Fidus Investment Corporation FDUS

19.15 0.06 0.31% as of 25 Sep
Market cap
$759.2M
P/E
9.2×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 759.22
Revenue 170.43
Net Income 77.31
Free Cash Flow (211.26)
Net Debt 248.79
Current Ratio 0.09
Debt/Equity 0.39
P/E ratio 9.16
P/S ratio 4.26
P/B ratio 0.98
Past 5Y EPS Growth 14.00%
This Y EPS Growth 0.09%
Next Y EPS Growth (7.41%)
Next 5Y EPS Growth (5.63%)
in millions of $

Dividends

Payout Ratio 1.18
Annual Dividend Rate 2.29
Annual Dividend Yield 8.57%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 2.14
0.09
0.43
0.07
2025 2.15
0.11
0.11
0.14
0.07
2024 0.86
0.43
0.16
0.14
0.43
2023 0.41
0.25
0.41
0.31
0.37
2022 0.72
0.17
0.36
0.07
0.36
2021 0.95
0.31
0.08
0.32
0.32
2020 1.29
0.39
0.30
0.30
0.30
2019 1.56
0.39
0.39
0.39
0.39
2018 1.17
0.39
0.39
0.39
0.04
2017 1.56
0.39
0.39
0.39
0.39
2016 1.17
0.39
0.39
0.39
0.04
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 119 57 80 39
Receivables 12 15 21 28
Inventory — — — —
Other — — — —
133 74 102 68
2023 2024 2025 Q'26
Payables 1 1 2 2
ST’ Debt 204 169 231 288
Other 27 25 28 27
501 508 685 763
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 11.13% 12.86% 18.30%
Cash Flow 0.00% 0.00% 0.00%
Earnings 12.24% 21.42% 32.01%
Book Value 11.61% 12.55% 15.59%

Revenue

Mar Jun Sep Dec Year
’26 48 44 — — —
’25 36 40 37 42 156
’24 35 36 38 37 146
’23 29 31 34 36 130
’22 21 21 25 27 94
’21 23 22 21 24 90
’20 20 20 21 24 85
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (33) (42) — — —
’25 (50) 40 (32) (105) (147)
’24 (78) (3) 5 21 (55)
’23 (41) (17) 25 3 (29)
’22 (91) (2) (24) 12 (106)
’21 44 0 55 69 168
’20 13 (8) 42 9 56
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (33) (42) — — —
’25 (50) 40 (32) (105) (147)
’24 (78) (3) 5 21 (55)
’23 (41) (17) 25 3 (29)
’22 (91) (2) (24) 12 (106)
’21 44 0 55 69 168
’20 13 (8) 42 9 56
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.52 0.53 — — —
’25 0.58 0.72 0.54 0.50 2.32
’24 0.65 0.75 0.49 0.52 2.40
’23 0.62 0.44 0.91 0.91 2.93
’22 0.48 0.33 0.47 0.19 1.46
’21 0.47 1.06 1.16 2.06 4.75
’20 (1.10) 0.33 0.85 1.20 1.28
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.6
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
11.34 15.10 11.48 11.57 4.45 12.61 16.40 17.63 18.41 16.70

