Saratoga Investment (SAR) Projected to Post Quarterly Earnings on Tuesday

Saratoga Investment (NYSE:SAR) is expected to announce its Q1 2027 results after the market closes on Tuesday, July 7th. Analysts expect Saratoga Investment to post earnings of $0.54 per share and revenue of $31.3790 million for the quarter. Investors may visit the the company’s upcoming Q1 2027 earning overview page for the latest details on the call scheduled for Wednesday, July 8, 2026 at 10:00 AM ET.

Saratoga Investment (NYSE:SAR) last announced its earnings results on Tuesday, May 5th. The financial services provider reported $0.53 earnings per share for the quarter, hitting the consensus estimate of $0.53. The business had revenue of $6.85 million during the quarter, compared to the consensus estimate of $30.85 million. Saratoga Investment had a return on equity of 9.29% and a net margin of 29.12%. On average, analysts expect Saratoga Investment to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Saratoga Investment Stock Performance

NYSE:SAR opened at $22.35 on Tuesday. The stock has a market capitalization of $363.57 million, a PE ratio of 9.59 and a beta of 0.55. The company has a fifty day moving average of $22.41 and a two-hundred day moving average of $22.75. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.04 and a current ratio of 0.04. Saratoga Investment has a fifty-two week low of $20.78 and a fifty-two week high of $25.64.

Saratoga Investment Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Thursday, September 3rd will be paid a $0.25 dividend. This represents a c) annualized dividend and a yield of 13.4%. The ex-dividend date of this dividend is Thursday, September 3rd. Saratoga Investment’s dividend payout ratio is currently 128.76%.

Institutional Trading of Saratoga Investment

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. BNP Paribas Financial Markets purchased a new position in shares of Saratoga Investment during the third quarter worth $25,000. Quantbot Technologies LP purchased a new position in Saratoga Investment in the 3rd quarter valued at approximately $36,000. Advisory Services Network LLC acquired a new stake in shares of Saratoga Investment in the third quarter valued at $45,000. Kestra Advisory Services LLC acquired a new stake in shares of Saratoga Investment in the fourth quarter valued at $46,000. Finally, Steward Partners Investment Advisory LLC boosted its holdings in Saratoga Investment by 610.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,212 shares of the financial services provider’s stock valued at $120,000 after purchasing an additional 4,478 shares during the period. Hedge funds and other institutional investors own 19.09% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on SAR. Weiss Ratings reiterated a “hold (c)” rating on shares of Saratoga Investment in a research report on Wednesday, June 24th. Wall Street Zen lowered shares of Saratoga Investment from a “hold” rating to a “sell” rating in a research report on Saturday, May 9th. Five equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $23.00.

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.