SARATOGA INVESTMENT CORP

NYSE: SAR (Saratoga Investment Corp New)

Last update: yesterday, 1:46AM

24.93

-0.05 (-0.20%)

  • 1D -0.20%
  • 5D -1.62%
  • 1M 2.93%
  • 6M 13.78%
  • YTD 2.85%
  • 1Y 8.63%
  • 5Y -6.59%
Previous Close 24.98
Open 24.97
Volume 64,757
Avg. Volume (3M) 89,557
Market Cap 357,655,744
Price / Earnings (TTM) 9.93
Price / Earnings (Forward) 8.38
Price / Sales 7.29
Price / Book 0.960
52 Weeks Range
21.56 (-13%) — 26.49 (6%)
Earnings Date 8 Jan 2025
TTM Dividend Yield 13.24%
Profit Margin 13.64%
Operating Margin (TTM) 73.13%
Diluted EPS (TTM) 2.51
Quarterly Revenue Growth (YOY) 21.10%
Quarterly Earnings Growth (YOY) 68.70%
Total Debt/Equity (MRQ) 221.08%
Current Ratio (MRQ) 1.96
Operating Cash Flow (TTM) 84.08 M
Levered Free Cash Flow (TTM) -5.66 M
Return on Assets (TTM) 5.95%
Return on Equity (TTM) 5.77%

Market Trend

Short Term Medium Term
Industry Asset Management (US) Mixed Bullish
Asset Management (Global) Mixed Bullish
Stock Saratoga Investment Corp New Bullish Bearish

AIStockmoo Score

1.4
Analyst Consensus 1.5
Insider Activity NA
Price Volatility -3.5
Technical Moving Averages 3.5
Technical Oscillators 4.0
Average 1.38

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
SAR 358 M 13.24% 9.93 0.960
BEN 10 B 6.39% 23.01 0.820
IVZ 8 B 4.74% - 0.810
FSK 6 B 12.32% 12.05 0.980
OBDC 6 B 11.32% 9.43 0.990
AMG 6 B 0.01% 11.28 1.71

Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.
Sector Financial Services
Industry Asset Management
Investment Style Small Value
% Held by Insiders 15.51%
% Held by Institutions 15.90%

Ownership

Name Date Shares Held
Private Advisor Group, Llc 30 Sep 2024 129,621
Tmd Wealth Management, Llc 30 Jun 2024 67,730
52 Weeks Range
21.56 (-13%) — 26.49 (6%)
Median 25.25 (1.28%)
Total 1 Buy
Firm Date Target Price Call Price @ Call
Compass Point 13 Jan 2025 25.25 (1.28%) Buy 24.39

No data within this time range.

