SAR
Saratoga Investment Corp. NYSE Listed Mar 27, 2007$22.27
+0.75%
vs $22.10
Mkt Cap $362.2M
52w Low $20.78
30.6% of range
52w High $25.64
50d MA $22.51
200d MA $22.89
P/E (TTM)
8.4x
EV/EBITDA
24.7x
P/B
0.8x
Debt/Equity
2.0x
ROE
7.6%
P/FCF
1.6x
RSI (14)
35.60
ATR (14)
$0.36
Beta
0.60
50d MA
$22.51
200d MA
$22.89
Avg Volume
89.1K
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. It 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 firm 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. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.
CIK (SEC)
Phone
212-906-7800
535 Madison Avenue · New York City, NY 10022 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | AMC | 0.53 | 0.53 | +0.0% | 23.22 | -2.0% | -3.1% | -0.7% | -0.9% | -1.4% | +1.4% | — |
| Jan 7, 2026 | AMC | 0.59 | 0.61 | +3.4% | 22.59 | +0.0% | +1.5% | +1.2% | -0.4% | -0.5% | +1.8% | — |
| Oct 7, 2025 | AMC | 0.67 | 0.58 | -13.4% | 23.35 | +0.2% | -4.7% | -0.9% | -2.1% | +1.3% | +1.3% | — |
| Jul 8, 2025 | AMC | 0.69 | 0.66 | -4.3% | 25.04 | -0.2% | -2.9% | +1.6% | +0.6% | -0.3% | +0.5% | — |
| May 7, 2025 | AMC | 0.77 | 0.56 | -27.3% | 24.68 | -3.4% | -7.9% | +3.0% | +1.8% | +1.3% | -0.3% | — |
| Jan 8, 2025 | AMC | 0.92 | 0.90 | -2.2% | 24.50 | +0.0% | -1.3% | +0.9% | +1.3% | +0.7% | +0.1% | — |
| Oct 8, 2024 | AMC | 0.94 | 0.97 | +3.2% | 23.58 | +5.1% | +5.3% | -3.6% | -0.5% | +1.1% | +0.1% | — |
| Jul 9, 2024 | AMC | 0.97 | 1.05 | +8.2% | 22.46 | +2.6% | +2.7% | +2.2% | -1.4% | +0.0% | +0.3% | — |
| May 6, 2024 | AMC | 0.96 | 0.94 | -2.1% | 23.71 | -2.0% | -1.1% | -2.5% | +0.7% | +0.4% | +0.4% | — |
| Jan 9, 2024 | AMC | 1.06 | 1.01 | -4.7% | 25.90 | -3.3% | -9.9% | -0.2% | +1.3% | -1.9% | -0.2% | — |
| Oct 9, 2023 | AMC | 1.02 | 1.08 | +5.9% | 24.15 | +0.2% | -2.2% | -0.0% | -0.1% | +1.0% | +1.6% | — |
| Jul 10, 2023 | AMC | 0.91 | 1.08 | +18.7% | 27.45 | +1.8% | -3.9% | -2.5% | +2.8% | +0.3% | -0.5% | — |
| May 2, 2023 | AMC | 0.80 | 0.98 | +22.5% | 24.32 | +0.7% | +0.1% | -2.3% | +2.4% | +3.5% | -0.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 16 | B. Riley Securities | Maintains | Neutral → Neutral | — | $22.17 | $22.08 | -0.4% | -2.8% | +0.7% | +1.0% | +2.8% | +0.1% |
| Oct 10 | Janney Montgomery Scott | Downgrade | Buy → Neutral | — | $22.05 | $21.80 | -1.1% | -2.1% | +1.3% | +1.3% | +0.1% | -2.8% |
| Jun 9 | Compass Point | Downgrade | Buy → Neutral | — | $24.41 | $24.35 | -0.2% | -1.1% | -0.2% | +0.2% | +0.6% | -0.5% |
| Jan 13 | Compass Point | Maintains | Buy → Buy | — | $24.18 | $24.27 | +0.4% | +0.9% | +1.3% | +0.7% | +0.1% | +0.0% |
| Oct 11 | Compass Point | Maintains | Buy → Buy | — | $23.94 | $24.15 | +0.9% | -0.5% | +1.1% | +0.1% | +0.9% | -0.3% |
| Oct 10 | Oppenheimer | Maintains | Perform → Perform | — | $24.84 | $24.26 | -2.3% | -3.6% | -0.5% | +1.1% | +0.1% | +0.9% |
| Oct 10 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $24.84 | $24.26 | -2.3% | -3.6% | -0.5% | +1.1% | +0.1% | +0.9% |
| Oct 10 | B. Riley Securities | Maintains | Neutral → Neutral | — | $24.84 | $24.26 | -2.3% | -3.6% | -0.5% | +1.1% | +0.1% | +0.9% |
