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SAR

Saratoga Investment Corp New SAR

$19.17 -0.20 (-1.01%)
Pullback · -1.43σ
+ Compare Open in Sniper

Price chart

Timeframe
Range
Fundamentals · free Click ▲ earnings markers (daily) for the day's move

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Latest bar · SAR

Momentum reads · latest daily bar
Last
$19.17
-0.20 (-1.01%)
Mkt cap
$313M
Financial Services
RSI(14)
36.9
neutral
Stochastic %K
39.2
neutral
MFI(14)
33.5
neutral
ADX(14)
35.5
trending

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Financial overlay · last 12 quarters

The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-05-31 $-0.0B $-0.0B — $-0.0B 145.0% —
2026-02-28 $0.0B $-0.0B — $-0.1B -111.3% —
2025-11-30 $0.0B $0.0B — $-0.0B 78.2% —
2025-08-31 $0.0B $0.0B — $-0.0B 86.3% —
2025-05-31 $0.0B $0.0B — $0.0B 82.7% —

Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.

Compare SAR vs peers

Line SAR up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing SAR no peers yet — add up to 4 below
Sector peers + JPM + V + MA + BAC + WFC + GS
Popular + AAPL + MSFT + NVDA + AMZN + GOOG + META + TSLA + AVGO
Matchups NVDA · AMD · AVGO · SMCI · MU AAPL · MSFT · GOOG · META · AMZN JPM · GS · MS · BAC · C TSLA · RIVN · LCID · GM · F XOM · CVX · OXY · COP

Add tickers to compare with SAR

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

Earnings replay · last 20 reports

How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.

DateEPS actual EPS estSurprise Next-day
2026-07-07 0.47 0.54 -12.2% -14.1%
2026-05-05 0.53 0.55 -3.6% -3.1%
2026-01-07 0.61 0.59 +3.2% +1.6%
2025-10-07 0.58 0.68 -15.0% -4.7%
2025-07-08 0.66 0.72 -7.8% -2.9%
2025-05-07 0.56 0.73 -23.4% -7.9%
2025-01-08 0.90 0.84 +6.8% -1.3%
2024-10-08 1.33 0.95 +40.4% +5.3%
2024-07-09 1.05 0.96 +9.9% +2.7%
2024-05-06 0.94 0.96 -2.1% -1.1%
2024-01-09 1.09 1.05 +4.3% -9.9%
2023-10-09 1.15 1.03 +11.5% -2.1%
2023-07-10 1.35 0.85 +58.4% -3.9%
2023-05-02 0.81 0.80 +0.8% +0.1%
2023-01-10 0.83 0.63 +31.8% -0.1%
2022-10-04 0.64 0.51 +25.9% +1.2%
2022-07-06 0.66 0.54 +23.4% -2.1%
2022-05-04 0.48 0.54 -11.1% +0.6%
2022-01-05 0.45 0.54 -17.3% -3.6%
2021-10-05 0.57 0.50 +13.0% +1.2%

Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.

Peer comparison · Financial Services

Context check: the same key numbers for the closest Financial Services names side by side, so you can tell whether this stock is the standout or just moving with its group.

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
SAR ★ $0B 19.6 9.4 2.5 — 0.8 100.0% -4.8% — 30.74%
JPM $926B 14.9 14.1 — — 2.6 — 30.4% 46.9% —
V $664B 30.4 23.5 — 22.4 18.7 97.8% 17.1% 35.5% 3.14%
MA $464B 30.4 23.0 — 22.5 69.3 100.0% 15.8% 21.2% 3.48%
BAC $435B 14.2 11.7 — — 1.6 — 21.4% 36.0% —
WFC $263B 12.5 10.9 3.2 — 1.6 — 9.5% 25.0% —
GS $319B 16.7 14.7 — — 2.9 82.1% 42.5% 92.3% —
MS $340B 17.4 15.9 4.4 — 3.3 87.6% 28.0% 62.4% —

Auto-seeded from sector. Click any ticker to switch.

Ownership

Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.

Top institutional holders

Top-10 concentration: 7.01%

HolderShares% out
Lido Advisors, LLC 199,138 1.22%
Private Advisor Group, LLC 165,139 1.01%
Hennion & Walsh Asset Management, In 127,040 0.78%
Legal & General Group PLC 122,941 0.75%
International Assets Investment Mana 116,012 0.71%
LPL Financial LLC 113,995 0.70%
Advisors Asset Management, Inc. 106,625 0.65%
Wells Fargo & Company 85,267 0.52%
Two Sigma Investments, LP 54,746 0.34%
Blackrock Inc. 54,596 0.33%

Insider activity · 90d

No insider trades for SAR in last 90d.

