Skip to main content
SAR logo

SAR · Saratoga Investment Corp.

Track SAR — free
$17.64 -0.13 (-0.73%) At close · Sep 4
Market Cap
$287.72M
Shares
16.31M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$17.64 Open$17.77 Day$17.45–17.77 52W close$17.45–24.89 Avg vol 30d136K Short int717K · 4.4% float · 5.3d Short vol32% Last earningsJul 8, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 7

Up next

Next earnings call
Oct 8, 2026 Est · unconfirmed · in 4 wks
filed Jul 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
$15.77M
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
18.0
Trailing earnings · reciprocal yield 5.6%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
−$771.23M
Latest balance sheet
Dividend yield
18.4%
Trailing 12 months
Shares change YoY
+5.9%
Year over year · more shares
Price change (1Y)
-28.8%
Trailing year
Short interest
4.4%
Latest settlement · 5.3 days to cover
View all 114 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 14.5 · calm Equity put/call 0.58
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −19%
below
Price vs 50-day avg −9%
below
RSI (14) 30
neutral
MACD trend Negative
52-week position 3%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −12%
trailing
6-month return −19%
trailing
YTD return −24%
this year
Relative strength −35%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $19 › 200d $22 — 200d above 50d
Institutional flow Distributing
-6% holders QoQ · +6 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.40% of float · ▼ -3.3% MoM · 5.3 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr low
61 holders — near 3-yr low, contrarian setup
Squeeze score 54
elevated · 0–100
Fundamentals
Fair
EPS growth +14%
Y/Y
Balance sheet $737.7M
net debt
Quant / Vol
risk profile
Moderate
Volatility 27%
annualized · 1-yr
Max drawdown −30%
past year
ATR 2.4%
of price · 14-day

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 Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−19% Bearish
Price vs 50-day avg
−9% Bearish
RSI (14)
30 Neutral
MACD trend
Negative Bearish
52-week position
3% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $19 › 200d $22 — 200d above 50d
Institutional flow Distributing
-6% holders QoQ · +6 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.40% of float · ▼ -3.3% MoM · 5.3 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr low
61 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $17 Now $18 · 3% Range high $25
vs 200-day avg -19% vs 50-day avg -9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SAR
Saratoga Investment Corp.
this stock
$287.72M -23.5% 4.4%
BLK
BlackRock, Inc.
$364.69B +4.9% +16.2% 26.9 0.6%
BX
Blackstone Inc.
$102.20B -11.7% +9.2% 30.5 2.9%
KKR
KKR & Co. Inc.
$96.70B -15.5% -11.0% 1.4%
BN
BROOKFIELD Corp /ON/
$89.99B -12.2% 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
61
% held
12.1%
Net QoQ
-53.5K sh
Top holder
Lido Advisors, LLC
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Falling
Shares short
717.2K
Days to cover
5.3d
Change
-24.8K sh
View
Short Volume
Short vol %
32%
As of
Sep 4, 2026
Short Total
View
Fails to Deliver
FTD shares
3.5K
Value
$68.6K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
46.3%
Week of
Jul 27, 2026
Off-exch Lit
View
Financials
Financials
Net income (FY)
$36.6M
EPS diluted
$2.31
View
Buybacks
Authorized
shares 1.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 26, 2026
This year
15
View
Earnings & Events
Earnings Calls
Last call
Jul 8, 2026
View
Investor Relations
Latest news
Saratoga Investment Corp. Announc…
Published
Jul 7, 2026
View

Performance

5D 20D 120D MTD YTD
SAR -3.3% -11.8% -19.4% -4.7% -23.5%
SPY +0.1% -0.4% +15.1% +0.4% +12.9%
vs SPY -3.4% -11.4% -34.5% -5.1% -36.5%

Capital returns

Latest dividend
$0.25 / share · ex Sep 3, 2026
Cut 50%
Paid (TTM)
$3.25 / share · 12 payouts
Dividend yield (TTM, derived)
18.42%
Buyback program · as of May 31, 2026
Authorized
shares 1.04M
Spent (derived)
Remaining

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.

Key facts CIK 1377936 CUSIP 80349A208 13F (30d) 33 filings 33 filers Visit website Investor relations