SAR

Saratoga Investment Corp
NYSEFINANCIAL SERVICESASSET MANAGEMENT

Key Statistics

Market Cap
$300.87M
P/E Ratio
19.29
EPS
$0.97
Beta
0.59
52W High
$22.89
52W Low
$17.12
50-Day MA
$20.49
200-Day MA
$22.19
Dividend Yield
15.90%
Profit Margin
12.70%
Forward P/E
12.64
PEG Ratio
0.00

About Saratoga Investment Corp

Saratoga Investment Corp (SAR) is a publicly traded business development company specializing in providing flexible debt and equity capital to middle-market enterprises across various sectors, including healthcare, technology, and consumer products. The firm employs a disciplined investment strategy that prioritizes comprehensive due diligence and risk management to safeguard capital while striving for optimal shareholder returns. With a robust portfolio management approach and a history of consistent dividend payouts, Saratoga offers institutional investors a compelling opportunity to enhance their exposure to alternative investments while benefiting from the growth potential inherent in the middle-market segment.

Official WebsiteUSAFY End: February

Fundamentals

Revenue (TTM)$124.17M
Gross Profit (TTM)$124.17M
EBITDA
Operating Margin69.00%
Return on Equity4.07%
Return on Assets4.49%
Revenue/Share (TTM)$7.72
Book Value$23.23
Price-to-Book0.80
Price-to-Sales (TTM)2.42
EV/Revenue39.09
EV/EBITDA
Quarterly Earnings Growth (YoY)16.30%
Quarterly Revenue Growth (YoY)-4.80%
Shares Outstanding$16.08M
Float$13.62M
% Insiders13.86%
% Institutions11.38%

Historical Volatility

HV 10-Day
26.12%
HV 20-Day
23.92%
HV 30-Day
53.71%
HV 60-Day
39.37%
HV Rank
97.6%

Volatility is currently contracting

Analyst Ratings

Consensus ($21.20 target)
1
Strong Buy
6
Hold

Latest News

Saratoga Investment Corp. Announces Offering of Notes and BBB Investment Grade Rating from Egan-Jones Ratings Company

NEW YORK, NY, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) announced the commencement of a registered public offering of unsecured notes (the “Notes”). The Company also announced that it has received an investment grade rating of “BBB” from Egan-Jones Ratings Company, an independent, unaffiliated rating agency.

GlobeNewsWire8/18/2026Neutral
Saratoga Investment Q1 Earnings Call Highlights

Saratoga Investment NYSE: SAR reported higher assets under management and positive net originations for its fiscal first quarter 2027, while lower short-term rates, tighter spreads and higher borrowing costs weighed on net investment income and net asset value.

MarketBeat7/9/2026Positive
Saratoga Investment Corp. to Report Fiscal First Quarter 2027 Financial Results and Hold Conference Call

NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended May 31, 2026, on Tuesday July 7, 2026, after market close. A conference call to discuss the financial results will be held on Wednesday July 8, 2026. Details for the conference call are provided below.

GlobeNewsWire6/22/2026Neutral
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Second Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that its Board of Directors has declared a base quarterly dividend of $0.75 per share in aggregate for the second quarter of fiscal 2027, paid in three monthly dividends as follows:

GlobeNewsWire6/11/2026Neutral
Saratoga Investment: Holds Up Better Than The BDC Market Despite Software Risks

Saratoga Investment remains a hold, balancing portfolio resilience with notable risks from elevated software exposure and dividend coverage concerns. SAR's 14.4% yield is attractive, but adjusted net investment income fell below payout levels, raising the likelihood of a near-term dividend reduction. Despite 28% software exposure and sector headwinds, SAR's disciplined underwriting and low non-accruals (0.2% of portfolio) have limited realized losses.

Seeking Alpha6/2/2026Neutral

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Data last updated: 8/18/2026