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| Date | Value |
|---|---|
| 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 |