Analyst estimates 2026–2028

Powerpack
Low Price
17.09 18.21 15.75 16.50 15.65 18.87 21.25 21.26 21.68 23.55
High Price
— — — — — — — — — —
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
60 69 76 77 85 90 94 130 146 156
Revenue
100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
27 34 36 32 41 26 48 66 77 76
EBT
44.87% 49.53% 46.81% 42.11% 47.59% 28.34% 50.95% 50.83% 52.74% 48.82%
EBT Margin
42 44 49 48 31 116 36 77 78 82
Net Income
1 1 1 2 2 2 2 2 2 3
Depreciation
3.29 2.92 3.12 3.15 3.48 3.70 3.85 4.94 4.49 4.39
Revenue/Sh
2.27 1.87 2.02 1.98 1.28 4.75 1.46 2.93 2.40 2.32
Earnings/Sh
(1.84) (1.20) 0.33 (2.81) 2.29 6.87 (4.31) (1.12) (1.70) (4.14)
Cash Flow/Sh
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Capex/Sh
(1.84) (1.20) 0.33 (2.81) 2.29 6.87 (4.31) (1.12) (1.70) (4.14)
Free CF/Sh
19.35 16.72 16.47 16.85 16.81 19.96 19.63 22.36 20.12 20.90
Book Value/Sh
18 24 24 24 24 24 24 26 33 35
Shares
7.12 8.36 5.79 7.49 10.23 3.79 13.05 6.82 8.72 8.25
PE Ratio
4.91 5.33 3.74 4.71 3.76 4.86 4.99 3.98 4.69 4.39
PS Ratio
0.84 0.93 0.71 0.88 0.78 0.90 0.98 0.88 1.04 0.92
PB Ratio
7.61 8.03 5.64 6.51 3.99 4.13 5.90 4.63 5.45 5.36
EV/Sales
(13.63) (19.54) 52.87 (7.30) 6.07 2.23 (5.26) (20.47) (14.40) (5.69)
EV/FCF
(34) (28) 8 (69) 56 168 (106) (29) (55) (147)
Op' Cash Flow
— — — — — — — — — —
Capex
(34) (28) 8 (69) 56 168 (106) (29) (55) (147)
FCF
(171) (203) (240) (355) (332) (231) (380) (368) (435) (583)
Working Cap'
220 227 187 154 144 104 148 204 169 231
Total Debt
163 185 145 139 20 (65) 86 85 112 151
Net Debt
354 393 403 412 411 488 480 589 656 742
Sh' Equity
7.79% 7.13% 7.38% 6.53% 3.75% 13.10% 3.91% 7.61% 6.94% 6.36%
ROA
3.27% 3.67% 4.08% 3.68% 5.88% 3.79% 5.29% 6.13% 6.28% 5.33%
ROIC
13.83% 11.77% 12.42% 11.89% 7.59% 25.84% 7.40% 14.42% 12.58% 11.79%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Fidus Investment Corporation (FDUS) key facts

  • Fidus Investment Corporation (FDUS) is an Asset Management company in the Financial sector, listed on Nasdaq.
  • Fidus Investment Corporation’s revenue for fiscal 2025 (year ended December 2025) was $155.9 million, up 6.65% from fiscal 2024.
  • Net income was $82.4 million, or $2.32 per share (basic), a net margin of 52.9%.
  • As of September 25, 2026, FDUS traded at $19.15, a market capitalization of $759.2 million.
  • At that price the stock trades at 9.2× trailing-twelve-month earnings and 4.3× sales.
  • Fidus Investment Corporation pays an annual dividend of $2.29 per share, a yield of 8.57%, with a payout ratio of 118.0%.
  • Return on equity was 11.8% and debt-to-equity 0.39.

Source: company filings (standardised) and stockrow calculations.

Fidus Investment Corporation (FDUS) Latest News

News by impact score

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7 Aug

4

Fidus Investment Corporation (FDUS) reported Q2 earnings and revenue that exceeded analysts' expectations, showcasing strong financial performance. The company attributed its success to effective investment strategies and a favorable market environment. This positive outcome reflects Fidus's ability to navigate challenges and capitalize on opportunities, potentially enhancing investor confidence. Strong earnings and revenue growth indicate significant positive momentum for the company's future performance.

3 transcript

Fidus Investment Corp (FDUS) Q2 2026 earnings call highlights focus on navigating muted deal flow. Muted deal flow points to moderate effects on FDUS core investment activity and returns.

3

Fidus Investment Corporation held its Q2 earnings call, highlighting financial results, portfolio performance and outlook. Quarterly earnings updates can moderately sway investor views and near-term stock movement.

3

Fidus Investment Corporation held its Q2 2026 earnings call, covering quarterly financial results and operational updates. Quarterly earnings data and outlook typically influence near-term stock movement without reshaping long-term strategy.

3

Fidus Investment Corporation (FDUS) reported its Q2 earnings, showcasing a solid performance with increased net investment income and a stable portfolio. The company highlighted its commitment to maintaining a strong dividend payout while navigating market challenges. Management expressed optimism about future growth opportunities and strategic investments, positioning FDUS favorably in the competitive landscape. The earnings report indicates a stable financial performance that may influence investor sentiment but does not signal a major shift in the company's trajectory.

