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

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DateValue
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