SAR Saratoga Investment Corp New
$18.75
Price · Aug 19, 2026
52W Range
$17–$26
17% of range
Analyst Rating
HOLD
12 analysts
Price Target
$21
+13% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—
SAR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$18.75
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$17 – $26
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
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EPS
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Free Cash Flow
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Margins
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
SAR
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
SAR
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
SAR
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
SAR
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
SAR
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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Payout Ratio
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| Aug. 5, 2026 | $0.2500 |
| July 6, 2026 | $0.2500 |
| June 4, 2026 | $0.2500 |
| May 5, 2026 | $0.2500 |
| April 7, 2026 | $0.2500 |
| March 3, 2026 | $0.2500 |
| Feb. 4, 2026 | $0.2500 |
| Jan. 6, 2026 | $0.2500 |
| Dec. 2, 2025 | $0.5000 |
| Nov. 4, 2025 | $0.2500 |
| Oct. 7, 2025 | $0.2500 |
| Sept. 4, 2025 | $0.2500 |
| Aug. 6, 2025 | $0.2500 |
| July 8, 2025 | $0.2500 |
| June 5, 2025 | $0.2500 |
| May 6, 2025 | $0.2500 |
| April 8, 2025 | $0.2500 |
| March 6, 2025 | $0.7400 |
| Dec. 4, 2024 | $1.0900 |
| Sept. 11, 2024 | $0.7400 |
SAR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
12 analysts
- Strong Buy 1 8.3%
- Buy 3 25.0%
- Hold 8 66.7%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
5 analysts · 2026-08-14
Median
$21.00
← Below all targets
$18.75
Low
$20.00
High
$23.00
Median target
$21.00
+12.0%
Mean target
$21.20
+13.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.37%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $-0.42 | $0.56 | -0.98% |
| March 31, 2026 | $-0.16 | $0.56 | -0.72% |
| Dec. 31, 2025 | $0.74 | $0.60 | 0.14% |
| Sept. 30, 2025 | $0.84 | $0.69 | 0.15% |
| June 30, 2025 | $0.91 | $0.94 | -0.03% |
| March 31, 2025 | $-0.05 | $0.70 | -0.75% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SAR | — | — | — | — | — | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| CION | $497M | — | — | — | -2.8% | — |
| TCPC | $463M | -5.2 | — | — | -13.3% | — |
| HRZN | — | -107.5 | — | — | — | — |
| PSBD | $381M | 7.3 | — | — | -0.65% | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
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Institutional owners (13F) 70 filers · $37.1M 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 9 (+1 vs prior Q) | 8 (-7 vs prior Q) | 21 (-5 vs prior Q) | 19 (+11 vs prior Q) | -5K |
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 | 10.93% | Shares |
| Private Advisor Group, LLC | $3,272,458 | 146,681 | 8.83% | Shares |
| Legal & General Group Plc | $3,156,468 | 141,229 | 8.52% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,614,913 | 116,012 | 7.06% | Shares |
| Advisors Asset Management, Inc. | $2,569,032 | 107,401 | 6.93% | Shares |
