SAR

Saratoga Investment Corp
NYSEFINANCIAL SERVICESASSET MANAGEMENT

Key Statistics

Market Cap
$201.65M
P/E Ratio
—
EPS
$-0.28
Beta
0.66
52W High
$21.84
52W Low
$12.72
50-Day MA
$15.90
200-Day MA
$20.28
Dividend Yield
23.30%
Profit Margin
-3.35%
Forward P/E
6.45
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)$124.72M
Gross Profit (TTM)$124.72M
EBITDA—
Operating Margin68.70%
Return on Equity-1.10%
Return on Assets4.38%
Revenue/Share (TTM)$7.71
Book Value$22.15
Price-to-Book0.57
Price-to-Sales (TTM)1.62
EV/Revenue124.46
EV/EBITDA—
Quarterly Earnings Growth (YoY)16.30%
Quarterly Revenue Growth (YoY)1.80%
Shares Outstanding$15.56M
Float$13.62M
% Insiders14.37%
% Institutions12.04%

Historical Volatility

HV 10-Day
39.96%
HV 20-Day
37.54%
HV 30-Day
36.55%
HV 60-Day
27.81%
HV Rank
88.1%

Volatility is currently expanding

Latest News

Monthly-Paid Dividends: 21 Ideal 'Safer' October Dogs To Buy

October's top ten monthly-pay dividend equities offer forecasted net gains from 28.06% to 89.66% by 2027, with an average gain of 50.94%. Banco BBVA Argentina (BBAR) and Banco Macro (BMA) lead the MoPay group, with analyst targets implying the highest total returns and significant price upsides. Yield-based MoPay stock selection proved 70–80% accurate versus analyst upside forecasts, favoring financial and real estate sectors for both yield and price appreciation.

Seeking Alpha10/22/2026Positive
Saratoga Investment Corp (SAR) Q2 2027 Earnings Call Transcript

Saratoga Investment Corp ( SAR ) Q2 2027 Earnings Call October 7, 2026 10:00 AM EDT Company Participants Henri Steenkamp - Chief Compliance Officer, Secretary, Treasurer, CFO & Director Christian Oberbeck - Chairman, President & CEO David DeSantis - COO, Portfolio Manager & Senior MD Conference Call Participants Erik Zwick - Lucid Capital Markets, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning, ladies and gentlemen. Thank you for standing by.

Seeking Alpha10/7/2026Neutral
Saratoga Investment Q2 Earnings Call Highlights

Saratoga Investment NYSE: SAR reported fiscal second-quarter 2027 adjusted net investment income of $7.4 million, or $0.46 per share, as portfolio growth and a modest increase in base rates were offset by higher borrowing costs following recent refinancing activity.

MarketBeat10/7/2026Neutral
Saratoga Investment Corp. Prices Public Offering of Additional $20.08 Million 8.00% Notes Due 2031

NEW YORK, NY, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) today announced that it has priced an underwritten public offering of an additional $20.08 million in aggregate principal amount of 8.00% unsecured notes due 2031 (NYSE: SAX) (the “Notes”). The Company has granted the underwriters an option to purchase up to an additional $3.0 million in aggregate principal amount of Notes.

GlobeNewsWire9/23/2026Neutral
Saratoga Investment Corp. Announces Offering of Additional 8.00% Notes due 2031

NEW YORK, NY, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) announced the commencement of a registered public offering of additional 8.00% Notes due 2031 (the “Notes”). The Notes are listed on the New York Stock Exchange under the trading symbol “SAX”.

GlobeNewsWire9/22/2026Neutral
Saratoga Investment Corp. Announces CFO Transition and New Leadership Appointments

NEW YORK, Sept. 18, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that Henri Steenkamp will step down from his position as Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary, effective October 31, 2026, for health-related reasons.

GlobeNewsWire9/18/2026Neutral
Saratoga Investment Corp. to Report Fiscal Second Quarter 2027 Financial Results and Hold Conference Call

NEW YORK, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended August 31, 2026, on Tuesday October 6, 2026, after market close. A conference call to discuss the financial results will be held on Wednesday October 7, 2026. Details for the conference call are provided below.

GlobeNewsWire9/17/2026Neutral
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Third Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share

NEW YORK, Sept. 09, 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 third quarter of fiscal 2027, paid in three monthly dividends as follows: Month Amount per Share Record Date Payment Date September 2026 $0.25 October 6, 2026 October 22, 2026 October 2026 $0.25 November 5, 2026 November 24, 2026 November 2026 $0.25 December 3, 2026 December 22, 2026 “Our board of directors approved an aggregated dividend for the third quarter of fiscal 2027 of $0.75 per share, paid in monthly dividends of $0.25 per share per month, unchanged from the prior quarter.

GlobeNewsWire9/9/2026Neutral
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

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Data last updated: 11/7/2026