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SARATOGA INVESTMENT CORP. (SAR) Overview

SARATOGA INVESTMENT CORP. (SAR) Overview

  • 1 Mar 2026: Period ending 31 May 2026; Estimate (m); Actual -0.42; Beat / miss (m).
  • 1 Sept 2025: Period ending 30 Nov 2025; Estimate (m); Actual 0.74; Beat / miss (m).
  • 1 Jun 2025: Period ending 31 Aug 2025; Estimate (m); Actual 0.84; Beat / miss (m).
  • 1 Mar 2025: Period ending 31 May 2025; Estimate (m); Actual 0.91; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$12.35$14.42$16.83$19.64$22.93$26.762025-11-062026-11-06$12.35$15.81$20.23$25.89$33.13$42.402021-11-082026-11-06$7.98$12.06$18.24$27.58$41.69$63.032016-11-072026-11-06$7.98$15.08$28.50$53.85$101.76$192.312007-03-272026-11-06$7.98$15.08$28.50$53.85$101.76$192.312007-03-272026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$13.00
Previous close
$17.03
Change
-$4.03
Change (%)
-23.66%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

SAR
-18.21%
S&P 500
(m)

1 year

SAR
-18.55%
S&P 500
(m)

3 years

SAR
-1.00%
S&P 500
(m)

5 years

SAR
+5.81%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

31 May 2026 ○ Estimate (m) ● Actual -0.42

-0.50-0.100.300.691.0930 Nov 2024: estimate (m); actual 0.6430 Nov 2024(m)31 May 2025: estimate (m); actual 0.9131 May 2025(m)31 Aug 2025: estimate (m); actual 0.8431 Aug 2025(m)30 Nov 2025: estimate (m); actual 0.7430 Nov 2025(m)31 May 2026: estimate (m); actual -0.4231 May 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Mar 202631 May 2026(m)-0.42(m)(m)
1 Sept 202530 Nov 2025(m)0.74(m)(m)
1 Jun 202531 Aug 2025(m)0.84(m)(m)
1 Mar 202531 May 2025(m)0.91(m)(m)
1 Sept 202430 Nov 2024(m)0.64(m)(m)

28 Feb 2026 ○ Estimate (m) ● Actual 2.31

0.631.522.403.294.1728 Feb 2022: estimate (m); actual 3.9928 Feb 2022(m)28 Feb 2023: estimate (m); actual 2.0628 Feb 2023(m)29 Feb 2024: estimate (m); actual 0.7129 Feb 2024(m)28 Feb 2025: estimate (m); actual 2.0228 Feb 2025(m)28 Feb 2026: estimate (m); actual 2.3128 Feb 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Mar 202528 Feb 2026(m)2.31(m)(m)
1 Mar 202428 Feb 2025(m)2.02(m)(m)
1 Mar 202329 Feb 2024(m)0.71(m)(m)
1 Mar 202228 Feb 2023(m)2.06(m)(m)
1 Mar 202128 Feb 2022(m)3.99(m)(m)

Revenue vs. Earnings

USD

No complete retained periods.

No complete retained periods.

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$13.00(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$13.00High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

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(m)

YouTube videos mentioning SAR

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(m)

Statistics

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Retained observations as of 2026-11-12; financial period ending (m).

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
(m)
Profit margin
(m)
Return on assets · 12 month
(m)
Stock compensation expense · all employees · 12 months
(m)
Named executive and board stock awards · latest fiscal year
(m)
Index membership
(m)
Employees
(m)
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
143.71K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-4.06%*
Total return · month
-5.34%*
Total return · quarter
-20.59%*
Total return · half year
-12.64%*
Total return · year to date
-18.21%*
Total return · 1 year
-18.55%*
Total return · 3 years
-1.00%*
Total return · 5 years
5.81%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
(m)
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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SARATOGA INVESTMENT CORP. Overview

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(m)

(m)

SEC CIK
1377936
Industry (SIC)
(m)
Country of operation
United States
Business address
535 MADISON AVENUE, NEW YORK, New York, 10022, United States
Fiscal year end
0228
Phone
212 750-3343