| Jul 11 | Compass Point | Upgrade | Neutral → Buy | — | $23.07 | $23.27 | +0.9% | +2.2% | -1.4% | +0.0% | +0.3% | +0.6% |
| Jul 11 | B. Riley Securities | Maintains | Neutral → Neutral | — | $23.07 | $23.27 | +0.9% | +2.2% | -1.4% | +0.0% | +0.3% | +0.6% |
| May 8 | Oppenheimer | Downgrade | Outperform → Perform | — | $23.46 | $23.05 | -1.7% | -2.5% | +0.7% | +0.4% | +0.4% | +0.9% |
| Jan 10 | Compass Point | Downgrade | Buy → Neutral | — | $25.90 | $25.04 | -3.3% | -9.9% | -0.2% | +1.3% | -1.9% | -0.2% |
| Jan 8 | B. Riley Securities | Downgrade | Buy → Neutral | — | $26.35 | $26.07 | -1.1% | -0.7% | -1.0% | -9.9% | -0.2% | +1.3% |
| Jul 12 | Raymond James | Downgrade | Outperform → Market Perform | — | $26.38 | $26.02 | -1.4% | -2.5% | +2.8% | +0.3% | -0.5% | -0.3% |
| Jun 21 | B. Riley Securities | Maintains | Buy → Buy | — | $26.85 | $26.86 | +0.0% | +0.0% | -1.2% | -2.5% | +1.7% | +1.0% |
| May 4 | Raymond James | Maintains | Outperform → Outperform | — | $24.34 | $24.20 | -0.6% | -2.3% | +2.4% | +3.5% | -0.1% | -0.5% |
| Apr 24 | Janney Montgomery Scott | Maintains | Buy → Buy | — | $24.19 | $24.37 | +0.7% | +1.3% | -0.6% | -0.4% | +0.9% | -0.1% |
| Jan 12 | B. Riley Securities | Maintains | Buy → Buy | — | $26.99 | $27.62 | +2.3% | +0.3% | -0.0% | +0.4% | -0.4% | -0.3% |
| Dec 13 | B. Riley Securities | Maintains | Buy → Buy | — | $27.02 | $27.47 | +1.7% | -1.0% | -4.0% | +0.6% | -0.6% | -1.6% |
| Oct 6 | Raymond James | Maintains | Outperform → Outperform | — | $21.95 | $22.04 | +0.4% | -0.2% | -3.8% | +0.0% | -1.7% | +0.9% |
| Jul 8 | Raymond James | Maintains | Outperform → Outperform | — | $23.79 | $23.72 | -0.3% | +0.5% | +0.0% | +0.3% | -2.0% | -0.9% |
| Jun 22 | Raymond James | Maintains | Outperform → Outperform | — | $26.15 | $26.42 | +1.0% | +1.1% | -0.1% | +0.6% | +0.1% | +0.4% |
| Jun 16 | Oppenheimer | Maintains | Outperform → Outperform | — | $26.09 | $26.20 | +0.4% | -0.4% | -0.2% | -0.9% | +1.8% | +1.1% |
| May 15 | Compass Point | Maintains | Buy → Buy | — | $13.56 | $13.58 | +0.1% | +1.3% | +2.3% | +2.2% | +2.0% | +1.9% |
| May 12 | Aegis Capital | Maintains | Buy → Buy | — | $13.01 | $13.34 | +2.5% | +5.8% | -4.6% | +3.2% | +1.3% | +2.3% |
| Mar 24 | B. Riley Securities | Maintains | Buy → Buy | — | $9.23 | $9.90 | +7.3% | +14.4% | +9.8% | +20.8% | -12.4% | -12.4% |
| Mar 24 | B. Riley FBR | Maintains | Buy → Buy | — | $9.23 | $9.90 | +7.3% | +14.4% | +9.8% | +20.8% | -12.4% | -12.4% |
| Jan 13 | B. Riley Securities | Maintains | Buy → Buy | — | $26.74 | $27.19 | +1.7% | +2.9% | -0.1% | +0.7% | +0.9% | +0.9% |
| Jan 13 | Ladenburg Thalmann | Upgrade | Neutral → Buy | — | $26.74 | $27.19 | +1.7% | +2.9% | -0.1% | +0.7% | +0.9% | +0.9% |
| Jan 13 | B. Riley FBR | Maintains | Buy → Buy | — | $26.74 | $27.19 | +1.7% | +2.9% | -0.1% | +0.7% | +0.9% | +0.9% |
| Jan 9 | Compass Point | Upgrade | Neutral → Buy | — | $25.13 | $25.63 | +2.0% | +3.7% | +2.6% | +2.9% | -0.1% | +0.7% |
| Dec 19 | National Securities | Maintains | Neutral → Neutral | — | $25.58 | $25.58 | +0.0% | -1.7% | -0.6% | -0.1% | +0.3% | +0.1% |
