Fidus Investment (FDUS) Retained Earnings (2021 - 2026)

Fidus Investment's (FDUS) quarterly Retained Earnings came in at $100.6 million in Q1 2026, up 12.6% year-on-year from $89.4 million in Q1 2025, and little changed quarter-over-quarter from $100.5 million in Q4 2025.

Fidus Investment (FDUS) Retained Earnings (2021 - 2026) Analysis & Trends

Fidus Investment has disclosed Retained Earnings across 6 years of filings, most recently posting $100.6 million for Q1 2026.

  • Retained Earnings for Q1 2026 came in at $100.6 million, up 12.6% year-over-year; the trailing twelve-month figure through Mar 2026 was $100.6 million (up 12.6% YoY), and the FY2025 annual result was $100.5 million, up 13.58% from the prior year.
  • Retained Earnings came in at $100.6 million for Q1 2026 at Fidus Investment, roughly flat from $100.5 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $112.6 million in Q3 2022 to a low of $76.9 million in Q2 2023.
  • The 5-year median for Retained Earnings is $88.5 million (2024), against an average of $90.2 million.
  • Across the five-year window, Retained Earnings plunged 32.98% in 2022 and advanced 16.25% in 2024, its largest moves.
  • Fidus Investment's Retained Earnings stood at $84.4 million in 2022, then advanced by 1.13% to $85.4 million in 2023, then increased by 3.65% to $88.5 million in 2024, then increased by 13.58% to $100.5 million in 2025, then grew by 0.15% to $100.6 million in 2026.
  • The last three Retained Earnings figures came in at $100.6 million (Q1 2026), $100.5 million (Q4 2025), and $94.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 39.18 Bn
2 Blackstone 96.85 Bn 95.80 Bn - -15.77 Mn
3 Kkr 86.45 Bn 133.96 Bn - 14.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 5.16 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 28.43 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 17.07 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 14.49 Bn
9 Ares Management 29.04 Bn 32.41 Bn - -1.66 Bn
10 Fidus Investment 696.27 Mn 645.75 Mn - 100.63 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 100.63 Mn
Dec 31, 2025 100.49 Mn
Sep 30, 2025 94.05 Mn
Jun 30, 2025 95.57 Mn
Mar 31, 2025 89.38 Mn
Dec 31, 2024 88.47 Mn
Sep 30, 2024 86.57 Mn
Jun 30, 2024 89.40 Mn
Mar 31, 2024 84.84 Mn
Dec 31, 2023 85.36 Mn
Sep 30, 2023 80.72 Mn
Jun 30, 2023 76.90 Mn
Mar 31, 2023 83.64 Mn
Dec 31, 2022 84.40 Mn
Sep 30, 2022 112.56 Mn
Dec 31, 2021 125.93 Mn