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 7,296 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
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$20
2%
upside
Avg. target
$20
2%
upside
High target
$20
2%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Keefe, Bruyette & Woods Ryan Lynch | 2%upside $20 | Market Perform Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 3 articles about FDUS published over the past 30 days
Positive
Seeking Alpha
1 week 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
2 weeks 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
3 weeks 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
1 month 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
1 month 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.
Neutral
Seeking Alpha
1 month ago
My Income Portfolio: In The Garden Of Eden
Total Return can be misleading if not supported by NAV growth, as it may include unsustainable distributions and Return of Capital. Behavioral finance shows markets are irrational, making it crucial to consider practical aspects beyond theoretical Total Return calculations. I believe that NAV performance can affect our discretion in the reinvestment choices for the distributions we receive from our savings much more than Total Return.
Positive
Seeking Alpha
1 month ago
My BDC Portfolio: 2 Months In And A Clear Alpha Performance
My BDC Portfolio: 2 Months In And A Clear Alpha Performance
Neutral
GlobeNewsWire
1 month ago
Fidus Investment Corporation Schedules First Quarter 2025 Earnings Release and Conference Call
EVANSTON, Ill., April 24, 2025 (GLOBE NEWSWIRE) -- Fidus Investment Corporation (NASDAQ: FDUS) (“Fidus” or the “Company”) today announced that it will report its first quarter 2025 financial results on Thursday, May 8, 2025 after the close of the financial markets.
Positive
Seeking Alpha
1 month ago
Fidus Investment: Back On My Radar, But There Are Stronger Picks
FDUS is back on my "buy" list due to its solid valuation, despite increased market uncertainty from tariffs and potential recession risks. FDUS boasts a well-covered +9% regular dividend yield, with a current DPS coverage of 125%. FDUS has a solid portfolio with 78.6% secured debt investments, but I prefer BXSL and MSDL for their higher focus on first-lien debt in uncertain times.
Positive
Seeking Alpha
1 month ago
Fidus Investment: Irresistible Buying Opportunity
I upgraded Fidus Investment Corporation to 'Strong Buy' due to its well-covered dividends and substantial valuation haircut, with robust net investment activity and potential lower interest rates. Fidus Investment's portfolio value increased 14% YoY, driven by strong demand for investment capital, leading to a 10% YoY rise in net investment income. The BDC's low 75% dividend payout ratio and 4% discount to net asset value make it a compelling passive income investment.
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