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Saratoga Investment Corp. (SAR)

Financial Services | Asset Management | New York, United States | NYSE
23.40 USD +0.42 (1.828%) ⇧ (April 17, 2026, 11:34 a.m. EDT)

Short-term: ★★☆☆☆ | Long-term: ★★★☆☆ | Dividends: ★★★★★
Hot Take | April 11, 2026, 2:49 p.m. EDT

Saratoga Investment Corp (SAR) presents a mixed picture for short-term and long-term investors. The recent price history shows a range-bound movement with a recent dip and recovery, suggesting potential short-term trading opportunities. The high dividend yield and consistent dividend payouts make it attractive for dividend-focused investors. However, the forecasting model indicates a slight downward trend, which might indicate caution. The options activity highlights uncertainty, with both bullish and bearish positions, suggesting a need for careful risk management.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.021104
MSTL0.021278
AutoTheta0.037640
AutoARIMA0.061525

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 44%
H-stat 9.54
Ljung-Box p 0.000
Jarque-Bera p 0.208
Excess Kurtosis -0.28
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-04
Last Dividend Date 2026-04-06
Debt to Equity Ratio 185.061
Revenue per Share 8.165
Market Cap 379,646,240
Trailing P/E 9.67
Forward P/E 10.00
Beta 0.60
Profit Margins 30.62%
Website https://www.saratogainvestmentcorp.com

As of April 11, 2026, 2:49 p.m. EDT: Options speculators are showing mixed signals. The calls and puts are both showing elevated IV and OI, which suggests uncertainty. For calls, there's a notable amount of OI on the 25.0 strike, indicating potential bullish sentiment for higher prices. However, the puts also show significant OI on the 20.0 strike, indicating possible bearish sentiment for lower prices. The overall activity suggests a volatile environment, with traders anticipating potential price movements either upwards or downwards.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
1.14% 14.72% 16.22% 15.19%
Dividend History
Date Dividend Yield %
2026-04-07 0.250 1.140511
2026-03-03 0.250 1.077580
2026-02-04 0.250 1.091453
2026-01-06 0.250 1.113504
2025-12-02 0.500 2.311711
2025-11-04 0.250 1.203590
2025-10-07 0.250 1.155173
2025-09-04 0.250 1.099330
2025-08-06 0.250 1.117576
2025-07-08 0.250 1.110408
2025-06-05 0.250 1.153680
2025-05-06 0.250 1.141131
2025-04-08 0.250 1.335272
2025-03-06 0.740 3.639477
2024-12-04 1.090 5.400445
2024-09-11 0.740 4.003650
2024-06-13 0.740 4.059592
2024-03-12 0.730 4.190561
2023-12-08 0.720 3.734571
2023-09-13 0.710 3.877133
2023-06-12 0.700 3.699202
2023-03-15 0.690 4.203687
2022-12-14 0.680 4.038763
2022-09-13 0.540 3.380459
2022-06-13 0.530 3.431957
2022-03-11 0.530 3.160084
2022-01-03 0.530 3.031108
2021-09-13 0.520 3.164874
2021-06-14 0.440 2.908212
2021-04-07 0.430 2.919513
2021-01-25 0.420 3.315234
2020-10-23 0.410 3.851484
2020-07-24 0.400 4.379716
2020-01-23 0.560 3.880257
2019-09-12 0.560 4.328072
2019-06-12 0.550 4.484110
2019-03-13 0.540 4.780743
2018-12-14 0.530 4.969223
2018-09-14 0.520 4.594346
2018-06-14 0.510 4.601907
2018-03-13 0.500 5.205759
2017-12-14 0.490 4.986758
2017-09-14 0.480 5.271751
2017-06-13 0.470 5.078011
2017-03-13 0.460 4.725677
2017-01-27 0.450 5.332885
2016-10-27 0.440 5.969679
2016-08-22 0.200 2.860413
2016-07-27 0.430 6.523756
2016-04-13 0.410 6.736578
2016-01-28 0.400 7.975358
2015-10-29 0.360 6.327979
2015-07-30 0.330 5.640788
2015-05-21 1.000 17.035888
2015-04-30 0.270 4.988052
2015-01-29 0.220 4.462392
2014-10-30 0.180 3.823782
2013-11-08 2.650 49.372919
2012-11-16 4.250 102.621324
2011-11-22 0.600 22.116767
2010-11-17 0.373 10.056972
2009-11-23 2.460 50.622115
2008-12-16 2.500 70.094785
2008-08-27 3.900 22.358110
2008-05-28 3.900 24.176981
2008-02-27 3.900 23.923285
2008-01-16 1.800 11.714951
2007-11-28 3.800 24.090199
2007-08-22 3.600 21.403856
2007-05-24 2.400 13.517186
Additional Data
dividendRate 3.0
dividendYield 13.05
exDividendDate 2026-05-05
trailingAnnualDividendRate 2.99
trailingAnnualDividendYield 0.13011314
lastDividendValue 0.25
lastDividendDate 2026-04-07
dividendDate 2026-06-23

