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SAR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
21.705
Open
21.460
VWAP
21.18
Vol
264.26K
Mkt Cap
340.48M
Low
20.900
Amount
5.60M
EV/EBITDA(TTM)
12.33
Total Shares
16.27M
EV
1.07B
EV/OCF(TTM)
--
P/S(TTM)
2.69
Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The Company invests primarily 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 investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
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Events Timeline

(ET)
2026-07-07
19:30:00
Weakness in Semiconductors Sends Nasdaq Down Over 1%
select
2026-07-07
16:30:00
Saratoga Investment Reports Q1 NAV per Share of $23.23
select
2026-05-05 (ET)
2026-05-05
17:30:00
Saratoga Investment Reports Q4 NAV per Share of $24.42
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2026-01-07 (ET)
2026-01-07
16:30:00
Saratoga Investment Reports Q3 NAV per Share of $25.59
select
2025-11-12 (ET)
2025-11-12
08:39:17
Saratoga Investment Board Announces Special Dividend of $0.25 per Share
select
2025-10-07 (ET)
2025-10-07
16:18:47
Saratoga Investment announces Q2 adjusted EPS of 58 cents, falling short of consensus estimate of 68 cents.
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News

seekingalpha
9.5
07-06seekingalpha
PinnedSaratoga Investment to Announce Q1 Earnings on July 7
  • Earnings Announcement: Saratoga Investment (SAR) is set to release its Q1 2023 earnings on July 7 after market close, with consensus EPS estimate at $0.54, reflecting an 18.2% year-over-year decline, and revenue estimate at $31.38 million, down 2.9% year-over-year.
  • Historical Performance: Over the past two years, SAR has beaten EPS and revenue estimates 63% of the time, indicating a degree of stability in its financial performance despite market fluctuations.
  • Estimate Revision Trends: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates have experienced three upward revisions and two downward revisions, highlighting analyst divergence and market uncertainty regarding the company's future performance.
  • Dividend Policy: Saratoga Investment has declared a monthly base dividend of $0.25, aiming to achieve portfolio growth amid competitive spreads, demonstrating the company's ongoing commitment to shareholder returns.
seekingalpha
9.5
07-07seekingalpha
Saratoga Investment Q1 Earnings Miss Expectations
  • Non-GAAP NII Miss: Saratoga Investment reported a Q1 non-GAAP net investment income of $0.47, missing expectations by $0.07, indicating pressure on earnings that could affect investor confidence.
  • Total Investment Income Decline: The total investment income of $30.77 million represents a 4.8% year-over-year decline and fell short of expectations by $0.61 million, suggesting challenges in profitability amid the current market environment.
  • Dividend Declaration: Despite the disappointing financial performance, Saratoga Investment declared a dividend of $0.25 per share, demonstrating a commitment to shareholders that may alleviate some investor concerns.
  • Relative Market Stability: Even with software risks, Saratoga Investment has held up better than the broader BDC market, indicating resilience and competitive strength in an uncertain market landscape.
seekingalpha
9.5
07-07seekingalpha
Major Earnings Ahead: Penguin Solutions and Saratoga Investment Corp.
  • Earnings Release Preview: On Tuesday, Penguin Solutions (PENG) and Saratoga Investment Corp. (SAR) are set to release their earnings reports, with market participants keenly awaiting their performance and future outlook, which could influence investor confidence and stock price volatility.
  • Market Reaction Expectations: Investors are particularly optimistic about Penguin Solutions' earnings, especially following the market feedback on its new product launches, which may positively impact its stock price.
  • Industry Dynamics Analysis: As a significant player in the financial services sector, Saratoga Investment Corp.'s earnings report will provide critical insights into investment returns and asset management strategies, potentially influencing overall industry trends.
  • Earnings Season Schedule: This earnings release is a crucial part of the earnings season, prompting investors to closely monitor the relevant data to adjust their investment strategies and seize market opportunities.
NASDAQ.COM
8.0
07-02NASDAQ.COM
Analysis of SAR's Dividend Performance and Expectations
  • Dividend Yield Expectation: SAR's current annualized dividend yield stands at 13.28%, and while dividends are often unpredictable, historical data suggests this yield may remain stable, indicating the company's ongoing dividend-paying capability.
  • Price Fluctuation Range: SAR's 52-week low is $20.78 and high is $25.64, with the latest trade at $22.40, demonstrating reasonable price volatility that may attract investor interest.
  • ETF Holdings Insight: SAR constitutes 1.48% of the Virtus Private Credit Strategy ETF (Symbol: VPC), which is up about 0.2% on the day, suggesting that market confidence in SAR is positively influencing the performance of related ETFs.
  • Market Performance: In Thursday trading, shares of Saratoga Investment Corp rose approximately 0.2%, reflecting market recognition of its dividend-paying ability and potentially attracting more investor interest in its future dividend policies.
Newsfilter
9.5
06-22Newsfilter
Saratoga Investment Corp. Financial Results Announcement Schedule
  • Financial Reporting Schedule: Saratoga Investment Corp. will release its financial results for the fiscal quarter ending May 31, 2026, on July 7, 2026, after market close, reflecting its performance in the middle-market financing sector.
  • Conference Call Details: A conference call is scheduled for July 8, 2026, at 10:00 AM ET, where executives will discuss the financial results, likely attracting attention from investors and analysts.
  • Investment Strategy Overview: Saratoga focuses on providing customized financing solutions to U.S. middle-market businesses, primarily investing in senior and unitranche leveraged loans and mezzanine debt to achieve attractive risk-adjusted returns.
  • Asset Management Status: The company manages a $350 million collateralized loan obligation (CLO) fund and co-manages a $400 million joint venture fund, showcasing its strengths in diversified funding sources and permanent capital base.
NASDAQ.COM
8.0
06-21NASDAQ.COM
Saratoga Investment Corp's Potential Dividend Run Alert
  • Dividend Run Concept: Saratoga Investment Corp (SAR) is set to go ex-dividend on July 6, 2026, with an expected dividend of $0.25 per share; historical data indicates that the stock price rose by $0.26 in the two weeks leading up to the ex-dividend date, suggesting that market expectations for dividends may drive stock price increases, attracting more investor attention.
  • Historical Performance Analysis: In the last four dividend payments, SAR's capital gains exceeded the total dividend amount, with a cumulative capital gain of $2.19 compared to a total dividend payout of only $1.00, demonstrating a consistent upward trend in the stock price prior to dividends, potentially providing a lucrative investment opportunity.
  • Diverse Investment Strategies: Investors have varying views on the timeframe for capturing Dividend Run effects, with some opting to buy and hold for two weeks before the ex-dividend date, while others prefer to sell the day before to maximize capital gains; this flexibility allows investors to tailor their strategies to their specific needs.
  • Future Outlook: With an implied annualized yield of 13.58%, SAR attracts investors seeking stable income through dividends; although past performance does not guarantee future returns, its potential for Dividend Runs makes it a stock worth monitoring.
Wall Street analysts forecast SAR stock price to rise
2 Analyst Rating
Wall Street analysts forecast SAR stock price to rise
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
23.00
Averages
24.00
High
25.00
Current: 0.000
sliders
Low
23.00
Averages
24.00
High
25.00
B. Riley
Sean-Paul Adams
Neutral
downgrade
$23
AI Analysis
2025-10-16
Reason
B. Riley
Sean-Paul Adams
Price Target
$23
AI Analysis
2025-10-16
downgrade
Neutral
Reason
B. Riley analyst Sean-Paul Adams lowered the firm's price target on Saratoga Investment to $23 from $23.50 and keeps a Neutral rating on the shares. The firm says the company's fiscal Q2 report highlights the headline deployment and yield pressures the business development company group is facing. However, the analyst expects Saratoga to maintain stable dividends due to spillover levels.
Clear Street
Mickey Schleien
Hold
initiated
$24
2025-09-04
Reason
Clear Street
Mickey Schleien
Price Target
$24
2025-09-04
initiated
Hold
Reason
Clear Street analyst Mickey Schleien initiated coverage of Saratoga Investment with a Hold rating and $24 price target. The firm says that while the company has "ample" liquidity, declining base rates, its high leverage, and refinancing risk will limit earnings growth. Clear Street views Saratoga's valuation as balanced at current levels.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SAR
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Valuation Metrics

