Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026)

Fidus Investment's (FDUS) quarterly Liabilities and Shareholders Equity came in at $1.4 billion in Q1 2026, up 16.28% year-on-year from $1.2 billion in Q1 2025, and up 1.24% quarter-over-quarter from $1.4 billion in Q4 2025.

Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026) Analysis & Trends

Fidus Investment has disclosed Liabilities and Shareholders Equity across 6 years of filings, most recently posting $1.4 billion for Q1 2026.

  • Liabilities and Shareholders Equity for Q1 2026 came in at $1.4 billion, up 16.28% year-over-year; the trailing twelve-month figure through Mar 2026 was $5.4 billion (up 14.7% YoY), and the FY2025 annual result was $1.4 billion, up 22.54% from the prior year.
  • Liabilities and Shareholders Equity came in at $1.4 billion for Q1 2026 at Fidus Investment, up from $1.4 billion in the prior quarter.
  • In the past five years, Liabilities and Shareholders Equity ranged from a high of $1.4 billion in Q1 2026 to a low of $909.7 million in Q3 2022.
  • The 5-year median for Liabilities and Shareholders Equity is $1.1 billion (2024), against an average of $1.1 billion.
  • Across the five-year window, Liabilities and Shareholders Equity rose 4.32% in 2022 and gained 22.54% in 2025, its largest moves.
  • Fidus Investment's Liabilities and Shareholders Equity stood at $936.0 million in 2022, then climbed by 16.55% to $1.1 billion in 2023, then climbed by 6.71% to $1.2 billion in 2024, then gained by 22.54% to $1.4 billion in 2025, then advanced by 1.24% to $1.4 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $1.4 billion (Q1 2026), $1.4 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.24 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.33 Bn
3 Kkr 86.45 Bn 133.96 Bn - 412.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 467.53 Bn
5 State Street 46.95 Bn 21.27 Bn - 392.17 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 174.57 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 91.94 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.39 Bn
10 Fidus Investment 696.27 Mn 645.75 Mn - 1.44 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.44 Bn
Dec 31, 2025 1.43 Bn
Sep 30, 2025 1.28 Bn
Jun 30, 2025 1.26 Bn
Mar 31, 2025 1.24 Bn
Dec 31, 2024 1.16 Bn
Sep 30, 2024 1.16 Bn
Jun 30, 2024 1.15 Bn
Mar 31, 2024 1.09 Bn
Dec 31, 2023 1.09 Bn
Sep 30, 2023 1.02 Bn
Jun 30, 2023 982.41 Mn
Mar 31, 2023 949.02 Mn
Dec 31, 2022 935.96 Mn
Sep 30, 2022 909.75 Mn
Dec 31, 2021 897.19 Mn