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 7,430 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
8,883% more call options, than puts
Call options by funds: $539K | Put options by funds: $6K
100% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 27
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
2% more capital invested
Capital invested by funds: $179M [Q1] → $183M (+$3.37M) [Q2]
0.56% more ownership
Funds ownership: 25.37% [Q1] → 25.93% (+0.56%) [Q2]
0% more funds holding
Funds holding: 119 [Q1] → 119 (+0) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$22
1%
upside
Avg. target
$22
4%
upside
High target
$23
6%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
B. Riley Securities Bryce Rowe | 6%upside $23 | Neutral Downgraded | 13 Aug 2025 |
Keefe, Bruyette & Woods Ryan Lynch | 1%upside $22 | Market Perform Maintained | 11 Aug 2025 |
Financial journalist opinion
Based on 12 articles about FDUS published over the past 30 days
Positive
Seeking Alpha
6 days ago
Fidus Investment: Q2 Delivers A Rise In Both Income And NAV
We catch up on Q2 results of the Business Development Company Fidus Investment. FDUS is focused on the lower middle market direct lending market and trades at a 10.7% total dividend yield with a 9% premium. FDUS delivered both a rise in NII and the NAV - an unusual combination in Q2.
Neutral
Seeking Alpha
1 week ago
My 10% Income Portfolio-Protecting The NAV
Caring about dividends can increase our returns, but caring about NAV can save our portfolio. Return and NAV protection must go hand in hand, because there can be no sustainable return without protecting the value of the underlying assets. As far as I am concerned, the way to protect my portfolio is to favor only securities with a positive NAV over time.
Positive
Seeking Alpha
1 week ago
BDC Weekly Review: BDC Earnings Deluge
We take a look at the action in business development companies through the second week of August and highlight some of the key themes we are watching. BDCs traded flat this week, with earnings reports driving sector movement; valuations remain attractive versus historical averages. Recent earnings highlight strong performance from FDUS and NCDL.
Positive
Seeking Alpha
1 week ago
Fidus Investment: One Of The Stronger BDCs Right Now (Rating Upgrade)
Upgrading Fidus Investment to a buy due to resilient earnings, strong dividend coverage, and declining non-accruals despite a challenging macro environment. FDUS's portfolio is well-diversified, prioritizing first lien senior secured debt, and has shown improved health and liquidity in recent quarters. Dividend yield stands at 10.5% with robust coverage and significant spillover income, supporting both base and supplemental distributions for over a year.
Negative
Seeking Alpha
1 week ago
It's All Downhill For Most BDCs, Here Is My Approach
Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select names with strong fundamentals.
Positive
Seeking Alpha
2 weeks ago
Fidus Investment: A Clear BDC Bargain To Buy Now
FDUS continues to deliver superior returns, while the overall sector is struggling. The recent quarter shows both earnings and NAV growth, which for an average BDC is not that common anymore. Currently, we can buy FDUS at a premium of 9%.
Neutral
Seeking Alpha
2 weeks ago
Fidus Investment (FDUS) Q2 2025 Earnings Call Transcript
Fidus Investment (NASDAQ:FDUS ) Q2 2025 Earnings Conference Call August 8, 2025 9:00 AM ET Company Participants Edward H. Ross - Chairman of the Board & CEO Shelby Elizabeth Sherard - CFO, Chief Compliance Officer & Corporate Secretary Conference Call Participants Paul Conrad Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Robert James Dodd - Raymond James & Associates, Inc., Research Division Jody Burfening - Lippert/Heilshorn & Associates, Inc. Operator Good morning, everyone, and welcome to the Fidus Second Quarter 2025 Earnings Conference Call.
Positive
24/7 Wall Street
2 weeks ago
High-Yield Dividend Stocks Offer Higher Passive Income and Market-Beating Growth
High yield dividend stocks are the personal favorite of investors who want both consistent income and long-term growth.
Positive
Zacks Investment Research
2 weeks ago
Fidus Investment (FDUS) Surpasses Q2 Earnings and Revenue Estimates
Fidus Investment (FDUS) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.57 per share a year ago.
Positive
The Motley Fool
2 weeks ago
Fidus (FDUS) Q2 Revenue Jumps 12%
Fidus Investment Corporation (FDUS -1.06%), a business development company focused on financing lower middle-market companies, released its Q2 2025 earnings results on August 7, 2025. The company reported adjusted net investment income (non-GAAP) of $0.57 per share, above the analyst consensus of $0.52 (non-GAAP).
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