Fidus Investment (FDUS) Stock Price, News & Analysis

Company Overview

Fidus Investment Corporation (NASDAQ: FDUS) is a closed-end, externally managed business development company (BDC) that provides specialized financing solutions to U.S. middle-market companies. Operated by Fidus Investment Advisors, LLC, a registered investment adviser, the company is regulated under the Investment Company Act of 1940 and trades on the Nasdaq Capital Market.

The firm focuses on structuring senior secured and unitranche loans, mezzanine debt and equity investments for established businesses across a range of industries. Fidus aims to support companies pursuing growth initiatives, acquisitions, refinancings and shareholder liquidity events by delivering flexible capital structures tailored to each client’s objectives. Its investment process emphasizes rigorous credit underwriting, active portfolio management and ongoing risk monitoring to pursue current income and long-term capital appreciation.

Fidus concentrates exclusively on companies headquartered in the United States, serving clients in sectors such as manufacturing, healthcare, business services and technology. The company is led by an experienced team of investment professionals whose backgrounds span credit analysis, transaction structuring and portfolio oversight. Through its disciplined approach and hands-on engagement, Fidus seeks to address the evolving financing needs of middle-market enterprises while delivering attractive risk-adjusted returns to shareholders.

Key Stats

• Today's Range: $21.43 to $21.63
• 50-Day Range: $20.53 to $21.99
• 52-Week Range: $16.70 to $23.55
• Volume: 145,276 shs
• Average Volume: 197,916 shs
• Market Capitalization: $758.19 million
• P/E Ratio: 9.28
• Dividend Yield: 8.03%
• Price Target: $22.00
• Consensus Rating: Moderate Buy

Fidus Investment Stock Analysis - MarketRank™

Fidus Investment scored higher than 50% of companies evaluated by MarketBeat, and ranked 736th out of 959 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.1 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Fidus Investment has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on no buy ratings, 2 hold ratings, and no sell ratings.

Upside/Downside

The consensus price target for Fidus Investment is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

Fidus Investment has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: -7.02%

Earnings Growth

Earnings for Fidus Investment are expected to decrease by -7.02% in the coming year, from $2.28 to $2.12 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Fidus Investment is 9.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 280.45.

Price to Earnings Ratio vs. Sector

The P/E ratio of Fidus Investment is 9.28, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 245.64.

Price to Book Value per Share Ratio

Fidus Investment has a P/B Ratio of 1.11. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.16% of the float of Fidus Investment has been sold short.

Short Interest Ratio / Days to Cover

Fidus Investment has a short interest ratio ("days to cover") of 2.3, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Fidus Investment has recently decreased by 1.96%, indicating that investor sentiment is improving.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Fidus Investment is a leading dividend payer. It pays a dividend yield of 8.03%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Fidus Investment does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Fidus Investment is 74.46%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on EPS estimates, Fidus Investment will have a dividend payout ratio of 81.13% in the coming year. This indicates that Fidus Investment may not be able to sustain their current dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

1.16% of the float of Fidus Investment has been sold short.

Short Interest Ratio / Days to Cover

Fidus Investment has a short interest ratio ("days to cover") of 2.3, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Fidus Investment has recently decreased by 1.96%, indicating that investor sentiment is improving.

News and Social Media

• Score: 3.5 / 5
• News Sentiment: 1.39

News Sentiment

Fidus Investment has a news sentiment score of 1.39. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 1.06 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 5 news articles for Fidus Investment this week, compared to 3 articles on an average week.

Search Interest

Only 5 people have searched for FDUS on MarketBeat in the last 30 days. This is a decrease of -38% compared to the previous 30 days.

MarketBeat Follows

3 people have added Fidus Investment to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Fidus Investment insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 0.90% of the stock of Fidus Investment is held by insiders.

Percentage Held by Institutions

Only 28.14% of the stock of Fidus Investment is held by institutions.

FDUS Stock Analysis - Frequently Asked Questions

How have FDUS shares performed this year?

Fidus Investment's stock was trading at $21.02 at the beginning of 2025. Since then, FDUS stock has increased by 2.0% and is now trading at $21.43.

How were Fidus Investment's earnings last quarter?

Fidus Investment Corporation (NASDAQ:FDUS) issued its earnings results on Thursday, August, 7th. The asset manager reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.04. The asset manager earned $39.97 million during the quarter, compared to the consensus estimate of $37.42 million. Fidus Investment had a trailing twelve-month return on equity of 11.52% and a net margin of 51.88%.
Read the conference call transcript.

Who are Fidus Investment's major shareholders?

Fidus Investment's top institutional investors include Kingstone Capital Partners Texas LLC (78.92%), Raymond James Financial Inc. (2.30%), Invesco Ltd. (1.26%) and Cetera Investment Advisers (1.07%).
View institutional ownership trends.

How do I buy shares of Fidus Investment?

Shares of FDUS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Fidus Investment own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Fidus Investment investors own include Rithm Capital (RITM), AGNC Investment (AGNC), Ares Capital (ARCC), Hercules Capital (HTGC), Oaktree Specialty Lending (OCSL), Enterprise Products Partners (EPD) and Energy Transfer (ET).

Company Calendar

• Record date for 6/25 Dividend: 6/13/2025
• Ex-Dividend for 6/25 Dividend: 6/13/2025
• Dividend Payable: 6/25/2025
• Last Earnings: 8/07/2025
• Today: 9/12/2025
• Record date for 9/25 Dividend: 9/18/2025
• Ex-Dividend for 9/25 Dividend: 9/18/2025
• Dividend Payable: 9/25/2025
• Next Earnings (Estimated): 10/30/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: FIN - SBIC&COMMRL
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NASDAQ:FDUS
• CIK: 1513363
• Web: www.fdus.com
• Phone: (847) 859-3940
• Fax: 847-859-3953
• Employees: N/A
• Year Founded: 2007

Price Target and Rating

• Average Price Target for Fidus Investment: $22.00
• High Price Target: $22.50
• Low Price Target: $21.50
• Potential Upside/Downside: +2.0%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.67
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.31
• Trailing P/E Ratio: 9.34
• Forward P/E Ratio: 9.46
• P/E Growth: N/A
• Net Income: $78.29 million
• Net Margins: 51.88%
• Pretax Margin: 52.07%
• Return on Equity: 11.52%
• Return on Assets: 6.41%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 0.19
• Quick Ratio: 0.19

Sales & Book Value

• Annual Sales: $93.00 million
• Price / Sales: 8.21
• Cash Flow: $2.31 per share
• Price / Cash Flow: 9.33
• Book Value: $19.33 per share
• Price / Book: 1.12

Miscellaneous

• Outstanding Shares: 35,380,000
• Free Float: 35,062,000
• Market Cap: $763.25 million
• Optionable: Optionable
• Beta: 0.90