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Saratoga Investment Corp. SAR

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Price alert · SAR

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13.70 USD +0.08 +0.60%

As of Nov 2, 11:41 AM ET

Bid
13.61 × 100
Ask
13.75 × 100
13.57 Day range 13.84
13.23 52-week range 24.07
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

Chart tools
Interval

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)
NameDateAgo
RSI: OversoldOct 5, 20264 weeks ago
MACD: Sell SignalJul 6, 20263 months ago
RSI: OversoldJul 6, 20263 months ago
SMA: BearishJun 1, 20265 months ago
SMA: BullishMay 25, 20265 months ago
SMA: BearishMay 4, 20266 months ago
SMA: BearishMay 4, 20266 months ago
SMA: BullishApr 27, 20266 months ago
SMA: BearishApr 20, 20266 months ago
SMA: BullishApr 13, 20266 months ago
SMA: BullishApr 13, 20266 months ago
MACD: Buy SignalApr 13, 20266 months ago
MACD: Sell SignalMar 9, 20267 months ago
SMA: BearishFeb 23, 20268 months ago
SMA: BullishFeb 16, 20268 months ago
SMA: BearishFeb 9, 20268 months ago
MACD: Buy SignalDec 15, 202510 months ago
SMA: BullishNov 24, 202511 months ago
SMA: BearishSep 22, 20251 year ago
SMA: BullishSep 15, 20251 year ago
SMA: BearishSep 8, 20251 year ago
MACD: Sell SignalSep 8, 20251 year ago
SMA: BearishSep 1, 20251 year ago
SMA: BullishAug 4, 20251 year ago
SMA: BullishAug 4, 20251 year ago
SMA: BearishJul 28, 20251 year ago
SMA: BearishJul 28, 20251 year ago
SMA: BullishJun 16, 20251 year ago
MACD: Buy SignalJun 16, 20251 year ago
MACD: Sell SignalJun 9, 20251 year ago
SMA: BearishJun 2, 20251 year ago
SMA: BullishMay 26, 20251 year ago
MACD: Buy SignalMay 26, 20251 year ago
SMA: BullishMay 12, 20251 year ago
SMA: BearishMay 5, 20251 year ago
SMA: BearishMay 5, 20251 year ago
SMA: BullishApr 28, 20251 year ago
SMA: BullishApr 28, 20251 year ago
SMA: BearishMar 31, 20251 year ago
SMA: BearishMar 31, 20251 year ago
SMA: BullishMar 24, 20251 year ago
SMA: BullishMar 24, 20251 year ago
MACD: Sell SignalMar 10, 20251 year ago
SMA: BearishMar 3, 20251 year ago
SMA: BearishMar 3, 20251 year ago
SMA: BullishJan 13, 20251 year ago
MACD: Buy SignalJan 13, 20251 year ago
MACD: Sell SignalDec 23, 20241 year ago
SMA: BearishDec 2, 20241 year ago
SMA: BullishNov 4, 20241 year ago
SMA: BullishNov 4, 20241 year ago
SMA: BearishOct 28, 20242 years ago
SMA: BearishOct 28, 20242 years ago
SMA: BullishSep 30, 20242 years ago
SMA: BullishSep 30, 20242 years ago
SMA: BearishSep 23, 20242 years ago
SMA: BearishSep 23, 20242 years ago
SMA: BullishSep 16, 20242 years ago
SMA: BearishSep 9, 20242 years ago
SMA: BullishAug 19, 20242 years ago
SMA: BullishAug 19, 20242 years ago
MACD: Buy SignalAug 19, 20242 years ago
MACD: Sell SignalAug 5, 20242 years ago
SMA: BearishJul 29, 20242 years ago
SMA: BearishJul 29, 20242 years ago
SMA: BullishJul 22, 20242 years ago
SMA: BullishJul 22, 20242 years ago
SMA: BearishJun 10, 20242 years ago
SMA: BearishJun 10, 20242 years ago
SMA: BullishJun 3, 20242 years ago
SMA: BullishMay 13, 20242 years ago
SMA: BearishMay 6, 20242 years ago
SMA: BullishApr 22, 20242 years ago
MACD: Buy SignalApr 22, 20242 years ago
SMA: BearishMar 11, 20242 years ago
SMA: BullishMar 4, 20242 years ago
SMA: BearishJan 8, 20242 years ago
SMA: BearishJan 8, 20242 years ago
MACD: Sell SignalJan 8, 20242 years ago
SMA: BullishDec 25, 20232 years ago
SMA: BearishDec 11, 20232 years ago
SMA: BullishNov 27, 20232 years ago
MACD: Buy SignalNov 20, 20232 years ago
SMA: BullishOct 30, 20233 years ago
SMA: BearishAug 21, 20233 years ago
MACD: Sell SignalAug 7, 20233 years ago
SMA: BearishJul 10, 20233 years ago
SMA: BullishJun 26, 20233 years ago
SMA: BullishJun 26, 20233 years ago
SMA: BearishJun 19, 20233 years ago
SMA: BearishJun 19, 20233 years ago
MACD: Buy SignalMay 22, 20233 years ago
SMA: BullishMay 15, 20233 years ago
SMA: BullishMay 8, 20233 years ago
SMA: BearishApr 3, 20233 years ago
SMA: BullishMar 27, 20233 years ago
SMA: BearishMar 13, 20233 years ago
MACD: Sell SignalMar 13, 20233 years ago
SMA: BearishMar 6, 20233 years ago
SMA: BullishNov 14, 20223 years ago
SMA: BullishNov 7, 20223 years ago
MACD: Buy SignalNov 7, 20223 years ago
MACD: Sell SignalSep 26, 20224 years ago
SMA: BearishSep 19, 20224 years ago
SMA: BearishSep 12, 20224 years ago
SMA: BullishSep 5, 20224 years ago
SMA: BullishAug 29, 20224 years ago
SMA: BearishAug 22, 20224 years ago
SMA: BullishAug 8, 20224 years ago
MACD: Buy SignalAug 8, 20224 years ago
SMA: BearishJun 13, 20224 years ago
SMA: BullishMay 23, 20224 years ago
SMA: BearishMar 28, 20224 years ago
SMA: BullishMar 21, 20224 years ago
SMA: BearishMar 7, 20224 years ago
SMA: BullishFeb 28, 20224 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

