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

Fidus Investment's (FDUS) quarterly Equity Ratio came in at 0.51 in Q1 2026, down 5.87% year-on-year from 0.55 in Q1 2025, and down 1.2% quarter-over-quarter from 0.52 in Q4 2025.

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

Fidus Investment has disclosed Equity Ratio across 6 years of filings, most recently posting 0.51 for Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.51, down 5.87% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.51 (down 5.87% YoY), and the FY2025 annual result was 0.52, down 7.66% from the prior year.
  • Equity Ratio came in at 0.51 for Q1 2026 at Fidus Investment, down from 0.52 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.57 in Q3 2024 to a low of 0.49 in Q2 2023.
  • The 5-year median for Equity Ratio is 0.54 (2023), against an average of 0.54.
  • Across the five-year window, Equity Ratio climbed 14.71% in 2024 and decreased 7.66% in 2025, its largest moves.
  • Fidus Investment's Equity Ratio stood at 0.51 in 2022, then climbed by 5.29% to 0.54 in 2023, then gained by 4.23% to 0.56 in 2024, then dropped by 7.66% to 0.52 in 2025, then decreased by 1.2% to 0.51 in 2026.
  • The last three Equity Ratio figures came in at 0.51 (Q1 2026), 0.52 (Q4 2025), and 0.56 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Fidus Investment 696.27 Mn 645.75 Mn - 0.51

Historic Data

Download Data
DateValue
Mar 31, 2026 0.51
Dec 31, 2025 0.52
Sep 30, 2025 0.56
Jun 30, 2025 0.55
Mar 31, 2025 0.55
Dec 31, 2024 0.56
Sep 30, 2024 0.57
Jun 30, 2024 0.56
Mar 31, 2024 0.56
Dec 31, 2023 0.54
Sep 30, 2023 0.54
Jun 30, 2023 0.49
Mar 31, 2023 0.51
Dec 31, 2022 0.51
Sep 30, 2022 0.52
Dec 31, 2021 0.54