Fidus Investment (FDUS) Retained Earnings (2021 - 2026)
Fidus Investment recorded quarterly Retained Earnings of $100.6 million in Q1 2026, little changed quarter-over-quarter from $100.5 million in Q4 2025, and up 12.6% year-over-year from $89.4 million in Q1 2025.
Fidus Investment's Retained Earnings history runs 6 years deep, the most recent figure standing at $100.6 million for Q1 2026.
- In Q1 2026, Retained Earnings rose 12.6% year-over-year to $100.6 million; the TTM figure through Mar 2026 stood at $100.6 million (up 12.6% YoY), while the FY2025 annual figure 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.
- A 5-year average of $90.2 million and a median of $88.5 million in 2024 frame the typical range for Retained Earnings.
- Across the five-year window, Retained Earnings tumbled 32.98% in 2022 and climbed 16.25% in 2024, its largest moves.
- Fidus Investment's Retained Earnings stood at $84.4 million in 2022, then climbed by 1.13% to $85.4 million in 2023, then rose by 3.65% to $88.5 million in 2024, then rose by 13.58% to $100.5 million in 2025, then increased by 0.15% to $100.6 million in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $100.6 million, $100.5 million, and $94.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | Fidus Investment | 720.37 Mn | 669.85 Mn | - | 100.63 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |