SAR
SARATOGA INVESTMENT CORP.
$22.29
-0.31%
$362.6M
No data for this timeframe.
Vol
Market Cap$362.6M
Cap SizeSmall Cap
Inst. Holders4 funds
Inst. Value$4.2M
Inst. Activity1 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports1
Press Releases1
Recent Activity
Mar 12, 2026
SEC
Saratoga Investment Corp. (SAV) has announced the effectiveness of its shelf registration statement (Form N-2) filed und
EFFECT — Impact 4/10
Jan 29, 2026
Insider
Oberbeck Christian L sold 1,000 shares
CEO and Director @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
67,507 shares ($1.6M)
Inst.
MORGAN STANLEY — TRIM
30,338 shares ($699.9K)
May 5, 2026
earnings
Saratoga Investment Corp. Announces 2026 Fiscal Year and Fourth Quarter Financial Results
<p align="center"><strong>Reports 13.4% Increase in AUM and 0.9% Increase in NAV Year-Over-Year</str
Apr 14, 2026
Press
Saratoga Investment Corp. announced it will report financial results for the fiscal quarter ended February 28, 2026, on
Impact 2/10
Price Targets
Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$23.20 (Oct 2025)
Current $22.34
Low $22.00
Median $23.00
High $25.00
5 analysts
$22.00
$25.00
Analyst Ratings
1Strong Buy
3Buy
8Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 16, 2025 | B. Riley Securities | MAINTAIN | Neutral → Neutral |
| Oct 10, 2025 | Janney Montgomery Scott | DOWNGRADE | Buy → Neutral |
| Sep 5, 2025 | Clear Street | INITIATE | Hold |
| Jun 9, 2025 | Compass Point | DOWNGRADE | Buy → Neutral |
| Jan 13, 2025 | Compass Point | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.54 ▼ -9.1% | $0.51 — $0.58 | -19% YoY | 6 |
| Next Q | $0.55 ▼ -8.2% | $0.52 — $0.58 | -5% YoY | 6 |
| Current FY | $2.14 ▼ -8.6% | $2.00 — $2.30 | -10% YoY | 6 |
| Next FY | $2.11 | $2.05 — $2.30 | -2% YoY | 5 |
Latest Reports
NEUTRAL
Press
2/10
Saratoga Investment Corp. announced it will report financial results for the fiscal quarter ended February 28, 2026, on
Apr 14, 2026
NEUTRAL
EFFECT
4/10
Saratoga Investment Corp. (SAV) has announced the effectiveness of its shelf registration statement (Form N-2) filed und
Mar 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WELLS FARGO & COMPANY/MN | $1.9M | — |
| TWO SIGMA INVESTMENTS, LP | $1.6M | TRIM |
| MORGAN STANLEY | $699.9K | TRIM |
| BANK OF AMERICA CORP | $24.6K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jan 29, 2026 | Oberbeck Christian | G | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
4 institutional holders with $4.2M total value (181,743 shares) as of 2025-Q4. Top holders: WELLS, TWO, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 82,830 | $1.9M | 45.6% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 67,507 | $1.6M | 37.1% | TRIM -41.3% |
| 3 | MORGAN STANLEY | 30,338 | $699.9K | 16.7% | TRIM -60.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,068 | $24.6K | 0.6% | ADD +52.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | TRIM | 115,035 | 67,507 | -41.3% | $1.6M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 77,033 | 30,338 | -60.6% | $699.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 700 | 1,068 | +52.6% | $24.6K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 175,840 | 115,035 | -34.6% | $2.8M | 2025-Q3 |
| UBS Group AG | NEAR_EXIT | 14,188 | 960 | -93.2% | $23.4K | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 31 | 1 | -96.8% | $24.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 235,867 | 175,840 | -25.4% | $4.4M | 2025-Q2 |
| UBS Group AG | DOUBLED | 976 | 14,188 | +1353.7% | $351.9K | 2025-Q2 |
| FMR LLC | DOUBLED | 1 | 31 | +3000.0% | $769.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 128,379 | 235,867 | +83.7% | $6.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 65,889 | 87,843 | +33.3% | $2.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 31,500 | 65,889 | +109.2% | $1.6M | 2024-Q4 |
1 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jan 29, 2026 | Oberbeck Christian L | CEO and Director | G | 1,000 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
Historical analyst distribution (last covering-analyst action Oct 2025): 33% buy across 12 analysts — 1 strong buy, 3 buy, 8 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$23.20 mean target (Oct 2025)
$22.00 Low
$25.00 High
| Metric | Value |
|---|---|
| Current Price | $22.34 |
| Target Low | $22.00 |
| Target Mean | $23.20 |
| Target Median | $23.00 |
| Target High | $25.00 |
| # Analysts | 5 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$0.54 | $0.51 | $0.58 | -18.9% | -9.1% | 1↑ 4↓ | $0.0B | -2.9% | 6 |
| Next Q 2026-08-31 |
$0.55 | $0.52 | $0.58 | -5.5% | -8.2% | 1↑ 4↓ | $0.0B | 2.3% | 6 |
| Current FY 2027-02-28 |
$2.14 | $2.00 | $2.30 | -9.8% | -8.6% | 1↑ 4↓ | $0.1B | -0.0% | 6 |
| Next FY 2028-02-29 |
$2.11 | $2.05 | $2.30 | -1.5% | — | — | $0.1B | 2.3% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.535 | |
| 7d ago | $0.538 | -0.003 |
| 30d ago | $0.589 | -0.054 |
| 60d ago | $0.589 | -0.054 |
| 90d ago | $0.589 | -0.054 |
10 analyst firms have rated this stock: 4 upgrades, 10 downgrades, 11 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Oct 16, 2025 | B. Riley Securities | MAINTAIN | Neutral | Neutral |
| Oct 10, 2025 | Janney Montgomery Scott | DOWNGRADE | Buy | Neutral |
| Sep 5, 2025 | Clear Street | INITIATE | — | Hold |
| Jun 9, 2025 | Compass Point | DOWNGRADE | Buy | Neutral |
| Jan 13, 2025 | Compass Point | MAINTAIN | Buy | Buy |
| Oct 11, 2024 | Compass Point | MAINTAIN | Buy | Buy |
| Oct 10, 2024 | B. Riley Securities | REITERATE | Neutral | Neutral |
| Oct 10, 2024 | Oppenheimer | MAINTAIN | Perform | Perform |
| Oct 10, 2024 | Ladenburg Thalmann | DOWNGRADE | Buy | Neutral |
| Jul 11, 2024 | Compass Point | UPGRADE | Neutral | Buy |
| Jul 11, 2024 | B. Riley Securities | REITERATE | Neutral | Neutral |
| May 8, 2024 | Oppenheimer | DOWNGRADE | Outperform | Perform |
| Jan 10, 2024 | Compass Point | DOWNGRADE | Buy | Neutral |
| Jan 8, 2024 | B. Riley Securities | DOWNGRADE | Buy | Neutral |
| Jul 12, 2023 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Jun 21, 2023 | B. Riley Securities | REITERATE | Buy | Buy |
| May 4, 2023 | Raymond James | MAINTAIN | — | Outperform |
| Apr 24, 2023 | Janney Montgomery Scott | INITIATE | — | Buy |
| Jan 12, 2023 | B. Riley Securities | MAINTAIN | — | Buy |
| Dec 13, 2022 | B. Riley Securities | INITIATE | — | Buy |
| Oct 6, 2022 | Raymond James | MAINTAIN | — | Outperform |
| Jul 8, 2022 | Raymond James | MAINTAIN | — | Outperform |
| Jun 22, 2021 | Raymond James | INITIATE | — | Outperform |
