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SARATOGA INVESTMENT CORP.
NYSE
$18.43
▼ DOWN 1.55% (-0.29)

KEY STATISTICS

Market Cap$300.60 M
52w High$25.64
52w Low$17.34
Dividend Yield14.69%
FrequencyMonthly
P/E8.42
Volume109.77K
Shares Out.16.31M

COMPANY

LEADERSHIP

Christian Long Oberbeck
CHIEF EXECUTIVE
Christian Long Oberbeck

ABOUT

SECTOR
Financial Services
WENT PUBLIC
March 27, 2007
METHOD OF GOING PUBLIC
SPAC
FULL TIME EMPLOYEES
0

PRICE TARGET

Target High$21.00
Target Low$21.00
Target Median$21.00
Target Consensus$21.00

UPCOMING EARNINGS

DateOct 6, 2026
DayTuesday
Rev. Est.$31.47M
OCT
6
TUE

SPLIT RECORD

DATETYPERATIO
2010-08-13Reverse1:10

PRICE

$18.43 ▼ DOWN 1.55% (−$0.29)
OVERLAYS
$18.45$18.60$18.759:31 AM10:36 AM11:40 AM12:45 PM1:50 PM2:54 PM3:59 PM18.43

About Saratoga Investment Corp.

https://www.saratogainvestmentcorp.com ↗

Saratoga Investment Corp. is a New York-based business development company investing $5-50M in U.S. lower middle-market companies across various sectors via debt and equity, focusing on leveraged buyouts, growth, and transitional financings.

INDUSTRY

Asset Management

A SERVICE SARATOGA INVESTMENT CORP. IS KNOWN FOR

Customized Financing Solutions for Middle Market Companies

Saratoga Investment Corp. is a BDC offering customized debt and equity financing solutions—including buyouts, acquisitions, growth, and recapitalizations—to middle-market U.S. companies.

COMPETITORS

COMPETITOR
ARCC COMPARE
CSWC COMPARE
GSBD COMPARE
HTGC COMPARE
MAIN COMPARE

ETFS HOLDING THIS STOCK

ETFS HOLDING
15
LISTED HERE
8
RANKED BY POSITION SIZE
FNDE
0.01% · 3.6M
IPRA.AS
0.10% · 52.9K
SPEM
0.00% · 47.9K
VPC
1.22% · 19.4K
SPWO
0.00% · 7.6K
PCR
0.64% · 853
LB
LBO
0.09% · 385
STXE
0.00% · -627

INSTITUTIONAL OWNERSHIP

SHARES OWNED
9.63%
HOLDERS
113
TOP 12 OF 113 · RANKED BY POSITION SIZE
Lido Advisors, LLC
199.1K sh · $4.36M
Hennion & Walsh Asset Management, Inc.
180.1K sh · $4.39M
Private Advisor Group, LLC
165.1K sh · $3.61M
Legal & General Group Plc
141.2K sh · $3.16M
Ladenburg Thalmann Financial Services Inc.
133.6K sh · $3.35M
Advisors Asset Management, Inc.
121.6K sh · $2.71M
International Assets Investment Management, LLC
116.0K sh · $2.61M
Two Sigma Investments, LP
115.0K sh · $2.81M
Lpl Financial LLC
114.0K sh · $2.49M
Two Sigma Advisers, LP
100.6K sh · $2.45M
Blackrock, Inc.
98.9K sh · $2.41M
Wells Fargo & Company/Mn
85.3K sh · $1.86M

RATINGS SNAPSHOT

Overall rating: B-

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity2
Return On Assets3
Debt To Equity1
Price To Earnings1
Price To Book3
Overall Score2

INSIDER TRADES

★
DIRECTOR, OFFICER: CEO AND DIRECTOR
Oberbeck Christian L
Sale · 280 shares
2026-08-18
★
DIRECTOR:
Zoellner Scott E.
— · —
2026-08-05
★
DIRECTOR, OFFICER: CEO AND DIRECTOR
Oberbeck Christian L
Sale · 2.6K shares
2026-07-22
★
DIRECTOR, 10 PERCENT OWNER, OFFICER: CEO AND DIRECTOR
Oberbeck Christian L
Sale · 1.0K shares
2026-01-29

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 3
PERFORM 1
4 GRADES IN THE LAST 12 MONTHS
B. Riley Securities NEUTRAL Oppenheimer PERFORM Janney NEUTRAL Janney Montgomery Scott NEUTRAL

SECTORS PEERS

PEERPRICE
GBDC$13.20COMPARE
HTGC$17.13COMPARE
TSLX$18.79COMPARE
TRIN$18.35COMPARE
CGBD$11.35COMPARE
FDUS$19.70COMPARE
PFLT$7.37COMPARE
NMFC$7.56COMPARE