Fidus Investment (FDUS) Invested Capital (2021 - 2026)

Fidus Investment (FDUS) reported Invested Capital of $253.2 million for Q1 2026, up 43.96% on a YoY basis from $175.9 million in Q1 2025, and up 9.81% sequentially from $230.6 million in Q4 2025.

Fidus Investment (FDUS) Invested Capital (2021 - 2026) Analysis & Trends

Fidus Investment (FDUS) has 6 years of Invested Capital data on file, last reported at $253.2 million in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 43.96% year-over-year to $253.2 million; the trailing twelve-month figure through Mar 2026 stood at $864.3 million (up 26.07% YoY), and the FY2025 full-year result was $230.6 million, up 36.51% from the prior year.
  • Invested Capital advanced to $253.2 million in Q1 2026, from $230.6 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $253.2 million in Q1 2026 to a low of $128.8 million in Q3 2022.
  • A 5-year average of $181.5 million and a median of $175.9 million in 2025 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital retreated 17.4% in 2024 and jumped 43.96% in 2026, its largest moves.
  • Tracing FDUS's Invested Capital over 5 years: stood at $148.5 million in 2022, then jumped by 37.71% to $204.5 million in 2023, then dropped by 17.4% to $168.9 million in 2024, then soared by 36.51% to $230.6 million in 2025, then advanced by 9.81% to $253.2 million in 2026.
  • Business Quant data shows FDUS's Invested Capital at $253.2 million in Q1 2026, $230.6 million in Q4 2025, and $185.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Fidus Investment 737.45 Mn 687.05 Mn - 253.18 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 253.18 Mn
Dec 31, 2025 230.56 Mn
Sep 30, 2025 184.97 Mn
Jun 30, 2025 195.58 Mn
Mar 31, 2025 175.87 Mn
Dec 31, 2024 168.90 Mn
Sep 30, 2024 170.47 Mn
Jun 30, 2024 170.32 Mn
Mar 31, 2024 170.18 Mn
Dec 31, 2023 204.47 Mn
Sep 30, 2023 182.81 Mn
Jun 30, 2023 177.12 Mn
Mar 31, 2023 160.35 Mn
Dec 31, 2022 148.48 Mn
Sep 30, 2022 128.80 Mn
Dec 31, 2021 103.98 Mn