The current forward P/E ratio for Saratoga Investment Corp (SAR.N) is 11.27, compared to its 5-year average forward P/E of 8.76. For a more detailed relative valuation and DCF analysis to assess Saratoga Investment Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
8.76
Current PE
11.27
Overvalued PE
11.01
Undervalued PE
6.51

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.72
Current EV/EBITDA
0.22
Overvalued EV/EBITDA
6.95
Undervalued EV/EBITDA
-5.52

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.91
Current PS
2.71
Overvalued PS
3.68
Undervalued PS
2.14

Financials

AI Analysis
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Frequently Asked Questions

What is Saratoga Investment Corp (SAR) stock price today?

The current price of SAR is 20.93 USD — it has decreased -2.29

What is Saratoga Investment Corp (SAR)'s business?

Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The Company invests primarily 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 investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.

What is the price predicton of SAR Stock?

Wall Street analysts forecast SAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAR is24.00 USD with a low forecast of 23.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Saratoga Investment Corp (SAR)'s revenue for the last quarter?

Saratoga Investment Corp revenue for the last quarter amounts to 17.08M USD, decreased -52.78

What is Saratoga Investment Corp (SAR)'s earnings per share (EPS) for the last quarter?

Saratoga Investment Corp. EPS for the last quarter amounts to -0.42 USD, decreased -146.15

How many employees does Saratoga Investment Corp (SAR). have?

Saratoga Investment Corp (SAR) has 0 emplpoyees as of July 08 2026.

What is Saratoga Investment Corp (SAR) market cap?

Today SAR has the market capitalization of 340.48M USD.