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
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