Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026)
Fidus Investment (FDUS) reported Liabilities and Shareholders Equity of $1.4 billion for Q1 2026, up 16.28% on a YoY basis from $1.2 billion in Q1 2025, and up 1.24% sequentially from $1.4 billion in Q4 2025.
Fidus Investment (FDUS) Liabilities and Shareholders Equity (2021 - 2026) Analysis & Trends
Fidus Investment (FDUS) has 6 years of Liabilities and Shareholders Equity data on file, last reported at $1.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 16.28% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $5.4 billion (up 14.7% YoY), and the FY2025 full-year result was $1.4 billion, up 22.54% from the prior year.
- Liabilities and Shareholders Equity climbed to $1.4 billion in Q1 2026, 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.
- A 5-year average of $1.1 billion and a median of $1.1 billion in 2024 frame the typical range for Liabilities and Shareholders Equity.
- Across the five-year window, Liabilities and Shareholders Equity rose 4.32% in 2022 and gained 22.54% in 2025, its largest moves.
- Tracing FDUS's Liabilities and Shareholders Equity over 5 years: stood at $936.0 million in 2022, then advanced by 16.55% to $1.1 billion in 2023, then advanced by 6.71% to $1.2 billion in 2024, then rose by 22.54% to $1.4 billion in 2025, then gained by 1.24% to $1.4 billion in 2026.
- Business Quant data shows FDUS's Liabilities and Shareholders Equity at $1.4 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.24 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.33 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 467.53 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 91.94 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.39 Bn |
| 10 | Fidus Investment | 737.45 Mn | 687.05 Mn | - | 1.44 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |