Saratoga Investment Corp. SAR
Set alert
As of Nov 2, 11:41 AM ET
- YTD
- -40.61%
- 1 year
- -39.13%
- Open
- 13.63
- Prev close
- 13.62
- Mkt cap
- 213.32M
- Vol
- 84.04K
- Avg vol
- 148.33K
- EPS
- -0.28
- P/E
- 0.00
- Div yield
- 21.52%
More statistics
- Low
- 13.57
- High
- 13.84
- 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
5Y chart
Events in this range
- Jan 3, 2022Dividend: 0.53
- Mar 11, 2022Dividend: 0.53
- Jun 13, 2022Dividend: 0.53
- Sep 13, 2022Dividend: 0.54
- Dec 14, 2022Dividend: 0.68
- Jan 4, 2023Dividend: 0.68
- Mar 15, 2023Dividend: 0.69
- Jun 12, 2023Dividend: 0.7
- Sep 13, 2023Dividend: 0.71
- Oct 9, 2023Earnings: 1.08; estimate 1.02; surprise 5.88%
- Dec 8, 2023Dividend: 0.72
- Jan 9, 2024Earnings: 1.01; estimate 1.06; surprise -4.72%
- Mar 12, 2024Dividend: 0.73
- May 6, 2024Earnings: 0.94; estimate 0.96; surprise -2.08%
- Jun 13, 2024Dividend: 0.74
- Jul 9, 2024Earnings: 1.05; estimate 0.97; surprise 8.25%
- Jul 11, 2024Rating: B. Riley Securities · Neutral → Neutral
- Jul 11, 2024Rating: Compass Point · Neutral → Buy
- Sep 11, 2024Dividend: 0.74
- Oct 8, 2024Earnings: 1.33; estimate 0.94; surprise 41.49%
- Oct 10, 2024Downgrade: Ladenburg Thalmann · Buy → Neutral
- Oct 10, 2024Rating: Oppenheimer · Perform → Perform
- Oct 10, 2024Rating: B. Riley Securities · Neutral → Neutral
- Oct 11, 2024Rating: Compass Point · Buy → Buy
- 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
- Nov 5, 2026Dividend: 0.25
Signals (116)
| Name | Date | Ago |
|---|---|---|
| RSI: Oversold | Oct 5, 2026 | 4 weeks ago |
| MACD: Sell Signal | Jul 6, 2026 | 3 months ago |
| RSI: Oversold | Jul 6, 2026 | 3 months ago |
| SMA: Bearish | Jun 1, 2026 | 5 months ago |
| SMA: Bullish | May 25, 2026 | 5 months ago |
| SMA: Bearish | May 4, 2026 | 6 months ago |
| SMA: Bearish | May 4, 2026 | 6 months ago |
| SMA: Bullish | Apr 27, 2026 | 6 months ago |
| SMA: Bearish | Apr 20, 2026 | 6 months ago |
| SMA: Bullish | Apr 13, 2026 | 6 months ago |
| SMA: Bullish | Apr 13, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 13, 2026 | 6 months ago |
| MACD: Sell Signal | Mar 9, 2026 | 7 months ago |
| SMA: Bearish | Feb 23, 2026 | 8 months ago |
| SMA: Bullish | Feb 16, 2026 | 8 months ago |
| SMA: Bearish | Feb 9, 2026 | 8 months ago |
| MACD: Buy Signal | Dec 15, 2025 | 10 months ago |
| SMA: Bullish | Nov 24, 2025 | 11 months ago |
| SMA: Bearish | Sep 22, 2025 | 1 year ago |
| SMA: Bullish | Sep 15, 2025 | 1 year ago |
| SMA: Bearish | Sep 8, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 8, 2025 | 1 year ago |
| SMA: Bearish | Sep 1, 2025 | 1 year ago |
| SMA: Bullish | Aug 4, 2025 | 1 year ago |
| SMA: Bullish | Aug 4, 2025 | 1 year ago |
| SMA: Bearish | Jul 28, 2025 | 1 year ago |
| SMA: Bearish | Jul 28, 2025 | 1 year ago |
| SMA: Bullish | Jun 16, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 16, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 9, 2025 | 1 year ago |
| SMA: Bearish | Jun 2, 2025 | 1 year ago |
| SMA: Bullish | May 26, 2025 | 1 year ago |
| MACD: Buy Signal | May 26, 2025 | 1 year ago |
| SMA: Bullish | May 12, 2025 | 1 year ago |
| SMA: Bearish | May 5, 2025 | 1 year ago |
| SMA: Bearish | May 5, 2025 | 1 year ago |
| SMA: Bullish | Apr 28, 2025 | 1 year ago |
| SMA: Bullish | Apr 28, 2025 | 1 year ago |
| SMA: Bearish | Mar 31, 2025 | 1 year ago |
| SMA: Bearish | Mar 31, 2025 | 1 year ago |
| SMA: Bullish | Mar 24, 2025 | 1 year ago |
| SMA: Bullish | Mar 24, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 10, 2025 | 1 year ago |
| SMA: Bearish | Mar 3, 2025 | 1 year ago |
| SMA: Bearish | Mar 3, 2025 | 1 year ago |
| SMA: Bullish | Jan 13, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 13, 2025 | 1 year ago |
| MACD: Sell Signal | Dec 23, 2024 | 1 year ago |
| SMA: Bearish | Dec 2, 2024 | 1 year ago |
| SMA: Bullish | Nov 4, 2024 | 1 year ago |
| SMA: Bullish | Nov 4, 2024 | 1 year ago |
| SMA: Bearish | Oct 28, 2024 | 2 years ago |
| SMA: Bearish | Oct 28, 2024 | 2 years ago |
| SMA: Bullish | Sep 30, 2024 | 2 years ago |
| SMA: Bullish | Sep 30, 2024 | 2 years ago |
| SMA: Bearish | Sep 23, 2024 | 2 years ago |
| SMA: Bearish | Sep 23, 2024 | 2 years ago |
| SMA: Bullish | Sep 16, 2024 | 2 years ago |
| SMA: Bearish | Sep 9, 2024 | 2 years ago |
| SMA: Bullish | Aug 19, 2024 | 2 years ago |
| SMA: Bullish | Aug 19, 2024 | 2 years ago |
| MACD: Buy Signal | Aug 19, 2024 | 2 years ago |
| MACD: Sell Signal | Aug 5, 2024 | 2 years ago |
| SMA: Bearish | Jul 29, 2024 | 2 years ago |
| SMA: Bearish | Jul 29, 2024 | 2 years ago |
| SMA: Bullish | Jul 22, 2024 | 2 years ago |
| SMA: Bullish | Jul 22, 2024 | 2 years ago |
| SMA: Bearish | Jun 10, 2024 | 2 years ago |
| SMA: Bearish | Jun 10, 2024 | 2 years ago |
| SMA: Bullish | Jun 3, 2024 | 2 years ago |
| SMA: Bullish | May 13, 2024 | 2 years ago |
| SMA: Bearish | May 6, 2024 | 2 years ago |
| SMA: Bullish | Apr 22, 2024 | 2 years ago |
| MACD: Buy Signal | Apr 22, 2024 | 2 years ago |
| SMA: Bearish | Mar 11, 2024 | 2 years ago |
| SMA: Bullish | Mar 4, 2024 | 2 years ago |
| SMA: Bearish | Jan 8, 2024 | 2 years ago |
| SMA: Bearish | Jan 8, 2024 | 2 years ago |
| MACD: Sell Signal | Jan 8, 2024 | 2 years ago |
| SMA: Bullish | Dec 25, 2023 | 2 years ago |
| SMA: Bearish | Dec 11, 2023 | 2 years ago |
| SMA: Bullish | Nov 27, 2023 | 2 years ago |
| MACD: Buy Signal | Nov 20, 2023 | 2 years ago |
| SMA: Bullish | Oct 30, 2023 | 3 years ago |
| SMA: Bearish | Aug 21, 2023 | 3 years ago |
| MACD: Sell Signal | Aug 7, 2023 | 3 years ago |
| SMA: Bearish | Jul 10, 2023 | 3 years ago |
| SMA: Bullish | Jun 26, 2023 | 3 years ago |
| SMA: Bullish | Jun 26, 2023 | 3 years ago |
| SMA: Bearish | Jun 19, 2023 | 3 years ago |
| SMA: Bearish | Jun 19, 2023 | 3 years ago |
| MACD: Buy Signal | May 22, 2023 | 3 years ago |
| SMA: Bullish | May 15, 2023 | 3 years ago |
| SMA: Bullish | May 8, 2023 | 3 years ago |
| SMA: Bearish | Apr 3, 2023 | 3 years ago |
| SMA: Bullish | Mar 27, 2023 | 3 years ago |
| SMA: Bearish | Mar 13, 2023 | 3 years ago |
| MACD: Sell Signal | Mar 13, 2023 | 3 years ago |
| SMA: Bearish | Mar 6, 2023 | 3 years ago |
| SMA: Bullish | Nov 14, 2022 | 3 years ago |
| SMA: Bullish | Nov 7, 2022 | 3 years ago |
| MACD: Buy Signal | Nov 7, 2022 | 3 years ago |
| MACD: Sell Signal | Sep 26, 2022 | 4 years ago |
| SMA: Bearish | Sep 19, 2022 | 4 years ago |
| SMA: Bearish | Sep 12, 2022 | 4 years ago |
| SMA: Bullish | Sep 5, 2022 | 4 years ago |
| SMA: Bullish | Aug 29, 2022 | 4 years ago |
| SMA: Bearish | Aug 22, 2022 | 4 years ago |
| SMA: Bullish | Aug 8, 2022 | 4 years ago |
| MACD: Buy Signal | Aug 8, 2022 | 4 years ago |
| SMA: Bearish | Jun 13, 2022 | 4 years ago |
| SMA: Bullish | May 23, 2022 | 4 years ago |
| SMA: Bearish | Mar 28, 2022 | 4 years ago |
| SMA: Bullish | Mar 21, 2022 | 4 years ago |
| SMA: Bearish | Mar 7, 2022 | 4 years ago |
| SMA: Bullish | Feb 28, 2022 | 4 years 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
- Monthly-Paid Dividends: 21 Ideal 'Safer' October Dogs To Buy
- NEC Develops VLM Technologies That Accurately Identify Small-Scale Damage in Disaster Site Images and Adapt to New Types of Damage
- B. Riley Securities Maintains Neutral on Saratoga Investment, Lowers Price Target to $20
- Saratoga Investment Q2 Earnings Call Highlights
- Saratoga Investment Corp (SAR) Q2 2027 Earnings Call Transcript
- Saratoga Investment Q2 Earnings Call Highlights
- Saratoga Investment Reports Q2 2027 Results: Full Earnings Call Transcript
- Saratoga Investment (NYSE:SAR) Posts Quarterly Earnings Results, Misses Estimates By $0.03 EPS
- Saratoga Investment (SAR) Lags Q2 Earnings and Revenue Estimates
- Correction: Saratoga Investment Q2 Adj. EPS $0.46 Misses $0.49 Estimate, Sales $31.169M Miss $31.700M Estimate
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 |