SAR
Saratoga Investment Corp.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted NII per share non-GAAP | $0.47 | three months ended May 31, 2026 | — |
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| Assets Under Management (AUM) | $1,126,334K | May 31, 2026 | — |
| Core BDC net interest margin | $13.4M | three months ended May 31, 2026 | — |
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| Credits rated in highest internal category | 98.3% | May 31, 2026 | — |
| First lien debt % of investments | 81.7% | May 31, 2026 | — |
| Originations | $79,151K | three months ended May 31, 2026 | — |
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| Quarter-end cash position | $60.8M | May 31, 2026 | — |
| Repayments | $48,415K | three months ended May 31, 2026 | — |
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| Return on Equity – annualized quarter | -7.1% | three months ended May 31, 2026 | — |
| Return on Equity – last twelve months | 9.1% | fiscal year 2026 | — |
| Average non-CLO assets | $962.2M | three months ended November 30, 2025 | — |
| Credits rated in highest category | 99.8% | as of November 30, 2025 | — |
| First lien debt percentage of investments | 83.9% | as of November 30, 2025 | — |
| Regulatory leverage | 168.4% | as of November 30, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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SAR
this stock
Saratoga Investment Corp.
|
$316.59M | -13.1% | — | 19.8 | 3.7% |
|
BLK
BlackRock, Inc.
|
$354.03B | +2.1% | +16.2% | 27.4 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.45B | -3.1% | — | — | 0.7% |
|
BX
Blackstone Inc.
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$94.28B | -15.4% | +9.2% | 32.5 | 3.1% |
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KKR
KKR & Co. Inc.
|
$90.63B | -19.3% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SAR | +11.2% | -12.7% | -15.2% | -13.0% | -13.1% |
| SPY | -0.1% | +0.1% | +9.0% | +0.5% | +10.1% |
| vs SPY | +11.4% | -12.7% | -24.2% | -13.5% | -23.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.