3

Fidus Investment Corporation reported its financial results for the second quarter of 2025, highlighting key metrics such as revenue, net income, and earnings per share. The company demonstrated growth in its investment portfolio and maintained a strong balance sheet. Management expressed optimism about future performance and strategic initiatives aimed at enhancing shareholder value. The financial results indicate moderate growth and strategic initiatives that may positively influence future performance.

6 Aug

3

Fidus Investment Corporation announced its second quarter 2026 financial results. Quarterly results supply key financial metrics that can shift near-term stock valuation and investor sentiment.

8 May

4 transcript

Fidus Investment Corporation (FDUS) Q1 2026 earnings call transcript released, detailing quarterly financial results, management discussion, and forward-looking guidance. Q1 2026 earnings call transcript provides detailed financial performance, portfolio updates, and outlook that significantly influence FDUS investor sentiment and stock trajectory.

4

Fidus Investment Corporation (FDUS) released Q1 earnings call highlights, covering financial results, portfolio updates, dividend declarations, and outlook. Q1 earnings highlights detail financial performance, investment activity, and guidance that significantly shape FDUS's market trajectory and investor sentiment.

4

Fidus Investment Corporation released a summary of its Q1 2026 earnings call, covering financial performance, portfolio updates, and future outlook. Q1 2026 earnings call summary discloses core financial metrics, dividend declarations, and guidance that significantly shape investor expectations and stock trajectory.

7 May

4

Fidus Investment Corporation (FDUS) beat Q1 earnings and revenue estimates. Beating quarterly earnings and revenue estimates signals robust financial performance, likely driving positive stock momentum and investor sentiment.

3

Fidus Investment Corporation announced first quarter 2026 financial results. Quarterly financial results moderately influence FDUS financial performance and investor sentiment.

27 Feb

4

Fidus Investment Corp (FDUS) reported record originations in Q4 2025 earnings call, alongside strong financial highlights indicating robust performance. Record originations signal major growth in deal flow, poised to enhance FDUS's revenue, portfolio, and market position.

4 transcript

Fidus Investment Corporation (FDUS) Q4 2025 earnings call transcript released, detailing financial results, portfolio performance, dividend declarations, and management outlook. Q4 earnings call transcript discloses key financial metrics, NAV changes, and future guidance that drive significant investor reactions and stock volatility for FDUS.

4

Fidus Investment Corporation (FDUS) released Q4 earnings call highlights, covering financial results, portfolio updates, dividend declarations, and outlook for lower middle-market lending. Q4 earnings highlights detail core financial metrics and strategic direction, poised to significantly sway FDUS investor sentiment and stock trajectory.

4

Fidus Investment Corporation (FDUS) released Q4 2025 earnings call summary detailing financial performance, portfolio updates, and future outlook for the business development company. Q4 earnings call summaries disclose key financial results, dividend declarations, and strategic guidance that significantly influence investor sentiment and stock trajectory.

26 Feb

4

Fidus Investment Corporation (FDUS) beat Q4 earnings and revenue estimates, reporting stronger-than-expected results that highlight robust performance. Exceeding Q4 earnings and revenue estimates demonstrates strong financial performance likely to enhance investor sentiment and stock trajectory.

4

Fidus Investment Corporation (FDUS) released Q4 earnings snapshot highlighting financial results for the quarter. Q4 earnings snapshots disclose key financial metrics that significantly influence stock price and investor outlook.

4

Fidus Investment Corporation announced its fourth quarter and full year 2025 financial results. Quarterly and annual financial results announcements significantly influence stock price, investor sentiment, and future performance expectations.

5 Dec

3

Implied volatility for Fidus Investment Corporation's stock options has surged, indicating increased investor uncertainty or expectations of significant price movements in the near future. This spike in volatility often reflects market reactions to potential changes in the company's performance or broader economic conditions. Increased implied volatility suggests notable investor sentiment changes that could moderately influence market performance.

