FDUS — Fidus Investment Corporation stock price, charts and financials
QT51Fidus Investment CorporationFidus Investment Corporation (NASDAQ: FDUS) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 8.85 | EPS (ttm) | 2.28 | Insider Own | 3.98% | Shs Outstand | 37.95M | Perf Week | 2.02% |
| Market Cap | 765.92M | Forward P/E | 10.23 | EPS next Y | 1.97 | Insider Trans | - | Shs Float | 37.63M | Perf Month | 4.40% |
| Enterprise Value | 1.27B | PEG | - | EPS next Q | - | Inst Own | - | Short Float | 4.20% | Perf Quarter | 5.10% |
| Income | 82.00M | P/S | 5.76 | EPS this Y | -6.75% | Inst Trans | - | Short Ratio | 4.75 | Perf Half Y | 4.61% |
| Sales | 133.00M | P/B | 1.03 | EPS next Y | -7.24% | ROA | 5.72% | Short Interest | 1.58M | Perf YTD | 4.56% |
| Book/sh | 19.55 | P/C | 4.73 | EPS next 5Y | -7.99% | ROE | 11.45% | 52W High | 21.98 -6.88% | Perf Year | -2.42% |
| Cash/sh | 4.27 | P/FCF | - | EPS past 3/5Y | 16.69% 12.63% | ROIC | 6.52% | 52W Low | 17.10 19.69% | Perf 3Y | -1.51% |
| Dividend Est. | 2.48 (12.12%) | EV/EBITDA | 12.98 | Sales past 3/5Y | 30.22% 22.77% | Gross Margin | 74.35% | Volatility | 2.46% 2.48% | Perf 5Y | 19.90% |
| Dividend TTM | 2.21 (10.80%) | EV/Sales | 9.56 | EPS Y/Y TTM | -5.00% | Oper. Margin | 72.84% | ATR (14) | 0.48 | Perf 10Y | 27.40% |
| Dividend Ex-Date | Jun 16, 2026 | Quick Ratio | 1.51 | Sales Y/Y TTM | 16.67% | Profit Margin | 62.00% | RSI (14) | 57.21 | Recom | 2.58 |
| Dividend Gr. 3/5Y | 2.44% 10.08% | Current Ratio | 1.51 | EPS Q/Q | 14.81% | SMA20 | 1.30% | Beta | 0.73 | Target Price | - |
| Payout | 92.52% | Debt/Eq | 0.87 | Sales Q/Q | 16.67% | SMA50 | 5.08% | Rel Volume | 0.78 | Prev Close | 20.18 |
| Employees | - | LT Debt/Eq | 0.87 | Earnings | Aug 06 | SMA200 | 5.64% | Avg Volume | 339.96K | Price | 20.47 |
| IPO Date | Jun 21, 2011 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 22.75% 12.36% | Net Debt/EBITDA | 6.33 | Volume | 265,499 | Change | 1.44% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-20-26 | Downgrade | Keefe, Bruyette & Woods | Outperform → Market Perform | |
| Oct-06-25 | Upgrade | Keefe, Bruyette & Woods | Market Perform → Outperform | |
| Aug-13-25 | Downgrade | B. Riley Securities | Buy → Neutral | |
| Jan-08-24 | Downgrade | B. Riley Securities | Buy → Neutral | |
| Jul-11-22 | Downgrade | Keefe, Bruyette & Woods | Outperform → Market Perform | |
| Aug-10-20 | Upgrade | Ladenburg Thalmann | Neutral → Buy | |
| Mar-24-20 | Downgrade | B. Riley FBR | Buy → Neutral | |
| Mar-24-20 | Downgrade | B. Riley Securities | Buy → Neutral | |
| Oct-11-19 | Downgrade | Raymond James | Strong Buy → Outperform | |
| Aug-05-19 | Downgrade | Ladenburg Thalmann | Buy → Neutral |
Fidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. These encompass management buyouts, debt restructuring, ownership transitions, capital reorganizations, strategic acquisitions, and initiatives for growth and business expansion, frequently employing mezzanine financing. The firm's financial instruments span a variety of debt options, including senior secured, unitranche, subordinated, junior secured, and second lien loans, in addition to senior subordinated notes, preferred equity, and warrants. Notably, Fidus explicitly refrains from investing in distressed companies or those undergoing turnarounds. The company prioritizes investments in sectors such as aerospace and defense, a broad spectrum of business services, consumer products and services (including retail, food, and beverage), healthcare products and services, industrial goods and services, information technology services, specialized manufacturing, transportation and logistics, and value-added distribution. Its geographic focus is exclusively on enterprises located within the United States. Fidus typically commits between $5 million and $15 million per transaction, targeting companies with annual revenues ranging from $10 million to $150 million and annual EBITDA between $3 million and $20 million; however, it retains the flexibility to pursue opportunities beyond these standard financial parameters. Furthermore, the firm aims to secure minority equity positions and board observation rights in conjunction with its capital deployments.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 133 | 159 | 114 | 109 | 72 | 146 | 57 | 71 | 57 | |
