Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026)
Fidus Investment's Liabilities and Shareholders Equity was $1.5 billion in Q2 2026, up 19.4% from $1.26 billion a year earlier and up 3.9% from the prior quarter.
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Analysis
Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026) Analysis & Trends
At the end of FY2025, Liabilities and Shareholders Equity at Fidus Investment came in at $1.43 billion, up 22.5% from FY2024.
- Liabilities and Shareholders Equity has now increased for four consecutive years, with a four-year compound annual growth rate of 12.3% (FY2021 to FY2025).
- In earlier years, Liabilities and Shareholders Equity was $1.16 billion in FY2024 (+6.7%), $1.09 billion in FY2023 (+16.6%), $935.96 million in FY2022 (+4.3%) and $897.19 million in FY2021.
- The Q2 2026 figure marks the highest quarterly Liabilities and Shareholders Equity in data going back to Q4 2021.
- Compared with a year earlier, Liabilities and Shareholders Equity has increased for 12 straight quarters, with growth averaging 14.0% over the last eight quarters.
- Across the past five years, year-over-year growth in Liabilities and Shareholders Equity ran from 4.3% in Q4 2022 to 22.5% in Q4 2025.
- Per Business Quant data, FDUS's Liabilities and Shareholders Equity in the three quarters before Q2 2026 was $1.44 billion (Q1 2026), $1.43 billion (Q4 2025) and $1.28 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Fidus Investment | 731.38 Mn | 499.77 Mn | - | 1.50 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.50 Bn |
| 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 |
API Access
Fidus Investment Liabilities and Shareholders Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=FDUS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "ticker": "FDUS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=FDUS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();