Welcome to our dedicated page for Saratoga Investment news (Ticker: SAR), a resource for investors and traders seeking the latest updates and insights on Saratoga Investment stock.
Saratoga Investment Corp. reports recurring developments as a business development company that provides customized financing to U.S. middle-market businesses. Its updates center on senior and unitranche leveraged loans, mezzanine debt, selective equity investments, portfolio originations, asset growth, net investment income, net asset value, return on equity and credit quality across its investment portfolio.
Company news also covers dividend declarations, including monthly payments tied to quarterly base dividends, conference-call scheduling, shareholder voting matters and capital-structure activity. Financing updates include debt securities and note issuances used within the BDC's broader funding structure.
Saratoga Investment Corp. (SAR) will report financial results for its fiscal quarter ended August 31, 2026 on Tuesday, October 6, 2026, after market close. A conference call to discuss these Q2 2027 results will be held on Wednesday, October 7, 2026, at 10:00 a.m. Eastern Time.
The call will feature Chairman and CEO Christian L. Oberbeck, COO and Portfolio Manager David DeSantis, and CFO Henri J. Steenkamp. Investors can access a live webcast and the Q2 2027 presentation via the Events & Presentations section of Saratoga Investment’s investor relations website, with a replay available for a limited time. Phone participants must register via a provided link to receive dial-in details and are encouraged to connect 15 minutes early.
The company’s Form 10-Q for the fiscal quarter ended August 31, 2026 is expected to be filed with the SEC on October 6, 2026.
Saratoga Investment Corp (SAR) declared a base dividend of $0.75 per share for the third quarter of fiscal 2027, to be paid in three monthly installments of $0.25 per share for September, October and November 2026, unchanged from the prior quarter.
The record and payment dates are: September dividend – record October 6, payment October 22; October dividend – record November 5, payment November 24; November dividend – record December 3, payment December 22. Annualizing the $0.75 quarterly rate implies a 17.0% dividend yield based on a recent share price of $17.64 on September 4, 2026. For fiscal 2027 so far, nine monthly base dividends of $0.25 per share total $2.25. Historical total annual dividends were $3.25 in fiscal 2026 (including $0.25 special), $3.31 in 2025 (including $0.35 special), $2.86 in 2024 and $2.44 in 2023.
Shareholders may receive the dividend in cash or in stock under the dividend reinvestment plan, with shares issued at 95% of the 10-day average market price.
Saratoga Investment (NYSE:SAR) priced an underwritten public offering of $85 million aggregate principal amount of 8.00% unsecured notes due 2031. The offering is expected to close on August 26, 2026, with an over-allotment option for an additional $12.75 million of notes.
The notes, expected to list on the NYSE under the symbol "SAX" within 30 days of issuance, mature on August 31, 2031, and are callable at the company’s option on or after August 26, 2028. They pay 8.00% annual interest quarterly starting November 30, 2026. According to Saratoga Investment, net proceeds and available cash are expected to redeem its outstanding 6.00% notes due 2027. Egan-Jones Ratings Company assigned an investment grade private rating of BBB.
Saratoga Investment Corp. (NYSE: SAR) has commenced a registered public offering of unsecured notes (the “Notes”) and received a BBB investment grade rating from Egan-Jones Ratings Company, an NRSRO recognized by the NAIC and certified by ESMA.
The Notes are expected to list on the NYSE under the symbol “SAX” and begin trading within 30 days of the original issue date. According to Saratoga Investment, net proceeds are expected to be used to redeem its outstanding 6.00% and 8.00% Notes due 2027 and/or repay indebtedness under a Valley National Bank credit facility.
Saratoga Investment (NYSE:SAR) reported fiscal Q1 2027 results for the period ended May 31, 2026. Assets under management grew 1.6% sequentially to $1.126 billion on approximately $31 million of net originations, while NAV fell to $378.5 million and NAV per share to $23.23.
Total investment income was $30.8 million and adjusted NII was $7.6 million, or $0.47 per share. Earnings per share were $(0.42). The company declared base monthly dividends totaling $0.75 per share for fiscal Q2 2027, implying a 14.0% yield at a $21.42 share price.
Saratoga Investment (NYSE:SAR) will release fiscal first quarter 2027 results for the period ended May 31, 2026, on July 7, 2026, after market close. A conference call and webcast to discuss the results is scheduled for July 8, 2026, at 10:00 a.m. ET.
Saratoga Investment (NYSE:SAR) declared a base quarterly dividend of $0.75 per share for Q2 fiscal 2027, paid as three monthly $0.25 dividends in June, July and August 2026, with specified record and payment dates.
The annualized rate implies a 13.4% yield at $22.34, with an optional DRIP at 95% of the 10-day average price and a multi-year record of rising annual dividends.
Saratoga Investment (NYSE: SAR) reported fiscal 2026 results for year and quarter ended February 28, 2026. Key outcomes include AUM $1.109B (+13.4% YoY), NAV $396.2M (+0.9% YoY), annual ROE 9.1%, net Q4 originations of $101.1M, and total dividends of $3.74 per share. The quarter included $9.6M of portfolio markdowns, a decline in cash to $21.8M, and adjusted NII of $0.61 per share excluding excise taxes. Two investments are on non-accrual, representing 0.2% of fair value and 1.2% of cost.
Saratoga Investment Corp (NYSE:SAR) will report financial results for the fiscal quarter ended February 28, 2026 on May 5, 2026 after market close. A conference call will be held on May 6, 2026 at 1:00 p.m. ET to discuss results.
Management participants include CEO Christian L. Oberbeck, CIO Michael J. Grisius, COO David DeSantis, and CFO Henri J. Steenkamp. A live webcast, replay, and dial-in (registration required) will be available. The company said its Form 10-K for the quarter will be filed on May 5, 2026.
Saratoga Investment (NYSE:SAR) declared a $0.75 per share base quarterly dividend for fiscal Q1 2027, paid as three monthly dividends of $0.25 each for March, April and May 2026 with record and payment dates in April–June 2026.
The company said annualizing the rate implies a 13.6% yield based on a $22.06 share price on March 13, 2026, and shareholders may elect cash or DRIP receipt, with DRIP shares priced at 95% of the 10‑day average before payment.