Analyst estimates

Finnhub

What Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.

Low
$20.0
Mean
$21.2
High
$23.0
Analysts
5
Recommendation distribution · period 2026-07-01
1
3
8
Revision trend (2026-04-01 → 2026-07-01): net 4 → 4 0 (net = strong_buy+buy − sell−strong_sell)

SEC filings

The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.

FormFiled DescriptionAction
8-K 2026-07-07 CURRENT REPORT view ·
10-Q 2026-07-07 QUARTERLY REPORT view ·
8-K 2026-05-05 CURRENT REPORT view ·
10-K 2026-05-05 ANNUAL REPORT view ·
8-K 2026-04-14 CURRENT REPORT view ·
8-K 2026-03-13 CURRENT REPORT view ·
8-K 2026-02-06 CURRENT REPORT view ·
8-K 2026-01-30 CURRENT REPORT view ·
4 2026-01-30 Insider transaction (Form 4) view ·
8-K 2026-01-27 CURRENT REPORT view ·
8-K 2026-01-07 CURRENT REPORT view ·
10-Q 2026-01-07 QUARTERLY REPORT view ·
4 2025-12-22 Insider transaction (Form 4) view ·
4 2025-12-11 Insider transaction (Form 4) view ·
8-K 2025-11-07 CURRENT REPORT view ·
8-K 2025-10-07 CURRENT REPORT view ·
10-Q 2025-10-07 QUARTERLY REPORT view ·
8-K 2025-09-26 CURRENT REPORT view ·
4 2025-09-25 Insider transaction (Form 4) view ·
DEF 14A 2025-08-05 PROXY STATEMENT view ·
4 2025-08-01 Insider transaction (Form 4) view ·
4 2025-07-30 Insider transaction (Form 4) view ·
4 2025-07-30 Insider transaction (Form 4) view ·
8-K 2025-07-08 CURRENT REPORT view ·
10-Q 2025-07-08 QUARTERLY REPORT view ·
8-K 2025-05-07 CURRENT REPORT view ·
10-K 2025-05-07 ANNUAL REPORT view ·
8-K 2025-01-08 CURRENT REPORT view ·
10-Q 2025-01-08 QUARTERLY REPORT view ·
4 2024-12-03 Insider transaction (Form 4) view ·
4 2024-11-06 Insider transaction (Form 4) view ·
8-K 2024-10-23 CURRENT REPORT view ·
8-K 2024-10-08 CURRENT REPORT view ·
10-Q 2024-10-08 QUARTERLY REPORT view ·
4 2024-10-08 Insider transaction (Form 4) view ·
8-K 2024-09-25 CURRENT REPORT view ·
4 2024-08-27 Insider transaction (Form 4) view ·
4 2024-08-14 Insider transaction (Form 4) view ·
DEF 14A 2024-08-01 PROXY STATEMENT view ·
8-K 2024-07-09 CURRENT REPORT view ·
10-Q 2024-07-09 QUARTERLY REPORT view ·
8-K 2024-06-17 CURRENT REPORT view ·
8-K 2024-05-15 CURRENT REPORT view ·
8-K 2024-05-06 CURRENT REPORT view ·
10-K 2024-05-06 ANNUAL REPORT view ·
8-K 2024-03-28 CURRENT REPORT view ·
8-K 2024-01-09 CURRENT REPORT view ·
10-Q 2024-01-09 QUARTERLY REPORT view ·
4 2023-12-15 Insider transaction (Form 4) view ·
10-Q 2023-10-10 QUARTERLY REPORT view ·
8-K 2023-10-10 CURRENT REPORT view ·
8-K 2023-09-28 CURRENT REPORT view ·
4 2023-08-18 Insider transaction (Form 4) view ·
DEF 14A 2023-08-07 PROXY STATEMENT view ·
8-K 2023-07-19 CURRENT REPORT view ·
8-K 2023-07-10 CURRENT REPORT view ·
10-Q 2023-07-10 QUARTERLY REPORT view ·
8-K 2023-07-10 CURRENT REPORT view ·
4 2023-05-08 Insider transaction (Form 4) view ·
8-K 2023-05-02 CURRENT REPORT view ·

About SAR

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and…

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Holders · SAR

Institutions & insider activity

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