| LPL Financial LLC | $2,496,681 | 111,909 | 6.74% | Shares |
| Ethos Financial Group, LLC | $1,261,251 | 56,533 | 3.40% | Shares |
| BlackRock, Inc. | $1,188,253 | 53,261 | 3.21% | Shares |
| CITADEL ADVISORS LLC | $1,126,811 | 50,507 | 3.04% | Shares |
| Wealthcare Advisory Partners LLC | $1,096,338 | 49,141 | 2.96% | Shares |
| Palogic Value Management, L.P. | $1,041,431 | 46,680 | 2.81% | Shares |
| Next Level Private LLC | $971,087 | 43,527 | 2.62% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $892,400 | 40,000 | 2.41% | Call option |
| MORGAN STANLEY | $880,486 | 39,466 | 2.38% | Shares |
| JB CAPITAL PARTNERS LP | $737,188 | 33,847 | 1.99% | Shares |
| Focus Partners Wealth | $701,448 | 31,441 | 1.89% | Shares |
| JANE STREET GROUP, LLC | $649,221 | 29,100 | 1.75% | Call option |
| Focus Financial Network, Inc. | $562,620 | 25,218 | 1.52% | Shares |
| XTX Topco Ltd | $556,389 | 24,939 | 1.50% | Shares |
| Cetera Investment Advisers | $513,146 | 23,001 | 1.38% | Shares |
| GREENWOOD GEARHART LLC | $479,665 | 21,500 | 1.29% | Shares |
| Virtus Investment Advisers, LLC | $463,089 | 20,757 | 1.25% | Shares |
| OSAIC HOLDINGS, INC. | $460,558 | 20,644 | 1.24% | Shares |
| RAYMOND JAMES FINANCIAL INC | $457,996 | 20,529 | 1.24% | Shares |
| CITADEL ADVISORS LLC | $432,814 | 19,400 | 1.17% | Call option |
| ROYAL BANK OF CANADA | $429,000 | 19,238 | 1.16% | Shares |
| TWO SIGMA INVESTMENTS, LP | $388,618 | 17,419 | 1.05% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $341,343 | 15,300 | 0.92% | Put option |
| D.A. DAVIDSON & CO. | $332,323 | 14,895 | 0.90% | Shares |
| AMERIPRISE FINANCIAL INC | $329,775 | 14,782 | 0.89% | Shares |
| Sunbelt Securities, Inc. | $300,188 | 13,726 | 0.81% | Shares |
| H D Vest Advisory Services | $256,127 | 10,328 | 0.69% | Shares |
| TWO SIGMA ADVISERS, LP | $253,770 | 11,000 | 0.68% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $248,140 | 11,122 | 0.67% | Shares |
| DAVIDSON TRUST CO | $245,410 | 11,000 | 0.66% | Shares |
| JANE STREET GROUP, LLC | $225,331 | 10,100 | 0.61% | Put option |
| Steward Partners Investment Advisory, LLC | $219,776 | 9,851 | 0.59% | Shares |
| VestGen Advisors, LLC | $216,831 | 9,719 | 0.59% | Shares |
| BANK OF AMERICA CORP /DE/ | $213,730 | 9,580 | 0.58% | Shares |
| Register Financial Advisors LLC | $134,472 | 6,027 | 0.36% | Shares |
| Triumph Capital Management | $65,814 | 2,950 | 0.18% | 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 |
| Integrated Wealth Concepts LLC | $21,518 | 965 | 0.06% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $18,049 | 809 | 0.05% | Shares |
| UBS Group AG | $15,706 | 704 | 0.04% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $15,636 | 701 | 0.04% | Shares |
| CIBC Private Wealth Group LLC | $12,195 | 500 | 0.03% | Shares |
| PFS Partners, LLC | $11,222 | 503 | 0.03% | Shares |
| JPMORGAN CHASE & CO | $9,563 | 429 | 0.03% | Shares |
| Russell Investments Group, Ltd. | $6,358 | 285 | 0.02% | Shares |
| WELLS FARGO & COMPANY/MN | $5,578 | 250 | 0.02% | Shares |
| PROEQUITIES, INC. | $4,688 | 188 | 0.01% | Shares |
| Strategic Investment Solutions, Inc. /IL | $2,231 | 100 | 0.01% | Shares |
| NewEdge Advisors, LLC | $2,231 | 100 | 0.01% | Shares |
