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SAR

Saratoga Investment Corp

20.93

Jul 07 • 04:00PM ET -0.49 (-2.29%)

Financial Asset Management USA Small NYSE

Jul 07, 6:15 PMSaratoga Investment Corp misses FQ1 2027 estimates with non-GAAP EPS $0.47 (-29% YoY) and revenue $30.8M (-5% YoY)

Peers: CCAP CION GLAD FSK GBDC HTGC ARCC BXSL MAIN OBDC

| Held by: VPC PFRL PCR LBO

Scroll to Statements

Index	-
Market Cap	340.48M
Enterprise Value	1.08B
Income	15.77M
Sales	127.17M
Book/sh	23.23
Cash/sh	3.74
Dividend Est.	2.97 (14.17%)
Dividend TTM	2.99 (14.28%)
Dividend Ex-Date	Aug 05, 2026
Dividend Gr. 3/5Y	7.13% 19.52%
Payout	129.90%
Employees	-
IPO	Mar 23, 2007

P/E	20.91
Forward P/E	-
PEG	-
P/S	2.68
P/B	0.90
P/C	5.60
P/FCF	14.02
EV/EBITDA	16.35
EV/Sales	8.51
Quick Ratio	0.22
Current Ratio	0.22
Debt/Eq	2.12
LT Debt/Eq	1.33
Option/Short	Yes / Yes

EPS (ttm)	1.00
EPS next Y	-
EPS next Q	0.57
EPS this Y	-4.96%
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	3.84% 11.83%
Sales past 3/5Y	7.25% 21.85%
EPS Y/Y TTM	13.99%
Sales Y/Y TTM	2.09%
EPS Q/Q	-146.77%
Sales Q/Q	-12.19%
Earnings	Jul 07 AMC
EPS/Sales Surpr.	-15.77% -1.92%

Insider Own	13.68%
Insider Trans	0.00%
Inst Own	11.92%
Inst Trans	-
ROA	1.31%
ROE	4.07%
ROIC	1.79%
Gross Margin	74.58%
Oper. Margin	52.05%
Profit Margin	12.40%
SMA20	-5.42%
SMA50	-6.35%
SMA200	-7.81%
Trades

Shs Outstand	16.29M
Shs Float	14.04M
Short Float	4.51%
Short Ratio	6.30
Short Interest	0.63M
52W High	25.36 -17.48%
52W Low	20.78 0.72%
Volatility	2.24% 1.68%
ATR (14)	0.43
RSI (14)	28.85
Beta	0.59
Rel Volume	2.52
Avg Volume	100.69K
Volume	264,258

Perf Week	-6.02%
Perf Month	-6.60%
Perf Quarter	-7.27%
Perf Half Y	-9.67%
Perf YTD	-9.28%
Perf Year	-16.84%
Perf 3Y	-21.79%
Perf 5Y	-20.43%
Perf 10Y	29.03%
Recom	2.71
Target Price	23.20
Prev Close	21.42
Price	20.93
Change	-2.29%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-10-25	Downgrade	Janney	Buy → Neutral
Jun-09-25	Downgrade	Compass Point	Buy → Neutral	$24.25
May-13-25	Resumed	B. Riley Securities	Neutral	$23.50
Oct-10-24	Downgrade	Ladenburg Thalmann	Buy → Neutral
Jul-11-24	Upgrade	Compass Point	Neutral → Buy	$24.75
May-08-24	Downgrade	Oppenheimer	Outperform → Perform
Jan-10-24	Downgrade	Compass Point	Buy → Neutral
Jan-08-24	Downgrade	B. Riley Securities	Buy → Neutral	$28
Oct-11-23	Downgrade	Hovde Group	Outperform → Market Perform	$27
Jul-12-23	Downgrade	Raymond James	Outperform → Mkt Perform
Apr-24-23	Initiated	Janney	Buy	$27
Dec-13-22	Resumed	B. Riley Securities	Buy	$27.50
Jun-22-21	Initiated	Raymond James	Outperform	$30
Jun-16-21	Initiated	Oppenheimer	Outperform	$29
Mar-05-21	Initiated	Hovde Group	Outperform	$29
Jan-07-21	Upgrade	Janney	Neutral → Buy
Jan-13-20	Upgrade	Ladenburg Thalmann	Neutral → Buy
Jan-09-20	Upgrade	Compass Point	Neutral → Buy	$27.75
Dec-19-19	Initiated	National Securities	Neutral	$26
Oct-30-18	Upgrade	Ladenburg Thalmann	Neutral → Buy

