Stock Taper
SAR
SARATOGA INVESTMENT CORP.
NYSE
$15.03
▲ UP 0.40% (0.06)

KEY STATISTICS

Market Cap$244.33 M
52w High$24.07
52w Low$13.78
Dividend Yield17.48%
FrequencyMonthly
P/E6.86
Volume194.04K
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$18.00
Target Median$20.00
Target Consensus$19.67

UPCOMING EARNINGS

DateJan 6, 2027
DayWednesday
Rev. Est.$31.99M
JAN
6
WED

SPLIT RECORD

DATETYPERATIO
2010-08-13Reverse1:10

ETFS HOLDING THIS STOCK

ETFS HOLDING
16
LISTED HERE
8
RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED
7.18%
HOLDERS
113
TOP 8 OF 113 · RANKED BY POSITION SIZE

PRICE

$15.03 ▲ UP 0.40% (+$0.06)
OVERLAYS
$14.70$14.85$15.009:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM15.03

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.

Saratoga Investment in 2025

SENTIMENT: + POSITIVE
Henri J. Steenkamp
OTHER · NOVEMBER 2025

Saratoga Investment Corp. Announces Special Dividend, Rewarding Shareholders for Second Consecutive Year

In November 2025, Saratoga Investment Corp.'s Board of Directors declared a special cash dividend of $0.25 per share, in addition to its regular monthly dividend. This move was made to fulfill its fiscal year 2025 distribution requirements and reflected the company's strong level of spillover income, signaling financial health and a commitment to returning capital to shareholders.

RESTRUCTURING · THROUGHOUT FISCAL YEAR 2025 · COMPLETED

Saratoga Investment Corp. Takes Control and Restructures Two Portfolio Companies to Mitigate Losses and Drive Future Value

In a decisive strategic move during its 2025 fiscal year, Saratoga Investment Corp. took control of two underperforming portfolio companies, Zollege and Pepper Palace. The company completed consensual restructurings, installed new leadership including new CEOs, and is actively implementing operational and financial improvements to stabilize the investments and enhance recovery prospects.

Latest News

DEFENSE WORLD · OCT 8, 2026

Saratoga Investment Q2 Earnings Call Highlights

Saratoga Investment (NYSE: SAR) reported fiscal second-quarter 2027 adjusted net investment income of $7.4 million, or $0.46 per share, as portfolio growth and a modest increase in base rates were offset by higher borrowing costs following recent refinancing activity. Adjusted NII per share declined from $0.47 in the prior quarter and $0.58 a year earlier. The

EARLIER COVERAGE
SEEKING ALPHA · OCT 7, 2026

Saratoga Investment Corp (SAR) Q2 2027 Earnings Call Transcript

Saratoga Investment Corp ( SAR ) Q2 2027 Earnings Call October 7, 2026 10:00 AM EDT Company Participants Henri Steenkamp - Chief Compliance Officer, Secretary, Treasurer, CFO & Director Christian Oberbeck - Chairman, President & CEO David DeSantis - COO, Portfolio Manager & Senior MD Conference Call Participants Erik Zwick - Lucid Capital Markets, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning, ladies and gentlemen. Thank you for standing by.

DEFENSE WORLD · OCT 7, 2026

Saratoga Investment (NYSE:SAR) Posts Quarterly Earnings Results, Misses Estimates By $0.03 EPS

Saratoga Investment (NYSE: SAR - Get Free Report) posted its quarterly earnings data on Tuesday. The financial services provider reported $0.46 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.49 by ($0.03), FiscalAI reports. The business had revenue of $31.17 million during the quarter, compared to analysts' expectations of $31.46 million. Saratoga

ZACKS INVESTMENT RESEARCH · OCT 6, 2026

Saratoga Investment (SAR) Lags Q2 Earnings and Revenue Estimates

Saratoga Investment (SAR) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.58 per share a year ago.

GLOBENEWSWIRE · OCT 6, 2026

Saratoga Investment Corp. Announces Fiscal Second Quarter 2027 Financial Results

Reports Quarterly Asset Growth of 2.1% and Net Originations of $37.1 Million, Including Two New Portfolio Companies

GURUFOCUS · OCT 5, 2026

York Space Systems Expands into GEO to Support Space Domain Awareness Missions

[url="]York Space Systems[/url] (York) (NYSE: YSS), a leading, US-based national defense and commercial prime providing a comprehensive suite of mission-enablin

RATINGS SNAPSHOT

Overall rating: B-

DCFROEROAD/EP/EP/B
Discounted Cash Flow5
Return On Equity1
Return On Assets1
Debt To Equity1
Price To Earnings1
Price To Book5
Overall Score2

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 3
PERFORM 1
4 GRADES IN THE LAST 12 MONTHS

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INSIDER TRADES

★
DIRECTOR, OFFICER: CEO AND DIRECTOR
Oberbeck Christian L
Sale · 290 shares
2026-09-09
★
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