| MJT & Associates Financial Advisory Group, Inc. | $2,098 | 94 | 0.01% | Shares |
| West Financial Advisors, LLC | $1,281 | 57 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $1,253 | 56,157 | 0.00% | Shares |
| Larson Financial Group LLC | $1,093 | 49 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $1,062 | 48 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $518 | 23,199 | 0.00% | Shares |
| Quarry LP | $446 | 20 | 0.00% | Shares |
| Hurley Capital, LLC | $344 | 15 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $228 | 10,200 | 0.00% | Shares |
| Frazier Financial Advisors, LLC | $224 | 10 | 0.00% | Shares |
| BI Asset Management Fondsmaeglerselskab A/S | $111 | 4,984 | 0.00% | Shares |
| State of Alaska, Department of Revenue | $14 | 630 | 0.00% | Shares |
| Avion Wealth | $4 | 218 | 0.00% | 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 33 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 | 1.53% | 21,863 NS | April 30, 2026 | N-PORT |
| KSA · iShares Trust | 0.74% | 17,326,962 SH | Aug. 8, 2026 | Daily |
| LBO · EA Series Trust | 0.12% | 450 NS | April 30, 2026 | N-PORT |
| PFF · iShares Trust | 0.10% | 515,219 SH | Aug. 8, 2026 | Daily |
| EVLU · iShares Trust | 0.07% | 40,238 SH | Aug. 8, 2026 | Daily |
| EEMV · iShares, Inc. | 0.06% | 8,159,637 SH | Aug. 8, 2026 | Daily |
| EMXF · iShares Trust | 0.05% | 278,031 SH | Aug. 8, 2026 | Daily |
| EMXC · iShares, Inc. | 0.04% | 35,276,128 SH | Aug. 8, 2026 | Daily |
| VEGI · iShares, Inc. | 0.04% | 214,929 SH | Aug. 8, 2026 | Daily |
| EEMS · iShares, Inc. | 0.04% | 102,339 SH | Aug. 8, 2026 | Daily |
| EQLT · iShares Trust | 0.03% | 12,810 SH | Aug. 8, 2026 | Daily |
| EEM · iShares, Inc. | 0.02% | 25,176,929 SH | Aug. 8, 2026 | Daily |
| IEMG · iShares, Inc. | 0.02% | 110,300,454 SH | Aug. 8, 2026 | Daily |
| ESGE · iShares, Inc. | 0.02% | 4,813,485 SH | Aug. 8, 2026 | Daily |
| LDEM · iShares Trust | 0.02% | 20,088 SH | Aug. 8, 2026 | Daily |
| EMGF · iShares, Inc. | 0.01% | 972,143 SH | Aug. 8, 2026 | Daily |
| ACWX · iShares Trust | 0.01% | 3,161,709 SH | Aug. 8, 2026 | Daily |
| IXUS · iShares Trust | 0.01% | 13,777,451 SH | Aug. 8, 2026 | Daily |
| CRBN · iShares Trust | 0.01% | 240,991 SH | Aug. 8, 2026 | Daily |
| ACWV · iShares, Inc. | 0.01% | 661,537 SH | Aug. 8, 2026 | Daily |
| ACWI · iShares Trust | 0.00% | 3,435,202 SH | Aug. 8, 2026 | Daily |
| GLOF · iShares Trust | 0.00% | 15,951 SH | Aug. 8, 2026 | Daily |
| AQLT · iShares Trust | 0.00% | 22,333 SH | Aug. 8, 2026 | Daily |
| ICOP · iShares Trust | 0.00% | 0 SH | Aug. 8, 2026 | Daily |
| REET · iShares Trust | 0.00% | 73,523 SH | Aug. 8, 2026 | Daily |
| IGRO · iShares Trust | 0.00% | 15,199 SH | Aug. 8, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 382,745 SH | Aug. 8, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 365,344 SH | Aug. 8, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 58,908 SH | Aug. 8, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 15,818 SH | Aug. 8, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 4,643 SH | Aug. 8, 2026 | Daily |
| PICK · iShares, Inc. | 0.00% | 19 SH | Aug. 8, 2026 | Daily |
| SDG · iShares Trust | 0.00% | 99 SH | Aug. 8, 2026 | Daily |