Logo image of SAR

SARATOGA INVESTMENT CORP (SAR) Stock Price, Forecast & Analysis

USA - New York Stock Exchange - NYSE:SAR - US80349A2087 - Common Stock

23.22 USD
+0.28 (+1.22%)
Last: 1/9/2026, 8:25:17 PM

SAR Key Statistics, Chart & Performance

Key Statistics
Market Cap373.84M
Revenue(TTM)130.12M
Net Income(TTM)35.38M
Shares16.10M
Float13.92M
52 Week High26.17
52 Week Low21.1
Yearly Dividend2.83
Dividend Yield12.48%
EPS(TTM)2.34
PE9.92
Fwd PE9.86
Earnings (Next)05-05 2026-05-05/amc
IPO2010-08-13
Sector
GICS SectorFinancials
GICS IndustryCapital Markets
GICS IndustryGroupFinancial Services


SAR short term performance overview.The bars show the price performance of SAR in the last week, last 2 weeks, last month, last 3 and 6 months. 1 week 2 week 1 month 3 months 6 months 0 5 -5

SAR long term performance overview.The bars show the price performance of SAR in the last 1, 2 and 3 years. 1 year 2 years 3 years 0 -5 -10

The current stock price of SAR is 23.22 USD. In the past month the price increased by 1.18%. In the past year, price decreased by -3.97%.

SARATOGA INVESTMENT CORP / SAR Daily stock chart

SAR Competitors/Peers

The largest stocks on the US markets in the "Asset Management & Custody Banks" sub-industry
Full List
Symbol
Company Name
TA
FA
PE
Market Cap
BX BLACKSTONE INC 28.61 192.27B
BLK BLACKROCK INC 23.17 168.35B
KKR KKR & CO INC 26.61 120.02B
BAM BROOKFIELD ASSET MGMT-A 33.09 88.35B
BK BANK OF NEW YORK MELLON CORP 16.65 83.01B
SATA STRIVE INC - ASST 12 PERP N/A 79.18B
ARES ARES MANAGEMENT CORP - A 38.75 57.50B
AMP AMERIPRISE FINANCIAL INC 13.42 47.18B
STT STATE STREET CORP 13.32 37.03B
NTRS NORTHERN TRUST CORP 16.99 27.56B
TPG TPG INC 27.71 24.81B
OWL BLUE OWL CAPITAL INC 19.42 24.53B

About SAR

Company Profile

SAR logo image Saratoga Investment Corp is a US-based company operating in Capital Markets industry. The company is headquartered in New York City, New York and currently employs 0 full-time employees. The company went IPO on 2010-08-13. Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The firm invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. The company also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.

Company Info

SARATOGA INVESTMENT CORP

535 Madison Ave

New York City NEW YORK 10022 US

CEO: Christian L. Oberbeck

Employees: 0

SAR Company Website

SAR Investor Relations

Phone: 12127503343

SARATOGA INVESTMENT CORP / SAR FAQ

What does SARATOGA INVESTMENT CORP do?

Saratoga Investment Corp is a US-based company operating in Capital Markets industry. The company is headquartered in New York City, New York and currently employs 0 full-time employees. The company went IPO on 2010-08-13. Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The firm invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. The company also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.


What is the stock price of SARATOGA INVESTMENT CORP today?

The current stock price of SAR is 23.22 USD. The price increased by 1.22% in the last trading session.


Does SARATOGA INVESTMENT CORP pay dividends?

SARATOGA INVESTMENT CORP (SAR) has a dividend yield of 12.48%. The yearly dividend amount is currently 2.83.


How is the ChartMill rating for SARATOGA INVESTMENT CORP?

SAR has a ChartMill Technical rating of 4 out of 10 and a ChartMill Fundamental rating of 5 out of 10.


Is SARATOGA INVESTMENT CORP (SAR) stock a good buy?

This depends on your investment goals. Check the Technical and Fundamental Analysis tabs for insights on SAR.


What is the expected growth for SAR stock?

The Revenue of SARATOGA INVESTMENT CORP (SAR) is expected to decline by -16.09% in the next year. Check the estimates tab for more information on the EPS, Sales, EBIT and EBITDA future analyst estimates.


Can you provide the ownership details for SAR stock?

You can find the ownership structure of SARATOGA INVESTMENT CORP (SAR) on the Ownership tab.


SAR Technical Analysis

ChartMill assigns a technical rating of 4 / 10 to SAR. When comparing the yearly performance of all stocks, SAR turns out to be only a medium performer in the overall market: it outperformed 42.21% of all stocks.


Chartmill TA Rating
Chartmill Setup Rating

SAR Fundamental Analysis

ChartMill assigns a fundamental rating of 5 / 10 to SAR. SAR has an average financial health and profitability rating.


Chartmill FA Analysis
Valuation
Growth
Profitability
Health
Dividend

SAR Financial Highlights

Over the last trailing twelve months SAR reported a non-GAAP Earnings per Share(EPS) of 2.34. The EPS increased by 52.94% compared to the year before.


Industry RankSector Rank
PM (TTM) 27.19%
ROA 2.93%
ROE 8.62%
Debt/Equity 1.92
Chartmill High Growth Momentum
EPS Q2Q%-13.4%
Sales Q2Q%-19.96%
EPS 1Y (TTM)52.94%
Revenue 1Y (TTM)-16.19%

SAR Forecast & Estimates

13 analysts have analysed SAR and the average price target is 23.82 USD. This implies a price increase of 2.6% is expected in the next year compared to the current price of 23.22.

For the next year, analysts expect an EPS growth of 42.66% and a revenue growth -16.09% for SAR


Analysts
Analysts67.69
Price Target23.82 (2.58%)
EPS Next Y42.66%
Revenue Next Year-16.09%

SAR Ownership

Ownership
Inst Owners15.21%
Ins Owners10.27%
Short Float %2.91%
Short Ratio4.56