FDUS
Fidus Investment Corporation NASDAQ Listed Jun 21, 2011$18.23
+1.62%
vs $17.94
Mkt Cap $692.0M
52w Low $16.87
26.1% of range
52w High $22.09
50d MA $18.66
200d MA $19.24
P/E (TTM)
7.7x
EV/EBITDA
8.2x
P/B
0.9x
Debt/Equity
0.3x
ROE
1.6%
P/FCF
-4.3x
RSI (14)
33.10
ATR (14)
$0.37
Beta
0.74
50d MA
$18.66
200d MA
$19.24
Avg Volume
274.9K
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
CIK (SEC)
Phone
847-859-3940
1603 Orrington Avenue · Evanston, IL 60201 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | AMC | 0.50 | 0.62 | +24.0% | 18.45 | +5.5% | +7.3% | -5.5% | +0.9% | -1.4% | +1.1% | — |
| Feb 26, 2026 | AMC | 0.48 | 0.52 | +8.3% | 18.40 | +1.9% | -3.8% | +1.5% | +0.6% | +2.8% | -1.1% | — |
| Nov 6, 2025 | AMC | 0.50 | 0.50 | +0.0% | 20.68 | -1.3% | -4.4% | +0.6% | -0.9% | +0.2% | -0.3% | — |
| Aug 7, 2025 | AMC | 0.53 | 0.57 | +7.5% | 20.53 | +4.6% | +4.1% | -0.4% | +0.8% | -0.4% | -0.1% | — |
| May 8, 2025 | AMC | 0.53 | 0.54 | +1.9% | 19.08 | +4.8% | +3.0% | +0.1% | +2.8% | -1.1% | +0.3% | — |
| Mar 6, 2025 | AMC | 0.51 | 0.54 | +5.9% | 21.81 | +1.6% | +1.3% | -1.2% | -1.4% | -1.1% | -1.9% | — |
| Oct 31, 2024 | AMC | 0.57 | 0.61 | +7.0% | 19.50 | +1.5% | -0.3% | -1.3% | -0.5% | +2.7% | +1.2% | — |
| Aug 1, 2024 | AMC | 0.57 | 0.57 | +0.0% | 19.41 | +1.1% | -0.6% | -2.8% | +2.6% | -0.3% | -0.6% | — |
| May 2, 2024 | AMC | 0.60 | 0.59 | -1.7% | 20.29 | -0.4% | -1.5% | -0.3% | -0.4% | -0.1% | +1.1% | — |
| Feb 29, 2024 | AMC | 0.57 | 0.65 | +14.0% | 19.62 | +0.7% | +0.4% | -0.7% | -0.9% | +1.0% | +0.2% | — |
| Nov 2, 2023 | AMC | 0.62 | 0.68 | +9.7% | 19.00 | +2.6% | +2.4% | -0.1% | -0.1% | -1.2% | +0.3% | — |
| Aug 3, 2023 | AMC | 0.58 | 0.62 | +6.9% | 20.83 | -0.6% | -1.6% | -1.7% | -0.3% | -0.2% | -0.8% | — |
| May 4, 2023 | AMC | 0.55 | 0.60 | +9.1% | 18.10 | +4.6% | +3.8% | -1.4% | +0.8% | +0.1% | -0.3% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $18.73 | $18.56 | -0.9% | -1.0% | +2.0% | -0.6% | -1.3% | +1.3% |
| Mar 11 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $18.16 | $18.13 | -0.2% | -0.9% | -1.3% | -0.5% | +0.7% | +3.0% |
| Nov 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $19.77 | $19.88 | +0.6% | +0.6% | -0.9% | +0.2% | -0.3% | +0.4% |
| Oct 6 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $20.37 | $20.54 | +0.8% | +0.0% | -1.9% | -0.4% | -2.0% | -1.1% |
| Aug 13 | B. Riley Securities | Downgrade | Buy → Neutral | — | $21.45 | $21.28 | -0.8% | -0.4% | -0.1% | -0.7% | -0.0% | +0.5% |
| Aug 11 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $21.37 | $21.37 | +0.0% | -0.4% | +0.8% | -0.4% | -0.1% | -0.7% |
