Saratoga Investment Corp. (SAR) Stock Price & Analysis
Saratoga Investment Corp. (SAR) rose 0.22% to USD 22.34 as of June 9, 2026 at 23:49 UTC, according to Nexqual real-time market data.
SAR last closed at USD 22.29; the session ranged USD 22.24–22.5 on volume of 57,698 shares. Market capitalization is $363.42M, with a 52-week range of USD 20.78–25.64 (NYQ). Source: Nexqual, June 9, 2026 at 23:49 UTC.
Key Statistics (as of June 9, 2026 at 23:49 UTC)
| Price | USD 22.34 |
|---|---|
| Change | ▲ 0.22% (up) |
| Previous Close | USD 22.29 |
| Open | USD 22.25 |
| Day Range | USD 22.24 – 22.5 |
| 52-Week Range | USD 20.78 – 25.64 |
| Volume | 57,698 shares |
| Market Cap | $363.42M |
| Exchange | NYQ |
Technical Analysis (SAR)
Nexqual's technical model rates SAR "SELL" based on 1 bullish and 4 bearish signals across 124 daily candles, as of June 9, 2026 at 23:49 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 46.87 (neutral) |
| vs SMA50 | Below (USD 22.46) |
| MACD | -0.02 (negative) |
Analyst Ratings (SAR)
Wall Street analysts rate SAR "None" based on 5 analysts, with a mean price target of USD 23.2 (range USD 22–25), per Nexqual as of June 9, 2026 at 23:49 UTC.
| Consensus Rating | None |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 23.2 |
| High Target | USD 25 |
| Low Target | USD 22 |
| Buy / Hold / Sell | 1 / 6 / 0 |
Earnings (SAR)
| Next Earnings Date | 2026-07-07 |
|---|---|
| EPS Estimate | USD 0.54 |
| Revenue Estimate | $31.38M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-02-28 | USD 0.53 vs est 0.55 ▼ miss |
| 2025-11-30 | USD 0.61 vs est 0.59 ▲ beat |
| 2025-08-31 | USD 0.58 vs est 0.68 ▼ miss |
| 2025-05-31 | USD 0.66 vs est 0.72 ▼ miss |
Source: Nexqual, June 9, 2026 at 23:49 UTC.
Financials & Fundamentals (SAR)
| Total Revenue | $125.71M |
|---|---|
| Revenue Growth (YoY) | -0.60% |
| Gross Margin | +100.00% |
| Operating Margin | +71.08% |
| Profit Margin | +29.12% |
| ROE | +9.28% |
| Debt / Equity | 183.17 |
| Current Ratio | 0.35 |
| Total Cash | $1.68M |
| Total Debt | $725.65M |
| Free Cash Flow | $66.14M |
Source: Nexqual, June 9, 2026 at 23:49 UTC.
Financial Health Score (SAR)
Nexqual rates Saratoga Investment Corp.'s overall financial health "Mixed" across five dimensions, as of June 9, 2026 at 23:49 UTC.
| Growth | Critical — Revenue -16% YoY (annual), sharp decline |
|---|---|
| Profitability | Strong — Operating margin 71% |
| Balance Sheet | Critical — $2M cash vs $726M debt |
| Cash Flow | Strong — FCF $66M, 53% margin |
| Efficiency | Mixed — ROE 9%, ROA 4.7% |
Ownership (SAR)
| Insider Ownership | +13.68% |
|---|---|
| Institutional Ownership | +11.76% |
| Shares Outstanding | 16.27M |
| Short % of Float | +4.48% |
Source: Nexqual, June 9, 2026 at 23:49 UTC.
Leadership (SAR)
Saratoga Investment Corp. is led by Christian Long Oberbeck (age 65), Chairman, President & CEO, per Nexqual as of June 9, 2026 at 23:49 UTC.
| Chairman, President & CEO | Christian Long Oberbeck (age 65) |
|---|---|
| Chief Compliance Officer, Secretary, Treasurer, CFO & Director | Henri J. Steenkamp (age 49) |
| COO, Portfolio Manager & Senior MD | David M. DeSantis (age 48) |
| Managing Director | Richard A. Petrocelli (age 57) |
| Managing Director | Paul B. West |
Major Backers & Investors (SAR)
Notable institutional backers of Saratoga Investment Corp. include Lido Advisors, LLC, Private Advisor Group, LLC, Hennion & Walsh Asset Management, Inc., according to Nexqual as of June 9, 2026 at 23:49 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Lido Advisors, LLC | 1.22% |
| Private Advisor Group, LLC | 1.02% |
| Hennion & Walsh Asset Management, Inc. | 0.85% |
| LPL Financial LLC | 0.7% |
| Advisors Asset Management, Inc. | 0.66% |
| Wells Fargo & Company | 0.52% |
| International Assets Investment Management, LLC | 0.51% |
| Two Sigma Investments, LP | 0.34% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Legal & General Group PLC | 0.76% |
| BlackRock | 0.34% |
Source: Nexqual, June 9, 2026 at 23:49 UTC.
From Saratoga Investment Corp.'s Latest SEC 10-K Filing (filed 2026-05-05)
Partnerships
- Our investments generally provide financing for change of ownership transactions, strategic acquisitions, recapitalizations, and growth initiatives in partnership with business owners, management teams and financial sponsors.
- Our investment activities are externally managed and advised by Saratoga Investment Advisors, LLC, a New York-based investment firm affiliated with Saratoga Partners, a middle-market private equity investment firm.   Our portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TPVG | TriplePoint Venture Growth BDC | USD 5.47 | ▲ 1.86% |
| FDUS | Fidus Investment Corporation | USD 18.63 | ▲ 0.87% |
| SCM | Stellus Capital Investment Corp | USD 8.86 | ▲ 1.49% |
| TSLX | Sixth Street Specialty Lending, | USD 17.22 | ▼ 0.98% |
| WHF | WhiteHorse Finance, Inc. | USD 6.62 | ▼ 0.6% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: June 9, 2026 at 23:49 UTC. This page is informational and not investment advice.