8 Nov

3

Fidus Investment Corporation (FDUS) reported its Q3 2025 earnings, highlighting challenges in the current market environment. The company discussed its strategies to navigate these difficulties, focusing on maintaining portfolio quality and managing risk. Despite market headwinds, FDUS emphasized its commitment to delivering value to shareholders through prudent investment practices and operational efficiency. Moderate challenges in the market could influence financial performance and investor sentiment.

7 Nov

4

Fidus Investment Corporation released Q3 2025 earnings call summary detailing financial results, portfolio performance, dividend declarations, and management outlook. Q3 earnings call summaries for BDCs like FDUS directly influence stock valuation via NAV changes, investment activity, and dividend guidance.

6 Nov

3

Fidus Investment Corporation (FDUS) reported its Q3 earnings, which met analysts' estimates. The company continues to focus on its investment strategy and portfolio management, maintaining a stable performance in a challenging market environment. Key financial metrics were in line with expectations, reflecting the company's operational resilience and commitment to shareholder value. Earnings meeting estimates indicates stable performance but does not signal significant changes in trajectory.

3

Fidus Investment Corporation reported its Q3 earnings, showcasing a solid performance with increased net investment income and a stable portfolio. The company highlighted its commitment to maintaining a strong dividend payout while navigating market challenges. Overall, the results reflect a positive trajectory in financial health and operational efficiency. The earnings report indicates moderate improvements in financial performance that may influence investor sentiment and operational aspects.

3

Fidus Investment Corporation reported its financial results for the third quarter of 2025, highlighting key metrics such as net investment income and changes in net asset value. The company experienced growth in its portfolio and maintained a stable dividend payout. Management expressed optimism about future investments and market conditions, indicating a strategic focus on enhancing shareholder value. The financial results indicate moderate growth and stability, which may influence investor sentiment and financial performance.

23 Oct

3

Analysts predict that Fidus Investment Corporation (FDUS) will report a decline in earnings in the upcoming financial results. Investors are advised to monitor key indicators such as revenue trends, portfolio performance, and market conditions that could influence the company's financial outlook. A decline in earnings could moderately affect investor sentiment and financial performance.

1 Oct

3

Fidus Investment Corporation has announced the pricing of a public offering of $100 million in 6.750% notes due in 2030. The offering is expected to close on November 1, 2023, subject to customary closing conditions. The proceeds will be used for general corporate purposes, which may include investments in portfolio companies and repayment of existing debt. The public offering may enhance liquidity and financial flexibility, impacting future investment capabilities.

9 Aug

4

Fidus Investment Corporation (FDUS) reported strong growth in net investment income (NII) for Q2 2025, highlighting effective management strategies and a robust portfolio performance. The company emphasized its commitment to delivering shareholder value through consistent earnings and strategic investments. Market conditions appear favorable, contributing to the positive outlook for future earnings. Strong NII growth indicates significant operational success and potential for enhanced investor sentiment.

10 May

3

Fidus Investment Corporation (FDUS) reported Q1 2025 earnings with assets under management at $1.2 billion, a 6% increase from Q4 2024. Adjusted net investment income was $18.5 million, with dividends maintained at $0.54 per share. The company originated $115.6 million in new investments, but total investment income decreased by $1 million from the previous quarter. The weighted average yield on debt investments slightly declined to 13.2%. Challenges in the M&A market and macroeconomic uncertainties were highlighted, although credit quality remains strong with less than 1% of the portfolio on nonaccrual. CEO Ed Ross addressed concerns regarding tariffs and competitive landscape in private credit during the earnings call. Moderate challenges in the M&A market and slight declines in income and yield may affect financial performance.

3 transcript

Fidus Investment Corporation reported a first quarter 2025 adjusted net investment income of $18.5 million, up from $18.1 million year-over-year. The company’s assets under management increased to approximately $1.2 billion, with a focus on high-quality companies in the lower middle market. Despite a lackluster M&A environment, Fidus remains optimistic about future originations and has maintained a healthy portfolio with minimal nonaccruals. The Board declared a total dividend of $0.54 per share for Q2 2025. The company is well-positioned for potential economic volatility, with a strong liquidity position of approximately $231.5 million. The report indicates stable financial performance and a cautious outlook amid market uncertainties, which may moderately influence investor sentiment.

stockrow.com/FDUS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com