Saratoga Investment Corp
$ 22.44
0.67%
12 Jun - close price
- Market Cap 365,048,000 USD
- Current Price $ 22.44
- High / Low $ 22.54 / 22.25
- Stock P/E 9.71
- Book Value 24.42
- EPS 2.31
- Next Earning Report 2026-07-14
- Dividend Per Share $3.00
- Dividend Yield 13.5 %
- Next Dividend Date 2026-06-23
- ROA 0.05 %
- ROE 0.09 %
- 52 Week High 23.44
- 52 Week Low 19.62
About
Saratoga Investment Corp (SAR) is a publicly traded business development company that focuses on delivering flexible debt and equity capital to middle-market enterprises across diverse sectors such as healthcare, technology, and consumer products. With a disciplined investment approach, Saratoga emphasizes thorough due diligence and rigorous risk management to protect capital while seeking to maximize shareholder returns. The firm’s proactive portfolio management and consistent track record of dividend distributions position it as an appealing opportunity for institutional investors looking to diversify within the alternative investment landscape.
Analyst Target Price
$23.20
Quarterly Earnings
| Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 | May 2024 | Feb 2024 | Nov 2023 | Aug 2023 | May 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-05-05 | 2026-01-07 | 2025-10-07 | 2025-07-08 | 2025-05-07 | 2025-01-08 | 2024-10-08 | 2024-07-09 | 2024-05-06 | 2024-01-09 | 2023-10-09 | 2023-07-10 |
| Reported EPS | 0.53 | 0.61 | 0.58 | 0.66 | 0.56 | 0.9 | 1.33 | 1.05 | 0.39 | 1.09 | 1.15 | 1.35 |
| Estimated EPS | 0.5645 | 0.59 | 0.68 | 0.72 | 0.7314 | 0.84 | 0.95 | 0.96 | 0.95 | 1.05 | 1.03 | 0.85 |
| Surprise | -0.0345 | 0.02 | -0.1 | -0.06 | -0.1714 | 0.06 | 0.38 | 0.09 | -0.56 | 0.04 | 0.12 | 0.5 |
| Surprise Percentage | -6.1116% | 3.3898% | -14.7059% | -8.3333% | -23.4345% | 7.1429% | 40% | 9.375% | -58.9474% | 3.8095% | 11.6505% | 58.8235% |
Next Quarterly Earnings
| May 2026 | |
|---|---|
| Reported Date | 2026-07-14 |
| Fiscal Date Ending | 2026-05-31 |
| Estimated EPS | 0.54 |
| Currency | USD |
Previous Dividend Records
| Jun 2026 | May 2026 | Apr 2026 | Mar 2026 | Feb 2026 | Jan 2026 | Dec 2025 | Nov 2025 | Oct 2025 | Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Payment Date | 2026-06-23 | 2026-05-21 | 2026-04-23 | 2026-03-19 | 2026-02-23 | 2026-01-22 | 2025-12-18 | 2025-11-20 | 2025-10-23 | 2025-09-24 |
| Amount | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.5 | $0.25 | $0.25 | $0.25 |
Next Dividend Records
| Dividend per share (year): | $3.00 |
| Dividend Yield | 13.5% |
| Next Dividend Date | 2026-06-23 |
| Ex-Dividend Date | 2026-07-06 |
Recent News: SAR
2026-05-05 22:30:00
Saratoga Investment Corp. announced its financial results for the 2026 fiscal year and fourth quarter, reporting a 13.4% increase in Assets Under Management (AUM) and a 0.9% increase in Net Asset Value (NAV) year-over-year. The company achieved an annual Return on Equity (ROE) of 9.1%, surpassing the previous year's 7.5% and the BDC industry average of 4.3%. Net deployments for the fourth quarter totaled $101.1 million, supporting five new platforms and fifteen follow-on investments, while non-accruals remained low at 0.2% of fair value.
2026-03-18 10:10:11
Saratoga Investment Corp. announced a quarterly dividend of $0.75 per share for the first quarter of fiscal 2027, to be paid in three monthly installments of $0.25 per share. This unchanged dividend rate implies a 13.6% annual yield based on the recent stock price. Shareholders have the option to receive the dividend in cash or common stock through the company's dividend reinvestment plan.
2026-02-18 14:02:00
This article from Stock Traders Daily discusses using movement as an input in quantitative signal sets, specifically for Saratoga Investment Corp (NYSE: SAT). It details AI-generated trading strategies including Position Trading, Momentum Breakout, and Risk Hedging, alongside multi-timeframe signal analysis. The platform offers real-time entry/exit signals, risk-reward ratios, and personalized alerts for subscribers.
2026-01-27 21:35:14
Saratoga Investment Corp. (SAR) has signed two material agreements concerning its new 7.25% Senior Unsecured Notes due 2030. The company completed a $50 million private placement and entered a Registration Rights Agreement to facilitate an exchange offer for registered notes within 365 days. The net proceeds of $48.5 million will be used to redeem its 4.375% Notes due 2026, improving liquidity and extending maturity dates.
2026-01-05 01:02:00
This article from Stock Traders Daily discusses how Saratoga Investment Corp 8.50% Notes Due 2028 (NYSE: SAZ) can serve as a liquidity pulse for institutional tactics. It highlights AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for SAZ. The platform offers real-time entry and exit signals, risk-reward ratios, and personalized alerts to subscribers.
2025-12-16 13:10:15
Saratoga Investment Corp. (NYSE:SAR) will report its fiscal third quarter ended November 30, 2025, financial results on Wednesday, January 7, 2026. A conference call featuring Chairman and CEO Christian L. Oberbeck, CIO Michael J. Grisius, and CFO Henri J. Steenkamp will be held on Thursday, January 8, 2026, at 10:00 a.m. ET to discuss these results. Interested parties can access the webcast and presentation via the company's investor relations website, with a replay available for a limited time.
