Price History

Hover for the daily close. The dotted line marks the period open.

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SAR Key Statistics

As of Sep 4, 2026

Trading

Open: $17.77
Previous Close: $17.77
Day's Range: 17.45–17.77
52-Week Range: 17.34–25.15
Volume: 297.10K
Beta: 0.59

Valuation

Market Cap: $283.67M
P/E Ratio: 18.00
Forward P/E: 8.65
P/S ratio: 2.28
EPS (ttm): 0.98

Financials (FY)

Revenue (FY): $49.92M+18.56%
Net Income (FY): $36.60M+30.33%
Profit margin: 12.70%
Shares Outstanding: 16.08M
1-Year Return: −18.80%

Dividend and dates

Dividend: $3.00+16.88%
Ex-Dividend Date: September 3, 2026
Earnings Date: October 6, 2026estimated
Avg Volume: 149.21K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

SAR Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

+51.00%−16.44%

2016*2017201820192020202120222023202420252026*

Year	Return
2026 (partial year)	−16.44%
2025	+10.36%
2024	+6.07%
2023	+12.91%
2022	−3.82%
2021	+51.00%
2020	−10.92%
2019	+34.20%
2018	−2.78%
2017	+20.77%
2016 (partial year)	+20.99%

As of September 4, 2026.

SAR Revenue and Earnings by Fiscal Year

FY ends February

RevenueNet income

2022202320242025

Fiscal year	Revenue	Net income	Net margin
2025	$49.92M	$36.60M	73.3%
2024	$42.10M	$28.09M	66.7%
2023	$20.36M	$8.93M	43.9%
2022	$36.35M	$24.68M	67.9%

Fiscal year	Revenue	Gross profit	Operating income	Net income	Net margin
2025	$49.92M	—	—	$36.60M	73.3%
2024	$42.10M	—	—	$28.09M	66.7%
2023	$20.36M	—	—	$8.93M	43.9%
2022	$36.35M	—	—	$24.68M	67.9%

Annual figures as reported, in the company's reporting currency. As of February 28, 2026.

SAR Dividend History

’16’17’18’19’20’21’22’23’24’25’26*

$3.24−1.8% vs 2024

Dividends per share, 2025 · 10 payments

Year	Dividends per share	Payments	Change
2026*	$2.25	9	—
2025	$3.24	10	−1.8%
2024	$3.30	4	+17.0%
2023	$2.82	4	+0.4%

Year	Dividends per share	Payments	Change
2026 (partial year)	$2.25	9	—
2025	$3.24	10	−1.8%
2024	$3.30	4	+17.0%
2023	$2.82	4	+0.4%
2022	$2.81	5	+55.2%
2021	$1.81	4	+32.1%
2020	$1.37	3	−17.0%
2019	$1.65	3	−19.9%
2018	$2.06	4	−12.3%
2017	$2.35	5	+434.1%
2016	$0.44	1	—

Most recent payment: $0.25 per share, ex-dividend September 3, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

SAR Valuation vs Asset Management Median

Median of 561 stocks

Metric	SAR	Asset Management median	vs median
P/E	18.00	10.34	74% above
P/S ratio	2.28	10.42	0.2x the median
Profit margin	12.70%	24.09%	11.4 pts below

Medians across 561 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

Saratoga Investment Corp. (SAR) is capitalised at $283.67M on the latest close. The company sits in the Financial Services sector, in the Asset Management industry.

The 52-week range on file runs from $17.34 to $25.15. SAR last closed at $17.64 on September 4, 2026. That is −$0.13 (−0.73%) against the previous close. The latest close sits 1.73% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $49.92M. That is +18.56% against the prior fiscal year, when revenue was $42.10M. Net income for the same year was $36.60M. That is +30.33% against the prior fiscal year. The reported profit margin is 12.7%. That is 11.4 percentage points below the Asset Management median of 24.09%. Trailing earnings per share are 0.98.

Across the 4 fiscal years on file, revenue moves from $36.35M in 2022 to $49.92M in 2025. Of those 4 years, 4 report positive net income.

Valuation Assessment

The trailing P/E ratio stands at 18. That is 74.08% above the Asset Management median of 10.34. The forward P/E on file is 8.65. Measured against sales, the shares trade at 2.28 times revenue. On price-to-sales that is 0.2 times the Asset Management median of 10.42. The medians here are taken across 561 Asset Management companies that report the metric.

The trailing one-year price return is −18.80%. Measured over 10 years, that is +10.12% a year compounded. The reported beta is 0.59. Daily returns over the trailing 10 years annualize to a volatility of 38.06%.

Growth & Income

The trailing dividend yield is 16.88%. That is 8.8 percentage points above the Asset Management median yield of 8.11%. At the indicated rate that is $3.00 a share a year. The ex-dividend date on file is September 3, 2026. Dividends are recorded for 11 calendar years; 2026 shows 9 payments totalling $2.25 a share. The year before, 2025, totalled $3.24 a share.

The strongest complete calendar year on file is 2021 at +51.00%; the weakest is 2020 at −10.92%. Of the 9 complete calendar years on file, 6 finished higher. So far in 2026 the price is −16.44%.

Peer Comparison

Saratoga Investment Corp. (SAR) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company	Ticker	Market Cap	P/E Ratio
Saratoga Investment Corp.	SAR	$283.67M	18.0
BlackRock, Inc.	BLK	$182.35B	26.9
Blackstone Inc.	BX	$162.74B	30.5
KKR & Co. Inc.	KKR	$99.50B	34.4

The Asset Management industry average P/E ratio is 10.3x. Saratoga Investment Corp. trades at a P/E of 18.0.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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About Saratoga Investment Corp.

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.

Saratoga Investment Corp. (SAR) Stock Analysis