Q1 Earnings Forecast for SAR Issued By B. Riley

Saratoga Investment Corp. (NYSE:SAR) – Equities research analysts at B. Riley issued their Q1 2026 earnings per share estimates for shares of Saratoga Investment in a research note issued on Monday, May 12th. B. Riley analyst S. Adams forecasts that the financial services provider will post earnings per share of $0.67 for the quarter. B. Riley currently has a “Hold” rating on the stock. The consensus estimate for Saratoga Investment’s current full-year earnings is $3.93 per share. B. Riley also issued estimates for Saratoga Investment’s Q2 2026 earnings at $0.68 EPS, Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.53 EPS, FY2026 earnings at $2.55 EPS, Q1 2027 earnings at $0.57 EPS, Q2 2027 earnings at $0.59 EPS, Q3 2027 earnings at $0.61 EPS, Q4 2027 earnings at $0.61 EPS and FY2027 earnings at $2.37 EPS.

Separately, StockNews.com cut shares of Saratoga Investment from a “buy” rating to a “hold” rating in a research report on Tuesday, April 1st. Four investment analysts have rated the stock with a hold rating and one has given a buy rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $24.58.

Saratoga Investment Price Performance

Saratoga Investment stock opened at $24.38 on Thursday. Saratoga Investment has a 12-month low of $21.10 and a 12-month high of $26.49. The stock has a market cap of $374.60 million, a P/E ratio of 9.83 and a beta of 0.65. The company has a 50-day moving average price of $23.92 and a 200 day moving average price of $24.44. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.14.

Saratoga Investment (NYSE:SAR) last posted its quarterly earnings data on Wednesday, May 7th. The financial services provider reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.77 by ($0.21). The firm had revenue of $31.30 million during the quarter, compared to analyst estimates of $32.86 million. Saratoga Investment had a return on equity of 15.53% and a net margin of 22.01%.

Hedge Funds Weigh In On Saratoga Investment

Several hedge funds and other institutional investors have recently bought and sold shares of SAR. Promus Capital LLC purchased a new stake in shares of Saratoga Investment in the fourth quarter valued at $30,000. Bartlett & CO. Wealth Management LLC grew its position in shares of Saratoga Investment by 300.0% in the first quarter. Bartlett & CO. Wealth Management LLC now owns 2,000 shares of the financial services provider’s stock valued at $51,000 after purchasing an additional 1,500 shares during the period. JPMorgan Chase & Co. purchased a new stake in shares of Saratoga Investment in the third quarter valued at $116,000. Sunbelt Securities Inc. grew its position in shares of Saratoga Investment by 36.4% in the first quarter. Sunbelt Securities Inc. now owns 6,932 shares of the financial services provider’s stock valued at $176,000 after purchasing an additional 1,850 shares during the period. Finally, Janney Montgomery Scott LLC purchased a new stake in shares of Saratoga Investment in the fourth quarter valued at $212,000. 19.09% of the stock is owned by institutional investors and hedge funds.

Saratoga Investment Dividend Announcement

The company also recently disclosed a dividend, which will be paid on Thursday, May 22nd. Investors of record on Wednesday, May 7th will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, May 6th. This represents a yield of 12.31%. Saratoga Investment’s dividend payout ratio is presently 147.06%.

About Saratoga Investment

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity.