Saratoga Investment Corp. SAR
Set alert
At close · Oct 30
After hours · Oct 30, 4:00 PM ET
- YTD
- -40.96%
- 1 year
- -38.70%
- Open
- 14.00
- Prev close
- 13.94
- Mkt cap
- 211.92M
- Vol
- 100.59K
- Avg vol
- 148.28K
- EPS
- -0.28
- P/E
- 0.00
- Div yield
- 12.43%
More statistics
- Low
- 13.56
- High
- 14.00
- Forward P/E
- 7.92
- Beta
- 1.35
- Short ratio
- 2.09
- Inst. own
- 15.88%
- Dividend
- 2.95
- Ex-div date
- Dec 3, 2024
- Earnings
- Jan 8, 2025
- 50-d avg
- 24.42
- 200-d avg
- 23.50
- 1y target
- 26.05
2Y chart
Events in this range
- Dec 4, 2024Dividend: 1.09
- Jan 8, 2025Earnings: —; estimate 0.82; surprise —%
- Mar 6, 2025Dividend: 0.74
- Apr 8, 2025Dividend: 0.25
- May 6, 2025Dividend: 0.25
- Jun 5, 2025Dividend: 0.25
- Jul 8, 2025Dividend: 0.25
- Aug 6, 2025Dividend: 0.25
- Sep 4, 2025Dividend: 0.25
- Oct 7, 2025Dividend: 0.25
- Nov 4, 2025Dividend: 0.25
- Dec 2, 2025Dividend: 0.5
- Jan 6, 2026Dividend: 0.25
- Feb 4, 2026Dividend: 0.25
- Mar 3, 2026Dividend: 0.25
- Apr 7, 2026Dividend: 0.25
- May 5, 2026Dividend: 0.25
- Jun 4, 2026Dividend: 0.25
- Jul 6, 2026Dividend: 0.25
- Aug 5, 2026Dividend: 0.25
- Sep 3, 2026Dividend: 0.25
- Oct 6, 2026Dividend: 0.25
Signals (102)
| Name | Date | Ago |
|---|---|---|
| MACD: Buy Signal | Oct 30, 2026 | 1 day ago |
| RSI: Oversold | Oct 19, 2026 | 1 week ago |
| RSI: Oversold | Oct 6, 2026 | 3 weeks ago |
| RSI: Oversold | Oct 2, 2026 | 4 weeks ago |
| MACD: Sell Signal | Sep 30, 2026 | 1 month ago |
| RSI: Oversold | Sep 28, 2026 | 1 month ago |
| MACD: Buy Signal | Sep 17, 2026 | 1 month ago |
| RSI: Oversold | Sep 8, 2026 | 1 month ago |
| MACD: Sell Signal | Sep 3, 2026 | 1 month ago |
| MACD: Buy Signal | Sep 2, 2026 | 1 month ago |
| MACD: Sell Signal | Aug 19, 2026 | 2 months ago |
| MACD: Buy Signal | Jul 22, 2026 | 3 months ago |
| RSI: Oversold | Jul 7, 2026 | 3 months ago |
| MACD: Sell Signal | Jul 6, 2026 | 3 months ago |
| SMA: Bearish | Jul 2, 2026 | 4 months ago |
| SMA: Bullish | Jul 1, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 26, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 15, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 12, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 11, 2026 | 4 months ago |
| SMA: Bearish | Jun 3, 2026 | 5 months ago |
| SMA: Bullish | May 27, 2026 | 5 months ago |
| MACD: Buy Signal | May 27, 2026 | 5 months ago |
| MACD: Sell Signal | May 7, 2026 | 5 months ago |
| SMA: Bearish | May 6, 2026 | 5 months ago |
| SMA: Bearish | May 5, 2026 | 5 months ago |
| SMA: Bullish | May 1, 2026 | 6 months ago |
| SMA: Bullish | Apr 28, 2026 | 6 months ago |
| SMA: Bearish | Apr 23, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 6, 2026 | 6 months ago |
| MACD: Sell Signal | Mar 9, 2026 | 7 months ago |
| SMA: Bearish | Mar 6, 2026 | 7 months ago |
| SMA: Bullish | Mar 2, 2026 | 8 months ago |
| MACD: Buy Signal | Mar 2, 2026 | 8 months ago |
| SMA: Bearish | Feb 27, 2026 | 8 months ago |
| SMA: Bullish | Feb 25, 2026 | 8 months ago |
| SMA: Bearish | Feb 23, 2026 | 8 months ago |
| SMA: Bullish | Feb 20, 2026 | 8 months ago |
| SMA: Bearish | Feb 19, 2026 | 8 months ago |
| SMA: Bullish | Feb 17, 2026 | 8 months ago |
