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About Fidus Investment (NASDAQ:FDUS)
Fidus Investment Corporation is a closed-end, non-diversified investment company. The Company provides customized debt and equity financing solutions to lower middle-market companies. The Company's investment objective is to provide attractive risk-adjusted returns by generating both current income from its debt investments and capital appreciation from its equity-related investments. The Company typically invests in mezzanine debt, which includes senior subordinated notes and junior secured loans. The Company structures some of its debt investments as senior secured or unitranche loans. The Company's equity securities typically consist of either a direct minority equity investment in common or preferred stock or membership/partnership interests of a portfolio company, or it may receive warrants to buy a minority equity interest in a portfolio company in connection with a debt investment. Its investment activities are managed by Fidus Investment Advisors, LLC, its investment advisor.
Industry, Sector and Symbol
Industry Investment advice
Sub-IndustryAsset Management & Custody Banks
SectorFinance
SymbolNASDAQ:FDUS
CUSIP31650010
Phone847-859-3940
Debt
Debt-to-Equity RatioN/A
Current Ratio0.15
Quick Ratio0.15
Price-To-Earnings
Trailing P/E Ratio10.03
Forward P/E Ratio9.51
P/E GrowthN/A
Sales & Book Value
Annual Sales$68.61 million
Price / Sales5.16
Cash Flow$1.4359 per share
Price / Cash10.07
Book Value$16.28 per share
Price / Book0.89
Profitability
EPS (Most Recent Fiscal Year)$1.43
Net Income$43.95 million
Net Margins70.01%
Return on Equity8.84%
Return on Assets5.45%
Miscellaneous
EmployeesN/A
Outstanding Shares24,460,000
Fidus Investment (NASDAQ:FDUS) Frequently Asked Questions
What is Fidus Investment's stock symbol?
Fidus Investment trades on the NASDAQ under the ticker symbol "FDUS."
How often does Fidus Investment pay dividends? What is the dividend yield for Fidus Investment?
Fidus Investment announced a quarterly dividend on Friday, May 4th. Stockholders of record on Friday, June 8th will be paid a dividend of $0.39 per share on Friday, June 22nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 10.79%. The ex-dividend date is Thursday, June 7th. View Fidus Investment's Dividend History.
How were Fidus Investment's earnings last quarter?
Fidus Investment (NASDAQ:FDUS) issued its quarterly earnings results on Thursday, May, 3rd. The asset manager reported $0.36 earnings per share for the quarter, missing the consensus estimate of $0.38 by $0.02. The asset manager had revenue of $18.23 million for the quarter, compared to the consensus estimate of $18.39 million. Fidus Investment had a net margin of 70.01% and a return on equity of 8.84%. View Fidus Investment's Earnings History.
When is Fidus Investment's next earnings date?
What price target have analysts set for FDUS?
2 brokerages have issued 12 month price objectives for Fidus Investment's stock. Their predictions range from $16.00 to $16.00. On average, they expect Fidus Investment's share price to reach $16.00 in the next year. View Analyst Ratings for Fidus Investment.
Who are some of Fidus Investment's key competitors?
Some companies that are related to Fidus Investment include PJT Partners (PJT), Och-Ziff Capital Management Group (OZM), Virtus Investment Partners (VRTS), Victory Capital (VCTR), Diamond Hill Investment Group (DHIL), Pzena Investment Management (PZN), Triangle Capital (TCAP), Westwood Holdings Group (WHG), Monroe Capital (MRCC), Silvercrest Asset Management Group (SAMG), Value Line (VALU), Hennessy Advisors (HNNA), StoneCastle Financial (BANX), Saratoga Investment (SAR) and Gp Zgp (ZAIS).
Who are Fidus Investment's key executives?