| Apr 8 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $17.74 | $18.32 | +3.3% | -2.4% | +7.9% | -4.8% | +0.0% | +2.2% |
| Jan 8 | B. Riley Securities | Downgrade | Buy → Neutral | — | $20.01 | $19.85 | -0.8% | +0.1% | -0.5% | +0.5% | -0.5% | -0.2% |
| Mar 6 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $20.80 | $20.93 | +0.6% | -1.3% | +0.2% | -0.2% | -3.1% | -4.0% |
| Mar 6 | B. Riley Securities | Maintains | Buy → Buy | — | $20.80 | $20.93 | +0.6% | -1.3% | +0.2% | -0.2% | -3.1% | -4.0% |
| Jul 11 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $18.39 | $18.00 | -2.1% | -2.4% | +0.4% | +0.2% | -1.3% | +1.0% |
| Mar 7 | Raymond James | Maintains | Outperform → Outperform | — | $19.94 | $19.99 | +0.3% | -0.7% | +0.0% | +0.4% | -3.2% | +0.2% |
| Mar 7 | B. Riley Securities | Maintains | Buy → Buy | — | $19.94 | $19.99 | +0.3% | -0.7% | +0.0% | +0.4% | -3.2% | +0.2% |
| Aug 9 | Raymond James | Maintains | Outperform → Outperform | — | $17.33 | $17.41 | +0.5% | +2.2% | +1.1% | -0.2% | -0.3% | +0.0% |
| Mar 1 | Raymond James | Maintains | Outperform → Outperform | — | $15.02 | $15.58 | +3.7% | +1.1% | +1.8% | +0.6% | -0.1% | -1.7% |
| Nov 18 | Raymond James | Maintains | Outperform → Outperform | — | $12.31 | $12.49 | +1.5% | +4.2% | +1.8% | +0.2% | +3.7% | +3.2% |
| Nov 2 | Oppenheimer | Maintains | Outperform → Outperform | — | $10.57 | $10.70 | +1.2% | +4.8% | +0.1% | +0.0% | +2.2% | +0.3% |
| Aug 10 | Ladenburg Thalmann | Upgrade | Neutral → Buy | — | $10.25 | $10.45 | +2.0% | +3.8% | +0.7% | -0.1% | -0.4% | +0.6% |
| May 4 | B. Riley Securities | Maintains | Neutral → Neutral | — | $8.55 | $8.42 | -1.5% | +0.5% | -6.5% | +3.9% | +0.6% | +1.4% |
| May 4 | B. Riley FBR | Maintains | Neutral → Neutral | — | $8.55 | $8.42 | -1.5% | +0.5% | -6.5% | +3.9% | +0.6% | +1.4% |
| Apr 13 | Oppenheimer | Maintains | Outperform → Outperform | — | $7.21 | $7.30 | +1.2% | +12.5% | +5.7% | +1.9% | +0.9% | +2.3% |
| Mar 24 | B. Riley Securities | Downgrade | Buy → Neutral | — | $4.92 | $5.60 | +13.8% | +25.6% | +6.8% | +14.2% | -1.1% | -7.6% |
| Mar 24 | B. Riley FBR | Downgrade | Buy → Neutral | — | $4.92 | $5.60 | +13.8% | +25.6% | +6.8% | +14.2% | -1.1% | -7.6% |
| Jan 13 | B. Riley Securities | Maintains | Buy → Buy | — | $15.00 | $15.01 | +0.1% | -0.5% | -0.2% | +0.7% | +0.1% | -0.2% |
| Jan 13 | B. Riley FBR | Maintains | Buy → Buy | — | $15.00 | $15.01 | +0.1% | -0.5% | -0.2% | +0.7% | +0.1% | -0.2% |
| Oct 23 | National Securities | Maintains | Neutral → Neutral | — | $14.63 | $14.62 | -0.1% | +0.9% | -0.2% | -0.5% | +0.5% | -0.3% |
