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
Download Data| Date | Value |
|---|---|
| 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 |