Fidus Investment's management team includes the folowing people:
- Edward H. Ross, Chairman of the Board, Chief Executive Officer (Age 51)
- Thomas C. Lauer, President, Director (Age 49)
- Shelby E. Sherard, Chief Financial Officer, Chief Compliance Officer, Secretary (Age 46)
- Raymond L. Anstiss Jr., Independent Director (Age 50)
- Charles D. Hyman, Independent Director (Age 58)
- John A. Mazzarino, Independent Director (Age 64)
Has Fidus Investment been receiving favorable news coverage?
Headlines about FDUS stock have trended somewhat positive this week, according to Accern Sentiment Analysis. Accern identifies negative and positive news coverage by monitoring more than twenty million blog and news sources in real time. Accern ranks coverage of publicly-traded companies on a scale of negative one to positive one, with scores nearest to one being the most favorable. Fidus Investment earned a media sentiment score of 0.03 on Accern's scale. They also assigned headlines about the asset manager an impact score of 45.71 out of 100, meaning that recent news coverage is somewhat unlikely to have an impact on the stock's share price in the near future.
Who are Fidus Investment's major shareholders?
Fidus Investment's stock is owned by a variety of of retail and institutional investors. Top institutional investors include Muzinich & Co. Inc. (2.14%), UBS Group AG (1.99%), Novare Capital Management LLC (1.43%), BB&T Securities LLC (1.13%), Van ECK Associates Corp (0.66%) and BlackRock Inc. (0.55%). Company insiders that own Fidus Investment stock include Charles D Hyman, Shelby E Sherard and Thomas Charles Lauer. View Institutional Ownership Trends for Fidus Investment.
Which major investors are selling Fidus Investment stock?
FDUS stock was sold by a variety of institutional investors in the last quarter, including Muzinich & Co. Inc., UBS Group AG, BlackRock Inc., Van ECK Associates Corp, Novare Capital Management LLC and Ladenburg Thalmann Financial Services Inc.. View Insider Buying and Selling for Fidus Investment.
Which major investors are buying Fidus Investment stock?
FDUS stock was acquired by a variety of institutional investors in the last quarter, including BB&T Securities LLC, Millennium Management LLC, Legal & General Group Plc, Eagle Global Advisors LLC, Kingfisher Capital LLC, Guggenheim Capital LLC, Summit Global Investments and Buckhead Capital Management LLC. Company insiders that have bought Fidus Investment stock in the last two years include Charles D Hyman, Shelby E Sherard and Thomas Charles Lauer. View Insider Buying and Selling for Fidus Investment.
How do I buy shares of Fidus Investment?
Shares of FDUS can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Fidus Investment's stock price today?
One share of FDUS stock can currently be purchased for approximately $14.46.
How big of a company is Fidus Investment?
Fidus Investment has a market capitalization of $351.29 million and generates $68.61 million in revenue each year. The asset manager earns $43.95 million in net income (profit) each year or $1.43 on an earnings per share basis.
How can I contact Fidus Investment?
Fidus Investment's mailing address is 1603 ORRINGTON AVENUE SUITE 1005, EVANSTON IL, 60201. The asset manager can be reached via phone at 847-859-3940 or via email at [email protected]
MarketBeat Community Rating for Fidus Investment (FDUS)
MarketBeat's community ratings are surveys of what our community members think about Fidus Investment and other stocks. Vote "Outperform" if you believe FDUS will outperform the S&P 500 over the long term. Vote "Underperform" if you believe FDUS will underperform the S&P 500 over the long term. You may vote once every thirty days.
Fidus Investment (NASDAQ:FDUS) Price Target and Consensus Rating
(How are Consensus Ratings Calculated?) MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
2 Wall Street analysts have issued ratings and price targets for Fidus Investment in the last 12 months. Their average twelve-month price target is $16.00, suggesting that the stock has a possible upside of 10.65%. The high price target for FDUS is $16.00 and the low price target for FDUS is $16.00. There are currently 1 hold rating and 1 buy rating for the stock, resulting in a consensus rating of "Buy."
