Fidus Investment (FDUS) Invested Capital (2021 - 2026)
Fidus Investment (FDUS) posted Invested Capital of $253.2 million for Q1 2026, up 9.81% sequentially from $230.6 million in Q4 2025, and up 43.96% YoY from $175.9 million in Q1 2025.
Fidus Investment (FDUS) Invested Capital (2021 - 2026) Analysis & Trends
Fidus Investment has reported Invested Capital for 6 years, with the latest figure at $253.2 million in Q1 2026.
- Quarterly Invested Capital rose 43.96% year-over-year to $253.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $864.3 million (up 26.07% YoY) and the FY2025 annual result came in at $230.6 million, up 36.51% from the prior year.
- Invested Capital advanced to $253.2 million in Q1 2026 per FDUS's latest filing, from $230.6 million in the prior quarter.
- Over five years, Invested Capital peaked at $253.2 million in Q1 2026 and troughed at $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.
- The sharpest annual moves came in 2024 and 2026: Invested Capital slipped 17.4% in 2024, then soared 43.96% in 2026.
- Over 5 years, Invested Capital stood at $148.5 million in 2022, then jumped by 37.71% to $204.5 million in 2023, then retreated by 17.4% to $168.9 million in 2024, then soared by 36.51% to $230.6 million in 2025, then increased by 9.81% to $253.2 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $253.2 million, $230.6 million, and $185.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 7.88 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 98.25 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 1.10 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 829.00 Mn |
| 10 | Fidus Investment | 748.27 Mn | 708.99 Mn | - | 288.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 288.07 Mn |
| 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 |