Show Previous Ratings

Jul-07-26 04:10PM	Saratoga Investment: Fiscal Q1 Earnings Snapshot (Associated Press)
04:05PM	Saratoga Investment Corp. Announces Fiscal First Quarter 2027 Financial Results (GlobeNewswire)
Jun-22-26 08:30AM	Saratoga Investment Corp. to Report Fiscal First Quarter 2027 Financial Results and Hold Conference Call (GlobeNewswire)
Jun-11-26 08:30AM	Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Second Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share (GlobeNewswire)
May-06-26 08:30AM	Saratoga Investment Corp. Q4 2026 Earnings Call Summary (Moby)
05:44PM	Loading…
May-05-26 05:44PM	Saratoga Investment: Fiscal Q4 Earnings Snapshot (Associated Press)
04:24PM	Saratoga Investment Corp. Announces 2026 Fiscal Year and Fourth Quarter Financial Results (GlobeNewswire)
May-04-26 09:24AM	Saratoga Investment Corp (SAR) Q4 2026: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Apr-14-26 04:00PM	Saratoga Investment Corp. to Report Fiscal Fourth Quarter 2026 Financial Results and Hold Conference Call (GlobeNewswire)
Mar-17-26 08:30AM	Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the First Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share (GlobeNewswire)
Feb-10-26 04:50PM	Where the Risk Is in Software Lending (Barrons.com)
Jan-30-26 08:30AM	Saratoga Investment Corp. Prices Public Offering of $100 Million 7.50% Notes Due 2031 (GlobeNewswire)
Jan-29-26 09:20AM	Saratoga Investment Corp. Announces Offering of Notes and BBB+ Investment Grade Rating from Egan-Jones Ratings Company (GlobeNewswire)
Jan-08-26 04:00PM	Saratoga Investment Corp (SAR) Q3 2026 Earnings Call Highlights: Strong ROE and Strategic ... (GuruFocus.com)
12:35PM	Saratoga Investment Q3 Earnings Call Highlights (MarketBeat)
04:11PM	Loading…
Jan-07-26 04:11PM	Saratoga Investment: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal Third Quarter 2026 Financial Results (GlobeNewswire)
07:16AM	Earnings To Watch: Saratoga Investment Corp (SAR) Reports Q3 2026 Result (GuruFocus.com)
Jan-06-26 07:15AM	What To Expect From Saratoga Investment Corp (SAR) Q3 2026 Earnings (GuruFocus.com)
Dec-16-25 08:30AM	Saratoga Investment Corp. to Report Fiscal Third Quarter 2026 Financial Results and Hold Conference Call (GlobeNewswire)
Dec-11-25 08:30AM	Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Fourth Quarter of Fiscal 2026; Paid in Monthly Dividends of $0.25 Per Share (GlobeNewswire)
Nov-12-25 08:30AM	Saratoga Investment Corp. Announces Special Dividend of $0.25 Per Share Fulfilling Its Fiscal 2025 Distribution Requirements (GlobeNewswire)
Nov-06-25 05:08PM	Saratoga Investment Corp. Announces New $85 Million Credit Facility with Valley National Bank (GlobeNewswire)
Oct-27-25 10:43AM	Angry Chickz receives investment for expansion (Nation's Restaurant News)
Oct-10-25 08:27AM	New Strong Sell Stocks for October 10th (Zacks)
Oct-08-25 05:00PM	Saratoga Investment Corp (SAR) (Q2 2026) Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com)
Oct-07-25 05:15PM	Saratoga Investment (SAR) Q2 Earnings and Revenues Lag Estimates (Zacks)
04:15PM	Saratoga Investment: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal Second Quarter 2026 Financial Results (GlobeNewswire)
Oct-06-25 09:15AM	Earnings To Watch: Saratoga Investment Corp (SAR) Reports Q2 2026 Results (GuruFocus.com)
08:30AM	Loading…
Sep-26-25 08:30AM	Saratoga Investment Corp. to Report Fiscal Second Quarter 2026 Financial Results and Hold Conference Call (GlobeNewswire)
Sep-11-25 08:30AM	Saratoga Investment Corp. Declares Dividends for the Third Quarter Fiscal 2026 of $0.75 Per Share, In the Aggregate - Paid in a Monthly Dividend of $0.25 Per Share (GlobeNewswire)
Aug-05-25 12:24PM	Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2025 Annual Meeting of Stockholders (GlobeNewswire)
