SAR

Saratoga Investment Corp
NYSEFINANCIAL SERVICESASSET MANAGEMENT

Key Statistics

Market Cap
$293.26M
P/E Ratio
9.08
EPS
$1.98
Beta
0.59
52W High
$23.18
52W Low
$17.77
50-Day MA
$22.26
200-Day MA
$22.73
Dividend Yield
0.00%
Profit Margin
29.10%
Forward P/E
11.19
PEG Ratio
0.00

About Saratoga Investment Corp

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.

Official WebsiteUSAFY End: February

Fundamentals

Revenue (TTM)$125.71M
Gross Profit (TTM)$125.71M
EBITDA
Operating Margin71.10%
Return on Equity9.28%
Return on Assets4.70%
Revenue/Share (TTM)$7.93
Book Value$24.42
Price-to-Book0.92
Price-to-Sales (TTM)2.33
EV/Revenue21.82
EV/EBITDA
Quarterly Earnings Growth (YoY)16.30%
Quarterly Revenue Growth (YoY)-0.60%
Shares Outstanding$16.31M
Float$13.62M
% Insiders13.68%
% Institutions11.74%

Historical Volatility

HV 10-Day
76.42%
HV 20-Day
56.09%
HV 30-Day
46.97%
HV 60-Day
36.69%
HV Rank
100.0%

Volatility is currently expanding

Latest News

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
Gold Orogen Announces Semi-Annual Financial Reporting (SAR) Adoption

MAY 2 6 TH , 2026 – TheNewswire - Gold Orogen Resources Corp. (CSE:OROG) (the “Company” or “Gold Orogen”), announces adoption of semi-annual financial reporting ("SAR"). This news release is being issued and filed pursuant to Coordinated Blanket Order 51-933 Exemptions to Permit Semi-Annual Reporting for Certain Venture Issuers ("CBO 51-933"). CBO 51-933 is a pilot program that permits eligible venture issuers to voluntarily move from quarterly to a semi-annual financial reporting framework. The Company has determined that it meets the eligibility criteria. By adopting SAR, Gold Orogen aims to reduce the disproportionate administrative and financial burden associated with quarterly reporting that will allow management to optimally focus time and financial resources toward advancing the Company's exploration and development projects and other business objectives.

TheNewswire5/26/2026Neutral
Lode Gold Announces Semi-Annual Financial Reporting (SAR) Adoption

Vancouver, British Columbia--(Newsfile Corp. - May 26, 2026) - Lode Gold Resources Inc (TSXV: LOD) (OTCQB: LODFF) ("Lode Gold" or the "Company") announces adoption of semi-annual financial reporting ("SAR"). This news release is being issued and filed pursuant to Coordinated Blanket Order 51-933 Exemptions to Permit Semi-Annual Reporting for Certain Venture Issuers ("CBO 51-933").

Newsfile Corp5/26/2026Neutral
Top Monthly Paying BDCs For Durable Retirement Income

In the article I list all monthly-paying BDCs. This list is then reduced to a handful of BDCs. These remaining BDCs, in my view, are the one with the strongest prospect to generate durable income without permanent NAV decay.

Seeking Alpha5/18/2026Positive

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Data last updated: 7/9/2026