| Oct 11 | Raymond James | Downgrade | Strong Buy → Outperform | — | $14.56 | $14.46 | -0.7% | -0.5% | -2.1% | +1.3% | +0.0% | +0.6% |
| Aug 5 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $15.23 | $15.01 | -1.4% | -3.9% | -0.4% | +0.4% | +0.7% | -0.2% |
| Jun 21 | B. Riley | Maintains | Buy → Buy | — | $16.03 | $16.17 | +0.9% | +0.7% | -0.4% | -0.6% | -0.8% | +0.4% |
| Jan 10 | Keefe Bruyette & Woods | Maintains | Market Perform → Perform | — | $16.11 | $16.29 | +1.1% | -0.9% | +0.8% | +0.9% | +0.0% | +0.1% |
| Jan 9 | Baird | Downgrade | Outperform → Neutral | — | $16.65 | $16.17 | -2.9% | -3.2% | -0.9% | +0.8% | +0.9% | +0.0% |
| Sep 23 | DA Davidson | Maintains | Buy → Buy | — | $15.76 | $15.87 | +0.7% | +0.4% | -0.1% | +0.4% | -0.3% | -0.2% |
| Jan 15 | Janney Capital | Maintains | Neutral → Neutral | — | $13.12 | $12.95 | -1.3% | -2.7% | -1.7% | -5.1% | +0.3% | +10.3% |
| Mar 10 | Oppenheimer | Maintains | Outperform → Outperform | — | $16.97 | $16.79 | -1.1% | -4.7% | +2.7% | +0.3% | -0.1% | +0.9% |
| Dec 10 | Oppenheimer | Upgrade | Market Perform → Outperform | — | $14.75 | $15.10 | +2.4% | +0.3% | -4.6% | +1.2% | -4.1% | +1.5% |
| Mar 28 | Raymond James | Upgrade | Outperform → Strong Buy | — | $17.86 | $18.30 | +2.5% | +7.2% | +0.9% | +1.9% | -1.7% | +1.2% |
| Mar 10 | Raymond James | Downgrade | Strong Buy → Outperform | — | $20.79 | $20.45 | -1.6% | -1.2% | -1.9% | +2.0% | -0.8% | +0.6% |
| Dec 16 | Raymond James | Upgrade | Outperform → Strong Buy | — | $19.11 | $19.70 | +3.1% | +7.5% | -1.8% | +4.1% | -1.3% | -0.9% |
| Mar 11 | Oppenheimer | Maintains | Outperform → Outperform | — | $19.02 | $19.09 | +0.4% | -0.5% | -2.7% | -1.0% | +1.0% | +0.2% |
| Aug 3 | Oppenheimer | Maintains | Outperform → Outperform | — | $15.16 | $15.46 | +2.0% | +1.1% | -0.8% | +0.3% | +2.0% | +0.9% |
No insider trades available.
8-K · 2.03
! Medium
Fidus Investment Corporation -- 8-K 2.03: Credit Facility
May 29
8-K
Fidus Investment Corp. -- 8-K Filing
Fidus Investment Corp. completed a share issuance with legal counsel Eversheds Sutherland confirming the offering's validity under its prospectus supplement filed March 2, 2026.
Mar 2
8-K
Fidus Investment Corp. -- 8-K Filing
Fidus Investment Corp. expects increased deal activity in 2026, positioning the BDC to grow its portfolio and enhance shareholder returns through its established sponsor relationships and industry expertise.
Feb 26
8-K · 7.01
! Medium
Fidus Investment Corp. -- 8-K 7.01: Regulation FD Disclosure
Fidus Investment Corp. declared combined dividends of $0.52 per share payable March 30, 2026, demonstrating continued capital return to shareholders.
