Fidus Investment (FDUS)
NASDAQ:FDUS
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FDUS Stock Chart & Stats
$19.05
$0.06(0.29%)
At close: 4:00 PM EST
$19.05
$0.06(0.29%)
Day’s Range― - ―
52-Week Range$16.87 - $22.09
Previous CloseN/A
Volume31.05K
Average Volume (3M)247.14K
Market Cap
$707.09M
Enterprise Value$1.33B
Total Cash (Recent Filing)$49.68M
Total Debt (Recent Filing)$668.10M
Price to Earnings (P/E)8.3
Beta0.61
Next Earnings
Jul 30, 2026EPS Estimate
0.51Next Dividend Ex-DateN/A
Dividend Yield11.47%
Share Statistics
EPS (TTM)2.28
Shares Outstanding37,954,365
10 Day Avg. Volume216,898
30 Day Avg. Volume247,141
Financial Highlights & Ratios
PEG Ratio-2.49
Price to Book (P/B)0.92
Price to Sales (P/S)4.30
P/FCF Ratio-4.66
Enterprise Value/Market Cap1.87
Enterprise Value/Revenue9.95
Enterprise Value/Gross Profit13.38
Enterprise Value/Ebitda13.67
Forecast
1Y Price Target
$19.50Price Target Upside2.36% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)2.11
Revenue Forecast (FY)$177.51M
Bulls Say, Bears Say
Bulls Say
Adjusted NII GrowthSustained growth in adjusted net investment income indicates durable core earnings power from the lending book. For a BDC, rising NII that covers the base dividend supports predictable cash returns, underpins reinvestment capacity, and signals effective underwriting and yield management over the next several quarters.
High First‑Lien Mix & Low Non‑AccrualsA heavy first‑lien weighting and minimal non‑accrual exposure materially improves loss recovery and portfolio resilience. Senior secured positioning reduces downside in stressed scenarios, supporting NAV stability and preserving distributable earnings across economic cycles, a durable credit-quality advantage for a lending-focused BDC.
Ample Liquidity & Conservative Statutory LeverageRobust liquidity and restrained regulatory leverage provide flexibility to fund originations, cover temporary cash shortfalls, and manage repayments without forced asset sales. This structural balance sheet strength supports measured growth, capital preservation objectives, and the ability to sustain dividends through moderate market stress.
Bears Say
Weak Cash GenerationNegative operating and free cash flow despite reported profitability is a durable risk for a BDC because distributable cash depends on cash conversion. Persistent negative cash flow can force reliance on credit lines, equity issuance, or cutting payouts, reducing predictability of shareholder distributions over the medium term.
Fee Income VolatilityDependence on non‑recurring fees to lift reported income undermines sustainability of distributable earnings. If origination and refinancing activity normalizes, fee income can fall back, creating earnings volatility and pressuring NII coverage of supplemental dividends and growth funding over coming quarters.
Portfolio Concentration: Software/ITA sizable exposure to software and IT creates structural sensitivity to sector-specific downturns, valuation resets, or elongated refinancing cycles. Higher loan‑to‑value in software increases mark‑to‑market and refinancing risk, which can amplify realized losses and pressure NAV and cash returns during sector weakness.
Fidus Investment News
FDUS FAQ
What was Fidus Investment’s price range in the past 12 months?
Fidus Investment lowest stock price was $16.86 and its highest was $22.09 in the past 12 months.
What is Fidus Investment’s market cap?
Fidus Investment’s market cap is $707.09M.
When is Fidus Investment’s upcoming earnings report date?
Fidus Investment’s upcoming earnings report date is Jul 30, 2026 which is in 65 days.
How were Fidus Investment’s earnings last quarter?
Fidus Investment released its earnings results on May 07, 2026. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.505 by $0.115.
Is Fidus Investment overvalued?
According to Wall Street analysts Fidus Investment’s price is currently Undervalued.
Does Fidus Investment pay dividends?
Fidus Investment pays a Quarterly dividend of $0.5 which represents an annual dividend yield of 11.47%. See more information on Fidus Investment dividends here
What is Fidus Investment’s EPS estimate?
Fidus Investment’s EPS estimate is 0.51.
How many shares outstanding does Fidus Investment have?
Fidus Investment has 37,954,365 shares outstanding.
What happened to Fidus Investment’s price movement after its last earnings report?
Fidus Investment reported an EPS of $0.62 in its last earnings report, beating expectations of $0.505. Following the earnings report the stock price went up 7.263%.
Which hedge fund is a major shareholder of Fidus Investment?
Currently, no hedge funds are holding shares in FDUS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Fidus Investment Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$19.50 (2.36% Upside)
$19.50 (2.36% Upside)
Blogger Sentiment
Bullish
FDUS Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 2.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▲ 1.1%
Last 30 Days ▼ 4.6%
Last 30 Days ▼ 4.6%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
3.79%
12-Months-Change
Fundamentals
Return on Equity
11.45%
Trailing 12-Months
Asset Growth
16.28%
Trailing 12-Months
Company Description
Fidus Investment
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.
FDUS Company Deck
FDUS Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and income-story: meaningful growth in adjusted NII and NII per share, a higher dividend (including a supplemental payout), stable NAV, portfolio fair value above cost, a high proportion of first-lien investments, low non-accrual exposure, and conservative leverage and liquidity. Offsetting items included net realized losses on a specific credit exit, a one-time large refinancing fee that boosted fee income, modest deal activity due to geopolitical and macro uncertainty, a slight tick down in portfolio yields, and modest expense increases. On balance the positives (strong income generation, dividend support, portfolio health and liquidity) outweigh the negatives tied mainly to one-offs and market uncertainty.View all FDUS earnings summariesFDUS Stock 12 Month Forecast
Average Price Target
$19.50
▲(2.36% Upside)
Technical Analysis
SLR Investment Corp.
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BlackRock TCP Capital
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Crescent Capital BDC
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Vinci Partners Investments
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Nuveen Churchill Direct Lending Corp.
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Ownership Overview
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Insiders
0.01% Mutual Funds
9.06% Other Institutional Investors
87.52% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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