SAR Saratoga Investment Corp New
NYSE · Financial Services close Oct 2, 2026
$16.48
· of 52w range
· above low
· to high
$16.3952w low
$24.7652w high
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52W Range
$16–$25
Analyst Rating
HOLD
Price Target
$21
P/E
·
ROE
·
Net Profit Margin
·
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SAR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$16.48
52W Range
$16–$25
SAR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Aug. 13, 2010 | 1-for-10 | Reverse |
10-Year Performance Revenue, net income, margins and EPS trends
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$3.00
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 3, 2026 | $0.25 | USD | ≈18.3% |
| Aug 5, 2026 | $0.25 | USD | ≈17.0% |
| Jul 6, 2026 | $0.25 | USD | ≈16.3% |
| Jun 4, 2026 | $0.25 | USD | ≈15.6% |
| May 5, 2026 | $0.25 | USD | ≈15.1% |
| Apr 7, 2026 | $0.25 | USD | ≈16.0% |
| Mar 3, 2026 | $0.25 | USD | ≈17.0% |
| Feb 4, 2026 | $0.25 | USD | ≈16.0% |
| Jan 6, 2026 | $0.25 | USD | ≈15.0% |
| Dec 2, 2025 | $0.50 | USD | ≈19.2% |
| Nov 4, 2025 | $0.25 | USD | ≈17.3% |
| Oct 7, 2025 | $0.25 | USD | ≈15.3% |
| Sep 4, 2025 | $0.25 | USD | ≈16.4% |
| Aug 6, 2025 | $0.25 | USD | ≈15.5% |
| Jul 8, 2025 | $0.25 | USD | ≈14.3% |
| Jun 5, 2025 | $0.25 | USD | ≈13.6% |
| May 6, 2025 | $0.25 | USD | ≈12.3% |
| Apr 8, 2025 | $0.25 | USD | ≈16.6% |
| Mar 6, 2025 | $0.74 | USD | ≈14.0% |
| Dec 4, 2024 | $1.09 | USD | ≈13.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-61.6%
Next Report
Oct 13, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $-0.42 | $0.56 | -175.5% | |
| March 31, 2026 | $-0.16 | $0.56 | -128.6% | |
| Dec. 31, 2025 | $0.74 | $0.60 | 22.7% | |
| Sept. 30, 2025 | $0.84 | $0.69 | 21.6% | |
| June 30, 2025 | $0.91 | $0.94 | -2.8% | |
| March 31, 2025 | $-0.05 | $0.70 | -107.1% |
Institutional owners (13F) 67 filers · $39.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
67
Value held
$39.7M
New positions
7
Exited positions
8
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (-1 vs prior Q) | 8 (-7 vs prior Q) | 21 (-7 vs prior Q) | 21 (+13 vs prior Q) | -38K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Lido Advisors, LLC | $4,049,661 | 181,518 | 10.20% | Shares |
| Private Advisor Group, LLC | $3,272,458 | 146,681 | 8.24% | Shares |
| Legal & General Group Plc | $3,156,468 | 141,229 | 7.95% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,614,913 | 116,012 | 6.58% | Shares |
| LPL Financial LLC | $2,496,681 | 111,909 | 6.29% | Shares |
| Advisors Asset Management, Inc. | $2,338,906 | 101,383 | 5.89% | Shares |
| WELLS FARGO & COMPANY/MN | $1,898,096 | 85,079 | 4.78% | Shares |
| Ethos Financial Group, LLC | $1,261,251 | 56,533 | 3.18% | Shares |
| BlackRock, Inc. | $1,188,253 | 53,261 | 2.99% | Shares |
| CITADEL ADVISORS LLC | $1,126,811 | 50,507 | 2.84% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,096,374 | 49,143 | 2.76% | Shares |
| Wealthcare Advisory Partners LLC | $1,096,338 | 49,141 | 2.76% | Shares |
| Palogic Value Management, L.P. | $1,041,431 | 46,680 | 2.62% | Shares |
| Next Level Private LLC | $971,087 | 43,527 | 2.45% | Shares |
| MORGAN STANLEY | $930,617 | 41,713 | 2.34% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $892,400 | 40,000 | 2.25% | Call option |
| JB CAPITAL PARTNERS LP | $737,188 | 33,847 | 1.86% | Shares |
| Focus Partners Wealth | $701,448 | 31,441 | 1.77% | Shares |
| JANE STREET GROUP, LLC | $649,221 | 29,100 | 1.63% | Call option |
