What’s the current market cap for Saratoga Investment stock?

Saratoga Investment (SAR) has a market cap of $358m as of June 18, 2026.

What is the P/E ratio for Saratoga Investment stock?

The price to earnings (P/E) ratio for Saratoga Investment (SAR) stock is 9.54 as of June 18, 2026.

Does Saratoga Investment stock pay dividends?

Yes, the Saratoga Investment (SAR) stock pays dividends to shareholders. As of June 18, 2026, the dividend rate is $3.25 and the yield is 13.62%. Saratoga Investment has a payout ratio of 143.03% on a trailing twelve-month basis.

When is the next Saratoga Investment dividend payment date?

The next Saratoga Investment (SAR) dividend payment is scheduled for June 23, 2026.

What is the beta indicator for Saratoga Investment?

Saratoga Investment (SAR) has a beta rating of 0.61. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.

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About Saratoga Investment

Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The company invests in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.

Ticker

$SAR

Sector

Finance

Primary listing

NYSE

Employees

1,768,642

Headquarters

New York, United States

Website

www.saratogainvestmentcorp.com

SAR Metrics

BasicAdvanced

$358m

9.54

$2.31

0.61

$3.25

13.62%

Bulls say / Bears say

Saratoga declared a base quarterly dividend of $0.75 per share for Q1 fiscal 2027—equating to an annualized 12.6% yield—underscoring its ability to generate and return robust income to shareholders (Reuters).

Assets under management grew 13.4% year-over-year to $1.109 billion as of February 28, 2026, demonstrating strong growth in Saratoga’s managed portfolio and successful deployment of capital (SEC).

Non-accruals remain exceptionally low at 0.2% of fair value (1.2% of cost), highlighting Saratoga’s disciplined underwriting and resilient portfolio credit quality amid competitive market conditions (SEC).

Total investment income fell 15.5% year-over-year to $125.7 million for fiscal 2026, driven by SOFR base rate declines and tighter spreads on new originations, pressuring yields on Saratoga’s floating-rate portfolio (SEC).

Net asset value per share declined 4.6% sequentially to $24.42 (excluding the $0.25 special dividend adjustment, NAV per share was down 3.6%), reflecting distributions exceeding current-year income and eroding per-share book value (SEC).

Quarterly operating expenses increased to $2.4 million, up $1.0 million year-over-year, suggesting rising administrative costs that could further pressure net investment income margins (SEC).

Data summarised monthly by Lightyear AI. Last updated on 17 Jun 2026.

Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.

Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

Bulls say / Bears say

Assets under management grew 13.4% year-over-year to $1.109 billion as of February 28, 2026, demonstrating strong growth in Saratoga’s managed portfolio and successful deployment of capital (SEC).

Quarterly operating expenses increased to $2.4 million, up $1.0 million year-over-year, suggesting rising administrative costs that could further pressure net investment income margins (SEC).

Data summarised monthly by Lightyear AI. Last updated on 17 Jun 2026.