Fidus Investment (FDUS) Invested Capital (2020 - 2026)
Fidus Investment's (FDUS) quarterly Invested Capital came in at $995.2 million in Q1 2026, up 16.56% year-on-year from $853.8 million in Q1 2025, and up 2.34% quarter-over-quarter from $972.5 million in Q4 2025.
Fidus Investment (FDUS) Invested Capital (2020 - 2026) Analysis & Trends
Fidus Investment has disclosed Invested Capital across 7 years of filings, most recently posting $995.2 million for Q1 2026.
- Invested Capital for Q1 2026 came in at $995.2 million, up 16.56% year-over-year; the trailing twelve-month figure through Mar 2026 was $995.2 million (up 16.56% YoY), and the FY2025 annual result 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.
- The 5-year median for Invested Capital is $793.9 million (2023), against an average of $758.1 million.
- Across the five-year window, Invested Capital soared 36.47% in 2023 and grew 3.86% in 2024, its largest moves.
- Fidus Investment's Invested Capital stood at $628.8 million in 2022, then climbed by 26.26% to $793.9 million in 2023, then gained by 3.86% to $824.6 million in 2024, then increased by 17.94% to $972.5 million in 2025, then advanced by 2.34% to $995.2 million in 2026.
- The last three Invested Capital figures came in at $995.2 million (Q1 2026), $972.5 million (Q4 2025), and $896.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Fidus Investment | 696.27 Mn | 645.75 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 |