| Aug 29 | Aegis Capital | Maintains | Buy → Buy | — | $24.77 | $24.78 | +0.0% | +0.7% | +0.8% | -0.2% | +0.4% | +0.9% |
| Apr 15 | Compass Point | Downgrade | Buy → Neutral | — | $24.57 | $24.35 | -0.9% | -0.2% | -0.3% | +0.0% | -0.7% | +2.2% |
| Jul 16 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $24.45 | $24.49 | +0.2% | +0.1% | +1.3% | -1.0% | -0.2% | +0.6% |
| Jul 16 | Compass Point | Upgrade | Neutral → Buy | — | $24.45 | $24.49 | +0.2% | +0.1% | +1.3% | -1.0% | -0.2% | +0.6% |
| May 29 | Compass Point | Downgrade | Buy → Neutral | — | $22.94 | $22.85 | -0.4% | -1.3% | +0.7% | -0.0% | +1.1% | +1.3% |
| Mar 28 | B. Riley FBR | Maintains | Buy → Buy | — | $20.79 | $20.81 | +0.1% | -1.3% | +1.4% | -1.2% | +0.4% | -3.1% |
| Oct 6 | Janney Capital | Maintains | Neutral → Neutral | — | $21.55 | $21.72 | +0.8% | -2.6% | -1.6% | +0.9% | +1.7% | +1.5% |
| Jul 26 | Compass Point | Maintains | Neutral → Neutral | — | $18.12 | $18.34 | +1.2% | +0.2% | -5.5% | +0.3% | -0.2% | -0.2% |
| Oct 15 | Gilford Securities | Maintains | Buy → Buy | — | $19.15 | $19.25 | +0.5% | +2.1% | -0.6% | +0.3% | -1.9% | +1.5% |
No insider trades available.
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
SAR likely secured new financing or modified existing debt terms, which could improve liquidity, refinance obligations, or signal management confidence—investors should monitor interest rates and covenants affecting future flexibility.
Apr 14
8-K · 1.01
!! High
Unknown — 8-K 1.01: Distribution Agreement
Saratoga Investment Corp. secured a $170.4 million distribution agreement, likely expanding asset management capabilities and revenue streams through enhanced distribution channels for investors.
Mar 13
8-K · 1.01
! Medium
SARATOGA INVESTMENT CORP. NEW -- 8-K 1.01: Financing / Debt Agreement
Saratoga Investment Corp. secured $100 million in financing through a supplemental indenture agreement with Saratoga Investment Advisors, potentially expanding its capital availability for investments.
Feb 6
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Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$362.2M
Enterprise Value
$941.1M
P/E (TTM)
8.40x
Forward P/E
9.64x
PEG Ratio
0.07x
P/B
0.79x
P/S
3.12x
P/FCF
1.57x
EV/EBITDA
24.71x
Shares Out
13.9M
Financials (TTM)
Revenue
$99.2M
Net Income
$36.6M
EBITDA
$38.1M
Free Cash Flow
$197.5M
Op Cash Flow
$197.5M
EPS Basic
$2.02
EPS Diluted
$2.33
EPS Forward
$2.31
Gross Margin
50.3%
Op Margin
38.4%
Net Margin
36.9%
Balance Sheet
Total Assets
$1.19B
Total Liab.
$798.9M
Total Equity
$392.7M
Cash
$148.2M
LT Debt
$781.8M
Book Value/Sh
$28.22
Debt/Equity
1.99x
Current Ratio
27.93
Quick Ratio
27.93
Returns & Growth
ROE
7.6%
ROA
2.6%
ROIC
2.4%
Rev Growth YoY
+35.4%
EPS Growth YoY
+184.5%
Price Returns
2W
+1.7%
1M
-3.4%
3M
-2.8%
6M
-3.1%
12M
-9.2%
Technicals
52W High
$25.64
52W Low
$20.78
50d MA
$22.51
200d MA
$22.89
RSI (14)
35.60
ATR (14)
$0.36
Beta
0.60
Avg Volume
89K
Dividends
Div Rate
$2.93
Div Yield
12.4%
Frequency
12
Ex-Div Date
Jun 4, 2026
Analyst Price Targets
Consensus
—
High
—
Low
—
Median
—
Data updated apr 27, 2026 12:09am
· Source: financialmodelingprep.com