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SAR Stock Chart & Stats
$18.42
$0.48(2.53%)
At close: 4:00 PM EDT
$18.42
$0.48(2.53%)
Day’s Range― - ―
52-Week Range$17.34 - $25.58
Previous CloseN/A
Volume108.35K
Average Volume (3M)132.70K
Market Cap
$294.92M
Enterprise Value$1.11K
Total Cash (Recent Filing)$60.81M
Total Debt (Recent Filing)$590.00M
Price to Earnings (P/E)18.3
Beta0.55
Next Earnings
Oct 13, 2026EPS Estimate
0.49Next Dividend Ex-DateN/A
Dividend Yield17.72%
Share Statistics
EPS (TTM)1.00
Shares Outstanding16,080,915
10 Day Avg. Volume116,171
30 Day Avg. Volume132,696
Financial Highlights & Ratios
PEG Ratio0.70
Price to Book (P/B)0.93
Price to Sales (P/S)3.70
P/FCF Ratio-4.17
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$22.00Price Target Upside19.44% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)1.95
Revenue Forecast (FY)$125.69M
Bulls Say, Bears Say
Bulls Say
AUM Growth And LiquidityGrowing AUM and substantial dry powder support continued portfolio expansion while reducing near-term dependence on capital markets. The capacity to invest without external financing improves strategic flexibility and supports recurring interest income growth.
Conservative Portfolio Credit QualityDiversification, first-lien seniority and low nonaccruals provide structural downside protection for a private-credit platform. These characteristics can support more resilient income and capital preservation across changing middle-market credit conditions.
Stronger Governance ExpertiseAdding an independent director with extensive private-debt and capital-markets experience strengthens oversight of underwriting, reporting and capital allocation. This is a durable governance improvement for a leveraged investment platform with complex portfolios.
Bears Say
Elevated LeverageA heavily debt-funded capital structure magnifies earnings and NAV sensitivity to credit losses, asset marks and funding costs. Elevated leverage also reduces flexibility if portfolio performance weakens or refinancing conditions become less favorable.
Weak And Volatile Cash GenerationPersistently negative and volatile cash flow lowers earnings quality and makes distributions and new investments more reliant on portfolio repayments, borrowings or other funding sources. This reduces predictability and financial flexibility over the medium term.
NII Pressure And Dividend Coverage GapNII below the dividend indicates that current recurring earnings do not fully cover distributions, while lower spreads and portfolio yields pressure future income. Spillover provides a buffer, but sustained under-earning could challenge dividend durability.
Saratoga Investment News
SAR FAQ
What was Saratoga Investment Corp’s price range in the past 12 months?
Saratoga Investment Corp lowest stock price was $17.34 and its highest was $25.58 in the past 12 months.
What is Saratoga Investment Corp’s market cap?
Saratoga Investment Corp’s market cap is $294.92M.
When is Saratoga Investment Corp’s upcoming earnings report date?
Saratoga Investment Corp’s upcoming earnings report date is Oct 13, 2026 which is in 40 days.
How were Saratoga Investment Corp’s earnings last quarter?
Saratoga Investment Corp released its earnings results on Jul 07, 2026. The company reported $0.47 earnings per share for the quarter, missing the consensus estimate of $0.558 by -$0.088.
Is Saratoga Investment Corp overvalued?
According to Wall Street analysts Saratoga Investment Corp’s price is currently Undervalued.
Does Saratoga Investment Corp pay dividends?
Saratoga Investment Corp pays a Monthly dividend of $0.25 which represents an annual dividend yield of 17.72%. See more information on Saratoga Investment Corp dividends here
What is Saratoga Investment Corp’s EPS estimate?
Saratoga Investment Corp’s EPS estimate is 0.49.
How many shares outstanding does Saratoga Investment Corp have?
Saratoga Investment Corp has 16,080,915 shares outstanding.
What happened to Saratoga Investment Corp’s price movement after its last earnings report?
Saratoga Investment Corp reported an EPS of $0.47 in its last earnings report, missing expectations of $0.558. Following the earnings report the stock price went down -14.096%.
Which hedge fund is a major shareholder of Saratoga Investment Corp?
Currently, no hedge funds are holding shares in SAR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Saratoga Investment Stock Smart Score
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
$22.00 (19.44% Upside)
$22.00 (19.44% Upside)
Blogger Sentiment
Bearish
SAR Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 398.0 Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.2%
Last 30 Days ▼ 4.5%
Last 30 Days ▼ 4.5%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-17.26%
12-Months-Change
Fundamentals
Return on Equity
17.72%
Trailing 12-Months
Asset Growth
-0.40%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
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. 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 $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
SAR Company Deck
SAR Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
Balanced/Neutral. The call highlighted meaningful positives — AUM growth to $1.126B, robust deal flow and net originations, substantial liquidity ($197M), low nonaccruals (1.2% of cost), and ROE and total returns that outperform the BDC industry. However, material near‑term earnings and valuation pressures were also disclosed: adjusted NII declined significantly (‑25.1% YoY), NAV and NAV per share fell sequentially (NAV down 4.5%), the portfolio incurred $15.2M of markdowns including a full write‑off of Pepper Palace, and originations faced ~50 bps tighter spreads versus repaid assets. Management emphasizes disciplined underwriting, strong liquidity, and a path to close the dividend coverage gap, but the near‑term metrics show clear headwinds requiring monitoring.View all SAR earnings summariesSAR Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$22.00
▲(19.44% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Gladstone Investment
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New Mountain Finance
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Pennantpark Investment
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Ares Capital
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BlackRock TCP Capital
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Ownership Overview
5.83% Insiders
0.02% Mutual Funds
3.79% Other Institutional Investors
89.14% Public Companies and
Individual Investors









