Fidus Investment (FDUS) Invested Capital (2020 - 2026)
Fidus Investment recorded quarterly Invested Capital of $995.2 million in Q1 2026, up 2.34% quarter-over-quarter from $972.5 million in Q4 2025, and up 16.56% year-over-year from $853.8 million in Q1 2025.
Fidus Investment's Invested Capital history runs 7 years deep, the most recent figure standing at $995.2 million for Q1 2026.
- In Q1 2026, Invested Capital rose 16.56% year-over-year to $995.2 million; the TTM figure through Mar 2026 stood at $995.2 million (up 16.56% YoY), while the FY2025 annual figure was $972.5 million, up 17.94% from the prior year.
- Invested Capital came in at $995.2 million for Q1 2026 at Fidus Investment, up from $972.5 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $995.2 million in Q1 2026 to a low of $484.0 million in Q2 2022.
- A 5-year average of $758.1 million and a median of $793.9 million in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital jumped 36.47% in 2023 and increased 3.86% in 2024, its largest moves.
- Fidus Investment's Invested Capital stood at $628.8 million in 2022, then grew by 26.26% to $793.9 million in 2023, then advanced by 3.86% to $824.6 million in 2024, then rose by 17.94% to $972.5 million in 2025, then climbed by 2.34% to $995.2 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $995.2 million, $972.5 million, and $896.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Fidus Investment | 720.37 Mn | 669.85 Mn | - | 995.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 995.23 Mn |
| Dec 31, 2025 | 972.46 Mn |
| Sep 30, 2025 | 896.01 Mn |
| Jun 30, 2025 | 887.88 Mn |
| Mar 31, 2025 | 853.80 Mn |
| Dec 31, 2024 | 824.57 Mn |
| Sep 30, 2024 | 829.23 Mn |
| Jun 30, 2024 | 817.09 Mn |
| Mar 31, 2024 | 778.52 Mn |
| Dec 31, 2023 | 793.95 Mn |
| Sep 30, 2023 | 731.44 Mn |
| Jun 30, 2023 | 660.46 Mn |
| Mar 31, 2023 | 645.00 Mn |
| Dec 31, 2022 | 628.82 Mn |
| Sep 30, 2022 | 603.19 Mn |
| Jun 30, 2022 | 483.98 Mn |
| Mar 31, 2022 | 486.50 Mn |
| Dec 31, 2021 | 591.74 Mn |
| Sep 30, 2021 | 447.55 Mn |
| Dec 31, 2020 | 410.76 Mn |