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Balance Sheets Overview

Debt to Asset Ratio
50.80%
Unit: Thousand (K) dollars
Assets Breakdown
    • Investment Unaffiliated Issuer
    • Investment Affiliated Issuer
    • Cash and cash equivalents
    • Others
Liabilities Breakdown
    • Additional paid-in capital
    • Notes (net of 5,567 and 4,109, r...
    • Sba debentures (net of 7,930 and...
    • Others
Balance Sheets
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Investment Affiliated Issuer Controlled
0
-
-
-
Investment Affiliated Issuer
125,329
122,905
119,015
97,305
Investment Unaffiliated Issuer
1,307,582
1,246,352
1,205,738
1,095,443
Investment owned, fair value
1,432,911
1,369,257
1,324,753
1,192,748
Cash and cash equivalents
37,599
49,684
69,995
62,324
Restricted cash
1,678
715
9,611
-
Interest receivable
27,716
23,387
21,414
20,489
Proceeds receivable from stock offering
-
-
-
681
Prepaid expenses and other assets
1,217
1,160
766
1,506
Total assets
1,501,121
1,444,203
1,426,539
1,277,748
Sba debentures (net of 7,930 and 6,943, respectively, of unamortized deferred financing costs)
288,070
253,181
230,557
184,972
Notes (net of 5,567 and 4,109, respectively, of unamortized deferred financing costs)
314,433
321,241
320,891
321,511
Revolving credit facility (net of 749 and 1,046, respectively, of unamortized deferred financing costs)
-
-
-
14,251
Credit facilities (net of 3,223 and 1,046, respectively, of unamortized deferred financing costs)
-
-
80,627
-
Spv credit facility (net of 2,895 and 3,223, respectively, of unamortized deferred financing costs)
109,755
82,087
-
-
Secured borrowings
11,149
11,594
12,000
12,816
Accrued interest and fees payable
8,859
3,294
7,449
3,703
Base management fee payable, net of base management fee waiver - due to affiliate
6,180
5,862
5,596
5,195
Income incentive fee payable - due to affiliate
4,647
5,834
4,721
4,371
Capital gains incentive fee payable - due to affiliate
15,716
15,462
16,414
16,675
Administration fee payable and other - due to affiliate
521
390
988
929
Taxes payable
955
1,998
3,568
746
Accounts payable and other liabilities
2,358
1,213
1,829
1,545
Total liabilities
762,643
702,156
684,640
566,714
Common stock, 0.001 par value (100,000,000 shares authorized, 37,954,364 and 37,954,364 shares issued and outstanding at june 30, 2026 and december 31, 2025, respectively)
38
38
38
36
Additional paid-in capital
641,376
641,376
641,376
616,949
Total distributable earnings
97,064
100,633
100,485
94,049
Total net assets
738,478
742,047
741,899
711,034
Total liabilities and net assets
1,501,121
1,444,203
1,426,539
1,277,748
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

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Balance Sheets

Investment UnaffiliatedIssuer$1,307,582K Investment AffiliatedIssuer$125,329K Investment owned, fairvalue$1,432,911K Cash and cashequivalents$37,599K Interest receivable$27,716K Restricted cash$1,678K Prepaid expenses andother assets$1,217K Total assets$1,501,121K (19.38%↑ Y/Y)Total liabilities andnet assets$1,501,121K (19.38%↑ Y/Y)Total liabilities$762,643K (34.94%↑ Y/Y)Total net assets$738,478K (6.67%↑ Y/Y)Notes (net of 5,567 and4,109, respectively,...$314,433K (-2.08%↓ Y/Y)Sba debentures (netof 7,930 and 6,943,...$288,070K (47.29%↑ Y/Y)Spv credit facility(net of 2,895 and...$109,755K Capital gains incentivefee payable - due to...$15,716K (-3.71%↓ Y/Y)Secured borrowings$11,149K (-15.89%↓ Y/Y)Accrued interest andfees payable$8,859K (18.45%↑ Y/Y)Base management feepayable, net of base...$6,180K (22.42%↑ Y/Y)Income incentive feepayable - due to...$4,647K (-4.26%↓ Y/Y)Accounts payable andother liabilities$2,358K (65.59%↑ Y/Y)Taxes payable$955K (193.85%↑ Y/Y)Administration fee payable andother - due to...$521K (-15.70%↓ Y/Y)Additional paid-in capital$641,376K (7.49%↑ Y/Y)Total distributableearnings$97,064K (1.56%↑ Y/Y)Common stock, 0.001 parvalue (100,000,000...$38K (8.57%↑ Y/Y)

FIDUS INVESTMENT Corp (FDUS)

FIDUS INVESTMENT Corp (FDUS)