Fidus Investment Corporation FDUS
At closeNov 5, 2026, 7:04 AM EST
Pre-market · Nov 5, 7:04 AM ET
- YTD
- +2.07%
- 1 year
- -5.38%
- Market cap
- 783.48M
- Revenue (ttm)
- 145.01M
- Profit margin
- 60.09%
- EPS (ttm)
- 2.08
- Shares out
- 33.91M
- P/E ratio
- 9.47
- Forward P/E
- 9.75
- Dividend
- 2.44 (8.83%)
- Ex-dividend date
- Dec 16, 2024
- YTD return
- +2.07%
- 1-year return
- -5.38%
- Volume
- 349.46K
- Avg volume
- 316.26K
- Open
- 19.67
- Previous close
- 19.43
- Day's range
- 19.60 – 19.94
- 52-week range
- 16.87 – 20.95
- Beta
- 1.44
- Price target
- 21.00 (+6.6%)
5D +0.61 (+3.18%)
Key statistics
- Enterprise value
- 1.11B
- PEG ratio
- 0.00
- Price / sales
- 4.81
- Price / book
- 1.06
- Dividend yield
- 11.91%
- Payout ratio
- 88.69%
- Revenue growth
- 12.30%
- Free cash flow
- 50.06M
- Total cash
- 54.44M
- Total debt
- 471.43M
- Return on equity
- 14.43%
- Short % of float
- 0.52%
- 50-day average
- 20.33
- 200-day average
- 19.86
Analyst view
- Target (low)
- 20.00
- Target (mean)
- 21.00
- Target (high)
- 21.50
- Strong buy1
- Buy2
- Hold2
- Sell0
- Strong sell0
Next earnings
Consensus EPS estimate 0.518.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Oct 31, 2024 | Sep 1, 2024 | 0.57 | 0.61 | +0.04 | +7.02% |
| Aug 1, 2024 | Jun 1, 2024 | 0.57 | 0.57 | 0.00 | 0.00% |
| May 2, 2024 | Mar 1, 2024 | 0.59 | 0.59 | 0.00 | 0.00% |
| Feb 29, 2024 | Dec 1, 2023 | 0.56 | 0.65 | +0.09 | +16.07% |
| Nov 2, 2023 | Sep 1, 2023 | 0.62 | 0.68 | +0.06 | +9.68% |
| Aug 3, 2023 | Jun 1, 2023 | 0.58 | 0.62 | +0.04 | +6.90% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jan 8, 2024 | B. Riley Securities | down | Buy | Neutral |
| Mar 6, 2023 | B. Riley Securities | main | — | Buy |
| Mar 6, 2023 | Keefe, Bruyette & Woods | main | — | Market Perform |
| Jul 11, 2022 | Keefe, Bruyette & Woods | down | Outperform | Market Perform |
| Mar 7, 2022 | B. Riley Securities | main | — | Buy |
| Mar 7, 2022 | Raymond James | main | — | Outperform |
About Fidus Investment Corporation
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- fdus.com
News
Fidus Investment Corporation Schedules Third Quarter 2026 Earnings Release and Conference Call Fidus Investment Q2 Adj. EPS $0.50, Inline, Sales $43.502M Beat $41.833M Estimate
This Charles Schwab Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday Keefe, Bruyette & Woods Downgrades Fidus Investment to Market Perform, Maintains Price Target to $19.5
Fidus Investment Q1 Adj. EPS $0.62 Beats $0.51 Estimate, Sales $47.524M Beat $40.175M Estimate
Keefe, Bruyette & Woods Maintains Outperform on Fidus Investment, Lowers Price Target to $19.5
Keefe, Bruyette & Woods Maintains Outperform on Fidus Investment, Lowers Price Target to $20
On March 2, Fidus Investment Increased Its ATM Program To $400M From $300M Fidus Investment
Earnings Breakdown: Fidus Investment Q4 Fidus Investment Q4 Adj. EPS $0.52 Beats $0.49 Estimate, Sales $42.153M Beat $39.375M Estimate
Your note
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Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Van Eck Associates Corporation | 2.39% | 809,411 | 16.65M | Sep 29, 2024 |
| Invesco Ltd. | 1.78% | 604,987 | 12.44M | Sep 29, 2024 |
| Raymond James & Associates, Inc. | 1.61% | 547,181 | 11.26M | Sep 29, 2024 |
| Morgan Stanley | 1.32% | 446,574 | 9.19M | Sep 29, 2024 |
| Raymond James Financial Services Advisors, Inc. | 1.18% | 398,695 | 8.20M | Sep 29, 2024 |
| Two Sigma Advisers, LP | 1.02% | 347,113 | 7.14M | Sep 29, 2024 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VanEck ETF Trust -VanEck BDC Income ETF | 2.28% | 772,257 | 15.89M | Oct 30, 2024 |
| Invesco ETF Tr-Invesco KBW High Div Yld Financial ETF | 1.81% | 614,110 | 12.63M | Oct 30, 2024 |
| GraniteShares ETF Tr-GraniteShares HIPS U.S. High Income ETF | 0.35% | 117,107 | 2.41M | Sep 29, 2024 |
| Putnam BDC ETF | 0.28% | 94,011 | 1.93M | Jul 30, 2024 |
| ETFis Ser Tr I-Virtus Private Credit Strategy ETF | 0.12% | 41,908 | 862.05K | Jul 30, 2024 |
| RBC Fds Tr-RBC Micro Cap Value Fd | 0.01% | 4,400 | 90.51K | Sep 29, 2024 |