| Today | 30 Days Ago | 90 Days Ago | 180 Days Ago |
| Consensus Rating: | Buy | Buy | Buy | Hold |
| Consensus Rating Score: | 2.50 | 2.50 | 2.50 | 2.00 |
| Ratings Breakdown: | 0 Sell Rating(s)
1 Hold Rating(s)
1 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
1 Hold Rating(s)
1 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
1 Hold Rating(s)
1 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
2 Hold Rating(s)
0 Buy Rating(s)
0 Strong Buy Rating(s) |
| Consensus Price Target: | $16.00 | $16.00 | $18.00 | $17.50 |
| Price Target Upside: | 10.65% upside | 22.89% upside | 30.91% upside | 6.32% upside |
Fidus Investment (NASDAQ:FDUS) Consensus Price Target History
Fidus Investment (NASDAQ:FDUS) Analyst Ratings History
Show:
(Data available from 5/25/2016 forward)
Fidus Investment (NASDAQ:FDUS) Dividend Information
Fidus Investment pays an annual dividend of $1.56 per share, with a dividend yield of 10.79%. FDUS's next quarterly dividend payment will be made on Friday, June 22. Fidus Investment pays out 109.09% of its earnings out as a dividend.
| Next Dividend: | 6/22/2018 |
| Annual Dividend: | $1.56 |
| Dividend Yield: | 10.79% |
| Payout Ratio(s): | 109.09% (Trailing 12 Months of Earnings)
102.63% (Based on This Year's Estimates)
96.89% (Based on Next Year's Estimates)
108.64% (Based on Cash Flow)
|
Fidus Investment (NASDAQ:FDUS) Dividend History by Quarter
| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 5/4/2018 | quarterly | $0.39 | 11.81% | 6/7/2018 | 6/8/2018 | 6/22/2018 |
| 2/14/2018 | quarterly | $0.39 | 11.3% | 3/8/2018 | 3/9/2018 | 3/23/2018 |
| 11/3/2017 | quarterly | $0.39 | 9.52% | 12/19/2017 | 12/20/2017 | 12/27/2017 |
| 8/4/2017 | quarterly | $0.39 | 9.36% | 9/7/2017 | 9/8/2017 | 9/22/2017 |
| 5/5/2017 | quarterly | $0.39 | 9.3% | 6/7/2017 | 6/9/2017 | 6/23/2017 |
| 2/15/2017 | quarterly | $0.39 | 9.52% | 3/8/2017 | 3/10/2017 | 3/24/2017 |
| 11/4/2016 | special | $0.04 | 10.36% | 11/30/2016 | 12/2/2016 | 12/16/2016 |
| 8/5/2016 | quarterly | $0.39 | 9.9% | 9/7/2016 | 9/9/2016 | 9/23/2016 |
| 5/6/2016 | quarterly | $0.39 | 10.14% | 6/8/2016 | 6/10/2016 | 6/24/2016 |
| 2/18/2016 | quarterly | $0.39 | 12.2% | 3/9/2016 | 3/11/2016 | 3/25/2016 |
| 11/9/2015 | quarterly | $0.39 | 11.37% | 12/2/2015 | 12/4/2015 | 12/18/2015 |
| 11/9/2015 | special | $0.04 | 11.37% | 11/24/2015 | 11/27/2015 | 12/11/2015 |
| 8/7/2015 | quarterly | $0.39 | 11.13% | 9/15/2015 | 9/17/2015 | 9/25/2015 |
| 5/8/2015 | quarterly | $0.38 | 9.29% | 6/9/2015 | 6/11/2015 | 6/25/2015 |
| 2/18/2015 | quarterly | $0.38 | 9.39% | 3/10/2015 | 3/12/2015 | 3/26/2015 |
| 11/6/2014 | quarterly | $0.38 | 8.94% | 12/3/2014 | 12/5/2014 | 12/19/2014 |
| 8/8/2014 | quarterly | $0.38 | 8.26% | 9/10/2014 | 9/12/2014 | 9/26/2014 |
| 5/9/2014 | quarterly | $0.38 | 9.14% | 6/11/2014 | 6/13/2014 | 6/27/2014 |
| 5/9/2014 | special | $0.05 | 9.14% | 7/23/2014 | 7/25/2014 | 7/31/2014 |
