Fidus Investment (FDUS) Equity Average (2021 - 2026)

Fidus Investment recorded quarterly Equity Average of $742.0 million in Q1 2026, up 2.13% quarter-over-quarter from $726.5 million in Q4 2025, and up 11.27% year-over-year from $666.8 million in Q1 2025.

Fidus Investment's Equity Average history runs 6 years deep, the most recent figure standing at $742.0 million for Q1 2026.

  • In Q1 2026, Equity Average rose 11.27% year-over-year to $742.0 million; the TTM figure through Mar 2026 stood at $742.0 million (up 11.27% YoY), while the FY2025 annual figure was $698.8 million, up 12.24% from the prior year.
  • Equity Average came in at $742.0 million for Q1 2026 at Fidus Investment, up from $726.5 million in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $742.0 million in Q1 2026 to a low of $477.4 million in Q4 2022.
  • A 5-year average of $590.5 million and a median of $598.9 million in 2024 frame the typical range for Equity Average.
  • Across the five-year window, Equity Average declined 0.95% in 2023 and climbed 29.66% in 2024, its largest moves.
  • Fidus Investment's Equity Average stood at $477.4 million in 2022, then gained by 19.21% to $569.0 million in 2023, then gained by 15.49% to $657.2 million in 2024, then grew by 10.54% to $726.5 million in 2025, then climbed by 2.13% to $742.0 million in 2026.
  • According to Business Quant data, Equity Average over the past three periods registered $742.0 million, $726.5 million, and $701.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Fidus Investment 720.37 Mn 669.85 Mn - 741.97 Mn

Historic Data

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DateValue
Mar 31, 2026 741.97 Mn
Dec 31, 2025 726.47 Mn
Sep 30, 2025 701.67 Mn
Jun 30, 2025 685.11 Mn
Mar 31, 2025 666.80 Mn
Dec 31, 2024 657.21 Mn
Sep 30, 2024 652.76 Mn
Jun 30, 2024 627.55 Mn
Mar 31, 2024 598.91 Mn
Dec 31, 2023 569.05 Mn
Sep 30, 2023 515.99 Mn
Jun 30, 2023 484.00 Mn
Mar 31, 2023 482.49 Mn
Dec 31, 2022 477.37 Mn
Sep 30, 2022 479.18 Mn
Jun 30, 2022 485.24 Mn
Mar 31, 2022 487.13 Mn
Dec 31, 2021 467.65 Mn
Sep 30, 2021 429.15 Mn