Dec 31, 2024

Fidus Investment Q4 2024 Earnings Report

Fidus Investment Corporation reported higher investment income but lower net investment income per share in Q4 2024.

Key Takeaways

Fidus Investment Corporation reported total investment income of $37.5 million, reflecting a 3.2% increase year-over-year. Net investment income reached $18.6 million, or $0.55 per share, down from $0.58 per share in Q4 2023. Adjusted net investment income was $18.4 million, or $0.54 per share. The company invested $120.3 million in five new portfolio companies and received $122.8 million in repayments and realizations.

Total investment income increased by 3.2% to $37.5 million.

Net investment income reached $18.6 million, or $0.55 per share.

Adjusted net investment income was $18.4 million, or $0.54 per share.

Invested $120.3 million in five new portfolio companies and received $122.8 million in repayments.

Total Revenue
$37.5M
Previous year: $36.3M
+3.2%
EPS
$0.54
Previous year: $0.65
-16.9%
NAV per share
$19.3
Previous year: $19.4
-0.2%
Repayments and Realizations
$123M
Previous year: $113M
+9.2%
Investment Activity
$120M
Previous year: $133M
-9.3%
Cash and Equivalents
$57.2M
Previous year: $119M
-52.0%
Free Cash Flow
$18.1M
Previous year: $23.5M
-23.1%
Total Assets
$1.16B
Previous year: $1.09B
+6.7%

Fidus Investment

Fidus Investment

Fidus Investment Revenue by Segment

Forward Guidance

Fidus Investment Corporation plans to continue growing its portfolio with disciplined investment strategies and maintaining a strong dividend payout in 2025.

Positive Outlook

  • Continued investment in lower middle-market companies with strong fundamentals.
  • Strong liquidity position with $57.2 million in cash and $95 million available under the credit facility.
  • Stable NAV per share, reflecting resilience in portfolio performance.
  • Declared total dividends of $0.54 per share for Q1 2025.
  • Maintaining a balanced investment strategy focusing on credit quality and capital preservation.

Challenges Ahead

  • Decline in net investment income per share from $0.58 to $0.55.
  • Fee income declined by 14.9% year-over-year.
  • Dividend income saw a sharp 60.8% decrease from the prior year.
  • Slight decrease in NAV per share from $19.37 to $19.33.
  • Unrealized depreciation on investments impacted overall earnings.