SAR — Saratoga Investment Corp. stock price, charts and financials

QT33Saratoga Investment Corp.

Saratoga Investment Corp. (NYSE: SAR) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
19.49
+0.39+2.04%
SARQT33Saratoga Investment Corp.·NYSE
19.49+2.04%
TA
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Snapshot
Index-P/E19.10EPS (ttm)1.00Insider Own-Shs Outstand16.31MPerf Week0.84%
Market Cap311.53MForward P/E9.36EPS next Y2.04Insider Trans0.00%Shs Float14.13MPerf Month-15.26%
Enterprise Value840.72MPEG-EPS next Q0.47Inst Own-Short Float5.19%Perf Quarter-18.03%
Income16.82MP/S3.09EPS this Y95.43%Inst Trans-Short Ratio5.71Perf Half Y-19.41%
Sales100.70MP/B0.82EPS next Y4.39%ROA1.40%Short Interest734.12KPerf YTD-17.21%
Book/sh-P/C-EPS next 5Y4.39%ROE4.19%52W High26.16 -25.51%Perf Year-22.98%
Cash/sh-P/FCF-EPS past 3/5Y3.89% 11.84%ROIC1.41%52W Low17.69 10.15%Perf 3Y-30.42%
Dividend Est.1.00 (5.13%)EV/EBITDA18.03Sales past 3/5Y12.25% 19.87%Gross Margin56.59%Volatility2.51% 3.40%Perf 5Y-29.26%
Dividend TTM3.00 (15.39%)EV/Sales8.35EPS Y/Y TTM-50.50%Oper. Margin46.30%ATR (14)0.57Perf 10Y8.34%
Dividend Ex-DateAug 05, 2026Quick Ratio5.83Sales Y/Y TTM7.45%Profit Margin16.64%RSI (14)40.09Recom2.75
Dividend Gr. 3/5Y4.86% 18.79%Current Ratio5.83EPS Q/Q-16.07%SMA20-0.68%Beta0.61Target Price21.00
Payout277.41%Debt/Eq1.56Sales Q/Q6.90%SMA50-9.40%Rel Volume0.70Prev Close19.10
Employees-LT Debt/Eq1.67EarningsOct 06SMA200-14.47%Avg Volume139.24KPrice19.49
IPO DateMar 27, 2007Option/ShortYes / YesEPS/Sales Surpr.-15.77% -1.92%Net Debt/EBITDA11.35Volume97,193Change2.04%
Analyst Ratings
DateActionAnalystRatingTarget
Jul-09-26ReiteratedOppenheimerPerform$21
Oct-10-25DowngradeJanneyBuyNeutral
Oct-10-25DowngradeJanney Montgomery ScottBuyNeutral
Jun-09-25DowngradeCompass PointBuyNeutral
Oct-10-24DowngradeLadenburg ThalmannBuyNeutral
Jul-11-24UpgradeCompass PointNeutralBuy
May-08-24DowngradeOppenheimerOutperformPerform
Jan-10-24DowngradeCompass PointBuyNeutral
Jan-08-24DowngradeB. Riley SecuritiesBuyNeutral
Jul-12-23DowngradeRaymond JamesOutperformMarket Perform
Latest News
Jul-30-26
Jul-18-26
Jul-18-2609:15AM
Jul-15-26
Jul-10-26
Jul-09-26
Jul-08-26
Jul-07-26
Jun-26-26
Company

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
FY 2026
2/28/2026
FY 2025
2/28/2025
FY 2024
2/28/2024
FY 2023
2/28/2023
FY 2022
2/28/2022
FY 2021
2/28/2021
FY 2020
2/28/2020
FY 2019
2/28/2019
Total Revenue1019994707077407838
Cost of Goods Sold Incl. D&A444952493320141513
Gross Profit565042203658266425
Selling, General and Administrative Excl. Other9119987666
Research and Development
000000000
Other Operating Expense111022010
Operating Income473832122749205619
Interest Expense514952493320141513
Unusual Expense
Non-Operating Income (Expense)514952493320141513
Net Income Before Taxes473832122749205619
Income Taxes3014323511
Consolidated Net Income16372892546155619
Net Income From Continuing Operations16372892546155619
Net Income16372892546155619
EPS (Recurring)1.002.312.020.712.063.991.325.982.63
EPS (Basic, Before Extraordinaries)1.002.312.020.712.063.991.325.982.63
EPS (Diluted)1.002.312.020.712.063.991.325.982.63
EBITDA473832122749205619
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio19.4910.0312.8733.2413.376.8817.483.838.76
Price To Sales Ratio3.093.743.874.384.723.926.352.644.24
Gross Margin55.4550.5144.6828.5751.4375.3265.0082.0565.79
Operating Margin46.5338.3834.0417.1438.5763.6450.0071.7950.00
Net Margin15.8437.3729.7912.8635.7159.7437.5071.7950.00
Shares Outstanding1616141312111197
Market Capitalization312371364307331302254206161
Operating Lease Expense
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Insider Trading Volume
$26.77$24.13$21.50$18.87$16.23 Close Price0.00K0.00K0.00K0.00K0.00KUSD Trades VolumeAugSepOctNovDec2026FebMarAprMayJunJulAug
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Oberbeck Christian LCEO, Director and PresidentMay 04 '23Buy23.812,00047,620689,775May 08
Looney Steven Mdirector:Aug 02 '22Buy23.541,25029,4253,758Aug 02
Oberbeck Christian LCEO and DirectorAug 11 '20Buy17.672,00035,340727,450Aug 12
Oberbeck Christian LCEO and DirectorAug 10 '20Buy17.515,00087,550725,450Aug 12
Oberbeck Christian LCEO and DirectorJul 24 '20Buy16.891,00016,891720,450Jul 24
Oberbeck Christian LCEO and DirectorJul 23 '20Buy17.503,00052,508719,450Jul 24
Oberbeck Christian LCEO and DirectorJul 22 '20Buy17.532,00035,060716,450Jul 24
Oberbeck Christian LCEO and DirectorJul 13 '20Buy16.005008,000714,450Jul 14
Oberbeck Christian LCEO and DirectorJul 10 '20Buy15.985007,990713,950Jul 14
Oberbeck Christian LCEO and DirectorMay 21 '20Buy14.915,00074,550749,435May 22
Oberbeck Christian LCEO and DirectorMay 14 '20Buy12.414,00049,640744,435May 15
Oberbeck Christian LCEO and DirectorMay 13 '20Buy12.884,00051,520740,435May 15
Steenkamp Henri JCFO, CCO, Treasurer, SecretaryMay 14 '20Buy12.901,20315,51913,048May 14
Steenkamp Henri JCFO, CCO, Treasurer, SecretaryMay 13 '20Buy13.0079710,36111,845May 14
Oberbeck Christian LCEO and DirectorMay 11 '20Buy12.946,00077,640736,435May 13
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