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Saratoga Investment Corp. (SAR) stock

SARNYSEFiscal year ends February 28Also trades as SAJ, SAV, SAX, SAY, SAZ
Financials through Q2 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 6, 2026Score 8/30
$12.68+0.07 (+0.56%)

Close on Nov 11, 2026Market cap $197.30MP/E –Yield –

Key statistics

Valuation at the latest close; fundamentals over fiscal , balances at Aug 31, 2026

Valuation

Market cap
$197.30M
P/E ratio
–
Price to sales
–
Price to book
0.56
Dividend yield
–
Free cash flow yield
–

Fundamentals

Net income
-$4.18M
EPS, diluted
-$0.25
Book value per share
$21.82
Diluted shares
16M

Trading

Next earnings
Jan 6, 2027 (estimated, after the close)
Previous close
$12.61
Open
$12.63
Day's range
$12.48 – $12.75
Volume
151,842
Average volume (20 days)
143,559
Beta (5 years)
0.60
52-week range
$12.48 – $24.07
RSI (14 days)
28.5
Volatility (1 year)
29.2%
Relative volume
0.90×
WACC
7.9%

On 2 of our idea lists: Yields that look too good (a warning list), Insiders buying the dip

Market cap history

Month-end market cap since 2020, using shares outstanding reported at the time

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.

PeriodSARS&P 500DifferenceSAR per yearS&P 500 per year
1 month-15.6%-2.4%−13.2 pts
3 months-33.3%-1.2%−32.2 pts
Year to date-38.2%+12.3%−50.5 pts
1 year-33.8%+12.4%−46.3 pts
3 years-22.4%+78.8%−101.3 pts-8.1%+21.4%
5 years-20.2%+75.2%−95.4 pts-4.4%+11.9%
10 years+81.6%+311.1%−229.5 pts+6.1%+15.2%

Seven years at a glance

Fiscal years 2020 to 2026 and trailing twelve months, USD

Net income

-$4.18M-111.8% YoY

EPS, diluted

-$0.25-110.7% YoY
Reported periodTrailing twelve months

Press releases

Releases Saratoga Investment filed with the SEC as exhibits to Form 8-K or 6-K

All press releases and earnings

About Saratoga Investment

Saratoga Investment Corp. is an externally managed, closed-end specialty finance company that operates as a business development company. The firm provides customized financing solutions to United States middle-market businesses, specifically targeting companies with annual earnings before interest, taxes, depreciation, and amortization between $2 million and $50 million. Its primary investment offerings include first lien and second lien senior secured leveraged loans, unitranche loans, unsecured mezzanine debt, and select equity co-investments. Saratoga Investment Corp. partners with business owners, management teams, and financial sponsors to support ownership transitions, strategic acquisitions, recapitalizations, and corporate growth initiatives.

Company profile, executives and history

Saratoga Investment stock: common questions

What is Saratoga Investment's stock price?

SAR closed at $12.68 on Nov 11, 2026, up 0.56% on the day. Over the past 52 weeks it traded between $12.48 and $24.07.

What is Saratoga Investment's market cap?

Saratoga Investment was worth $197.30M at the close on Nov 11, 2026: the share price times the diluted shares outstanding.

What is SAR's P/E ratio?

Saratoga Investment lost money over the twelve months to Aug 31, 2026 (diluted EPS -$0.25), so it has no meaningful P/E ratio.

Does Saratoga Investment pay a dividend?

No. Saratoga Investment has not paid a cash dividend over the last twelve months.

When does Saratoga Investment report earnings next?

Saratoga Investment is expected to report Q3 FY2027 results on Jan 6, 2027, after the close. The date is estimated from its past reporting pattern until the company confirms it.

How has SAR stock performed over the past year?

Including dividends, SAR returned -33.8% over the past year, against +12.4% for the S&P 500.

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