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SAR

Saratoga Investment Corp.

Financial Services · USD

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Price alert · SAR

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13.62 USD -0.32 -2.30%
As of Oct 30, 2026 Extended hours 13.62 0.00%
Bid
13.44 × 200
Ask
13.66 × 200
13.56 Day range 14.00
13.32 52-week range 24.02
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

Chart tools
Interval
SAR two-year price chart13.216.519.923.226.5Oct 24Mar 25Aug 25Jan 26Jun 26Oct 26

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 +91.3% 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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