| Jun 16, 2021 | Oppenheimer | INITIATE | — | Outperform |
| May 15, 2020 | Compass Point | MAINTAIN | — | Buy |
| May 12, 2020 | Aegis Capital | REITERATE | — | Buy |
| Mar 24, 2020 | B. Riley Securities | MAINTAIN | — | Buy |
| Jan 13, 2020 | B. Riley Securities | MAINTAIN | — | Buy |
| Jan 13, 2020 | Ladenburg Thalmann | UPGRADE | Neutral | Buy |
| Jan 9, 2020 | Compass Point | UPGRADE | Neutral | Buy |
| Dec 19, 2019 | National Securities Corporation | INITIATE | — | Neutral |
| Aug 29, 2019 | Aegis Capital | INITIATE | — | Buy |
| Apr 15, 2019 | Compass Point | DOWNGRADE | Buy | Neutral |
| Jul 16, 2018 | Compass Point | UPGRADE | Neutral | Buy |
| Jul 16, 2018 | Ladenburg Thalmann | DOWNGRADE | Buy | Neutral |
| May 29, 2018 | Compass Point | DOWNGRADE | Buy | Neutral |
| Mar 28, 2018 | B. Riley Securities | INITIATE | — | Buy |
| Oct 6, 2017 | Janney Montgomery Scott | INITIATE | — | Neutral |
| Jul 26, 2016 | Compass Point | INITIATE | — | Neutral |
| Oct 15, 2013 | Gilford Securities | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| May 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| Apr 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| Mar 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| Feb 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| Jan 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 23, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
May 5, 2026
earnings
Saratoga Investment Corp. Announces 2026 Fiscal Year and Fourth Quarter Financial Results
<p align="center"><strong>Reports 13.4% Increase in AUM and 0.9% Increase in NAV Year-Over-Year</strong></p>
May 5, 2026
earnings_calendar
SAR Q4 2026 Earnings After Market Close — 2026-05-05
May 1, 2026
short_interest
FTD: SAR — 28,822 shares ($0.7M) failed to deliver
Settlement: 20260501, Price: $23.30, FTD Value: $671,552.6, SARATOGA INVESTMENT CORP COM N
Apr 24, 2026
short_interest
FTD: SAR — 36,700 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $22.52, FTD Value: $826,484, SARATOGA INVESTMENT CORP COM N
Apr 23, 2026
short_interest
FTD: SAR — 56,620 shares ($1.3M) failed to deliver
Settlement: 20260423, Price: $22.84, FTD Value: $1,293,200.8, SARATOGA INVESTMENT CORP COM N
Apr 22, 2026
short_interest
FTD: SAR — 101,415 shares ($2.3M) failed to deliver
Settlement: 20260422, Price: $22.87, FTD Value: $2,319,361.05, SARATOGA INVESTMENT CORP COM N
Apr 14, 2026
announcement
Saratoga Investment Corp. to Report Fiscal Fourth Quarter 2026 Financial Results and Hold Conference Call
<p>NEW YORK, April 14, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial res
Apr 7, 2026
short_interest
FTD: SAR — 22,516 shares ($0.5M) failed to deliver
Settlement: 20260407, Price: $22.57, FTD Value: $508,186.12, SARATOGA INVESTMENT CORP COM N
Mar 2, 2026
short_interest
FTD: SAR — 41,834 shares ($1.0M) failed to deliver
Settlement: 20260302, Price: $23.16, FTD Value: $968,875.44, SARATOGA INVESTMENT CORP COM N
Feb 4, 2026
short_interest
FTD: SAR — 91,934 shares ($2.2M) failed to deliver
Settlement: 20260204, Price: $23.80, FTD Value: $2,188,029.2, SARATOGA INVESTMENT CORP COM N
Feb 3, 2026
short_interest
FTD: SAR — 44,883 shares ($1.1M) failed to deliver
Settlement: 20260203, Price: $24.02, FTD Value: $1,078,089.66, SARATOGA INVESTMENT CORP COM N