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SAR
Saratoga Investment Corp.
22.54
200 x undefined
100 x undefined
bid
ask
+
0.23
1.03%
150 @ 04:17 AM
22.39 -0.15 (0.67%)
Ytd-2.30%
1y-10.87%
22.39
day range
22.58
20.78
52 week range
25.64
Open22.39Prev Close22.31Low22.39High22.58Mkt Cap366.68M
Vol106.16KAvg Vol97.14KEPS2.31P/E9.76Forward P/E7.92
Beta1.35Short Ratio2.09Inst. Own15.88%Dividend2.95Div Yield12.43
Ex Div Date12-04Earning07-0750-d Avg22.42200-d Avg22.811yr Est26.05
Earning
DateForEstimateReportedSurprisesurprise %
2025-01-082024-110.82N/AN/AN/A
2024-10-082024-080.941.330.3941.49%
2024-07-092024-050.971.050.088.25%
2024-05-062024-020.960.94-0.02-2.08%
2024-01-092023-111.061.01-0.05-4.72%
2023-10-092023-081.021.080.065.88%
Upgrade / Downgrade
DateFirmActionFromTo
2024-10-11Compass PointUpgradeBuyBuy
2024-10-10B. Riley SecuritiesUpgradeNeutralNeutral
2024-10-10OppenheimerUpgradePerformPerform
2024-10-10Ladenburg ThalmannDowngradeBuyNeutral
2024-07-11Compass PointUpgradeNeutralBuy
2024-07-11B. Riley SecuritiesUpgradeNeutralNeutral
Profile
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. It 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 firm 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. It seeks to invest in the United States. The firm primarily invests $5 million to $75 million in companies having EBITDA of $2 million or greater and revenues of $5 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. was formed on 2007 and is based in New York, New York with an additional office in Florham Park, New Jersey.
Insider Holder
DateNameRelationQuantityDescription
2024-12-01OBERBECK CHRISTIAN L.Chief Executive Officer916.88KStock Gift
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Two Sigma Advisers, LP147.00K3.48M1.07%
2024-09-29Hennion & Walsh Asset Management, Inc.138.19K3.27M1.00%
2024-09-29Private Advisor Group, LLC129.62K3.07M0.94%
2024-09-29Millennium Management Llc123.62K2.93M0.90%
2024-09-29Two Sigma Investments, LP120.82K2.86M0.88%
2024-09-29Advisors Asset Management, Inc.112.37K2.66M0.81%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2024-07-30ETFis Ser Tr I-Virtus Private Credit Strategy ETF38.00K899.86K0.28%
2024-09-29RBC Fds Tr-RBC Micro Cap Value Fd3.40K80.51K0.02%
2024-07-30ETF Opportunities Tr-Kingsbarn Dividend Opportunity ETF1.77K41.82K0.01%
2024-09-29Blackstone Alternative Multi-Strategy Fund1.40K33.15K0.01%
2024-07-30EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF152.003.60K0.00%
Dividend
DividendDate
0.252026-09-03
0.252026-08-05
0.252026-07-06
0.252026-06-04
0.252026-05-05
0.252026-04-07
Split
SplitDate
0.1 : 12010-08-13