Fidus Investment
FDUS
Market cap $698M

19.94 USD

-0.09

0.45%

Updated Jun 20, 12:17 PM EDT

1 day

-0.45%

5 days

1.63%

1 month

-2.16%

3 months

-2.59%

6 months

-2.64%

Year to date

-6.43%

1 year

2.84%

5 years

131.05%

10 years

28.73%

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.

Financials Asset Management

0

Funds holding %

of 7,302 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]

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$20

0%

upside

Avg. target

$20

0%

upside

High target

$20

0%

upside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Keefe, Bruyette & Woods

Ryan Lynch

0%upside

$20

Market Perform

Maintained

8 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about FDUS published over the past 30 days

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.

2 BDCs To Buy Before Rates Drop

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.

Fidus Investment: Why It's Becoming One Of My Favorite Players In The Sector

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.

Fidus Investment: Solid Q1 Earnings Indicate Resilience For This BDC

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.

Fidus Investment Corp: Same Strong Performance At An Improved Valuation

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.

Fidus Investment (FDUS) Q1 2025 Earnings Call Transcript

Zacks Investment Research

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.

Fidus Investment (FDUS) Beats Q1 Earnings and Revenue Estimates

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.

My Income Portfolio: In The Garden Of Eden

My BDC Portfolio: 2 Months In And A Clear Alpha Performance

My BDC Portfolio: 2 Months In And A Clear Alpha Performance

My BDC Portfolio: 2 Months In And A Clear Alpha Performance

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.

Fidus Investment Corporation Schedules First Quarter 2025 Earnings Release and Conference Call

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.

Fidus Investment: Back On My Radar, But There Are Stronger Picks

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