30,961 Shares in Fidus Investment Corporation $FDUS Acquired by Independent Financial Group LLC

Posted by Stanley Muller on Jul 23rd, 2026

Independent Financial Group LLC bought a new stake in Fidus Investment Corporation (NASDAQ:FDUS – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 30,961 shares of the asset manager’s stock, valued at approximately $539,000. Independent Financial Group LLC owned approximately 0.08% of Fidus Investment at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Apollon Wealth Management LLC grew its stake in Fidus Investment by 3.0% in the 4th quarter. Apollon Wealth Management LLC now owns 18,396 shares of the asset manager’s stock worth $355,000 after buying an additional 544 shares in the last quarter. Stratos Wealth Partners LTD. raised its position in shares of Fidus Investment by 3.1% during the 4th quarter. Stratos Wealth Partners LTD. now owns 27,000 shares of the asset manager’s stock valued at $521,000 after buying an additional 800 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in shares of Fidus Investment by 7.6% during the 2nd quarter. Osaic Holdings Inc. now owns 13,092 shares of the asset manager’s stock worth $264,000 after acquiring an additional 920 shares during the last quarter. Sage Investment Counsel LLC lifted its holdings in shares of Fidus Investment by 8.3% during the 1st quarter. Sage Investment Counsel LLC now owns 13,070 shares of the asset manager’s stock worth $228,000 after acquiring an additional 1,000 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC lifted its holdings in shares of Fidus Investment by 3.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 28,763 shares of the asset manager’s stock worth $555,000 after acquiring an additional 1,039 shares during the last quarter. 28.14% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on FDUS shares. Weiss Ratings reissued a “hold (c)” rating on shares of Fidus Investment in a research note on Wednesday, June 17th. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and set a $19.50 price target on shares of Fidus Investment in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.00.

Get Our Latest Report on Fidus Investment

Fidus Investment Price Performance

Shares of NASDAQ FDUS opened at $19.70 on Thursday. The stock has a market capitalization of $747.62 million, a P/E ratio of 8.64 and a beta of 0.67. Fidus Investment Corporation has a one year low of $16.86 and a one year high of $21.69. The firm’s 50 day simple moving average is $19.03 and its two-hundred day simple moving average is $18.76.

Fidus Investment (NASDAQ:FDUS – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The asset manager reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.50 by $0.12. Fidus Investment had a net margin of 49.51% and a return on equity of 11.19%. The firm had revenue of $37.76 million during the quarter, compared to analyst estimates of $42.30 million. As a group, equities analysts expect that Fidus Investment Corporation will post 2.15 earnings per share for the current fiscal year.

Fidus Investment Announces Dividend

The firm also recently declared a special dividend, which was paid on Monday, June 29th. Shareholders of record on Tuesday, June 16th were paid a $0.19 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a yield of 414.0%. Fidus Investment’s payout ratio is currently 75.44%.

About Fidus Investment

(Free Report)

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.