Saratoga Investment Corp. SAR
At closeNov 3, 2026, 4:02 PM EST
After hours · Nov 3, 4:02 PM ET
- YTD
- -41.05%
- 1 year
- -39.15%
- Market cap
- 211.61M
- Revenue (ttm)
- 155.26M
- Profit margin
- 13.64%
- EPS (ttm)
- -0.28
- Shares out
- 13.80M
- Forward P/E
- 7.92
- Dividend
- 2.95 (12.43%)
- Ex-dividend date
- Dec 3, 2024
- YTD return
- -41.05%
- 1-year return
- -39.15%
- Volume
- 286.46K
- Avg volume
- 148.22K
- Open
- 13.63
- Previous close
- 13.63
- Day's range
- 13.18 – 13.72
- 52-week range
- 13.18 – 24.07
- Beta
- 1.35
- Price target
- 26.05 (+91.5%)
- Earnings date
- Jan 8, 2025
YTD -9.55 (-41.22%)
Key statistics
- Enterprise value
- 1.07B
- PEG ratio
- 0.00
- Price / sales
- 2.10
- Price / book
- 0.87
- Dividend yield
- 12.43%
- Payout ratio
- 190.79%
- Revenue growth
- 21.10%
- Free cash flow
- -5.66M
- Total cash
- 84.57M
- Total debt
- 822.55M
- Return on equity
- 5.77%
- Short % of float
- 1.46%
- 50-day average
- 24.42
- 200-day average
- 23.50
Analyst view
- 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 |