Feb 17
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All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 804,392 | $14M | Added | Mar 2026 |
| 2 | Morgan Stanley | 499,048 | $10M | Added | Dec 2025 |
| 3 | Columbus Macro, Llc | 505,567 | $9M | Added | Mar 2026 |
| 4 | Ubs Group Ag | 422,892 | $7M | Reduced | Mar 2026 |
| 5 | Baird Financial Group, Inc. | 406,426 | $7M | Added | Mar 2026 |
| 6 | Muzinich & Co., Inc. | 348,311 | $6M | — | Mar 2026 |
| 7 | Two Sigma Investments, Lp | 273,709 | $5M | Reduced | Mar 2026 |
| 8 | Novare Capital Management Llc | 206,114 | $4M | Added | Mar 2026 |
| 9 | Millennium Management | 204,386 | $4M | Reduced | Mar 2026 |
| 10 | Pfg Advisors | 183,987 | $4M | Added | Dec 2025 |
| 11 | Franklin Resources Inc | 152,279 | $3M | Reduced | Mar 2026 |
| 12 | Jane Street Group, Llc | 109,758 | $2M | New | Dec 2025 |
| 13 | Riverbridge Partners Llc | 109,885 | $2M | Added | Mar 2026 |
| 14 | Qube Research & Technologies Ltd | 103,401 | $2M | Added | Mar 2026 |
| 15 | Hightower Advisors, Llc | 93,215 | $2M | — | Dec 2025 |
| 16 | Citadel Advisors Llc | 102,332 | $2M | New | Mar 2026 |
| 17 | Plan Group Financial, Llc | 98,802 | $2M | Added | Mar 2026 |
| 18 | D.a. Davidson & Co. | 81,870 | $2M | Reduced | Dec 2025 |
| 19 | Legacy Capital Wealth Partners, Llc | 72,921 | $1M | Added | Dec 2025 |
| 20 | Capital Advisory Group Advisory Services, Llc | 70,546 | $1M | Reduced | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 4
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 558,008 | $10M | Mar 2026 |
| 2 | Putnam BDC Income ETF | 183,772 | $4M | Jan 2026 |
| 3 | Virtus Private Credit Strategy ETF | 34,028 | $656K | Jan 2026 |
| 4 | WHITEWOLF Publicly Listed Private Equity ETF | 191 | $4K | Jan 2026 |
Valuation
Market Cap
$692.0M
Enterprise Value
$797.2M
P/E (TTM)
7.71x
Forward P/E
9.07x
PEG Ratio
-2.49x
P/B
0.87x
P/S
4.86x
P/FCF
-4.33x
EV/EBITDA
8.16x
Shares Out
35.5M
Financials (TTM)
Revenue
$133.3M
Net Income
$82.6M
EBITDA
$97.7M
Free Cash Flow
-$147.0M
Op Cash Flow
$63.2M
EPS Basic
$2.32
EPS Diluted
$2.28
EPS Forward
$2.01
Gross Margin
74.4%
Op Margin
72.8%
Net Margin
62.0%
Balance Sheet
Total Assets
$1.43B
Total Liab.
$684.6M
Total Equity
$741.9M
Cash
$70.0M
LT Debt
$230.6M
Book Value/Sh
$20.90
Debt/Equity
0.31x
Current Ratio
25.62
Quick Ratio
25.62
Returns & Growth
ROE
1.6%
ROA
0.8%
ROIC
8.7%
Rev Growth YoY
+40.1%
EPS Growth YoY
-3.3%
Price Returns
2W
+0.4%
1M
-0.5%
3M
+6.6%
6M
-4.2%
12M
-7.9%
Technicals
52W High
$22.09
52W Low
$16.87
50d MA
$18.66
200d MA
$19.24
RSI (14)
33.10
ATR (14)
$0.37
Beta
0.74
Avg Volume
275K
Dividends
Div Rate
$2.13
Div Yield
11.1%
Frequency
4
Ex-Div Date
Mar 20, 2026
Analyst Price Targets
Consensus
—
High
—
Low
—
Median
—
Data updated apr 25, 2026 8:46am
· Source: financialmodelingprep.com