NASDAQ$FDUS

Fidus Investment Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Announced financial results for the third quarter ended September 30, 2022.

Fidus Investment Corporation announced its Q3 2022 financial results, reporting a total investment income of $25.0 million and net investment income of $12.7 million, or $0.52 per share. The company invested $107.9 million in debt and equity securities and received $60.2 million from repayments and realizations. The NAV was $474.4 million, or $19.41 per share, as of September 30, 2022.

  • Total investment income of $25.0 million
  • Net investment income of $12.7 million, or $0.52 per share
  • Adjusted net investment income of $12.5 million, or $0.51 per share
  • Net asset value (“NAV”) of $474.4 million, or $19.41 per share, as of September 30, 2022

Headline financials

Total Revenue

$62.2M

Previous: $21.2M+193.0%
EPS (adj)

$0.51

Previous: $0.40+27.5%
NAV per share

$19.41

Previous: $18.31+6.0%
Repayments and Realizations

$60.2M

Previous: $128M-52.8%
Investment Activity

$108M

Previous: $78.2M+38.0%
Free Cash Flow

$31.1M

No prior period
Net Income

$31.1M

Previous: $5.12M+507.6%
Operating Income

$49.8M

Previous: $5.12M+873.8%
Gross Profit

$62.2M

No prior period
Cash & Equivalents

$40.4M

Previous: $98.8M-59.1%
Total Assets

$910M

Previous: $828M+9.9%

Revenue & EPS history

Fidus Investment · Revenue · Quarterly

$62.2M

Q3 2022+193%vs Q3 2021
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Fidus Investment · $25M total across 5 segments · Q3 2022

  • Interest income
    $21.5M+20.4%
  • Fee income
    $2.42M+46.6%
  • Dividend income
    $645K+41.1%
  • Payment-in-kind interest
    $413K-67.2%
  • Interest on idle funds
    $8K+33.3%

Forward guidance

The Board of Directors has approved a dividend policy for 2023 that balances near term distribution of excess spillover income with continued investment in building the portfolio.

Tailwinds

  • Increase in the base dividend to $0.39 per share, restoring our pre-Covid base dividend
  • Supplemental dividend based on the existing formula of paying out 100% of the surplus in adjusted net investment income over the base dividend from the prior quarter
  • Special cash dividend of $0.10 per share
  • Early January 2023, the Board plans to announce a deemed distribution to shareholders of record as of December 31, 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+1.7%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.9%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+16.1%

Q2 2020

Best reaction

-9.9%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%+1.5%-0.6%
Q4 2025-3.8%+1.1%-8.0%
Q3 2025-0.7%-5.4%-5.1%
Q1 2025+1.5%+7.7%+8.1%
Q4 2024+1.3%-2.3%-13.8%
Q3 2024-0.2%-2.0%+9.3%
Q2 2024-1.4%-1.6%+2.9%
Q1 2024-2.4%-3.0%-2.3%
Q4 2023-0.2%-1.7%+0.1%
Q3 2023+4.6%+4.5%+5.0%
Q2 2023-1.8%-3.8%-8.4%
Q1 2023+2.5%+1.9%+4.3%
Q4 2022+0.2%-0.1%-12.5%
Q3 2022+3.1%+4.7%-0.2%
Q2 2022+6.0%+3.5%+4.0%
Q1 2022+1.0%-3.5%+0.0%
Q4 2021+6.4%+5.7%+9.4%
Q3 2021+1.2%+0.8%-0.6%
Q2 2021+4.7%+8.2%+9.7%
Q1 2021+5.5%+1.5%+5.1%
Q4 2020+2.4%+5.4%+4.9%
Q3 2020+4.4%+9.6%+40.6%
Q2 2020+16.1%+21.3%+16.3%
Q1 2020-9.9%-15.4%+0.5%

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