Fidus InvestmentFDUS
FDUS
About: 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.
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
39% more call options, than puts
Call options by funds: $505K | Put options by funds: $363K
7% more funds holding
Funds holding: 111 [Q4 2024] → 119 (+8) [Q1 2025]
7% more capital invested
Capital invested by funds: $167M [Q4 2024] → $179M (+$12M) [Q1 2025]
1.89% more ownership
Funds ownership: 23.49% [Q4 2024] → 25.37% (+1.89%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FDUS.
Financial journalist opinion
Based on 5 articles about FDUS published over the past 30 days
Negative
Seeking Alpha
1 week ago
BDC Dividend Cut Storm Likely Ahead
High-income investors face limited options for sustainable, high-yield investments, with traditional asset classes often highly correlated and yields rarely exceeding 7-9%. Business Development Companies (BDCs) offer attractive yields averaging 12.8%, with several high-quality players maintaining dividends even through challenging periods like COVID-19. However, rising interest rates pose a significant risk to BDC dividend sustainability, making it critical to reassess current exposures and avoid potential value impairments.
Positive
Seeking Alpha
1 week ago
Fidus Investment: High Yield, Special Dividends And NAV Upside
Fidus Investment covers its base dividend with net investment income and is growing net originations, supporting reliable income and portfolio growth. The portfolio has shifted toward higher-quality First Lien loans, resulting in improved credit quality and a low non-accrual ratio versus peers. The stock trades at a modest 5% premium to NAV, but strong fundamentals and dividend coverage suggest potential for a higher valuation multiple.
Positive
Seeking Alpha
1 week ago
Fidus Investment: The Right 11% Yielding BDC For Lower Rate Market
FDUS trades at a 2% premium to NAV and offers an 11%+ dividend. Even though the BDC market outlook is unfavorable, in my view, it is worth paying a slight premium here. I discuss in detail why FDUS is, arguably, one of the best BDC picks now in the context of a (very likely) falling interest rate market.
Neutral
Seeking Alpha
1 week ago
The BDC Promise Vs. My Portfolio: What I Learned The Hard Way
BDCs are high-yield assets that can come in handy for income investors. Yet, attractive yields tend to be there for a reason. In the article, I share my key lessons learned from my relatively successful BDC investment journey.
Positive
Seeking Alpha
3 weeks ago
2 BDCs To Buy Before Rates Drop
BDCs do not respond well to falling interest rates. The consensus indicates that we will likely have more rate cuts in the near future. So, for many BDCs, this will be a problem.
Positive
Seeking Alpha
1 month ago
Fidus Investment: Why It's Becoming One Of My Favorite Players In The Sector
Fidus Investment stands out among BDCs for solid performance, growing portfolio, and resilient NAV despite sector headwinds and lower base rates. High equity ownership and disciplined credit quality have enabled FDUS to outperform peers, maintaining income and dividend coverage even as others struggled. Balance sheet strength, low leverage, and ample liquidity support FDUS' defensive posture, but tariff exposure and rising non-accruals warrant caution.
Positive
Seeking Alpha
1 month ago
Fidus Investment: Solid Q1 Earnings Indicate Resilience For This BDC
FDUS offers a strong 11.2% dividend yield with solid coverage, making it attractive for income-focused investors seeking reliable distributions. The portfolio is well-diversified, primarily in secured debt, and has outperformed peers on non-accrual rates despite macroeconomic headwinds. Recent earnings were solid, with stable net investment income and increased new investment activity, supported by healthy liquidity and prudent management.
Positive
Seeking Alpha
1 month ago
Fidus Investment Corp: Same Strong Performance At An Improved Valuation
Fidus Investment (FDUS) offers an 11% dividend yield and trades at a 1% premium to NAV, with efficient net investment income generation due to low leverage and low interest expense. The company's Q1 adjusted net investment income was flat at $0.54, with a stable NAV and a managed dividend policy ensuring 100% coverage. FDUS's portfolio quality remains strong, with modest non-accruals and improved internal ratings.
Neutral
Seeking Alpha
2 months ago
Fidus Investment (FDUS) Q1 2025 Earnings Call Transcript
Fidus Investment (NASDAQ:FDUS ) Q1 2025 Earnings Conference Call May 9, 2025 9:00 AM ET Company Participants Jody Burfening - Alliance Advisors IR Edward Ross - Chairman, Chief Executive Officer Shelby Sherard - Chief Financial Officer Conference Call Participants Robert Dodd - Raymond James Mickey Schleien - Ladenburg Thalmann & Co. Inc. Sean Paul Adams - B. Riley Securities Operator Good day and welcome to the Fidus First Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
2 months ago
Fidus Investment (FDUS) Beats Q1 Earnings and Revenue Estimates
Fidus Investment (FDUS) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.59 per share a year ago.
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