Saratoga Investment

SAR

Market cap $386M

Overview Fund Activity

24.19 USD

-0.32

1.31%

At close Updated Sep 15, 4:00 PM EDT

1 day

-1.31%

5 days

-2.18%

1 month

-4.39%

3 months

0.17%

6 months

0.75%

Year to date

-0.21%

1 year

2.98%

5 years

41.63%

10 years

46.07%

About: Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.

Financials Asset Management

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

0% more funds holding

Funds holding: 66 [Q1] → 66 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2.36% less ownership

Funds ownership: 17.59% [Q1] → 15.24% (-2.36%) [Q2]

9% less capital invested

Capital invested by funds: $63.9M [Q1] → $58.1M (-$5.8M) [Q2]

16% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.13M

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$24

1% downside

Avg. target

$24

1% downside

High target

$24

1% downside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Clear Street

Mickey Schleien

$24

Hold

Initiated

5 Sep 2025

See Analyst Rankings

Financial journalist opinion

Saratoga Investment Corp. Declares Dividends for the Third Quarter Fiscal 2026 of $0.75 Per Share, In the Aggregate – Paid in a Monthly Dividend of $0.25 Per Share

NEW YORK, Sept. 11, 2025 (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 2026, declaring the following three monthly dividends for the quarter ended November 30, 2025: Month Amount per Share Record Date Payment Date September 2025 $0.25 October 7, 2025 October 23, 2025 October 2025 $0.25 November 4, 2025 November 20, 2025 November 2025 $0.25 December 2, 2025 December 18, 2025 “Our board of directors approved an aggregated dividend for the third quarter of fiscal 2026 of $0.75 per share, paid in monthly dividends of $0.25 per share per month.

Saratoga Investment Corp. Declares Dividends for the Third Quarter Fiscal 2026 of $0.75 Per Share, In the Aggregate – Paid in a Monthly Dividend of $0.25 Per Share

July Readers Tagged 9 Ideal Dividend Dogs From 17 "Safer" Of 40 ReFa/Ro Mentions

Prior to July 31, 2025, my REaders mentioned 40 equities in their comments about my articles. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, readers spoke-up about their ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN ReFa/Ro: MFA, Cool,Tsakos, Hafnia, Interpublic, Seven Hills, LyondellBasell, Orchid Island, Torm, and Pfizer averaged 41.91% net gains from reader data collected 8/8/25. Ten analyst target-augured July TOP-PRICE-UPSIDE ReFa/Ro were: Seven Hills, Merck, Norwegian Cruise Lines, LyondellBasell, Interpublic, NICE, Hafnia, Tsakos Energy, MFA Financial & (topped-by) Cool, boasting a 35.54% average target-price upside-estimate.

July Readers Tagged 9 Ideal Dividend Dogs From 17 "Safer" Of 40 ReFa/Ro Mentions

24/7 Wall Street

Retirees Are Snapping Up These 3 Secure Dividend Aggressively

As soon as you get into the mindset that it's time to retire, you have to start thinking about how you are going to get there.

Retirees Are Snapping Up These 3 Secure Dividend Aggressively

Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2025 Annual Meeting of Stockholders

Urges Stockholders to Reduce Solicitation Costs by Voting their Shares Immediately NEW YORK, NY, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE: SAR) (“Saratoga Investment,” “Saratoga” or “the Company”) today announced that the Company commenced distribution of proxy materials to the Company's stockholders for the 2025 Annual Meeting of Stockholders (the “Annual Meeting”) to be held on September 25, 2025 at 10:00 a.m., Eastern Time at the offices of Eversheds Sutherland (US) LLP, located at 1114 Avenue of the Americas, New York, NY 10036 Stockholders of the Company's common stock as of the close of business on July 29, 2025, the record date, may vote at the Annual Meeting.

Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2025 Annual Meeting of Stockholders

Buy 5 Ideal Safer Dividend Power Dogs In July

I spotlight the top five Dividend Power stocks with 'safer' dividends and attractive valuations, ideal for income-focused investors in July. My strategy prioritizes high earnings yield and dividend yield, aiming for stocks with reliable payouts and low valuations that can weather market downturns. Analyst forecasts project average net gains of 55.82% for the top ten DiviPower stocks by July 2026, with risk slightly below the market average.

Buy 5 Ideal Safer Dividend Power Dogs In July

BDC Weekly Review: Early BDC Earnings Look Fine

We take a look at the action in business development companies through the second week of July and highlight some of the key themes we are watching. BDCs had another strong week, pushing month-to-date gains to 4% on average. SAR results were pretty good, a positive sign for the broader earnings season.

BDC Weekly Review: Early BDC Earnings Look Fine

Saratoga Investment Q1: ROE Beating The BDC Industry Average

Saratoga Investment Corp. is a business development company, or BDC, that is outperforming the average. SAR outperforms BDC peers with a 12% yield, strong total returns, and superior return on equity, driven by a first-lien loan-heavy portfolio. The company recently switched to monthly distributions and offers a DRIP, enhancing compounding and dollar-cost averaging for long-term investors.

Saratoga Investment Q1: ROE Beating The BDC Industry Average

Saratoga Investment Corp (SAR) Q1 2026 Earnings Call Transcript

Saratoga Investment Corp (NYSE:SAR ) Q1 2026 Earnings Conference Call July 9, 2025 10:00 AM ET Company Participants Christian Long Oberbeck - Chairman, President & CEO Henri J. Steenkamp - Chief Compliance Officer, Secretary, Treasurer, CFO & Director Michael Joseph Grisius - Co-Managing Partner & Chief Investment Officer Conference Call Participants Erik Edward Zwick - Lucid Capital Markets, LLC, Research Division Robert James Dodd - Raymond James & Associates, Inc., Research Division Operator Good morning, ladies and gentlemen.

Saratoga Investment Corp (SAR) Q1 2026 Earnings Call Transcript

Zacks Investment Research

Saratoga Investment (SAR) Q1 Earnings and Revenues Lag Estimates

Saratoga Investment (SAR) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $1.05 per share a year ago.

Saratoga Investment (SAR) Q1 Earnings and Revenues Lag Estimates

Saratoga Investment Corp. Announces Fiscal First Quarter 2026 Financial Results

Reports 17.9% Increase in Adjusted NII Per Share and 0.9% Increase in NAV from Previous Quarter Quarterly ROE of 14.1% Generates LTM ROE of 9.3% and Beats the BDC Industry Average of 7.0% NEW YORK, July 08, 2025 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE: SAR) (“Saratoga Investment” or “the Company”), a business development company (“BDC”), today announced financial results for its fiscal first quarter 2026 ended May 31, 2025. Summary Financial Information The Company's summarized financial information is as follows: For the three months ended and as of ($ in thousands, except per share) May 31, 2025 February 28, 2025 May 31, 2024 Assets Under Management (AUM) 968,318 978,078 1,095,559 Net Asset Value (NAV) 396,369 392,666 367,855 NAV per share 25.52 25.86 26.85 Total Investment Income 32,319 31,295 38,678 Net Investment Income (NII) per share 0.66 0.56 1.05 Adjusted NII per share 0.66 0.56 1.05 Earnings per share 0.91 (0.05 ) 0.48 Dividends per share (declared) 0.75 0.74 0.74 Return on Equity – last twelve months 9.3 % 7.5 % 4.4 % – annualized quarter 14.1 % (0.7 %) 7.2 % Originations 50,086 41,802 39,301 Repayments 64,330 15,867 75,703 Christian L.

Saratoga Investment Corp. Announces Fiscal First Quarter 2026 Financial Results

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