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.
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News Market Reaction – SAR
+0.05%
+0.05%Session close to close
In the Jun 22 session, SAR gained 0.05%, reflecting a mild positive market reaction.
This announcement sets clear timing for fiscal Q1 2027 results and the July 8 call, consistent with ...
Analysis
This announcement sets clear timing for fiscal Q1 2027 results and the July 8 call, consistent with prior earnings-date communication that averaged 1.38% moves. Investors will watch forthcoming financials, portfolio credit trends and dividend coverage.
Key Figures
Quarter end date:May 31, 2026Results release date:July 7, 2026Conference call time:10:00 a.m. ET+5 more
8 metrics
Quarter end dateMay 31, 2026Fiscal quarter to be reported
Results release dateJuly 7, 2026Fiscal Q1 2027 results after market close
Conference call time10:00 a.m. ETCall on July 8, 2026
CLO fund size$350 millionCollateralized loan obligation fund in wind-down
JV CLO size$400 millionJoint venture collateralized loan obligation fund
CLO Class F ownership52%Ownership of CLO Class F notes
CLO subordinated notes ownership100%Ownership of CLO subordinated notes
JV and JV CLO interest87.5%Ownership of unsecured loans, membership interests and Class E-R notes
Announced Q3 2026 results date and conference call logistics for investors.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Pattern Detected
Earnings-date and conference-call announcements have historically produced modestly positive price reactions for SAR.
Key Terms
business development company, collateralized loan obligation, mezzanine debt, subordinated notes, +2 more
6 terms
business development companyfinancial
"Saratoga Investment Corp. (NYSE:SAR), a business development company, will report"
A business development company is a publicly traded investment vehicle that lends to and buys stakes in smaller or privately held companies, acting like a combination of a lender, investor, and business partner. It matters to investors because BDCs offer the potential for higher regular income through dividends and diversified exposure to growing businesses, but they can also carry greater credit and liquidity risk than typical stocks or bonds—think higher-yielding but riskier income instruments.
collateralized loan obligationfinancial
"it manages a $350 million collateralized loan obligation (“CLO”) fund that is"
A collateralized loan obligation (CLO) is a financial product that bundles many corporate loans into a single pool and then sells pieces of that pool to investors, with each piece offering different levels of risk and return. Think of it like a large box of varied loans sliced into portions so investors can choose higher safety with lower yield or higher reward with more risk; CLO performance matters because it concentrates credit and interest-rate risk and affects income stability for holders.
mezzanine debtfinancial
"invests primarily in senior and unitranche leveraged loans and mezzanine debt, and,"
Mezzanine debt is a hybrid loan that sits between a company’s senior bank debt and equity ownership: it pays higher interest than regular loans because it takes on more risk, and often includes an option to convert into shares or warrants. Investors care because it offers higher potential returns than plain debt while carrying greater chance of loss or equity dilution if the company struggles, making it a middle-ground choice for yield and upside.
subordinated notesfinancial
"It also owns 52% of the Class F and 100% of the subordinated notes of the CLO,"
Subordinated notes are loans companies issue that rank below other debts for repayment, meaning holders get paid only after higher-priority creditors if the issuer runs into trouble. Because they act like being farther back in line at a buffet, they usually offer higher interest to compensate for greater risk, so investors watch them for potential higher returns but also increased chance of loss and sensitivity to the issuer’s financial health.
unitranchefinancial
"invests primarily in senior and unitranche leveraged loans and mezzanine debt, and,"
A unitranche loan is a single debt agreement that combines what would normally be separate senior and junior loans into one facility with a single interest rate and repayment schedule. For investors it simplifies the company's borrowing picture but changes the risk and return because lenders share one common claim on assets and receive a blended yield, which affects how quickly creditors are repaid in distress and the firm's flexibility to raise or restructure debt — like merging two traffic lanes into one road.
permanent capitalfinancial
"The Company’s diverse funding sources, combined with a permanent capital base, enable"
Permanent capital is money a company or investment vehicle can keep indefinitely because it has no fixed repayment date or mandatory redemption schedule. It matters to investors because it lets managers pursue long-term projects without the pressure to sell assets quickly—like a homeowner who owns a house outright instead of being forced to sell to pay a mortgage—affecting stability, risk profile, expected returns, and how easily investors can get their cash back.
NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended May 31, 2026, on Tuesday July 7, 2026, after market close. A conference call to discuss the financial results will be held on Wednesday July 8, 2026. Details for the conference call are provided below.
Who:
Christian L. Oberbeck, Chairman and Chief Executive Officer
David DeSantis, Chief Operating Officer, Portfolio Manager, and Senior Managing Director
Henri J. Steenkamp, Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary
When:
Wednesday, July 8, 2026
10:00 a.m. Eastern Time (ET)
How:
Webcast: Interested parties may access a live webcast of the call and find the Q4 2026 presentation by going to the “Events & Presentations” section of Saratoga Investment Corp.’s investor relations website, Saratoga events and presentations. A replay of the webcast will also be available for a limited time at Saratoga events and presentations.
Call: To access the call by phone, please go to Registration Link, and you will be provided with dial in details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.
Information:
Saratoga Investment Corp.’s Form 10-Q for the fiscal quarter ended May 31, 2026, will be filed on July 7, 2026, with the Securities and Exchange Commission.
About Saratoga Investment Corp.
Saratoga Investment is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Saratoga Investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. Saratoga Investment has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended, and is externally managed by Saratoga Investment Advisors, LLC, an SEC-registered investment advisor focusing on credit-driven strategies. Saratoga Investment Corp. owns two active SBIC-licensed subsidiaries, having surrendered its first license after repaying all debentures for that fund following the end of its investment period and subsequent wind-down. Furthermore, it manages a $350 million collateralized loan obligation (“CLO”) fund that is in wind-down and co-manages a joint venture (“JV”) fund that owns a $400 million collateralized loan obligation (“JV CLO”) fund. It also owns 52% of the Class F and 100% of the subordinated notes of the CLO, 87.5% of both the unsecured loans and membership interests of the JV and 87.5% of the Class E-R notes of the JV CLO. The Company’s diverse funding sources, combined with a permanent capital base, enable Saratoga Investment to provide a broad range of financing solutions.
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Contact:
Henri Steenkamp Saratoga Investment Corp. 212-906-7800
FAQ
When will Saratoga Investment (NYSE:SAR) report fiscal Q1 2027 results?
Saratoga Investment will report fiscal Q1 2027 results on July 7, 2026, after market close. According to the company, these results cover the fiscal quarter ended May 31, 2026, and will be accompanied by the filing of its Form 10-Q.
When is the Saratoga Investment (SAR) Q1 2027 earnings conference call?
The Saratoga Investment Q1 2027 earnings conference call is on July 8, 2026, at 10:00 a.m. ET. According to the company, investors can join via webcast or phone registration, with a replay available for a limited time on the investor relations website.
How can investors access the Saratoga Investment (SAR) Q1 2027 earnings webcast?
Investors can access the Saratoga Investment Q1 2027 earnings webcast through the Events & Presentations section of its investor relations website. According to the company, a live webcast and a limited-time replay, along with the Q4 2026 presentation, will be available online.
Who will speak on the Saratoga Investment (SAR) July 8, 2026 earnings call?
The Saratoga Investment earnings call will feature Christian L. Oberbeck, David DeSantis, and Henri J. Steenkamp. According to the company, these executives represent its leadership across chairman, CEO, COO, portfolio management, CFO, compliance, treasury, and secretary roles for the discussion.
When will Saratoga Investment (SAR) file its Form 10-Q for the quarter ended May 31, 2026?
Saratoga Investment plans to file its Form 10-Q on July 7, 2026. According to the company, this filing will cover the fiscal quarter ended May 31, 2026, and coincide with the release of its fiscal first quarter 2027 financial results.
