Fidus Investment/$FDUS

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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 investments is comprised of securities of companies from different industries such as, Information Technology Services, Business Services, Healthcare Products among others.

Ticker

$FDUS
Sector
Primary listing

Employees

-

Fidus Investment Metrics

BasicAdvanced
$691M
8.43
$2.31
0.93
$2.26
11.68%

Bulls say / Bears say

Net investment income increased by 9.9% year-over-year to $18.6 million in Q2 2025, demonstrating robust earnings growth in a soft market (Globe Newswire).
Fidus’s portfolio achieved a weighted average yield of 13.1% on debt investments as of June 30, 2025, underpinning strong interest income generation (GuruFocus).
As of June 30, 2025, Fidus held $91.2 million in cash and had $140.0 million of unused credit facility capacity, providing ample liquidity to pursue new investment opportunities (GuruFocus).
The company recorded a net realized loss of $7.6 million on investments in Q2 2025, which could pressure NAV if such losses persist (Globe Newswire).
With a Q2 payout ratio of approximately 94.7%, Fidus’s high dividend distributions limit earnings retention and may constrain long-term NAV growth (Ainvest).
Morningstar warns that weaker private debt borrowers are expected to face higher defaults and downgrades in 2025, raising credit risk for FDUS’s lower middle-market portfolio (Bloomberg).
Data summarised monthly by Lightyear AI. Last updated on 9 Oct 2025.
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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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