| Focus Financial Network, Inc. | $562,620 | 25,218 | 1.42% | Shares |
| XTX Topco Ltd | $556,389 | 24,939 | 1.40% | Shares |
| Cetera Investment Advisers | $513,146 | 23,001 | 1.29% | Shares |
| OSAIC HOLDINGS, INC. | $507,484 | 22,747 | 1.28% | Shares |
| GREENWOOD GEARHART LLC | $479,665 | 21,500 | 1.21% | Shares |
| Virtus Investment Advisers, LLC | $463,089 | 20,757 | 1.17% | Shares |
| CITADEL ADVISORS LLC | $432,814 | 19,400 | 1.09% | Call option |
| ROYAL BANK OF CANADA | $429,000 | 19,238 | 1.08% | Shares |
| TWO SIGMA INVESTMENTS, LP | $388,618 | 17,419 | 0.98% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $341,343 | 15,300 | 0.86% | Put option |
| D.A. DAVIDSON & CO. | $332,323 | 14,895 | 0.84% | Shares |
| AMERIPRISE FINANCIAL INC | $329,775 | 14,782 | 0.83% | Shares |
| Sunbelt Securities, Inc. | $300,188 | 13,726 | 0.76% | Shares |
| H D Vest Advisory Services | $256,127 | 10,328 | 0.64% | Shares |
| TWO SIGMA ADVISERS, LP | $253,770 | 11,000 | 0.64% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $248,140 | 11,122 | 0.62% | Shares |
| DAVIDSON TRUST CO | $245,410 | 11,000 | 0.62% | Shares |
| JANE STREET GROUP, LLC | $225,331 | 10,100 | 0.57% | Put option |
| Steward Partners Investment Advisory, LLC | $219,776 | 9,851 | 0.55% | Shares |
| VestGen Advisors, LLC | $216,831 | 9,719 | 0.55% | Shares |
| BANK OF AMERICA CORP /DE/ | $213,730 | 9,580 | 0.54% | Shares |
| JPMORGAN CHASE & CO | $154,318 | 6,929 | 0.39% | Shares |
| UBS Group AG | $148,696 | 6,665 | 0.37% | Shares |
| Register Financial Advisors LLC | $134,472 | 6,027 | 0.34% | Shares |
| Triumph Capital Management | $65,814 | 2,950 | 0.17% | Shares |
| Promus Capital, LLC | $31,048 | 1,273 | 0.08% | Shares |
| Aquatic Capital Management LLC | $22,622 | 1,014 | 0.06% | Shares |
| IFG Advisory, LLC | $22,310 | 1,000 | 0.06% | Shares |
| IFP Advisors, Inc | $22,310 | 1,000 | 0.06% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $18,049 | 809 | 0.05% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $15,636 | 701 | 0.04% | Shares |
Company insiders 20 insiders · 13 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christian L Oberbeck | CEO and Director | Jan. 29, 2026 G | 664,983 | 0 | 0 | $0 |
| Thomas V Inglesby | Chief Executive Officer | June 9, 2008 P | 90,672 | 0 | 0 | $0 |
| Henri J Steenkamp | CFO, CCO, Treasurer and Sec. | July 29, 2025 J | 43,527 | 0 | 0 | $0 |
| Richard A Petrocelli | CFO, Secretary, CCO | July 30, 2010 P | 328,947 | 0 | 0 | $0 |
| Richard T Allorto JR | Chief Financial Officer | June 9, 2008 P | 10,000 | 0 | 0 | $0 |
| Michael J Grisius | President and Director | June 20, 2016 J | 132,239 | 0 | 0 | $0 |
| Ivo Turkedjiev | VP Corporate Credit Group | June 10, 2008 P | 1,600 | 0 | 0 | $0 |
| David B Thompson JR | VP of CCG of GSC Group | June 10, 2008 P | 2,250 | 0 | 0 | $0 |
| Seth M Katzenstein | Man. Dir. of CCG of GSC Group | Nov. 2, 2007 P | 8,300 | 0 | 0 | $0 |
| Alexander B Wright | Man. Dir. of CCG of GSC Group | Nov. 2, 2007 P | 6,250 | 0 | 0 | $0 |
| Richard M Hayden | Chairman of the Bd of Director | Nov. 2, 2007 P | 173,406 | 0 | 0 | $0 |
| John R Kline | Vice Pres. Corp. Credit | July 27, 2007 P | 1,500 | 0 | 0 | $0 |
| Michael J Monticciolo | Chief Compliance Officer | March 23, 2007 P | 300 | 0 | 0 | $0 |
| Steven M Looney | Director | Aug. 2, 2022 P | 3,758 | 0 | 0 | $0 |
| George Cabell Williams III | Director | May 8, 2020 P | 64,297 | 0 | 0 | $0 |