Price target (mean) 26.05 +90.1% upside
Target (low)
25.00
Target (mean)
26.05
Target (high)
29.00
Ratings (0m) 7 3 buy · 4 hold · 0 sell
  • Strong buy1
  • Buy2
  • Hold4
  • Sell0
  • Strong sell0

Next earnings

Jan 8, 2025

Expected Jan 8, 2025. Consensus EPS estimate 0.84286.

Earnings history

Financials — quick view

All financials
SAR Revenue — quarterly 31.17M
2023-Q3 20222023-Q4 20232024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20242025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20252026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20262027-Q1 20262027-Q2 2026
SAR Net income — quarterly -6.66M
2023-Q3 20222023-Q4 20232024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20242025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20252026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20262027-Q1 20262027-Q2 2026
SAR EPS — quarterly -0.41
2023-Q3 20222023-Q4 20232024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20242025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20252026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20262027-Q1 20262027-Q2 2026

Earnings

SAR recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Jan 8, 2025Nov 1, 20240.82———
Oct 8, 2024Aug 1, 20240.941.33+0.39+41.49%
Jul 9, 2024May 1, 20240.971.05+0.08+8.25%
May 6, 2024Feb 1, 20240.960.94-0.02-2.08%
Jan 9, 2024Nov 1, 20231.061.01-0.05-4.72%
Oct 9, 2023Aug 1, 20231.021.08+0.06+5.88%

Upgrades / downgrades

SAR analyst upgrades and downgrades
DateFirmActionFromTo
Oct 11, 2024Compass PointmainBuyBuy
Oct 10, 2024B. Riley SecuritiesreitNeutralNeutral
Oct 10, 2024OppenheimermainPerformPerform
Oct 10, 2024Ladenburg ThalmanndownBuyNeutral
Jul 11, 2024Compass PointupNeutralBuy
Jul 11, 2024B. Riley SecuritiesreitNeutralNeutral

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

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Insider holders

SAR insider holders
InsiderRelationLatest transactionDateShares held
OBERBECK CHRISTIAN L.Chief Executive OfficerStock GiftDec 1, 2024916,878

Institution ownership

SAR institution ownership
Holder% heldSharesValueReported
Two Sigma Advisers, LP1.07%147,0003.48MSep 29, 2024
Hennion & Walsh Asset Management, Inc.1.00%138,1853.27MSep 29, 2024
Private Advisor Group, LLC0.94%129,6213.07MSep 29, 2024
Millennium Management Llc0.90%123,6202.93MSep 29, 2024
Two Sigma Investments, LP0.88%120,8232.86MSep 29, 2024
Advisors Asset Management, Inc.0.81%112,3732.66MSep 29, 2024

Fund ownership

SAR fund ownership
Holder% heldSharesValueReported
ETFis Ser Tr I-Virtus Private Credit Strategy ETF0.28%38,001899.86KJul 30, 2024
RBC Fds Tr-RBC Micro Cap Value Fd0.02%3,40080.51KSep 29, 2024
ETF Opportunities Tr-Kingsbarn Dividend Opportunity ETF0.01%1,76641.82KJul 30, 2024
Blackstone Alternative Multi-Strategy Fund0.01%1,40033.15KSep 29, 2024
EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF0.00%1523.60KJul 30, 2024
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