| SMA: Bearish | Feb 12, 2026 | 8 months ago |
| MACD: Sell Signal | Feb 5, 2026 | 8 months ago |
| SMA: Bearish | Feb 3, 2026 | 9 months ago |
| SMA: Bullish | Feb 2, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 29, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 26, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 15, 2026 | 9 months ago |
| SMA: Bullish | Jan 8, 2026 | 9 months ago |
| SMA: Bearish | Jan 7, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 7, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 5, 2026 | 9 months ago |
| MACD: Sell Signal | Dec 30, 2025 | 10 months ago |
| SMA: Bullish | Dec 4, 2025 | 11 months ago |
| SMA: Bearish | Dec 2, 2025 | 11 months ago |
| SMA: Bullish | Nov 25, 2025 | 11 months ago |
| MACD: Buy Signal | Oct 22, 2025 | 1 year ago |
| RSI: Oversold | Oct 16, 2025 | 1 year ago |
| RSI: Oversold | Oct 8, 2025 | 1 year ago |
| MACD: Sell Signal | Oct 7, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 3, 2025 | 1 year ago |
| SMA: Bearish | Sep 24, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 24, 2025 | 1 year ago |
| MACD: Buy Signal | Sep 22, 2025 | 1 year ago |
| SMA: Bullish | Sep 18, 2025 | 1 year ago |
| SMA: Bearish | Sep 9, 2025 | 1 year ago |
| SMA: Bearish | Sep 4, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 3, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 11, 2025 | 1 year ago |
| SMA: Bullish | Aug 8, 2025 | 1 year ago |
| SMA: Bearish | Aug 6, 2025 | 1 year ago |
| SMA: Bullish | Aug 5, 2025 | 1 year ago |
| SMA: Bearish | Jul 31, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 28, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 23, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 22, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 16, 2025 | 1 year ago |
| SMA: Bullish | Jul 10, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 10, 2025 | 1 year ago |
| SMA: Bearish | Jul 9, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 23, 2025 | 1 year ago |
| SMA: Bullish | Jun 11, 2025 | 1 year ago |
| SMA: Bearish | Jun 10, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 5, 2025 | 1 year ago |
| MACD: Buy Signal | May 16, 2025 | 1 year ago |
| SMA: Bullish | May 13, 2025 | 1 year ago |
| MACD: Sell Signal | May 9, 2025 | 1 year ago |
| SMA: Bearish | May 8, 2025 | 1 year ago |
| SMA: Bullish | Apr 28, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 22, 2025 | 1 year ago |
| RSI: Oversold | Apr 7, 2025 | 1 year ago |
| SMA: Bearish | Apr 4, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 4, 2025 | 1 year ago |
| SMA: Bullish | Mar 25, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 21, 2025 | 1 year ago |
| SMA: Bearish | Mar 6, 2025 | 1 year ago |
| RSI: Oversold | Mar 6, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 4, 2025 | 1 year ago |
| MACD: Buy Signal | Feb 14, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 11, 2025 | 1 year ago |
| MACD: Buy Signal | Feb 6, 2025 | 1 year ago |
| MACD: Sell Signal | Jan 31, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 3, 2025 | 1 year ago |
Key statistics
- Market cap
- 326.80M
- Enterprise value
- 1.07B
- Trailing P/E
