Saratoga Investment Corp (SAR)

Currency in USD
25.07
+0.53(+2.16%)
Closed·
After Hours
25.070.00(0.00%)
·
SAR Scorecard
Full Analysis
Has raised its dividend for 4 consecutive years
High dividend Yield
SAR is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
24.5725.08
52 wk Range
21.1026.17
Key Statistics
Prev. Close
24.54
Open
24.6
Day's Range
24.57-25.08
52 wk Range
21.1-26.17
Volume
128.84K
Average Volume (3m)
126.21K
1-Year Change
14.66%
Book Value / Share
-
Fair Value
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Fair Value Upside
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SAR Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
24.54
Downside
-2.11%
Members' Sentiments
Bearish
Bullish
ProTips
6 analysts have revised their earnings downwards for the upcoming period

Saratoga Investment Corp News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Saratoga Investment Corp Company Profile

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. The fund 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 fund 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. The fund seeks to invest in the United States. The fund primarily invests between $5 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $5 million and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

Saratoga Investment Corp Earnings Call Summary for Q4/2025

  • Q4 2025 earnings miss: EPS of $0.56 vs $0.7029 expected, revenue of $31.3M vs $33.29M forecast; stock drops 7.9% after-hours
  • Net Asset Value up 6.1% YoY to $329.7M; adjusted Net Investment Income per share down 40.4% YoY
  • Transition to monthly dividend structure with higher base quarterly dividend; spillover dividend balance at ~$3.30 per share
  • Focus on disciplined asset selection and business development amid economic uncertainties and lower middle market deal volumes
  • Cautious outlook due to economic uncertainties, elevated interest rates, and disconnect between buyer-seller expectations
Last Updated: 08/05/2025, 19:24
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Compare SAR to Peers and Sector

Metrics to compare
SAR
Peers
Sector
Relationship
P/E Ratio
0.0x16.8x9.5x
PEG Ratio
0.000.120.03
Price/Book
0.0x−97.8x1.0x
Price / LTM Sales
0.0x3.4x2.8x
Upside (Analyst Target)
0.0%7.5%13.1%
Fair Value Upside
Unlock6.5%1.9%Unlock

Analyst Ratings

2 Buy
6 Hold
0 Sell
Ratings:
8 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 24.54
(-2.11% Downside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 2.47%
Dividend Yield
11.97%
Industry Median 1.71%
Annualised payout
3.00
Paid quarterly
5-Years Growth
+14.34%
Growth Streak

Earnings

Latest Release
Jul 08, 2025
EPS / Forecast
0.66 / 0.72
Revenue / Forecast
28.00M / 32.38M
EPS Revisions
Last 90 days

SAR Income Statement

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FAQ

What Stock Exchange Does Saratoga Investment Corp Trade On?

Saratoga Investment Corp is listed and trades on the New York Stock Exchange stock exchange.

What Is the Stock Symbol for Saratoga Investment Corp?

The stock symbol for Saratoga Investment Corp is "SAR."

What Is the Saratoga Investment Corp Market Cap?

As of today, Saratoga Investment Corp market cap is 392.80M.

What Is Saratoga Investment Corp's Earnings Per Share (TTM)?

The Saratoga Investment Corp EPS (TTM) is 2.47.

When Is the Next Saratoga Investment Corp Earnings Date?

Saratoga Investment Corp will release its next earnings report on 07 Oct 2025.

From a Technical Analysis Perspective, Is SAR a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Saratoga Investment Corp Stock Split?

Saratoga Investment Corp has split 2 times.

How Many Employees Does Saratoga Investment Corp Have?

Saratoga Investment Corp has 1768642 employees.

What is the current trading status of Saratoga Investment Corp (SAR)?

As of 09 Aug 2025, Saratoga Investment Corp (SAR) is trading at a price of 25.07, with a previous close of 24.54. The stock has fluctuated within a day range of 24.57 to 25.08, while its 52-week range spans from 21.10 to 26.17.
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