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Fidus Investment/$FDUS

1D1W1M3M6MYTD1Y5YMAX

About Fidus Investment

Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies. Its investment objective is to provide attractive risk-adjusted returns by generating both current income from debt investments and capital appreciation from equity related investments. The company's portfolio of investment is comprised of securities of companies from different industries such as, Information Technology Services, Business Services, Healthcare Products among others.
Ticker
$FDUS
Sector
Finance
Primary listing
NASDAQ
Employees
-

Fidus Investment Metrics

BasicAdvanced
$778M
9.47
$2.07
-
$2.14
10.22%

What the Analysts think about Fidus Investment

Analyst ratings (Buy, Hold, Sell) for Fidus Investment stock.
Analyst projections of the future price of Fidus Investment stock.

Bulls say / Bears say

Adjusted net investment income rose 18% year on year to $0.54 per share in Q3, covering the $0.43 base dividend. A $0.95-per-share spillover balance also gives the company a buffer for future distributions. (Fidus Investment Corporation)
Credit protection looks sound: 88% of debt investments were first lien, average loan-to-value was about 41%, and there were no debt investments on non-accrual at quarter-end. The portfolio’s fair value was 102.8% of cost. (The Motley Fool, Fidus Investment Corporation)
FDUS has capacity to fund further investment: it reported $248.5 million of liquidity and added $75 million of SBA debenture capacity. After quarter-end, it made $42.6 million of first-lien investments in two companies, positioning it to deploy capital if deal activity improves. (The Motley Fool, SEC)
Credit losses have hit results: FDUS recorded an $11 million realised loss on Virtex and $16.7 million of net realised investment losses in the first nine months of 2026. NAV per share was $19.47 at September-end, down from $19.55 at 2025 year-end. (SEC)
Financing costs are rising: Q3 interest and financing expenses were $11.6 million, up from $7.6 million a year earlier, reflecting higher borrowings and interest rates. That could absorb some of the benefit from a larger loan book. (SEC, The Motley Fool)
Q3 originations of $51.8 million were slightly below repayments and realisations of $52.4 million, leaving the portfolio broadly unchanged. Management said higher interest rates and other factors could keep M&A activity from becoming especially strong, limiting near-term deployment and growth. (Fidus Investment Corporation, The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 10 Nov 2026.

Fidus Investment Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Fidus Investment Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Fidus Investment

Funds
Fund name
Fund size
$FDUS weighting
iShares Listed Private Equity$IDPE
$843M0.27%
iShares Listed Private Equity£IPRV
$843M0.27%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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