Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The Companyâs investment 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 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 portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company is externally managed and advised by the investment adviser, Saratoga Investment Advisors, LLC (Saratoga Investment Advisors).

Employees

Sector

Investment Management & Fund Operators

Calendar

2025-05-06 - Q4 2025 Earnings Release (Projected)

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Quotes

Date	Price	Change	Volume
25-02-06	25.39 $	+1.72%	133,719
25-02-05	24.96 $	+0.73%	67,472
25-02-04	24.78 $	-0.60%	68,096
25-02-03	24.93 $	-0.20%	64,757
25-01-31	24.98 $	+0.69%	65,661

Delayed Quote Nyse, February 06, 2025 at 04:00 pm EST

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Ratings

Trading Rating

Investor Rating

ESG MSCI

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Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

25.39USD

Average target price

25.85USD

Spread / Average Target

+1.81%

Consensus

Profit revisions

Estimate revisions

Quarterly revenue - Rate of surprise

Company calendar

Market Closed - Nyse Other stock markets 04:00:02 2025-02-06 pm EST			5-day change	1st Jan Change
25.39 ^USD	+1.72%		+2.34%	+6.15%

Jan. 09	Saratoga Investment Corp., Q3 2025 Earnings Call, Jan 09, 2025
Jan. 08	Saratoga Investment Fiscal Q3 Adjusted Net Investment Income, Revenue Decline	MT

Capitalization	364M 351M 330M 293M 521M 31.9B 580M 3.97B 1.47B 13.07B 1.36B 1.34B 55.31B	P/E ratio 2025 *	9.17x	P/E ratio 2026 *	8.6x
Enterprise value	364M 351M 330M 293M 521M 31.9B 580M 3.97B 1.47B 13.07B 1.36B 1.34B 55.31B	EV / Sales 2025 *	2.42x	EV / Sales 2026 *	2.78x
Free-Float	-	Yield 2025 *	12.3%	Yield 2026 *	11.7%

Saratoga Investment Corp., Q3 2025 Earnings Call, Jan 09, 2025	Jan. 09
Saratoga Investment Fiscal Q3 Adjusted Net Investment Income, Revenue Decline	Jan. 08	MT
Earnings Flash (SAR) Saratoga Investment Posts Q3 Adjusted EPS $0.90, vs. FactSet Est of $0.85	Jan. 08	MT
Tranche Update on Saratoga Investment Corp.'s Equity Buyback Plan announced on September 24, 2014.	Jan. 08	CI
Saratoga Investment Corp. Reports Earnings Results for the Third Quarter and Nine Months Ended November 30, 2024	Jan. 08	CI
Saratoga Investment Corp.'s Equity Buyback Plan Extended till January 15, 2025.	Jan. 07	CI
North American Morning Briefing : Caution Seen as -2-	24-10-11	DJ
Ladenburg Thalmann Downgrades Saratoga Investment to Neutral From Buy	24-10-10	MT
Saratoga Investment Corp., Q2 2025 Earnings Call, Oct 09, 2024	24-10-09
Sector Update: Financial Stocks Little Changed Pre-Bell Wednesday	24-10-09	MT
Sector Update: Financial	24-10-09	MT
Saratoga Investment fiscal Q2 Adjusted Net Investment Income, Revenue Rise; Shares Jump Premarket	24-10-09	MT
Saratoga Investment fiscal Q2 Adjusted Net Investment Income, Revenue Rise -- Shares Jump	24-10-08	MT

Ladenburg Thalmann Downgrades Saratoga Investment to Neutral From Buy	24-10-10	MT
Oppenheimer Downgrades Saratoga Investment to Perform From Outperform Due to 'Credit Stress,' Trims Price Target to $23 From $24	24-05-08	MT
Oppenheimer Trims Saratoga Investment Price Target to $24 From $25, Maintains Outperform Rating	24-01-11	MT
B. Riley Lowers Saratoga Investment's PT to $25 From $28, Keeps Neutral Rating	24-01-11	MT
Compass Point Downgrades Saratoga Investment to Neutral From Buy, Price Target is $24.75	24-01-10	MT

Saratoga Investment Corp. Stock

Equities

SAR

US80349A2087

Investment Management & Fund Operators

Valuation: Saratoga Investment Corp.

