Saratoga Investment Corp 8.50%

SAZ

NYSEFinancial ServicesAsset Management

Open in GoAI

Latest quote

$25.32

+$0.06 · +0.24%

Company profile

Operating as a publicly traded Business Development Company (BDC), Saratoga Investment Corp. (NYSE: SAR) specializes in offering bespoke financing solutions to U.S.-based middle-market businesses. The firm's seasoned investment professionals bring a substantial track record to bear, with their collective experience exceeding 200 years and over $4 billion in capital deployed into similar mid-sized enterprises.

Saratoga Investment Corp 8.50%

SAZ

NYSEFinancial ServicesAsset Management

Open in GoAI

Latest quote

$25.32

+$0.06 · +0.24%

Oct 9, 4:00 PM ET

Latest quote

$25.32

+$0.06 · +0.24%

Regular session · ET · Market data may be delayed.

GoAI snapshot

Jul 10, 2026

59/ 100

GoAI Score

Hold

Valuation

Undervalued

Sentiment

Mixed

Risk

Low Risk

Momentum

Weakening

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

Company profile

Company website

Industry: Asset Management
Sector: Financial Services
Headquarters: US
CEO: Chris Long Oberbeck
Listed since: Apr 24, 2023
Employees: 0

Market position

Day range

Current $25.32

$25.18$25.50

52-week range

Current $25.32

$24.96$25.95

Open: $25.23
Previous close: $25.26
Volume: 13.33K; 1.83× average
Average volume: 7.27K; Average daily volume
Market cap: 316.47M USD
Beta: 0.04; Market reference 1
50-day average: $25.2968; +0.09% above average
200-day average: $25.3855; -0.26% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value: 1.08B USD
P/E (TTM): -60.12×
P/B (TTM): 0×
P/S (TTM): 2.31×
EV / EBITDA: 28.23×
Earnings yield: 9.97%
Free cash flow yield: -23.98%
Dividend yield: 21.62%

Profitability & efficiency

Gross margin: 62.72%
Operating margin: 38.41%
Net margin: -3.00%
Return on equity: 9.24%
Return on assets: 3.21%
Return on invested capital: 3.24%

Financial health

Debt / equity: 2.32×
Current ratio: 0.36×
Altman Z-score: -0.4
Piotroski F-score: 4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin

Income trends

Revenue

99.22M USD+5.37%

Operating income

38.09M USD+19.15%

Net income

36.6M USD+30.33%

Financial statements: Income statement
Metric (USD)	FY2026	FY2025	FY2024	FY2023	FY2022
Revenue	99.22M USD	94.16M USD	69.55M USD	69.85M USD	77.46M USD
Cost of goods sold	49.3M USD	52.06M USD	49.18M USD	33.5M USD	19.88M USD
Gross profit	49.92M USD	42.1M USD	20.37M USD	36.35M USD	57.58M USD
Selling, general, and administrative	11.01M USD	9.34M USD	8.56M USD	8.01M USD	6.63M USD
Operating expenses	11.83M USD	10.14M USD	8.67M USD	9.6M USD	9.07M USD
Interest income	114.78M USD	137.55M USD	130.3M USD	86.59M USD	58.51M USD
Interest expense	49.3M USD	52.06M USD	49.18M USD	33.5M USD	19.88M USD
Operating income	38.09M USD	31.97M USD	11.7M USD	26.76M USD	48.52M USD
Net income	36.6M USD	28.09M USD	8.93M USD	24.68M USD	45.74M USD

Company facts updated Oct 9, 2026.

Earnings

EPS beat rate: 45%; 5 beats, 6 misses, 0 met estimates
Average EPS surprise: -4.02%; 11 comparable reports
Latest EPS result: 0.46; Estimate 0.49 · Miss by 6.94%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$2.1248

2025 complete year-0.0% since 2024

2026 partial: $1.5936

$2.125

2,024

$2.1248

2,025

$1.5936

2,026*

* Partial calendar year in the available dividend history.