| 5/9/2014 | special | $0.05 | 9.14% | 8/21/2014 | 8/25/2014 | 8/29/2014 |
| 2/19/2014 | quarterly | $0.38 | 7.19% | 3/19/2014 | 3/21/2014 | 3/31/2014 |
| 11/8/2013 | special | $0.38 | 7.4% | 12/4/2013 | 12/6/2013 | 12/20/2013 |
| 11/7/2013 | quarterly | $0.38 | 7.4% | 12/4/2013 | 12/6/2013 | 12/20/2013 |
| 8/2/2013 | quarterly | $0.38 | 7.81% | 9/10/2013 | 9/12/2013 | 9/26/2013 |
| 8/2/2013 | special | $0.04 | 7.81% | 9/10/2013 | 9/12/2013 | 9/26/2013 |
| 5/20/2013 | quarterly | $0.38 | 8.09% | 6/10/2013 | 6/12/2013 | 6/26/2013 |
| 2/25/2013 | quarterly | $0.38 | 8.53% | 3/12/2013 | 3/14/2013 | 3/28/2013 |
(Data available from 1/1/2013 forward)
Fidus Investment (NASDAQ FDUS) Insider Trading and Institutional Ownership History
Insider Ownership Percentage: 1.30%
Institutional Ownership Percentage: 29.96%
Fidus Investment (NASDAQ FDUS) Insider Trading History
| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Shares Held After Transaction | Details |
|---|
| 3/9/2018 | Shelby E Sherard | Insider | Buy | 3,500 | $12.75 | $44,625.00 | 11,749 |  |
| 3/8/2018 | Charles D Hyman | Director | Buy | 1,500 | $12.79 | $19,185.00 | 23,200 | |
| 3/8/2018 | Thomas Charles Lauer | President | Buy | 4,000 | $12.80 | $51,200.00 | 74,600 | |
| 3/7/2018 | Shelby E Sherard | Insider | Buy | 7,000 | $13.10 | $91,700.00 | 10,435 | |
| 8/21/2015 | Shelby E Sherard | CFO | Buy | 3,435 | $14.50 | $49,807.50 | 3,435 | |
| 12/4/2014 | Charles D Hyman | Director | Buy | 1,700 | $15.11 | $25,687.00 | | |
| 12/1/2014 | Thomas Charles Lauer | Director | Buy | 1,500 | $16.11 | $24,165.00 | | |
| 11/24/2014 | John A Mazzarino | Director | Buy | 10,000 | $16.57 | $165,700.00 | | |
| 5/14/2014 | Charles Hyman | Director | Buy | 2,000 | $16.99 | $33,980.00 | 20,000 | |
| 8/16/2013 | Cary L Schaefer | CFO | Buy | 2,110 | $18.95 | $39,984.50 | | |
| 11/9/2012 | Thomas Charles Lauer | Director | Buy | 1,202 | $15.30 | $18,390.60 | | |
| 11/8/2012 | Edward H Ross | CEO | Buy | 2,000 | $15.39 | $30,780.00 | | |
| 8/8/2012 | Charles D Hyman | Director | Buy | 1,495 | $15.36 | $22,963.20 | | |
(Data available from 1/1/2013 forward)
Fidus Investment (NASDAQ FDUS) News Headlines
| Source: |
|
| Date | Headline |
|---|
 | 11% Dividend Yield And Growing Book Value With Insider Purchases
seekingalpha.com - May 23 at 8:12 AM |
 | Zacks: Brokerages Anticipate Fidus Investment (FDUS) Will Announce Quarterly Sales of $17.43 Million
www.americanbankingnews.com - May 23 at 3:52 AM |
| Analysts Anticipate Fidus Investment (FDUS) Will Announce Earnings of $0.35 Per Share
www.americanbankingnews.com - May 21 at 9:22 AM |
| Fidus Investment (FDUS) Stock Rating Upgraded by BidaskClub
www.americanbankingnews.com - May 18 at 5:13 PM |
| Analyzing Fifth Street Asset Management (FSAM) & Fidus Investment (FDUS)
www.americanbankingnews.com - May 15 at 11:16 PM |
| $18.50 Million in Sales Expected for Fidus Investment (FDUS) This Quarter
www.americanbankingnews.com - May 6 at 8:25 AM |
