Saratoga Investment Corp
SAR23.150USD
+0.100+0.43%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
371.03MMarket Cap
10.00P/E TTM
More Details of Saratoga Investment Corp Company
Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States 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. Its 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. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
Saratoga Investment Corp Info
Ticker SymbolSAR
Company nameSaratoga Investment Corp
IPO dateAug 13, 2010
CEOOberbeck (Christian L)
Number of employees- -
Security typeOrdinary Share
Fiscal year-endAug 13
Address535 Madison Ave
CityNEW YORK
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code10022
Phone12127503343
Websitehttps://saratogainvestmentcorp.com/
Ticker SymbolSAR
IPO dateAug 13, 2010
CEOOberbeck (Christian L)
Company Executives of Saratoga Investment Corp
Name
Name/Position
Position
Shareholding
Change
Mr. Henri J. Steenkamp
Mr. Henri J. Steenkamp
Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary, Director
Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary, Director
43.53K
+11.17%
Mr. Steven M. Looney
Mr. Steven M. Looney
Independent Director
Independent Director
4.26K
--
Mr. Charles S. Whitman, III
Mr. Charles S. Whitman, III
Independent Director
Independent Director
--
--
Mr. G. Cabell Williams
Mr. G. Cabell Williams
Independent Director
Independent Director
--
--
Mr. Christian L. (Chris) Oberbeck
Mr. Christian L. (Chris) Oberbeck
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Henri J. Steenkamp
Mr. Henri J. Steenkamp
Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary, Director
Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary, Director
43.53K
+11.17%
Mr. Steven M. Looney
Mr. Steven M. Looney
Independent Director
Independent Director
4.26K
--
Mr. Charles S. Whitman, III
Mr. Charles S. Whitman, III
Independent Director
Independent Director
--
--
Mr. G. Cabell Williams
Mr. G. Cabell Williams
Independent Director
Independent Director
--
--
Mr. Christian L. (Chris) Oberbeck
Mr. Christian L. (Chris) Oberbeck
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
--
--
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sat, Nov 15
Updated: Sat, Nov 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Oberbeck (christian L.)
5.86%
Oberbeck (Elizabeth Birkelund)
3.41%
Inglesby (Thomas V)
2.19%
Two Sigma Investments, LP
1.34%
Lido Advisors, LLC
1.23%
Other
85.97%
Shareholders
Shareholders
Proportion
Oberbeck (christian L.)
5.86%
Oberbeck (Elizabeth Birkelund)
3.41%
Inglesby (Thomas V)
2.19%
Two Sigma Investments, LP
1.34%
Lido Advisors, LLC
1.23%
Other
85.97%
Shareholder Types
Shareholders
Proportion
Individual Investor
13.50%
Investment Advisor
8.19%
Investment Advisor/Hedge Fund
3.98%
Hedge Fund
1.95%
Research Firm
1.08%
Other
71.30%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
131
2.49M
15.47%
-908.96K
2025Q2
145
4.98M
31.68%
-454.39K
2025Q1
146
4.84M
33.10%
-444.77K
2024Q4
146
4.58M
31.96%
-647.93K
2024Q3
140
4.31M
30.96%
-832.84K
2024Q2
143
4.27M
31.17%
-1.00M
2024Q1
146
4.37M
32.92%
-1.15M
2023Q4
147
4.85M
37.26%
-375.81K
2023Q3
142
4.66M
36.59%
+238.52K
2023Q2
135
4.03M
33.99%
-455.54K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Oberbeck (christian L.)
956.63K
6%
-22.09K
-2.26%
Jul 29, 2025
Oberbeck (Elizabeth Birkelund)
549.18K
3.44%
--
--
Jul 29, 2025
Inglesby (Thomas V)
352.24K
2.21%
--
--
Jul 29, 2025
Two Sigma Investments, LP
407.64K
2.56%
-110.23K
-21.28%
Jun 30, 2025
Lido Advisors, LLC
186.25K
1.17%
+56.13K
+43.13%
Jun 30, 2025
Hennion & Walsh Asset Management, Inc.
208.61K
1.31%
+15.44K
+7.99%
Jun 30, 2025
Grisius (Michael J)
167.22K
1.05%
--
--
Jul 29, 2025
Private Advisor Group LLC
151.28K
0.95%
+25.49K
+20.26%
Jun 30, 2025
Advisors Asset Management, Inc.