Chart: Saratoga Investment Corp.

Latest news: Saratoga Investment Corp.

Last Transcript: Saratoga Investment Corp.

Analysts' recommendations: Saratoga Investment Corp.

Press Releases: Saratoga Investment Corp.

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Quotes and Performance

Course Extremes

Managers and Directors: Saratoga Investment Corp.

Other Investment Management & Fund Operators

Financials

Company Profile

Quotes

Income Statement and Estimates

Ratings

Analysts' Consensus

Quarterly revenue - Rate of surprise

Saratoga Investment: Fiscal Q3 Earnings Snapshot	Jan. 08	AQ
Saratoga Investment Corp. Announces Fiscal Third Quarter 2025 Financial Results	Jan. 08	AQ
Saratoga Investment Corp. to Report Fiscal Third Quarter 2025 Financial Results and Hold Conference Call	Dec. 18	GL
Saratoga Investment Corp. to Report Fiscal Third Quarter 2025 Financial Results and Hold Conference Call	Dec. 18	AQ
Saratoga Investment Corp. Announces Quarterly Dividend of $0.74 Per Share for the Fiscal Third Quarter Ending November 30, 2024	Nov. 07	GL

Nissan Motor : nomme Yasuhiro Yamauchi directeur général en remplacement de Hiroto Saikawa	19-09-09
Nissan : Hiroto Saikawa compte restituer une partie de sa rémunération après un audit	19-09-05

1 day	+1.72%
1 week	+2.34%
Current month	+1.64%
1 month	+4.83%
3 months	+6.55%
6 months	+15.15%
Current year	+6.15%

Director	Title	Age	Since
Chris Oberbeck CEO	Chief Executive Officer	64	2011-07-20
Henri Steenkamp DFI	Director of Finance/CFO	49	2020-09-30
Christine Monterosso ADM	Chief Administrative Officer	-	2022-02-28

Manager	Title	Age	Since
Chris Oberbeck CHM	Chairman	64	2010-08-19
Steven Looney BRD	Director/Board Member	74	2006-12-31
Charles Whitman BRD	Director/Board Member	83	2010-08-19

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
SARATOGA INVESTMENT CORP.	+1.72%	+2.34%	+10.54%	-8.50%	364M
BLACKROCK, INC.	-0.78%	-6.06%	+27.75%	+24.30%	156B
UBS GROUP AG	+0.18%	-6.34%	+26.74%	+59.38%	106B
APOLLO GLOBAL MANAGEMENT, INC.	-0.52%	-4.01%	+57.83%	+134.44%	93.28B
BROOKFIELD CORPORATION	+0.67%	-4.35%	+60.63%	+23.25%	90.59B
BANK OF NEW YORK MELLON CORPORATION (THE)	+0.77%	-0.12%	+56.92%	+39.78%	62.01B
AMERIPRISE FINANCIAL, INC.	+0.62%	-1.13%	+39.58%	+75.80%	52.11B
3I GROUP PLC	-0.52%	+3.00%	+72.28%	+198.40%	48.38B
STATE STREET CORPORATION	+0.26%	-2.58%	+37.46%	+0.71%	28.76B
T. ROWE PRICE GROUP, INC.	+0.67%	-3.84%	+2.26%	-25.06%	24.85B
Average	+0.31%	-1.88%	+39.20%	+52.25%	66.21B
Weighted average by Cap.	-0.00%	-3.07%	+42.70%	+60.61%

	2025 *	2026 *
Net sales	150M 145M 136M 121M 215M 13.17B 239M 1.64B 607M 5.4B 563M 552M 22.83B	131M 126M 119M 105M 188M 11.48B 209M 1.43B 530M 4.7B 491M 481M 19.91B
Net income	38.61M 37.21M 34.94M 31.03M 55.24M 3.38B 61.44M 421M 156M 1.39B 145M 142M 5.86B	41.61M 40.11M 37.65M 33.44M 59.53M 3.64B 66.22M 454M 168M 1.49B 156M 153M 6.32B
Net Debt	-	-