Debt Ratio (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 0.12
3 Blackstone 97.77 Bn 96.72 Bn - 0.27
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 0.03
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 0.00
7 Northern Trust 32.93 Bn 32.93 Bn - 0.04
8 Raymond James Financial 32.59 Bn 17.67 Bn - 0.05
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Fidus Investment 737.45 Mn 687.05 Mn - 0.40

Historic Data

Download Data
DateValue
Mar 31, 2026 0.40
Dec 31, 2025 0.39
Sep 30, 2025 0.40
Jun 30, 2025 0.41
Mar 31, 2025 0.15
Dec 31, 2024 0.36
Sep 30, 2024 0.36
Jun 30, 2024 0.36
Mar 31, 2024 0.17
Dec 31, 2023 0.20
Sep 30, 2023 0.42
Jun 30, 2023 0.43
Mar 31, 2023 0.43
Dec 31, 2022 0.42
Sep 30, 2022 0.41
Dec 31, 2021 0.39