Fidelity Investments Annual Revenue Profit Performance Review

Author

Reads 439

Black and white close-up of a vintage vinyl record player with spinning record.
Credit: pexels.com, Black and white close-up of a vintage vinyl record player with spinning record.

Fidelity Investments is a well-established financial services company that has been around for decades. It was founded in 1946 by Edward C. Johnson II.

The company has a long history of providing financial services to its customers, including brokerage services, retirement accounts, and investment advice. Fidelity Investments is one of the largest mutual fund companies in the world.

Fidelity Investments' annual revenue has been steadily increasing over the years. In 2020, the company's revenue reached $14.8 billion. This represents a significant increase from the $13.7 billion in revenue reported in 2019.

For more insights, see: Royal Dutch Shell B Dividend Yield

Fidelity Investments Revenue

Fidelity Investments' annual revenue was $28.2 billion in 2025.

Their revenue was a record high, surpassing 2022 revenue of $25.2 billion by 12%.

Operating income was $8.5 billion, a 6% increase from the prior year.

This growth came from both new and existing clients, enabled by the customer value proposition created across Fidelity's diversified businesses.

Fidelity's diversified businesses include workplace investing, retail brokerage, wealth management, asset management, clearing and custody, and digital assets.

Credit: youtube.com, How To Build An Investing Strategy | Fidelity Investments

Their decade-long journey of research and investment in blockchain technology and digital assets helped establish Fidelity with the expertise necessary to provide safe and secure opportunities for investing in digital assets.

In the first quarter, Fidelity's Personal Investing business launched Fidelity Crypto for general availability, allowing retail customers to buy, sell, and securely custody bitcoin and ether with as little as $1 invested.

Fidelity's revenue was also boosted by strong equity markets, which buoyed the company's results and drew more money into its funds.

In 2025, FMR LLC, Fidelity's parent company, recorded revenue of $32.7 billion, a 16% increase from the prior year.

Related reading: Brk B Pe Ratio

Financial Performance

Fidelity Investments had another year of strong financial and operating performance, with record revenue of $28.2 billion in 2025.

Fidelity's diversified combination of robust, revenue-generating businesses gives the company financial and operating stability to deliver resilient results during both bull and bear markets.

The company's growth in assets and revenue came from both new and existing clients, and is enabled by the customer value proposition created across Fidelity's diversified businesses.

For another approach, see: Brk B Book Value

Colleagues collaborating on financial charts and graphs using mobile and paper documents in the office.
Credit: pexels.com, Colleagues collaborating on financial charts and graphs using mobile and paper documents in the office.

In the first quarter, Fidelity's Personal Investing business launched Fidelity Crypto for general availability, allowing retail customers to buy, sell, and securely custody bitcoin and ether with as little as $1 invested.

Fidelity's operating income was 6% higher than the prior year, at $8.5 billion.

Fidelity's financial strength and operational stability allow the company to deliver products and services that meet the needs of its customers through all phases of their lives and all types of economic environments.

Fidelity's annual revenue was $28.2 billion in 2025, a 12% increase from the prior year's revenue of $25.2 billion.

Fidelity's parent company, FMR LLC, reported operating income of $10.3 billion, a 21% increase from the prior year.

Fidelity's revenue jumped 16%, to $32.7 billion, in 2025, with robust market conditions producing a banner year for the company.

Fidelity has over 10.3 million customers who have relationships with more than one Fidelity business, up from 9.2 million in 2022.

Frequently Asked Questions

How profitable are fidelity investments?

Fidelity Investments reported a 21% increase in operating income to $10.3 billion in the previous year, driven by a surge in trading activity and fund investments. This significant profit marks a record annual operating profit for the company.

Kristen Bruen

Senior Assigning Editor

Kristen Bruen is a seasoned Assigning Editor with a keen eye for compelling stories. With a background in journalism, she has honed her skills in assigning and editing articles that captivate and inform readers. Her areas of expertise include cryptocurrency exchanges, where she has a deep understanding of the rapidly evolving market and its complex nuances.

Love What You Read? Stay Updated!

Join our community for insights, tips, and more.