Fidus Investment
FDUS
Market cap $662M

19.06 USD

-0.23

1.19%

At close Apr 29, 3:59 PM EDT

After hours

19.08

+0.02

0.10%

1 day

-1.19%

5 days

1.60%

1 month

-6.52%

3 months

-14.30%

6 months

-2.31%

Year to date

-10.56%

1 year

-6.48%

5 years

100.84%

10 years

14.00%

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 7,425 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $150M [Q3] → $167M (+$17.4M) [Q4]

2% more funds holding

Funds holding: 109 [Q3] → 111 (+2) [Q4]

0.39% more ownership

Funds ownership: 23.1% [Q3] → 23.49% (+0.39%) [Q4]

See Fund Rankings

Research analyst outlook

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

Low target

$20

5%

upside

Avg. target

$20

5%

upside

High target

$20

5%

upside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Keefe, Bruyette & Woods

Ryan Lynch

33% 1-year accuracy

1 / 3 met price target

5%upside

$20

Market Perform

Maintained

8 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about FDUS published over the past 30 days

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

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.

Fidus Investment: Irresistible Buying Opportunity

Enough With 60/40, Consider 100% Dividend Strategy For Retirement

The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy is a better approach, especially for funding retirement and becoming financially independent.

Enough With 60/40, Consider 100% Dividend Strategy For Retirement

Fidus Investment: Discounted And A Quality 10%+ Dividend, It Is A Buy

Fidus Investment has suffered just as hard as most of its BDC peers. Since March 2025, FDUS's P/NAV has dropped from 1.21x to 0.91x now. The base dividend yield has increased accordingly, reaching ~10%.

Fidus Investment: Discounted And A Quality 10%+ Dividend, It Is A Buy

Zacks Investment Research

Fidus Investment (FDUS) Stock Jumps 7.9%: Will It Continue to Soar?

Fidus Investment (FDUS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Fidus Investment (FDUS) Stock Jumps 7.9%: Will It Continue to Soar?

Volatile Times But Stable Retirement Income: 1 BDC And 1 REIT To Buy

My core strategy focuses on high-quality, durable income streams, which are now benefiting from the current market conditions favoring value/income-based investing. Income investors may finally outperform growth-tilted indices due to macro-level factors muting growth expectations and emphasizing quality and defense. Yet, we have to still be careful of not falling into value traps and securities that have a thin margin of safety on their dividend fronts.

Volatile Times But Stable Retirement Income: 1 BDC And 1 REIT To Buy

How To Navigate BDC Investing In Lower Interest Rate Environment

Lower interest rates negatively impact BDCs' net investment income due to the floating rate nature of their loans tied to the Fed Funds rate. A typical BDC portfolio, with a debt to equity ratio of 1.0x, cannot fully offset lower rates through floating leverage. However, there are some ways to manage this situation.

How To Navigate BDC Investing In Lower Interest Rate Environment

Worried About BDC Dividends? Consider These 3 For Durable Income

BDC dividend investors, who want to avoid seeing their portfolio current income streams shrink have to be extra careful when picking BDCs. Largely due to unfavorable sector-wide conditions, many BDCs have already cut their dividends (just as I predicted). In my view, there are many more in line.

Worried About BDC Dividends? Consider These 3 For Durable Income

My BDC Portfolio And The Strategy For Alpha Going Forward

This is my first BDC portfolio monthly performance review article. The good news is that the portfolio has done its job, outperforming the two BDC benchmarks - PBDC and BIZD. Yet, on an absolute basis, the portfolio is slightly down.

My BDC Portfolio And The Strategy For Alpha Going Forward

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