| Iii Charles S Whitman | Director | Jan. 20, 2011 P | 1,000 | 0 | 0 | $0 |
| Robert F Cummings JR | Director | Nov. 2, 2007 P | 16,737 | 0 | 0 | $0 |
| Peter K Barker | Director | March 23, 2007 P | 2,000 | 0 | 0 | $0 |
| Elizabeth Oberbeck | 10% owner | June 25, 2018 S | 684,183 | 0 | 0 | $0 |
| Daniel I Castro JR | · | Nov. 2, 2007 P | 40,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 32 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| VPC · ETFis Series Trust I | 1.31% | 20,757 NS | July 31, 2026 | N-PORT |
| LBO · EA Series Trust | 0.10% | 385 NS | July 31, 2026 | N-PORT |
| PFF · iShares Trust | 0.10% | 506,483 SH | Sept. 11, 2026 | Daily |
| KSA · iShares Trust | 0.05% | 1,187,199 SH | Sept. 10, 2026 | Daily |
| EEMV · iShares, Inc. | 0.01% | 2,056,421 SH | Sept. 11, 2026 | Daily |
| EVLU · iShares Trust | 0.01% | 8,880 SH | Sept. 11, 2026 | Daily |
| ESGE · iShares, Inc. | 0.01% | 1,476,416 SH | Sept. 11, 2026 | Daily |
| EQLT · iShares Trust | 0.01% | 2,366 SH | Sept. 4, 2026 | Daily |
| EMXF · iShares Trust | 0.00% | 28,192 SH | Sept. 9, 2026 | Daily |
| IEMG · iShares, Inc. | 0.00% | 6,572,410 SH | Sept. 11, 2026 | Daily |
| SDG · iShares Trust | 0.00% | 100 SH | Sept. 11, 2026 | Daily |
| EEM · iShares, Inc. | 0.00% | 2,511,102 SH | Sept. 10, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 4,134,051 SH | Sept. 11, 2026 | Daily |
| REET · iShares Trust | 0.00% | 286,233 SH | Sept. 10, 2026 | Daily |
| CRBN · iShares Trust | 0.00% | 52,485 SH | Sept. 4, 2026 | Daily |
| ACWX · iShares Trust | 0.00% | 372,148 SH | Sept. 10, 2026 | Daily |
| AQLT · iShares Trust | 0.00% | 5,379 SH | Sept. 4, 2026 | Daily |
| ACWI · iShares Trust | 0.00% | 366,387 SH | Sept. 10, 2026 | Daily |
| LDEM · iShares Trust | 0.00% | 426 SH | Sept. 10, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 382,745 SH | Aug. 19, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 365,344 SH | Aug. 19, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 58,908 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 15,818 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 4,643 SH | Aug. 19, 2026 | Daily |
| ACWV · iShares, Inc. | 0.00% | 0 SH | Sept. 4, 2026 | Daily |
| VEGI · iShares, Inc. | 0.00% | 11 SH | Sept. 10, 2026 | Daily |
| EMGF · iShares, Inc. | 0.00% | 1,953 SH | Sept. 11, 2026 | Daily |
| GLOF · iShares Trust | 0.00% | 0 SH | Sept. 9, 2026 | Daily |
| PICK · iShares, Inc. | 0.00% | -13,959 SH | Sept. 11, 2026 | Daily |
| EMXC · iShares, Inc. | -0.01% | -940,352 SH | Sept. 11, 2026 | Daily |
| ICOP · iShares Trust | -0.01% | -55,288 SH | Sept. 11, 2026 | Daily |
| EEMS · iShares, Inc. | -0.10% | -1,768,821 SH | Sept. 11, 2026 | Daily |
SAR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
HOLD
Median target
$21.00
+27.4%
1 8.3%
Strong Buy
3 25.0%
Buy
8 66.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-10-02Mean target $21.20 +28.6%
← Below all targets
Current price $16.48
Low$20.00
Mean$21.20
High$23.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SAR | · | · | · | · | · | · |
| TCPC | $463M | -5.2 | · | · | -13.3% | · |
| CCAP | $519M | 7.8 | · | · | 4.8% | · |
| HRZN | · | -107.5 | · | · | · | · |
| PSBD | $381M | 7.3 | · | · | -0.65% | · |
| RWAY | · | · | · | · | · | · |
| LIEN | $236M | 7.1 | · | · | 11.0% | · |
| PNNT | · | · | · | · | · | · |
| SPMC | · | · | · | · | · | · |
| SCM | $367M | 13.3 | · | · | 7.3% | · |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | · |
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