Info Dump

Attribute Value
52 Week Change -0.013310432
Address1 535 Madison Avenue
Address2 Fourth Floor
All Time High 145.5
All Time Low 5.94
Ask 23.45
Ask Size 100
Average Daily Volume10 Day 111,010
Average Daily Volume3 Month 128,504
Average Volume 128,504
Average Volume10Days 111,010
Beta 0.598
Bid 23.35
Bid Size 300
Book Value 25.593
City New York
Compensation As Of Epoch Date 1,767,139,200
Country United States
Crypto Tradeable 0
Currency USD
Current Price 23.4
Current Ratio 2.114
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 23.51
Day Low 23.0
Debt To Equity 185.061
Display Name Saratoga Inv
Dividend Date 1,782,172,800
Dividend Rate 3.0
Dividend Yield 13.05
Earnings Call Timestamp End 1,778,086,800
Earnings Call Timestamp Start 1,778,086,800
Earnings Growth 0.163
Earnings Quarterly Growth 0.358
Earnings Timestamp 1,778,011,200
Earnings Timestamp End 1,778,011,200
Earnings Timestamp Start 1,778,011,200
Ebitda Margins 0.0
Enterprise To Revenue 8.613
Enterprise Value 1,084,295,296
Eps Current Year 2.39143
Eps Forward 2.34
Eps Trailing Twelve Months 2.42
Esg Populated 0
Ex Dividend Date 1,777,939,200
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 212 906 7792
Fifty Day Average 22.7166
Fifty Day Average Change 0.6833992
Fifty Day Average Change Percent 0.030083692
Fifty Two Week Change Percent -1.3310432
Fifty Two Week High 25.64
Fifty Two Week High Change -2.2399998
Fifty Two Week High Change Percent -0.08736349
Fifty Two Week Low 20.78
Fifty Two Week Low Change 2.619999
Fifty Two Week Low Change Percent 0.12608272
Fifty Two Week Range 20.78 - 25.64
Financial Currency USD
First Trade Date Milliseconds 1,175,002,200,000
Five Year Avg Dividend Yield 10.33
Forward Eps 2.34
Forward P E 10.0
Free Cashflow 11,389,500
Full Exchange Name NYSE
Gmt Off Set Milliseconds -14,400,000
Gross Margins 1.0
Gross Profits 125,884,992
Has Pre Post Market Data 1
Held Percent Insiders 0.13385001
Held Percent Institutions 0.12919
Implied Shares Outstanding 16,224,198
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,775,520,000
Last Dividend Value 0.25
Last Fiscal Year End 1,740,700,800
Last Split Date 1,281,657,600
Last Split Factor 1:10
Long Business Summary 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 and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
Long Name Saratoga Investment Corp.
Market us_market
Market Cap 379,646,240
Market State REGULAR
Max Age 86,400
Message Board Id finmb_29730115
Most Recent Quarter 1,764,460,800
Net Income To Common 38,540,620
Next Fiscal Year End 1,772,236,800
Non Diluted Market Cap 372,832,070
Number Of Analyst Opinions 5
Open 23.13
Operating Cashflow -15,530,060
Operating Margins 0.67919
Payout Ratio 1.2355
Phone 212 906 7800
Previous Close 22.98
Price Eps Current Year 9.784941
Price Hint 2
Price To Book 0.9143125
Price To Sales Trailing12 Months 3.015818
Profit Margins 0.30616
Quick Ratio 0.727
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 0.42000008
Regular Market Change Percent 1.8276767
Regular Market Day High 23.51
Regular Market Day Low 23.0
Regular Market Day Range 23.0 - 23.51
Regular Market Open 23.13
Regular Market Previous Close 22.98
Regular Market Price 23.4
Regular Market Time 1,776,440,068
Regular Market Volume 66,354
Return On Assets 0.04617
Return On Equity 0.09781
Revenue Growth -0.118
Revenue Per Share 8.165
Sand P52 Week Change 0.36506534
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Shares Outstanding 16,224,198
Shares Percent Shares Out 0.0317
Shares Short 514,446
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 578,381
Short Name Saratoga Investment Corp New
Short Percent Of Float 0.0366
Short Ratio 6.39
Source Interval 15
State NY
Symbol SAR
Target High Price 25.0
Target Low Price 22.0
Target Mean Price 23.4
Target Median Price 23.0
Total Cash 52,298,400
Total Cash Per Share 3.231
Total Debt 764,684,032
Total Revenue 125,884,992
Tradeable 0
Trailing Annual Dividend Rate 2.99
Trailing Annual Dividend Yield 0.13011314
Trailing Eps 2.42
Trailing P E 9.669421
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 23.4861
Two Hundred Day Average Change -0.086099625
Two Hundred Day Average Change Percent -0.0036659823
Type Disp Equity
Volume 66,354
Website https://www.saratogainvestmentcorp.com
Zip 10,022