105.28K
0.66%
-9.23K
-8.06%
Jun 30, 2025
LPL Financial LLC
96.68K
0.61%
+8.02K
+9.04%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Virtus Private Credit Strategy ETF
1.54%
WHITEWOLF Publicly Listed Private Equity ETF
0.15%
Putnam BDC Income ETF
0%
Kingsbarn Dividend Opportunity ETF
0%
Simplify Opportunistic Income ETF
0%
Virtus Private Credit Strategy ETF
Proportion1.54%
WHITEWOLF Publicly Listed Private Equity ETF
Proportion0.15%
Putnam BDC Income ETF
Proportion0%
Kingsbarn Dividend Opportunity ETF
Proportion0%
Simplify Opportunistic Income ETF
Proportion0%
Dividend
A total of
124.89M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Dec 11, 2025
SAR.NB Final Cash Dividend of gross USD 0.25 paid on Jan 22, 2026 going ex on Jan 06, 2026 with reinvestment option
Jan 06, 2026
Jan 22, 2026
Jan 06, 2026
Sep 11, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Dec 18, 2025 going ex on Dec 02, 2025 with reinvestment option
Dec 02, 2025
Dec 18, 2025
Dec 02, 2025
Sep 11, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Oct 23, 2025 going ex on Oct 07, 2025 with reinvestment option
Oct 07, 2025
Oct 23, 2025
Oct 07, 2025
Sep 11, 2025
SAR.NB Final Cash Dividend of gross USD 0.25 paid on Nov 20, 2025 going ex on Nov 04, 2025 with reinvestment option
Nov 04, 2025
Nov 20, 2025
Nov 04, 2025
Jun 12, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Sep 24, 2025 going ex on Sep 04, 2025 with reinvestment option
Sep 04, 2025
Sep 24, 2025
Sep 04, 2025
Jun 12, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Aug 21, 2025 going ex on Aug 06, 2025 with reinvestment option
Aug 06, 2025
Aug 21, 2025
Aug 06, 2025
Jun 12, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Jul 24, 2025 going ex on Jul 08, 2025 with reinvestment option
Jul 08, 2025
Jul 24, 2025
Jul 08, 2025
Feb 18, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Jun 24, 2025 going ex on Jun 05, 2025 with reinvestment option
Jun 05, 2025
Jun 24, 2025
Jun 05, 2025
Feb 18, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on May 22, 2025 going ex on May 06, 2025 with reinvestment option
May 06, 2025
May 22, 2025
May 06, 2025
Feb 18, 2025
SAR.NB Interim Cash Dividend of gross USD 0.25 paid on Apr 24, 2025 going ex on Apr 08, 2025 with reinvestment option
Apr 08, 2025
Apr 24, 2025
Apr 08, 2025
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Saratoga Investment Corp?
The top five shareholders of Saratoga Investment Corp are:
Oberbeck (christian L.) holds 956.63K shares, accounting for 6.00% of the total shares.
Oberbeck (Elizabeth Birkelund) holds 549.18K shares, accounting for 3.44% of the total shares.
Inglesby (Thomas V) holds 352.24K shares, accounting for 2.21% of the total shares.
Two Sigma Investments, LP holds 407.64K shares, accounting for 2.56% of the total shares.
Lido Advisors, LLC holds 186.25K shares, accounting for 1.17% of the total shares.
Oberbeck (christian L.) holds 956.63K shares, accounting for 6.00% of the total shares.
Oberbeck (Elizabeth Birkelund) holds 549.18K shares, accounting for 3.44% of the total shares.
Inglesby (Thomas V) holds 352.24K shares, accounting for 2.21% of the total shares.
Two Sigma Investments, LP holds 407.64K shares, accounting for 2.56% of the total shares.
Lido Advisors, LLC holds 186.25K shares, accounting for 1.17% of the total shares.
What are the top three shareholder types of Saratoga Investment Corp?
The top three shareholder types of Saratoga Investment Corp are:
Oberbeck (christian L.)
Oberbeck (Elizabeth Birkelund)
Inglesby (Thomas V)
Oberbeck (christian L.)
Oberbeck (Elizabeth Birkelund)
Inglesby (Thomas V)
How many institutions hold shares of Saratoga Investment Corp (SAR)?
As of 2025Q3, 131 institutions hold shares of Saratoga Investment Corp, with a combined market value of approximately 2.49M, accounting for 15.47% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -16.21%.
What is the biggest source of revenue for Saratoga Investment Corp?
In --, the -- business generated the highest revenue for Saratoga Investment Corp, amounting to -- and accounting for --% of total revenue.
