SAR
Next earnings: Jul 14, 2026 · After close
Signal
Leaning Bearish1
Price
1
Move-0.99%Quiet session
Volume
1
Volume0.5× avgLight volume
Technical
1
RSIRSI 42Momentum negative
PRICE
Prev Close
22.13
Open
22.23
Day Range21.91 – 22.29
21.91
22.29
52W Range20.78 – 25.64
20.78
25.64
23% of range
VOLUME & SIZE
Avg Volume
120.3K
FUNDAMENTALS
P/E Ratio
9.5x
Value territory
EPS (TTM)
Div Yield
0.09%
Beta
0.58
Low vol
Performance
1D
-0.99%
5D
-1.75%
1M
-4.66%
3M
-6.69%
6M
-1.62%
YTD
-5.03%
1Y
-10.17%
Worst: 1Y (-10.17%)
Quick Read
TrendInsufficient MA data
Momentum
BULLISH
revenue +22% YoY · 61% gross margin
Valuation
CHEAP
P/E 9x vs ~20x sector
Health
MODERATE
CR 0.1 (low) · FCF $3.27/sh
Strong Buy
Key MetricsTTM
Market Cap$356.43M
Revenue TTM$115.15M
Net Income TTM$36.60M
Free Cash Flow$51.82M
Gross Margin61.2%
Net Margin31.8%
Operating Margin43.1%
Return on Equity-0.1%
Return on Assets0.0%
Debt / Equity-2.82
Current Ratio0.08
EPS TTM$2.31

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
1 strong5 concern
22/100
Liquidity
0.08Concern
Leverage
-2.82Strong
Coverage
1.0xConcern
ROE
-0.1%Concern
ROIC
0.0%Concern
Cash
$22.3BConcern
ANALYST COVERAGE10 analysts
HOLD
Buy
330%
Hold
770%
3 Buy (30%)7 Hold (70%)0 Sell (0%)
Full report →
Stock Health
Composite Score
0 of 5 signals bullish
1/10
Technicals
RSI RangeRSI 42 — Bearish momentum
Volume
Volume FlowDistribution — institutional selling
Fundamentals
Last EarningsMissed estimates
Analyst ConsensusHold
~
LiquidityCurrent Ratio 0.08 — liquidity risk
Upcoming Events
EEarnings ReportMay 18, 2026
Tomorrow
DEx-Dividend DateAug 14, 2026
In 89 days
PDividend PaymentAug 28, 2026
In 103 days
Technicals
Technical SetupBEARISH
Technicals →

Trend

DowntrendDeath Cross · 50D trails 200D by 2.3%

-5.2% vs SMA 50 · -7.4% vs SMA 200

Momentum

RSI42.2
Momentum fading
MACD-0.34
Below zero — bearish pulse · compressing
Market Position
Price Levels
52W High
$25.64+17.0%
EMA 200
$23.60+7.7%
EMA 50
$22.83+4.2%
Current
$21.91
52W Low
$20.78-5.2%
52-Week RangeNear 52-week low
$20.7823th %ile$25.64
Squeeze SetupVolume-based
Distribution Pressure

Distribution pattern detected. More selling days than accumulation over the past 20 sessions. Not a conducive environment for a squeeze.

20-Day Money Flow
Acc days:2
Dist days:4
Edge:+2 dist
Volume Context
Avg Vol (50D)115K
Recent Vol (5D)
81K-30%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 6 analysts
Analyst revisions:EPS↓ Revised DownRevenue↑ Revised Up

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2024
$147.8M
$142.3M$154.1M
$1.20
±5%
Moderate3
FY2025
$150.4M
$148.1M$151.8M
+1.8%$3.97+230.6%
±4%
High5
FY2026(current)
$125.4M
$125.2M$125.8M
-16.6%$2.48-37.5%
±2%
High6
Range confidence:Tight (high)ModerateWide (low)
Earnings HistorySAR
Last 8Q
-4.0%avg beat
Beat 3 of 8 quartersMissed 4 Estimates falling
+8%
Q3'24
+3%
Q4'24
-2%
Q1'25
-27%
Q2'25
-4%
Q3'25
-13%
Q4'25
+3%
Q1'26
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →
No recent activity
Janney MontgomeryNeutral
Oct 10
DOWNGRADE
Compass PointBuy → Neutral
Jun 9
DOWNGRADE
Compass PointBuy
Jul 11
UPGRADE
OppenheimerPerform
May 7
DOWNGRADE
Insider Activity
SEC Filings →
6 Buys/0 SellsNet Buying
Oberbeck Christian LDir
$48K
May 4
BUY
Looney Steven MDir
$29K
Aug 2
BUY
Oberbeck Christian LDir
$35K
Aug 11
BUY
Oberbeck Christian LDir
$88K
Aug 10
BUY
Oberbeck Christian LCEO and Direct…
$17K
Jul 24
BUY
Oberbeck Christian LCEO and Direct…
$53K
Jul 23
BUY
Financials
Dividends14.83% yield
2 yrs of payments
Annual Yield14.83%
Monthly Div.$0.2500
Est. Annual / Share$3.00
FrequencyMonthly
Q4'25
Q4'25
Q1'26
Q1'26
Q1'26
Q2'26
Q2'26
Q2'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

1
Lido Advisors, LLC
199K
2
Private Advisor Group, LLC
165K
3
Hennion & Walsh Asset Management, Inc.
138K
4
Legal & General Group Plc
123K
5
LPL Financial LLC
114K
6
Advisors Asset Management, Inc.
107K
7
WELLS FARGO & COMPANY/MN
85K
8
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
82K
News & Activity

SAR News

About

saratoga investment corp. is a publicly traded (nyse: sar) business development company (bdc) which provides customized financing solutions for middle market companies located in the united states. saratoga’s senior investment professionals have over eighty years of combined experience investing more than $4 billion in middle market businesses. within the bdc, saratoga manages both an sbic-licensed subsidiary and a $400 million collateralized loan obligation (clo) fund. these diverse funding sources, combined with a permanent capital base, enable saratoga to offer a broad range of financing solutions, including subordinated debt, first and second lien loans, one-stop and unitranche structures and equity co-investments. as a solutions-oriented lender, saratoga seeks to partner with business owners (equity sponsors, fundless sponsors, family-owned businesses) and management teams and craft capital structures that enable them to pursue their business plans. saratoga focuses on the lower e

CEO
Christian Oberbeck
David DeSantisCOO, Portfolio Manager & Senior MD
Christian L. OberbeckChairman, President & Chief Executive Officer
Peers(7 companies)
Screen sector →
SymbolPriceDay %Mkt CapP/ERev GrwMarginELO
SAR
$21.91-0.99%$356M9.5+3960.8%2784.5%1500
$404.35-3.20%$2.1T30.5+3296.8%4510.0%1500
$132.58-6.05%$307.9B20.7-44.8%1012.0%1500
$88.38-2.58%$303.7B13.6+318.8%1510.7%1500
$148.08-1.13%$282.6B21.0+597.3%2564.4%1500
$181.58-1.83%$281.6B26.9+862.9%1745.9%1500
$183.40-0.23%$256.1B16.8+213.3%1482.4%1500
Sector avg-2.29%19.9+1315.0%2230.0%1500