Saratoga Investment (SAR) to Release Quarterly Earnings on Wednesday

Saratoga Investment (NYSE:SAR) is projected 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. Parties 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 quarterly earnings data on Tuesday, October 7th. The financial services provider reported $0.58 EPS for the quarter, missing analysts’ consensus estimates 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 Price Performance

Shares of SAR opened at $23.57 on Tuesday. The stock has a market cap of $379.57 million, a P/E ratio of 10.07 and a beta of 0.56. Saratoga Investment has a 1 year low of $21.10 and a 1 year high of $26.17. The stock’s 50-day moving average price is $22.72 and its two-hundred day moving average price is $23.85. 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 Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 3rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a c) annualized dividend and a dividend yield of 12.7%. Saratoga Investment’s payout ratio is 128.21%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Zacks Research raised Saratoga Investment from a “strong sell” rating to a “hold” rating in a research note on Monday, December 15th. Janney Montgomery Scott reiterated a “neutral” rating on shares of Saratoga Investment in a research report on Friday, October 10th. B. Riley dropped their target price on shares of Saratoga Investment from $23.50 to $23.00 and set a “neutral” rating on the stock in a report on Thursday, October 16th. LADENBURG THALM/SH SH raised shares of Saratoga Investment to a “hold” rating in a research note on Thursday, October 9th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Saratoga Investment in a research report on Monday, December 29th. Six equities research analysts have rated the stock with a Hold rating, According to MarketBeat.com, Saratoga Investment currently has an average rating of “Hold” and a consensus target price of $23.63.

Institutional Investors Weigh In On Saratoga Investment

Several large investors have recently made changes to their positions in the stock. BNP Paribas Financial Markets acquired a new position in Saratoga Investment during the third quarter worth $25,000. Royal Bank of Canada grew its position in shares of Saratoga Investment by 4.5% in the 1st quarter. Royal Bank of Canada now owns 23,476 shares of the financial services provider’s stock valued at $595,000 after acquiring an additional 1,018 shares during the period. Osaic Holdings Inc. increased its stake in shares of Saratoga Investment by 24.0% during the 2nd 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 last quarter. Quantbot Technologies LP bought a new stake in shares of Saratoga Investment in the 3rd quarter valued at about $36,000. Finally, Advisory Services Network LLC bought a new stake in shares of Saratoga Investment in the 3rd quarter valued at about $45,000. Institutional investors and hedge funds own 19.09% of the company’s stock.

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.