Saratoga Investment

Saratoga Investment Corp. is a specialty finance company, which engages in the provision of financing solutions. Its portfolio includes investments in leveraged loans issued by middle market companies. The company was founded on March 21, 2007 and is headquartered in New York, NY.

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q2 2025

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Saratoga Investment Corp reports robust performance and strategic growth initiatives

Saratoga Investment Corp demonstrated strong financial performance with a notable rise in adjusted net investment income per share annually.
The company's prudent credit quality, strategic workforce planning, and ample investment capacity position them well for future growth.
While facing challenges with specific investments, Saratoga's proactive risk management and focus on talent acquisition present opportunities for value creation.
Strategic decision-making on capital utilization and investment opportunities will be crucial for Saratoga to navigate market dynamics and drive sustainable growth.

Saratoga Investment Corp. reports strong Q1 earnings amidst market challenges

Saratoga Investment Corp. demonstrated solid financial performance with increased income and strong credit quality, despite challenges in NAV and total return.
The company's strategic focus on existing portfolio companies and effective portfolio management are key strengths, while credit risk management and diversification remain critical areas to address.
Opportunities lie in leveraging financial flexibility for growth, actively managing challenged credits, and exploring a balanced mix of new and existing investments for enhanced returns.
Overall, Saratoga's performance reflects stability, prudent financial decisions, and a commitment to maximizing shareholder value through strategic portfolio management.

Saratoga Investment Corp. reports robust Q2 earnings and strategic growth outlook

Saratoga Investment Corp.'s Q2 2025 earnings call showcased strong financial performance, effective asset management, and a proactive approach to addressing challenges. With a focus on growth opportunities and risk mitigation strategies, the company remains well-positioned for continued success in the market.

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Higher total investment income and robust originations support Saratoga Investment's (SAR) fiscal Q2 earnings.

Saratoga Investment (SAR) Beats on Q2 Earnings, Stock Up 1.2%

NEW YORK, Oct. 06, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that its wholly-owned subsidiary, Saratoga Investment Funding II LLC (“SIF II”), an entity formed for purposes of entering into this financing arrangement, closed a new $50.0 million senior secured credit facility (the “Facility”) with Encina Lender Finance, LLC (“Encina”). The Facility will be supported by loans held by SIF II and pledged to Encina under the terms of the credit agreement.

Saratoga Investment Corp. Closes New $50 Million Senior Secured Revolving Credit Facility with Encina Lender Finance

NEW YORK, Oct. 05, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company (“BDC”), today announced financial results for its 2022 fiscal second quarter.

Saratoga Investment Corp. Announces Fiscal Second Quarter 2022 Financial Results

SAR is set to give its latest quarterly earnings report on Tuesday , 2021-10-05. Here's what investors need to know before the announcement.

Saratoga Investment Earnings Preview

NEW YORK, Sept. 20, 2021 /PRNewswire/ -- Saratoga Investment Corp ("Saratoga") (NYSE:SAR) ("Saratoga Investment" or "the Company"), a business development company ("BDC"), was selected as the recipient of the 2021 Best U.S. Boutique CLO Manager by Creditflux, a London-based global publication and leading information source for the global market of credit funds and CLOs.

Creditflux Selects Saratoga Investment Corp As The 2021 Best U.S. Boutique CLO Manager

Saratoga Investment is a well-managed BDC with a strong track record of NAV/share growth. It pays a covered dividend that was raised 5 times this year.

Saratoga: 7.1% Yield, 5 Straight Dividend Bumps

NEW YORK, Aug. 26, 2021 (GLOBE NEWSWIRE) --  Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that its Board of Directors has declared a quarterly dividend of $0.52 per share for the fiscal quarter ended August 31, 2021, payable on September 28, 2021, to all stockholders of record at the close of business on September 14, 2021. This is an increase of $0.08 per share from $0.44 per share last quarter.

Saratoga Investment Corp. Increases Quarterly Dividend by $0.08 to $0.52 per Share for the Quarter Ended August 31, 2021

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Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2021 Annual Meeting of Stockholders

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NEW YORK, NY, July 20, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE: SAR) (the “Company”) today announced that it has closed a public offering of an additional $125 million aggregate principal amount of its 4.375% notes due 2026 (the “Notes”), which resulted in net proceeds to the Company of approximately $123.5 million, based on a public offering price of 101.00% of the aggregate principal amount of the Notes, after deducting the payment of the underwriting discount and the estimated offering expenses payable by the Company.

Saratoga Investment Corp. Announces Closing of Public Offering of Additional $125 Million 4.375% Notes Due 2026 with a Yield-to-Maturity of Approximately 4.1%

NEW YORK, NY, July 15, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE: SAR) (the “Company”) today announced that it priced a public offering of an additional $125 million aggregate principal amount of 4.375% notes due 2026 (the “Notes”) on July 15, 2021. The Notes will be issued at a price of 101.00% of the aggregate principal amount of the Notes, resulting in a yield-to-maturity of approximately 4.1%.

Saratoga Investment Corp. Prices Offering of Additional $125 Million of 4.375% Notes Due 2026 with a Yield-to-Maturity of Approximately 4.1%

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Saratoga Investment Corp (SAR) CEO Chris Oberbeck on Q1 2022 Results - Earnings Call Transcript

Shares of Saratoga Investment (NYSE:SAR) rose in after-market trading after the company reported Q1 results.

Recap: Saratoga Investment Q1 Earnings

NEW YORK, July 07, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company (“BDC”), today announced financial results for its 2022 fiscal first quarter.

Saratoga Investment Corp. Announces Fiscal First Quarter 2022 Financial Results

Saratoga Investment (SAR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Saratoga Investment (SAR) Reports Next Week: What to Expect

NEW YORK, June 21, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended May 31, 2021, in a conference call to be held on July 8, 2021. Details for the conference call are provided below.

Saratoga Investment Corp. to Report Fiscal First Quarter 2022 Financial Results and Hold Conference Call

Saratoga Investment is a well-run BDC with a solid track record of increasing its NAV/share over the years. It has a well-diversified and high-quality investment portfolio, and is well-positioned to grow its assets.

6.8% Yield, 5% Discount: Saratoga Is A Buy

Saratoga Investment (SAR) hikes dividend by 2.3% to 44 cents, which drives shares higher.

Saratoga Investment (SAR) Stock Up 3.2% on Dividend Hike

NEW YORK, May 27, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that its Board of Directors has declared a quarterly dividend of $0.44 per share for the fiscal quarter ended May 31, 2021, payable on June 29, 2021, to all stockholders of record at the close of business on June 15, 2021. This is an increase of $0.01 per share from last quarter.

Saratoga Investment Corp. Increases Quarterly Dividend by $0.01 to $0.44 per Share for the Quarter Ended May 31, 2021

Saratoga Investment Corp (SAR) CEO Christian Oberbeck on Q4 2021 Results - Earnings Call Transcript

Saratoga Investment (SAR) delivered earnings and revenue surprises of 4.00% and 8.94%, respectively, for the quarter ended February 2021. Do the numbers hold clues to what lies ahead for the stock?

Saratoga Investment (SAR) Beats Q4 Earnings and Revenue Estimates

NEW YORK, May 05, 2021 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced financial results for its 2021 fiscal year-end and fourth quarter.

News for Saratoga Investment ETF (SAR)