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Saratoga Investment Stock

Saratoga Investment Corp.

SARNYSEMarkt
US$15.32
+0.7% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Chris Long Oberbeck
Employees
0
Market cap
$238 M
IPO
27/03/2007

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…

Saratoga Investment stock: price history

16/10/25-28.9 %16/10/26

1D

+0.7%

1W

+1.9%

1M

-12.9%

6M

-34.4%

YTD

-33.6%

1Y

-28.9%

2Y

-37.0%

5Y

-47.8%

10Y

-16.7%

Next earnings date

Next earnings date

06/01/2027 (in 81 days)

Volatility around earnings

~22% weaker price swings than usual

Ask the agents about Saratoga Investment

Analyst assessment of Saratoga Investment

PRICE TARGET LOW

US$18.00

CONSENSUS

US$19.67

MEDIAN

US$20.00

PRICE TARGET HIGH

US$21.00

0

STRONG BUY

3

BUY

9

HOLD

0

SELL

0

STRONG SELL

12

TOTAL · Hold

As of: 08/10/2026

ANALYST FIRMRATINGACTIONDATE
B. Riley SecuritiesNeutralmaintain08/10/2026
OppenheimerPerformmaintain09/07/2026
B. Riley SecuritiesNeutralmaintain09/07/2026
B. Riley SecuritiesNeutralmaintain16/10/2025 (older than 12 months)
JanneyBuy → Neutraldowngrade10/10/2025 (older than 12 months)
Janney Montgomery ScottBuy → Neutraldowngrade10/10/2025 (older than 12 months)
Compass PointBuy → Neutraldowngrade09/06/2025 (older than 12 months)
Compass PointBuymaintain13/01/2025 (older than 12 months)

Saratoga Investment stock metrics

P/E

-61.28

P/B

0.7

EV/EBITDA

19.11

RETURN ON EQUITY

-1.9%

NET MARGIN

-21.4%

DEBT/EQUITY

2.51

DIVIDEND YIELD

21.2%

AS OF

31/08/2026

Free float & liquidity

FREE FLOAT

86.5%

FLOAT SHARES

13,453,032

AVG. DAILY VOLUME (30D)

168,515

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Oberbeck Christian L

OfficerJ280–Spontaneous19/08/2026

Attention

1 mention today in US forums, about the same as yesterdayPrice since yesterday: +0.7%

Forums (Reddit)

26/0828/0831/08

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
State of Alaska, Department of Revenue0-63030/09/2026
Lido Advisors, LLC181,518-17,62030/06/2026
Private Advisor Group, LLC146,681-18,45830/06/2026
Legal & General Group Plc141,229+18,28830/06/2026
Advisors Asset Management, Inc.121,635+15,01030/06/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
03/12/202622/12/2026US$0.2519.5 %
05/11/202624/11/2026US$0.2521.2 %
06/10/202622/10/2026US$0.2520.6 %
03/09/202623/09/2026US$0.2518.3 %
05/08/202625/08/2026US$0.2517 %
Page 1 / 8

Stock splits

DATERATIO
13/08/20101:10

Comparable stocks

Frequently asked questions about Saratoga Investment stock

What does Saratoga Investment do?

Saratoga Investment Corp. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The IPO was on 27/03/2007; the stock trades on NYSE under the ticker SAR.

What do analysts say about Saratoga Investment stock?

12 analysts rate the stock, the consensus is Hold (as of 08/10/2026).

The average price target is US$19.67, ranging from US$18.00 to US$21.00, with a median of US$20.00.

This is an external assessment, not a statement by Market Jury.

When does Saratoga Investment report next?

The next earnings date is 06/01/2027.

Around past earnings, price swings were roughly -22% stronger than usual.

Does Saratoga Investment pay a dividend?

Yes. The last dividend was US$0.25 per share, ex-date 03/12/2026, paid on 22/12/2026.

The dividend yield is 21.2% (as of 31/08/2026).

Which stocks are comparable to Saratoga Investment?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Saratoga Investment stock analyzed?

Clicking "Analyze stock" lets five strategies assess Saratoga Investment against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.