 | Edited Transcript of FDUS earnings conference call or presentation 4-May-18 1:00pm GMT
finance.yahoo.com - May 5 at 5:53 PM |
| Fidus Investment (FDUS) Upgraded to "Hold" by Zacks Investment Research
www.americanbankingnews.com - May 4 at 11:17 PM |
| Fidus Investment (FDUS) to Issue $0.39 Quarterly Dividend
www.americanbankingnews.com - May 4 at 6:50 PM |
| Fidus Investment's (FDUS) CEO Ed Ross on Q1 2018 Results - Earnings Call Transcript
seekingalpha.com - May 4 at 5:43 PM |
| Fidus Investment (FDUS) Given Average Recommendation of "Hold" by Analysts
www.americanbankingnews.com - May 4 at 1:34 AM |
| Zacks: Analysts Anticipate Fidus Investment (FDUS) to Announce $0.38 EPS
www.americanbankingnews.com - May 4 at 1:18 AM |
| Fidus Investment (FDUS) Cut to "Sell" at ValuEngine
www.americanbankingnews.com - May 4 at 12:12 AM |
| Fidus Investment (FDUS) Announces Earnings Results, Misses Estimates By $0.02 EPS
www.americanbankingnews.com - May 3 at 11:55 PM |
| Fidus Investment misses by $0.02, misses on total investment income
seekingalpha.com - May 3 at 5:32 PM |
| Fidus Investment Corporation Announces First Quarter 2018 Financial Results
finance.yahoo.com - May 3 at 5:32 PM |
 | Fidus Investment Corporation Schedules First Quarter 2018 Earnings Release and Conference Call
feeds.benzinga.com - April 25 at 4:27 PM |
| Fidus Investment (FDUS) Scheduled to Post Earnings on Wednesday
www.americanbankingnews.com - April 25 at 7:08 AM |
| Fidus Investment (FDUS) PT Set at $16.00 by Keefe, Bruyette & Woods
www.americanbankingnews.com - April 23 at 9:48 AM |
| Fidus Investment (FDUS) Lowered to Sell at Zacks Investment Research
www.americanbankingnews.com - April 19 at 12:28 AM |
| New Research Coverage Highlights Quidel, Eros International, Hennessy Capital Acquisition Corp. II, United Dominion Realty Trust, Fidus Investment, and Kadant — Consolidated Revenues, Company Growth, and Expectations for 2018
finance.yahoo.com - April 18 at 8:08 AM |
| Fidus Investment (FDUS) Expected to Announce Quarterly Sales of $18.39 Million
www.americanbankingnews.com - April 18 at 2:08 AM |
| Analysts Expect Fidus Investment (FDUS) Will Announce Earnings of $0.38 Per Share
www.americanbankingnews.com - April 16 at 9:14 PM |
| Fidus Investment (FDUS) Downgraded by BidaskClub
www.americanbankingnews.com - April 15 at 1:17 PM |
| Fidus Investment Corp (FDUS) Given Consensus Rating of "Hold" by Brokerages
www.americanbankingnews.com - April 9 at 1:26 AM |
| BidaskClub Downgrades Fidus Investment (FDUS) to Strong Sell
www.americanbankingnews.com - April 6 at 11:33 AM |
| $18.39 Million in Sales Expected for Fidus Investment Corp (FDUS) This Quarter
www.americanbankingnews.com - April 2 at 5:34 AM |
| $0.38 Earnings Per Share Expected for Fidus Investment Corp (FDUS) This Quarter
www.americanbankingnews.com - March 31 at 1:20 AM |
| BidaskClub Lowers Fidus Investment (FDUS) to Strong Sell