Jul-29-25 01:42AM	Saratoga Investment's (SAR) Strategy for Maintaining One of the Highest Dividend Payouts (Insider Monkey)
Jul-23-25 04:16PM	Do Options Traders Know Something About SAR Stock We Don't? (Zacks)
Jul-10-25 03:00AM	Saratoga Investment Corp (SAR) Q1 2026 Earnings Call Highlights: Strong NII Growth and Robust ... (GuruFocus.com)
Jul-08-25 05:15PM	Saratoga Investment (SAR) Q1 Earnings and Revenues Lag Estimates (Zacks)
04:11PM	Saratoga Investment: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal First Quarter 2026 Financial Results (GlobeNewswire)
Jun-20-25 08:30AM	Saratoga Investment Corp. to Report Fiscal First Quarter 2026 Financial Results and Hold Conference Call (GlobeNewswire)
Jun-12-25 08:30AM	Saratoga Investment Corp. Declares Dividends for the Second Quarter Fiscal 2026 of $0.75 Per Share, In the Aggregate - Paid in a Monthly Dividend of $0.25 Per Share (GlobeNewswire)
May-13-25 12:00PM	All You Need to Know About Saratoga Investment (SAR) Rating Upgrade to Buy (Zacks)
09:40AM	Should Value Investors Buy Saratoga Investment Corp (SAR) Stock? (Zacks)
May-09-25 03:36AM	Saratoga Investment Corp (SAR) Q4 2025 Earnings Call Highlights: Strong Returns Amidst ... (GuruFocus.com)
May-07-25 06:25PM	Saratoga Investment (SAR) Lags Q4 Earnings and Revenue Estimates (Zacks) -7.94%
05:33PM	Saratoga Investment: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces 2025 Fiscal Year and Fourth Quarter Financial Results (GlobeNewswire)
11:00AM	Saratoga Investment Corp (SAR) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
10:00AM	Here are the major earnings after the close today (Seeking Alpha)
Apr-24-25 09:06AM	Saratoga Investment: Outperforms The BDC Sector In Total Return (Seeking Alpha)
Apr-17-25 08:30AM	Saratoga Investment Corp. to Report Fiscal Full Year and Fourth Quarter 2025 Financial Results and Hold Conference Call (GlobeNewswire)
Apr-10-25 09:25AM	Carlyle Secured Lending (CGBD) Surges 8.3%: Is This an Indication of Further Gains? (Zacks)
Apr-09-25 04:32AM	Dividend Power Dogs: 5 Ideal Safe Buys In April (Seeking Alpha) +6.99%
Mar-31-25 09:15AM	Worried About BDC Dividends? Consider These 3 For Durable Income (Seeking Alpha)
Mar-28-25 12:01PM	Monthly Paying Dividends, From 83 Equities, 80 Funds And 32 'Safer' Dogs In March (Seeking Alpha)
Feb-18-25 08:30AM	Saratoga Investment Corp. Announces Quarterly Dividend of $0.74 Per Share for the Fiscal Fourth Quarter Ending February 28, 2025 (GlobeNewswire)
Feb-05-25 04:58PM	Is Saratoga Investment Corp. (SAR) the Best Dividend Stock Yielding at Least 7% According to Analysts? (Insider Monkey)
Jan-25-25 07:41PM	Saratoga Investment Corp. (SAR): Why You Should Invest In This Extreme Dividend Stock Now (Insider Monkey)
Jan-13-25 12:00PM	Saratoga Investment (SAR) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Are Investors Undervaluing Saratoga Investment Corp (SAR) Right Now? (Zacks)
Jan-10-25 04:03AM	Q3 2025 Saratoga Investment Corp Earnings Call (Thomson Reuters StreetEvents)
02:00AM	Saratoga Investment Corp (SAR) Q3 2025 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
Jan-08-25 05:15PM	Saratoga Investment (SAR) Q3 Earnings and Revenues Top Estimates (Zacks)
04:12PM	Saratoga Investment: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal Third Quarter 2025 Financial Results (GlobeNewswire)
07:03AM	Saratoga Investment Corp (SAR) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-07-25 07:04AM	What To Expect From Saratoga Investment Corp (SAR) Q3 2025 Earnings (GuruFocus.com)
Dec-18-24 08:30AM	Saratoga Investment Corp. to Report Fiscal Third Quarter 2025 Financial Results and Hold Conference Call (GlobeNewswire)
Nov-07-24 08:30AM	Saratoga Investment Corp. Announces Quarterly Dividend of $0.74 Per Share for the Fiscal Third Quarter Ending November 30, 2024 (GlobeNewswire)