| Cost of Goods Sold Incl. D&A | 35 | 44 | 22 | 21 | 17 | 17 | 17 | 15 | 11 | |
| Gross Profit | 99 | 116 | 91 | 88 | 55 | 129 | 40 | 56 | 65 | |
| Selling, General and Administrative Excl. Other | 7 | 5 | 7 | 6 | 5 | 4 | 5 | 4 | 4 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | -5 | -11 | 2 | 2 | 2 | 7 | 2 | 3 | -7 | |
| Operating Income | 97 | 121 | 82 | 80 | 48 | 119 | 33 | 49 | 48 | |
| Interest Expense | 33 | 29 | 22 | 21 | 17 | 17 | 17 | 15 | 11 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 23 | -4 | 22 | 21 | 17 | 17 | 17 | 15 | 14 | |
| Net Income Before Taxes | 87 | 89 | 82 | 80 | 48 | 119 | 33 | 49 | 51 | |
| Income Taxes | 4 | 6 | 4 | 3 | 12 | 3 | 1 | 1 | 1 | |
| Consolidated Net Income | 82 | 82 | 78 | 77 | 36 | 116 | 31 | 48 | 49 | |
| Net Income From Continuing Operations | 82 | 82 | 78 | 77 | 36 | 116 | 31 | 48 | 49 | |
| Net Income | 82 | 82 | 78 | 77 | 36 | 116 | 31 | 48 | 49 | |
| EPS (Recurring) | 2.28 | 2.32 | 2.40 | 2.93 | 1.46 | 4.75 | 1.28 | 1.98 | 2.02 | |
| EPS (Basic, Before Extraordinaries) | 2.28 | 2.32 | 2.40 | 2.93 | 1.46 | 4.75 | 1.28 | 1.98 | 2.02 | |
| EPS (Diluted) | 2.28 | 2.32 | 2.40 | 2.93 | 1.46 | 4.75 | 1.28 | 1.98 | 2.02 | |
| EBITDA | 98 | 120 | 82 | 80 | 65,750 | 119 | 39 | 49 | 64 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 8.98 | 8.32 | 8.76 | 6.72 | 13.03 | 3.79 | 10.23 | 7.49 | 5.79 | |
| Price To Sales Ratio | 5.85 | 4.25 | 6.08 | 4.70 | 6.34 | 2.96 | 5.52 | 5.02 | 4.92 | |
| Gross Margin | 74.44 | 72.96 | 79.82 | 80.73 | 76.39 | 88.36 | 70.18 | 78.87 | 114.04 | |
| Operating Margin | 72.93 | 76.10 | 71.93 | 73.39 | 66.67 | 81.51 | 57.89 | 69.01 | 84.21 | |
| Net Margin | 61.65 | 51.57 | 68.42 | 70.64 | 50.00 | 79.45 | 54.39 | 67.61 | 85.96 | |
| Shares Outstanding | 38 | 35 | 33 | 26 | 24 | 24 | 24 | 24 | 24 | |
| Market Capitalization | 778 | 676 | 694 | 512 | 457 | 432 | 314 | 356 | 281 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| HYMAN CHARLES D | Director | Mar 13 '20 | Buy | 9.84 | 2,000 | 19,680 | 25,200 | Mar 16 |
| Tune Edward X. | Director | Mar 12 '20 | Buy | 9.43 | 3,000 | 28,290 | 6,000 | Mar 16 |
| Anstiss Raymond L. Jr. | Director | Mar 12 '20 | Buy | 9.00 | 1,500 | 13,500 | 10,500 | Mar 12 |
| ROSS EDWARD H | See Remarks | Mar 12 '20 | Buy | 9.31 | 4,000 | 37,240 | 177,455 | Mar 12 |
| Sherard Shelby E | See Remarks | Mar 12 '20 | Buy | 9.36 | 5,000 | 46,800 | 31,660 | Mar 12 |
| Anstiss Raymond L. Jr. | Director | Mar 11 '20 | Buy | 11.66 | 6,150 | 71,709 | 11,396 | Mar 12 |
| Lauer Thomas Charles | President | Mar 11 '20 | Buy | 11.45 | 2,000 | 22,900 | 81,600 | Mar 12 |
| ROSS EDWARD H | See Remarks | Mar 10 '20 | Buy | 11.81 | 2,000 | 23,620 | 173,455 | Mar 10 |
| Sherard Shelby E | See Remarks | Mar 09 '20 | Buy | 12.64 | 5,950 | 75,191 | 26,660 | Mar 10 |
| Lauer Thomas Charles | President | Mar 09 '20 | Buy | 12.40 | 5,000 | 62,000 | 79,600 | Mar 10 |
| Sherard Shelby E | See Remarks | Aug 08 '19 | Buy | 14.25 | 1,750 | 24,938 | 20,710 | Aug 09 |
| Sherard Shelby E | See Remarks | Aug 07 '19 | Buy | 14.40 | 1,350 | 19,440 | 18,960 | Aug 09 |
| Anstiss Raymond L. Jr. | Director | Aug 06 '19 | Buy | 14.65 | 1,000 | 14,650 | 9,000 | Aug 07 |
| Anstiss Raymond L. Jr. | Director | Jun 03 '19 | Buy | 15.94 | 2,740 | 43,688 | 8,000 | Jun 04 |
| Anstiss Raymond L. Jr. | Director | May 13 '19 | Buy | 16.00 | 2,250 | 35,995 | 5,260 | May 15 |