Saratoga Investment (SAR) Expected to Announce Earnings on Wednesday

Saratoga Investment (NYSE:SAR) is expected to post its Q3 2026 results after the market closes on Wednesday, January 7th. Analysts expect Saratoga Investment to post earnings of $0.59 per share and revenue of $31.3460 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Thursday, January 8, 2026 at 10:00 AM ET.

Saratoga Investment (NYSE:SAR) last announced its earnings results on Tuesday, October 7th. The financial services provider reported $0.58 EPS for the quarter, missing the consensus estimate of $0.67 by ($0.09). Saratoga Investment had a return on equity of 10.09% and a net margin of 27.19%.The company had revenue of $22.03 million for the quarter, compared to analyst estimates of $32.39 million. On average, analysts expect Saratoga Investment to post $4 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Saratoga Investment Trading Down 0.4%

NYSE SAR opened at $23.07 on Wednesday. The firm has a market capitalization of $371.58 million, a PE ratio of 9.86 and a beta of 0.54. The business’s 50-day moving average price is $22.67 and its two-hundred day moving average price is $23.88. The company has a current ratio of 0.29, a quick ratio of 0.29 and a debt-to-equity ratio of 0.17. Saratoga Investment has a 12 month low of $21.10 and a 12 month high of $26.17.

Saratoga Investment Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Thursday, March 19th. Investors of record on Tuesday, March 3rd will be paid a $0.25 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 13.0%. The ex-dividend date of this dividend is Tuesday, March 3rd. Saratoga Investment’s payout ratio is currently 128.21%.

Institutional Trading of Saratoga Investment

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SAR. BNP Paribas Financial Markets acquired a new position in Saratoga Investment during the 3rd quarter worth approximately $25,000. Quantbot Technologies LP bought a new stake in shares of Saratoga Investment during the third quarter valued at approximately $36,000. Advisory Services Network LLC bought a new stake in shares of Saratoga Investment during the third quarter valued at approximately $45,000. Osaic Holdings Inc. raised its position in shares of Saratoga Investment by 24.0% during the second quarter. Osaic Holdings Inc. now owns 6,256 shares of the financial services provider’s stock worth $155,000 after purchasing an additional 1,211 shares during the period. Finally, Aquatic Capital Management LLC lifted its holdings in shares of Saratoga Investment by 4,814.7% in the 3rd quarter. Aquatic Capital Management LLC now owns 12,729 shares of the financial services provider’s stock worth $310,000 after purchasing an additional 12,470 shares in the last quarter. 19.09% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

SAR has been the subject of a number of recent analyst reports. Zacks Research raised shares of Saratoga Investment from a “strong sell” rating to a “hold” rating in a research report on Monday, December 15th. B. Riley reduced their price objective on shares of Saratoga Investment from $23.50 to $23.00 and set a “neutral” rating on the stock in a research note on Thursday, October 16th. Janney Montgomery Scott reiterated a “neutral” rating on shares of Saratoga Investment in a research report on Friday, October 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Saratoga Investment in a research note on Monday. Finally, LADENBURG THALM/SH SH raised shares of Saratoga Investment to a “hold” rating in a research report on Thursday, October 9th. Six equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $23.63.

Saratoga Investment Company Profile

Saratoga Investment Corp. is a closed-end, externally managed investment company that seeks to generate current income and total return through a diversified portfolio of private U.S. companies. Trading on the New York Stock Exchange under the ticker SAR, the firm primarily targets middle-market businesses across a broad range of industries, including industrials, healthcare, consumer products, financial services and technology. Its investment approach combines debt and equity instruments, providing flexible capital solutions such as first-lien and second-lien secured loans, mezzanine debt, preferred equity and common equity positions.

As an actively managed vehicle, Saratoga Investment works closely with portfolio companies’ management teams to support growth initiatives, operational improvements, and strategic transactions.