Fidus Investment (FDUS) Long-Term Investments (2021 - 2026)
Fidus Investment (FDUS) posted Long-Term Investments of $1.0 million for Q1 2026, down 95.96% sequentially from $25.1 million in Q4 2025, and down 95.43% YoY from $22.2 million in Q1 2025.
Fidus Investment (FDUS) Long-Term Investments (2021 - 2026) Analysis & Trends
Fidus Investment has reported Long-Term Investments for 6 years, with the latest figure at $1.0 million in Q1 2026.
- Quarterly Long-Term Investments fell 95.43% year-over-year to $1.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 million (down 95.43% YoY) and the FY2025 annual result came in at $25.1 million, up 202.44% from the prior year.
- Long-Term Investments eased to $1.0 million in Q1 2026 per FDUS's latest filing, from $25.1 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $856.9 million in Q3 2022 and troughed at $81000.0 in Q2 2023.
- A 5-year average of $66.5 million and a median of $5.6 million in 2025 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2023 and 2024: Long-Term Investments tumbled 99.97% in 2023, then soared 807.41% in 2024.
- Over 5 years, Long-Term Investments stood at $23.2 million in 2022, then increased by 6.14% to $24.6 million in 2023, then slumped by 66.22% to $8.3 million in 2024, then soared by 202.44% to $25.1 million in 2025, then tumbled by 95.96% to $1.0 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $1.0 million, $25.1 million, and $5.6 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Fidus Investment | 748.27 Mn | 708.99 Mn | - | 1.43 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.43 Bn |
| Mar 31, 2026 | 1.02 Mn |
| Dec 31, 2025 | 25.12 Mn |
| Sep 30, 2025 | 5.60 Mn |
| Jun 30, 2025 | 1.48 Mn |
| Mar 31, 2025 | 22.25 Mn |
| Dec 31, 2024 | 8.31 Mn |
| Sep 30, 2024 | 2.58 Mn |
| Jun 30, 2024 | 735,000.00 |
| Mar 31, 2024 | 4.15 Mn |
| Dec 31, 2023 | 24.59 Mn |
| Sep 30, 2023 | 285,000.00 |
| Jun 30, 2023 | 81,000.00 |
| Mar 31, 2023 | 21.20 Mn |
| Dec 31, 2022 | 23.17 Mn |
| Sep 30, 2022 | 856.91 Mn |
| Dec 31, 2021 | 18.36 Mn |