Fidus Investment (FDUS)
Provides customized debt and equity financing to U.S. lower-middle-market companies.
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Provides customized debt and equity financing to U.S. lower-middle-market companies, supporting ownership changes, recapitalizations, acquisitions, and expansions. Debt investments generate current income while equity-related investments target capital appreciation through a listed BDC and SBIC-fund platform.
Provides customized first-lien, second-lien and subordinated debt, plus equity investments, to U.S. lower-middle-market companies. Financing supports ownership changes, recapitalizations, strategic acquisitions, expansions and other growth initiatives; business owners, management teams and financial sponsors are counterparties.
Operates as an externally managed BDC, with Fidus Investment Advisors handling day-to-day investment management and administration while the board provides oversight. The listed vehicle invests directly and through wholly owned SBIC subsidiaries; debt is intended to generate current income, while equity-related investments are intended for capital appreciation. Portfolio values and operating results remain tied to portfolio-company credit performance, investment realizations, and the external-management and BDC/RIC/SBIC framework.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $182.9M · Total debt $288.1M · Total assets $1.50B · Shareholders' equity $738.5M
- Revenue
- $49.9M
- Operating income
- $31.5M
- Net income
- $20.0M
HistoryDividendAnnual yield
| Institutions | 22.74% | 8.63M shares | |
|---|---|---|---|
| 137 holders · as of Jun 30, 2026 | |||
| Other | 77.26% | 29.32M shares | |
| remainder | |||
37.95M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Van Eck Associates CorpInstitution | 2.45% | 929,242 | as of Jun 30, 2026 |
Raymond James Financial IncInstitution | 2.19% | 829,588 | as of Jun 30, 2026 |
UBS Group AGInstitution | 1.32% | 499,624 | as of Jun 30, 2026 |
Baird Financial Group, Inc.Institution | 1.10% | 416,390 | as of Jun 30, 2026 |
Muzinich & Co., Inc.Institution | 0.97% | 368,298 | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Fidus Investment | $19.33 | +0.13% | $732.5M | 9.2 | 9.6 | 5.0 | +34.3% |
| Main Street Capital | $56.22 | −0.11% | $5.23B | 11.3 | 14.8 | 7.5 | −26.1% |
| Capital Southwest | $23.36 | −0.36% | $1.46B | 13.0 | 10.0 | 6.3 | +9.1% |
| Stellus Capital Investment | $7.96 | +0.13% | $230.1M | 7.7 | 7.6 | 2.9 | −10.2% |
| Gladstone Investment | $15.84 | −0.03% | $630.8M | 3.8 | 16.9 | 6.0 | +10.2% |
| Gladstone Capital | $19.36 | +0.36% | $435.8M | 10.3 | 9.8 | 5.5 | +35.8% |
| Median | 10.3 | 10.0 | 6.0 | +9.1% |