Oct-12-24 08:00AM	Saratoga Investment price target raised to $26.25 from $24.75 at Compass Point (TipRanks)
Oct-10-24 03:00AM	Saratoga Investment Corp (SAR) Q2 2025 Earnings Call Highlights: Strong NII Growth Amid Market ... (GuruFocus.com)
02:11AM	Q2 2025 Saratoga Investment Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-08-24 05:15PM	Saratoga Investment (SAR) Q2 Earnings and Revenues Top Estimates (Zacks) +5.34%
04:15PM	Saratoga Investment: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal Second Quarter 2025 Financial Results (GlobeNewswire)
09:02AM	Saratoga Investment Corp (SAR) Q2 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
Oct-07-24 09:01AM	Saratoga Investment Corp (SAR) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-01-24 10:00AM	Saratoga Investment (SAR) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Sep-25-24 02:10PM	Saratoga Investment Corp. Announces Postponement of Annual Meeting of Stockholders Until October 23, 2024 (GlobeNewswire)
Sep-24-24 08:30AM	Saratoga Investment Corp. to Report Fiscal Second Quarter 2025 Financial Results and Hold Conference Call (GlobeNewswire)
Aug-22-24 08:30AM	Saratoga Investment Corp. Announces Quarterly Dividend of $0.74 per Share for the Fiscal Second Quarter Ending August 31, 2024 (GlobeNewswire)
Aug-16-24 09:15AM	Saratoga Investment Corp. (SAR): An Extreme Dividend Stock With Upside Potential (Insider Monkey)
Aug-13-24 08:30AM	Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2024 Annual Meeting of Stockholders (GlobeNewswire)
Aug-07-24 05:10PM	Saratoga Investment Corp. (SAR): Did This Dividend Stock Get a Positive Rating from Analysts? (Insider Monkey)
Jul-11-24 08:01AM	Saratoga Investment Corp. (NYSE:SAR) Q1 2025 Earnings Call Transcript (Insider Monkey)
02:51AM	Q1 2025 Saratoga Investment Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-09-24 08:53PM	SAR Stock Earnings: Saratoga Investment Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:20PM	Saratoga Investment (SAR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:05PM	Saratoga Investment Corp. Announces Fiscal First Quarter 2025 Financial Results (GlobeNewswire)
Jun-24-24 08:30AM	Saratoga Investment Corp. to Report Fiscal First Quarter 2025 Financial Results and Hold Conference Call (GlobeNewswire)
May-23-24 08:30AM	Saratoga Investment Corp. Increases Quarterly Dividend by $0.01, or 1.4%, to $0.74 per Share for the Fiscal First Quarter Ended May 31, 2024 (GlobeNewswire)
May-09-24 12:00PM	What Makes Saratoga Investment (SAR) a New Buy Stock (Zacks)
May-08-24 04:08PM	Saratoga Investment Corp. (NYSE:SAR) Q4 2024 Earnings Call Transcript (Insider Monkey)
06:20AM	Oppenheimer Downgrades Saratoga Investment to Perform From Outperform Due to 'Credit Stress,' Trims Price Target to $23 From $24 (MT Newswires)
03:44AM	Saratoga Investment Corp (SAR) (Q4 2024) Earnings Call Transcript Highlights: Navigating Market ... (GuruFocus.com)
03:26AM	Q4 2024 Saratoga Investment Corp Earnings Call (Thomson Reuters StreetEvents)
May-06-24 06:05PM	Saratoga Investment (SAR) Lags Q4 Earnings Estimates (Zacks)
05:46PM	Saratoga Investment Corp. Reports Fiscal Year and Q4 2024 Results (GuruFocus.com)
05:18PM	Saratoga Investment: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Saratoga Investment Corp. Announces Fiscal Year-End and Fourth Quarter 2024 Financial Results (GlobeNewswire)

Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. The company was founded on March 21, 2007 and is headquartered in New York, NY.

ChairmanMr. Christian Long Oberbeck

Chief Compliance OfficerMr. Henri J. Steenkamp

COOMr. David M. DeSantis

Co-Managing Partner & CIOMr. Michael Joseph Grisius

Managing DirectorMr. Richard A. Petrocelli CPA

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SAR

Saratoga Investment Corp

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