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

Fidus Investment's (FDUS) quarterly Equity Average came in at $742.0 million in Q1 2026, up 11.27% year-on-year from $666.8 million in Q1 2025, and up 2.13% quarter-over-quarter from $726.5 million in Q4 2025.

Fidus Investment (FDUS) Equity Average (2021 - 2026) Analysis & Trends

Fidus Investment has disclosed Equity Average across 6 years of filings, most recently posting $742.0 million for Q1 2026.

  • Equity Average for Q1 2026 came in at $742.0 million, up 11.27% year-over-year; the trailing twelve-month figure through Mar 2026 was $742.0 million (up 11.27% YoY), and the FY2025 annual result 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.
  • The 5-year median for Equity Average is $598.9 million (2024), against an average of $590.5 million.
  • Across the five-year window, Equity Average dropped 0.95% in 2023 and advanced 29.66% in 2024, its largest moves.
  • Fidus Investment's Equity Average stood at $477.4 million in 2022, then rose by 19.21% to $569.0 million in 2023, then rose by 15.49% to $657.2 million in 2024, then climbed by 10.54% to $726.5 million in 2025, then advanced by 2.13% to $742.0 million in 2026.
  • The last three Equity Average figures came in at $742.0 million (Q1 2026), $726.5 million (Q4 2025), and $701.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 Fidus Investment 696.27 Mn 645.75 Mn - 741.97 Mn

Historic Data

Download Data
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