Fidus Investment FDUS
NASDAQ FDUS
$19.70 -0.11 (-0.56%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Fidus Investment (FDUS) posted Liabilities and Shareholders Equity of $1.4 billion for Q1 2026, up 1.24% sequentially from $1.4 billion in Q4 2025, and up 16.28% YoY from $1.2 billion in Q1 2025.

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

Fidus Investment has reported Liabilities and Shareholders Equity for 6 years, with the latest figure at $1.4 billion in Q1 2026.

  • Quarterly Liabilities and Shareholders Equity rose 16.28% year-over-year to $1.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $5.4 billion (up 14.7% YoY) and the FY2025 annual result came in at $1.4 billion, up 22.54% from the prior year.
  • Liabilities and Shareholders Equity climbed to $1.4 billion in Q1 2026 per FDUS's latest filing, from $1.4 billion in the prior quarter.
  • Over five years, Liabilities and Shareholders Equity peaked at $1.4 billion in Q1 2026 and troughed at $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.
  • The sharpest annual moves came in 2022 and 2025: Liabilities and Shareholders Equity advanced 4.32% in 2022, then climbed 22.54% in 2025.
  • Over 5 years, Liabilities and Shareholders Equity stood at $936.0 million in 2022, then increased by 16.55% to $1.1 billion in 2023, then increased by 6.71% to $1.2 billion in 2024, then climbed by 22.54% to $1.4 billion in 2025, then grew by 1.24% to $1.4 billion in 2026.
  • According to Business Quant data, Liabilities and Shareholders Equity over the past three periods registered $1.4 billion, $1.4 billion, and $1.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 175.88 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 49.89 Bn
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - 525.52 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 20.08 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 494.05 Bn
7 State Street 51.66 Bn 51.66 Bn - 418.38 Bn
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 197.87 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 94.24 Bn
10 Fidus Investment 748.27 Mn 708.99 Mn - 1.50 Bn

Historic Data

Download Data
DateValue
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