TTM Dividend Yield 13.24%
5Y Average Dividend Yield 9.68%
Payout Ratio 190.79%
Expected Next Dividend Payment Jun 2025
Ex Date Announcement Date Payment Date Details
04 Dec 2024 07 Nov 2024 19 Dec 2024 0.74 Cash
04 Dec 2024 07 Nov 2024 19 Dec 2024 0.35 Cash
11 Sep 2024 22 Aug 2024 26 Sep 2024 0.74 Cash
13 Jun 2024 23 May 2024 27 Jun 2024 0.74 Cash
12 Mar 2024 15 Feb 2024 28 Mar 2024 0.73 Cash
08 Dec 2023 15 Nov 2023 28 Dec 2023 0.72 Cash
13 Sep 2023 14 Aug 2023 28 Sep 2023 0.71 Cash
12 Jun 2023 22 May 2023 29 Jun 2023 0.7 Cash
15 Mar 2023 28 Feb 2023 30 Mar 2023 0.69 Cash
14 Dec 2022 15 Nov 2022 04 Jan 2023 0.68 Cash
13 Sep 2022 29 Aug 2022 29 Sep 2022 0.54 Cash
13 Jun 2022 26 May 2022 29 Jun 2022 0.53 Cash
11 Mar 2022 24 Feb 2022 28 Mar 2022 0.53 Cash
03 Jan 2022 05 Jan 2022 19 Jan 2022 0.53 Cash
13 Sep 2021 26 Aug 2021 28 Sep 2021 0.52 Cash
14 Jun 2021 27 May 2021 29 Jun 2021 0.44 Cash
07 Apr 2021 22 Mar 2021 22 Apr 2021 0.43 Cash
25 Jan 2021 05 Jan 2021 10 Feb 2021 0.42 Cash
23 Oct 2020 07 Oct 2020 10 Nov 2020 0.41 Cash
24 Jul 2020 07 Jul 2020 12 Aug 2020 0.4 Cash
23 Jan 2020 08 Jan 2020 06 Feb 2020 0.56 Cash
12 Sep 2019 27 Aug 2019 26 Sep 2019 0.56 Cash
12 Jun 2019 28 May 2019 27 Jun 2019 0.55 Cash
13 Mar 2019 26 Feb 2019 28 Mar 2019 0.54 Cash
14 Dec 2018 27 Nov 2018 02 Jan 2019 0.53 Cash
14 Sep 2018 29 Aug 2018 27 Sep 2018 0.52 Cash
14 Jun 2018 30 May 2018 27 Jun 2018 0.51 Cash
13 Mar 2018 26 Feb 2018 26 Mar 2018 0.5 Cash
14 Dec 2017 29 Nov 2017 27 Dec 2017 0.49 Cash
14 Sep 2017 28 Aug 2017 26 Sep 2017 0.48 Cash
13 Jun 2017 30 May 2017 27 Jun 2017 0.47 Cash
13 Mar 2017 28 Feb 2017 28 Mar 2017 0.46 Cash
27 Jan 2017 10 Jan 2017 09 Feb 2017 0.45 Cash
27 Oct 2016 05 Oct 2016 09 Nov 2016 0.44 Cash
22 Aug 2016 08 Aug 2016 05 Sep 2016 0.2 Cash
27 Jul 2016 07 Jul 2016 09 Aug 2016 0.43 Cash
13 Apr 2016 01 Apr 2016 27 Apr 2016 0.41 Cash
28 Jan 2016 14 Jan 2016 29 Feb 2016 0.4 Cash
29 Oct 2015 14 Oct 2015 30 Nov 2015 0.36 Cash
30 Jul 2015 15 Jul 2015 31 Aug 2015 0.33 Cash
21 May 2015 15 May 2015 05 Jun 2015 1 Cash
30 Apr 2015 09 Apr 2015 29 May 2015 0.27 Cash
29 Jan 2015 24 Sep 2014 27 Feb 2015 0.22 Cash
30 Oct 2014 24 Sep 2014 28 Nov 2014 0.18 Cash
08 Nov 2013 30 Oct 2013 27 Dec 2013 2.65 Cash
16 Nov 2012 09 Nov 2012 31 Dec 2012 4.25 Cash
16 Nov 2012 09 Nov 2012 31 Dec 2012 2.75 Cash
22 Nov 2011 - 30 Dec 2011 1.77 Cash
22 Nov 2011 15 Nov 2011 30 Dec 2011 3 Cash
17 Nov 2010 12 Nov 2010 29 Dec 2010 4.4 Cash
16 Dec 2008 08 Dec 2008 29 Dec 2008 0.25 Cash
27 Aug 2008 19 Aug 2008 15 Sep 2008 0.39 Cash
27 Feb 2008 20 Feb 2008 10 Mar 2008 0.39 Cash
16 Jan 2008 28 Dec 2007 28 Jan 2008 0.18 Cash
28 Nov 2007 15 Nov 2007 03 Dec 2007 0.38 Cash
22 Aug 2007 14 Aug 2007 31 Aug 2007 0.36 Cash
24 May 2007 21 May 2007 06 Jun 2007 0.24 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2024 3.30 5 13.80
2023 3.50 5 13.53
2022 2.13 4 8.36
2021 1.81 4 6.16
2020 1.37 3 6.57
2019 2.18 4 8.74
2018 1.53 3 7.69
2017 2.35 5 10.51
2016 1.88 5 9.12
2015 2.18 5 14.14
2014 0.180 1 1.21
2013 2.65 1 16.93
2012 7.00 2 45.46
2011 4.77 2 38.62
2010 4.40 1 25.36
2008 1.21 4 4.76
2007 0.980 3 0.97
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

Portfolio

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Risk Profile

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Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
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52WH
SL
EP
TP1
TP2

All alert prices are within 52 weeks price range

Realized Profit -
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