FDUS

Fidus Investment (FDUS) Q3 2026 Earnings Call Transcript

Fidus Investment NASDAQ: FDUS reported adjusted net investment income of $0.54 per share for the third quarter of 2026, up from $0.50 in the prior quarter, as higher average debt investments boosted interest income.

EVANSTON, Ill., Nov. 05, 2026 (GLOBE NEWSWIRE) -- Fidus Investment Corporation (NASDAQ:FDUS) (“Fidus” or the “Company”), a provider of customized debt and equity financing solutions, primarily to lower middle-market companies based in the United States, today announced its financial results for the third quarter ended September 30, 2026.

EVANSTON, Ill., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Fidus Investment Corporation (NASDAQ: FDUS) (“Fidus” or the “Company”) today announced that it will report its third quarter 2026 financial results on Thursday, November 5, 2026 after the close of the financial markets.

Fidus Investment achieved a record portfolio value in Q2, driven by disciplined first lien, variable-rate loan originations, and robust credit underwriting. FDUS benefits from the Federal Reserve's rate increases, positioning it for net investment income growth as higher loan yields materialize. The stock trades at a 2% discount to NAV, despite outperforming peers in NAV growth and maintaining a low 0.8% non-accrual ratio.

Dividend investors can often be grouped between high-yield investors and dividend growth investors. Today, I'm looking at the higher-yielding income-focused investor and providing two potential opportunities. One of these names also gets to deliver a higher relative yield but has over 35 years of consecutive dividend raises under its belt as well, a blend of both.

Fidus Investment experienced a near-term lag versus the BDC sector, as anticipated, due to tough Q2 comps and market sensitivity to NII declines. While Q2 brought in balanced results (and thus no abnormally high comp for Q3), I am still reluctant to turn bullish here. My dilemma is paying a premium to NAV and an even more aggressive premium compared to other externally managed BDCs, given the current fundamentals.

Fidus Investment (FDUS) Q2 2026 Earnings Call Transcript

Fidus Investment NASDAQ: FDUS said its adjusted net investment income covered its base dividend in the second quarter of 2026, while the business development company expanded its portfolio through primarily M&A-driven first-lien investments and realized gains from three equity monetizations.

EVANSTON, Ill., July 30, 2026 (GLOBE NEWSWIRE) -- Fidus Investment Corporation (NASDAQ: FDUS) (“Fidus” or the “Company”) today announced that it will report its second quarter 2026 financial results on Thursday, August 6, 2026 after the close of the financial markets.