- 15.58
- Forward P/E
- 7.92
- PEG ratio
- 0.00
- Price / sales
- 2.10
- Price / book
- 0.87
- EPS (TTM)
- 1.52
- Beta
- 1.35
- Dividend yield
- 12.43%
- Payout ratio
- 190.79%
- Profit margin
- 13.64%
- Revenue (TTM)
- 155.26M
- Revenue growth
- 21.10%
- Free cash flow
- -5.66M
- Total cash
- 84.57M
- Total debt
- 822.55M
- Return on equity
- 5.77%
- Shares outstanding
- 13.80M
- Short % of float
- 1.46%
- 50-day average
- 24.42
- 200-day average
- 23.50
Analyst view
Consensus: none
- Target (low)
- 25.00
- Target (mean)
- 26.05
- Target (high)
- 29.00
- Strong buy1
- Buy2
- Hold4
- Sell0
- Strong sell0
Next earnings
Jan 8, 2025
Expected Jan 8, 2025. Consensus EPS estimate 0.84286.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 8, 2025 | Nov 1, 2024 | 0.82 | — | — | — |
| Oct 8, 2024 | Aug 1, 2024 | 0.94 | 1.33 | +0.39 | +41.49% |
| Jul 9, 2024 | May 1, 2024 | 0.97 | 1.05 | +0.08 | +8.25% |
| May 6, 2024 | Feb 1, 2024 | 0.96 | 0.94 | -0.02 | -2.08% |
| Jan 9, 2024 | Nov 1, 2023 | 1.06 | 1.01 | -0.05 | -4.72% |
| Oct 9, 2023 | Aug 1, 2023 | 1.02 | 1.08 | +0.06 | +5.88% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 11, 2024 | Compass Point | main | Buy | Buy |
| Oct 10, 2024 | B. Riley Securities | reit | Neutral | Neutral |
| Oct 10, 2024 | Oppenheimer | main | Perform | Perform |
| Oct 10, 2024 | Ladenburg Thalmann | down | Buy | Neutral |
| Jul 11, 2024 | Compass Point | up | Neutral | Buy |
| Jul 11, 2024 | B. Riley Securities | reit | Neutral | Neutral |
About Saratoga Investment Corp.
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- saratogainvestmentcorp.com
News
- B. Riley Securities Maintains Neutral on Saratoga Investment, Lowers Price Target to $20
- Saratoga Investment Reports Q2 2027 Results: Full Earnings Call Transcript
- Correction: Saratoga Investment Q2 Adj. EPS $0.46 Misses $0.49 Estimate, Sales $31.169M Miss $31.700M Estimate
- Saratoga Investment Q2 Adj. EPS $0.45 Misses $0.49 Estimate, Sales $31.169M Miss $31.700M Estimate
- Earnings Scheduled For October 6, 2026
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| OBERBECK CHRISTIAN L. | Chief Executive Officer | Stock Gift | Dec 1, 2024 | 916,878 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Two Sigma Advisers, LP | 1.07% | 147,000 | 3.48M | Sep 29, 2024 |
| Hennion & Walsh Asset Management, Inc. | 1.00% | 138,185 | 3.27M | Sep 29, 2024 |
| Private Advisor Group, LLC | 0.94% | 129,621 | 3.07M | Sep 29, 2024 |
| Millennium Management Llc | 0.90% | 123,620 | 2.93M | Sep 29, 2024 |
| Two Sigma Investments, LP | 0.88% | 120,823 | 2.86M | Sep 29, 2024 |
| Advisors Asset Management, Inc. | 0.81% | 112,373 | 2.66M | Sep 29, 2024 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| ETFis Ser Tr I-Virtus Private Credit Strategy ETF | 0.28% | 38,001 | 899.86K | Jul 30, 2024 |
| RBC Fds Tr-RBC Micro Cap Value Fd | 0.02% | 3,400 | 80.51K | Sep 29, 2024 |
| ETF Opportunities Tr-Kingsbarn Dividend Opportunity ETF | 0.01% | 1,766 | 41.82K | Jul 30, 2024 |
| Blackstone Alternative Multi-Strategy Fund | 0.01% | 1,400 | 33.15K | Sep 29, 2024 |
| EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF | 0.00% | 152 | 3.60K | Jul 30, 2024 |