Saratoga Investment Corp (NYSE:SAR) Announces $0.25 Monthly Dividend

Posted by Brian Himes on Jun 12th, 2026

Saratoga Investment Corp (NYSE:SAR – Get Free Report) announced a monthly dividend on Thursday, June 11th. Investors of record on Thursday, September 3rd will be given a dividend of 0.25 per share by the financial services provider on Wednesday, September 23rd. This represents a c) dividend on an annualized basis and a yield of 13.4%. The ex-dividend date of this dividend is Thursday, September 3rd.

Saratoga Investment has increased its dividend payment by an average of 0.2%per year over the last three years. Saratoga Investment has a payout ratio of 90.4% indicating that its dividend is currently covered by earnings, but may not be in the future if the company’s earnings fall. Research analysts expect Saratoga Investment to earn $2.12 per share next year, which means the company may not be able to cover its $3.00 annual dividend with an expected future payout ratio of 141.5%.

Saratoga Investment Stock Performance

Saratoga Investment stock opened at $22.31 on Friday. The firm’s 50 day simple moving average is $22.44 and its 200 day simple moving average is $22.82. The company has a current ratio of 0.04, a quick ratio of 0.04 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $362.98 million, a PE ratio of 9.58 and a beta of 0.54. Saratoga Investment has a 1-year low of $20.78 and a 1-year high of $25.64.

Saratoga Investment (NYSE:SAR – Get Free Report) last posted its earnings results on Tuesday, May 5th. The financial services provider reported $0.53 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.53. The business had revenue of $6.85 million for the quarter, compared to analyst estimates of $30.85 million. Saratoga Investment had a net margin of 29.12% and a return on equity of 9.29%. As a group, analysts expect that Saratoga Investment will post 2.15 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Saratoga Investment

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Lido Advisors LLC grew its stake in Saratoga Investment by 0.6% in the 4th quarter. Lido Advisors LLC now owns 199,138 shares of the financial services provider’s stock worth $4,855,000 after buying an additional 1,265 shares in the last quarter. Private Advisor Group LLC grew its stake in Saratoga Investment by 1.1% in the 1st quarter. Private Advisor Group LLC now owns 165,139 shares of the financial services provider’s stock worth $3,612,000 after buying an additional 1,780 shares in the last quarter. Closed End Fund Advisors Inc. purchased a new position in Saratoga Investment in the 4th quarter worth approximately $3,680,000. Advisors Asset Management Inc. grew its stake in Saratoga Investment by 9.8% in the 3rd quarter. Advisors Asset Management Inc. now owns 115,641 shares of the financial services provider’s stock worth $2,820,000 after buying an additional 10,356 shares in the last quarter. Finally, LPL Financial LLC grew its stake in Saratoga Investment by 4.6% in the 4th quarter. LPL Financial LLC now owns 113,727 shares of the financial services provider’s stock worth $2,624,000 after buying an additional 4,998 shares in the last quarter. Hedge funds and other institutional investors own 19.09% of the company’s stock.

About Saratoga Investment

(Get Free Report)

Saratoga Investment Corp. is a closed-end, externally managed investment company that seeks to generate current income and total return through a diversified portfolio of private U.S. companies. Trading on the New York Stock Exchange under the ticker SAR, the firm primarily targets middle-market businesses across a broad range of industries, including industrials, healthcare, consumer products, financial services and technology. Its investment approach combines debt and equity instruments, providing flexible capital solutions such as first-lien and second-lien secured loans, mezzanine debt, preferred equity and common equity positions.

As an actively managed vehicle, Saratoga Investment works closely with portfolio companies’ management teams to support growth initiatives, operational improvements, and strategic transactions.