www.americanbankingnews.com - March 18 at 6:40 PM |
| Fidus Investment Corp (FDUS) Given Consensus Rating of "Hold" by Analysts
www.americanbankingnews.com - March 15 at 4:01 PM |
| TheStreet Downgrades Fidus Investment (FDUS) to C+
www.americanbankingnews.com - March 15 at 1:00 PM |
| Zacks: Analysts Anticipate Fidus Investment Corp (FDUS) Will Announce Quarterly Sales of $18.39 Million
www.americanbankingnews.com - March 15 at 2:02 AM |
| Fidus Investment Corp (FDUS) President Thomas Charles Lauer Acquires 4,000 Shares
www.americanbankingnews.com - March 12 at 10:44 PM |
| Insider Buying: Fidus Investment Corp (FDUS) Director Buys 1,500 Shares of Stock
www.americanbankingnews.com - March 12 at 10:44 PM |
| Shelby E. Sherard Purchases 3,500 Shares of Fidus Investment Corp (FDUS) Stock
www.americanbankingnews.com - March 12 at 10:44 PM |
| Fidus Investment Corp (FDUS) Insider Shelby E. Sherard Acquires 7,000 Shares
www.americanbankingnews.com - March 12 at 10:44 PM |
| Fidus Investment (FDUS) Downgraded by Zacks Investment Research to "Sell"
www.americanbankingnews.com - March 6 at 10:54 PM |
| Fidus Investment (FDUS) Q4 2017 Earnings Conference Call Transcript
finance.yahoo.com - March 5 at 5:56 PM |
| Ares Management LLC Has $3.71 Million Holdings in Fidus Investment Corp (FDUS)
www.americanbankingnews.com - March 5 at 4:35 AM |
| Fidus Investment (FDUS) Lowered to "Hold" at ValuEngine
www.americanbankingnews.com - March 4 at 6:42 PM |
| Fidus Investment (FDUS) Upgraded to Sell by BidaskClub
www.americanbankingnews.com - March 3 at 12:00 PM |
| Fidus Investment misses Street 4Q forecasts
finance.yahoo.com - March 2 at 8:07 AM |
| Fidus Investment (FDUS) Issues Quarterly Earnings Results
www.americanbankingnews.com - March 1 at 10:48 PM |
| Fidus Investment Corporation Announces Fourth Quarter and Full Year 2017 Financial Results
finance.yahoo.com - March 1 at 5:58 PM |
| Fidus Investment Corp (FDUS) Shares Bought by West Family Investments Inc.
www.americanbankingnews.com - February 26 at 11:36 AM |
| $0.37 EPS Expected for Fidus Investment Corp (FDUS) This Quarter
www.americanbankingnews.com - February 24 at 9:08 PM |
| Fidus Investment (FDUS) Scheduled to Post Earnings on Thursday
www.americanbankingnews.com - February 22 at 1:10 AM |
| Critical Analysis: Fidus Investment (FDUS) & Capitala Finance (CPTA)
www.americanbankingnews.com - February 21 at 1:30 AM |
| Ladenburg Thalmann Financial Services Begins Coverage on Fidus Investment (FDUS)
www.americanbankingnews.com - February 16 at 10:28 PM |
| Fidus Investment Corp (FDUS) Declares $0.39 Quarterly Dividend
www.americanbankingnews.com - February 14 at 4:58 PM |
Fidus Investment (NASDAQ:FDUS) SEC Filings
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Fidus Investment (NASDAQ:FDUS) Income Statement, Balance Sheet and Cash Flow Statement
Fidus Investment (NASDAQ FDUS) Stock Chart for Friday, May, 25, 2018
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