Fidus Investment FDUS
NASDAQ FDUS
$19.73 -0.08 (-0.40%)
As of: Aug 21, 2026 · 10:13 AM EDT

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

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

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

Fidus Investment has reported Debt Ratio for 6 years, with the latest figure at 0.4 in Q1 2026.

  • Quarterly Debt Ratio rose 160.72% year-over-year to 0.4 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.4 (up 160.72% YoY) and the FY2025 annual result came in at 0.39, up 7.85% from the prior year.
  • Debt Ratio climbed to 0.4 in Q1 2026 per FDUS's latest filing, from 0.39 in the prior quarter.
  • Over five years, Debt Ratio peaked at 0.43 in Q2 2023 and troughed at 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.
  • The sharpest annual moves came in 2024 and 2026: Debt Ratio plunged 60.33% in 2024, then surged 160.72% in 2026.
  • Over 5 years, Debt Ratio stood at 0.42 in 2022, then sank by 52.09% to 0.2 in 2023, then soared by 77.45% to 0.36 in 2024, then gained by 7.85% to 0.39 in 2025, then climbed by 2.89% to 0.4 in 2026.
  • According to Business Quant data, Debt Ratio over the past three periods registered 0.4, 0.39, and 0.4 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Debt Ratio (Qtr)
1 BlackRock 179.70 Bn 165.83 Bn - 0.12
2 Blackstone 115.90 Bn 113.40 Bn - 0.26
3 Kkr 97.92 Bn -179.15 Bn - -
4 Brookfield 93.87 Bn 46.47 Bn - 0.03
5 Brookfield Asset Management 84.05 Bn 82.55 Bn - 0.17
6 Apollo Global Management 79.25 Bn 53.88 Bn 10.54 Bn 0.03
7 State Street 51.57 Bn 51.57 Bn - -
8 Ameriprise Financial 51.53 Bn 40.49 Bn 4.72 Bn 0.00
9 Northern Trust 34.15 Bn 34.15 Bn - 0.05
10 Fidus Investment 749.79 Mn 710.51 Mn - 0.40

Historic Data

Download Data
DateValue
Jun 30, 2026 0.40
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