Corporate action history

Action	Ex-dividend date	Details	Record date	Payment date
Dividend	Aug 14, 2026	$0.5312Quarterly	Aug 14, 2026	Aug 31, 2026
Dividend	May 15, 2026	$0.5312Quarterly	May 15, 2026	Jun 1, 2026
Dividend	Feb 13, 2026	$0.5312Quarterly	Feb 13, 2026	Mar 2, 2026
Dividend	Nov 14, 2025	$0.5312Quarterly	Nov 14, 2025	Dec 1, 2025
Dividend	Aug 15, 2025	$0.5312Quarterly	Aug 15, 2025	Sep 2, 2025
Dividend	May 15, 2025	$0.5312Quarterly	May 15, 2025	Jun 2, 2025

Dividend

Ex-dividend Aug 14, 2026

$0.5312

Quarterly

Record Aug 14, 2026 · Payment Aug 31, 2026

Dividend

Ex-dividend May 15, 2026

$0.5312

Quarterly

Record May 15, 2026 · Payment Jun 1, 2026

Dividend

Ex-dividend Feb 13, 2026

$0.5312

Quarterly

Record Feb 13, 2026 · Payment Mar 2, 2026

Dividend

Ex-dividend Nov 14, 2025

$0.5312

Quarterly

Record Nov 14, 2025 · Payment Dec 1, 2025

Dividend

Ex-dividend Aug 15, 2025

$0.5312

Quarterly

Record Aug 15, 2025 · Payment Sep 2, 2025

Dividend

Ex-dividend May 15, 2025

$0.5312

Quarterly

Record May 15, 2025 · Payment Jun 2, 2025

SAZ peers

BRK-A

Berkshire Hathaway Inc.

$774,299.6

+0.97%

BRK-B

Berkshire Hathaway Inc.

$515.44

+0.86%

JPM

JPMorgan Chase & Co.

$332.99

+0.47%

Visa Inc.

$385.45

+2.76%

Mastercard Incorporated

$589.14

+2.66%

BAC

Bank of America Corporation

$54.32

+1.32%

Continue in GoAI

Research SAZ

AI-generated and delayed market data for informational and educational purposes only. Not investment advice.

Regular session · ET · Market data may be delayed.

Company profile

Company website

Industry: Asset Management
Sector: Financial Services
Headquarters: US
CEO: Chris Long Oberbeck
Listed since: Apr 24, 2023
Employees: 0

Market position

Day range

Current $25.32

$25.18$25.50

52-week range

Current $25.32

$24.96$25.95

Open: $25.23
Previous close: $25.26
Volume: 13.33K; 1.83× average
Average volume: 7.27K; Average daily volume
Market cap: 316.47M USD
Beta: 0.04; Market reference 1
50-day average: $25.2968; +0.09% above average
200-day average: $25.3855; -0.26% below average

Company profile

Regular session · ET · Market data may be delayed.

GoAI snapshot

Jul 10, 2026

59/ 100

GoAI Score

Hold

Valuation

Undervalued

Sentiment

Mixed

Risk

Low Risk

Momentum

Weakening

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

Company profile

Company website

Industry: Asset Management
Sector: Financial Services
Headquarters: US
CEO: Chris Long Oberbeck
Listed since: Apr 24, 2023
Employees: 0

Market position

Day range

Current $25.32

$25.18$25.50

52-week range

Current $25.32

$24.96$25.95

Open: $25.23
Previous close: $25.26
Volume: 13.33K; 1.83× average
Average volume: 7.27K; Average daily volume
Market cap: 316.47M USD
Beta: 0.04; Market reference 1
50-day average: $25.2968; +0.09% above average
200-day average: $25.3855; -0.26% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value: 1.08B USD
P/E (TTM): -60.12×
P/B (TTM): 0×
P/S (TTM): 2.31×
EV / EBITDA: 28.23×
Earnings yield: 9.97%
Free cash flow yield: -23.98%
Dividend yield: 21.62%

Profitability & efficiency

Gross margin: 62.72%
Operating margin: 38.41%
Net margin: -3.00%
Return on equity: 9.24%
Return on assets: 3.21%
Return on invested capital: 3.24%

Financial health

Debt / equity: 2.32×
Current ratio: 0.36×
Altman Z-score: -0.4
Piotroski F-score: 4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin

Income trends

Revenue

99.22M USD+5.37%

Operating income

38.09M USD+19.15%

Net income

36.6M USD+30.33%

Financial statements: Income statement
Metric (USD)	FY2026	FY2025	FY2024	FY2023	FY2022
Revenue	99.22M USD	94.16M USD	69.55M USD	69.85M USD	77.46M USD
Cost of goods sold	49.3M USD	52.06M USD	49.18M USD	33.5M USD	19.88M USD
Gross profit	49.92M USD	42.1M USD	20.37M USD	36.35M USD	57.58M USD
Selling, general, and administrative	11.01M USD	9.34M USD	8.56M USD	8.01M USD	6.63M USD
Operating expenses	11.83M USD	10.14M USD	8.67M USD	9.6M USD	9.07M USD
Interest income	114.78M USD	137.55M USD	130.3M USD	86.59M USD	58.51M USD
Interest expense	49.3M USD	52.06M USD	49.18M USD	33.5M USD	19.88M USD
Operating income	38.09M USD	31.97M USD	11.7M USD	26.76M USD	48.52M USD
Net income	36.6M USD	28.09M USD	8.93M USD	24.68M USD	45.74M USD

Company facts updated Oct 9, 2026.

Earnings

EPS beat rate: 45%; 5 beats, 6 misses, 0 met estimates
Average EPS surprise: -4.02%; 11 comparable reports
Latest EPS result: 0.46; Estimate 0.49 · Miss by 6.94%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$2.1248

2025 complete year-0.0% since 2024

2026 partial: $1.5936

$2.125

2,024

$2.1248

2,025

$1.5936

2,026*

* Partial calendar year in the available dividend history.

Corporate action history

Action	Ex-dividend date	Details	Record date	Payment date
Dividend	Aug 14, 2026	$0.5312Quarterly	Aug 14, 2026	Aug 31, 2026
Dividend	May 15, 2026	$0.5312Quarterly	May 15, 2026	Jun 1, 2026
Dividend	Feb 13, 2026	$0.5312Quarterly	Feb 13, 2026	Mar 2, 2026
Dividend	Nov 14, 2025	$0.5312Quarterly	Nov 14, 2025	Dec 1, 2025
Dividend	Aug 15, 2025	$0.5312Quarterly	Aug 15, 2025	Sep 2, 2025
Dividend	May 15, 2025	$0.5312Quarterly	May 15, 2025	Jun 2, 2025

Dividend

Ex-dividend Aug 14, 2026

$0.5312

Quarterly

Record Aug 14, 2026 · Payment Aug 31, 2026

Dividend

Ex-dividend May 15, 2026

$0.5312

Quarterly

Record May 15, 2026 · Payment Jun 1, 2026

Dividend

Ex-dividend Feb 13, 2026

$0.5312

Quarterly

Record Feb 13, 2026 · Payment Mar 2, 2026

Dividend

Ex-dividend Nov 14, 2025

$0.5312

Quarterly

Record Nov 14, 2025 · Payment Dec 1, 2025

Dividend

Ex-dividend Aug 15, 2025

$0.5312

Quarterly

Record Aug 15, 2025 · Payment Sep 2, 2025

Dividend

Ex-dividend May 15, 2025

$0.5312

Quarterly

Record May 15, 2025 · Payment Jun 2, 2025

SAZ peers

BRK-A

Berkshire Hathaway Inc.

$774,299.6

+0.97%

BRK-B

Berkshire Hathaway Inc.

$515.44

+0.86%

JPM

JPMorgan Chase & Co.

$332.99

+0.47%

Visa Inc.

$385.45

+2.76%

Mastercard Incorporated

$589.14

+2.66%

BAC

Bank of America Corporation

$54.32

+1.32%

Continue in GoAI

Research SAZ

AI-generated and delayed market data for informational and educational purposes only. Not investment advice.

Saratoga Investment Corp 8.50%

SAZ company overview

Company profile

Saratoga Investment Corp 8.50%

SAZ company overview

GoAI snapshot

Company profile

Market position

Financials

Financial snapshot

Valuation & yield

Profitability & efficiency

Financial health

Financial statements

Margin trends

Income trends

Earnings

EPS: actual versus estimate

Revenue: actual versus estimate

Corporate actions

Annual dividends per share

Corporate action history

SAZ peers

Continue in GoAI

SAZ company overview

Company profile

Market position

SAZ company overview

Company profile

SAZ company overview

Company profile

Market position

SAZ company overview

GoAI snapshot

Company profile

Market position

Financials

Financial snapshot

Valuation & yield

Profitability & efficiency

Financial health

Financial statements

Margin trends

Income trends

Earnings

EPS: actual versus estimate

Revenue: actual versus estimate

Corporate actions

Annual dividends per share

Corporate action history

SAZ peers

Continue in GoAI