Saratoga Investment: Q1 Earnings May Be Weaker Than Anticipated
I maintain my hold rating on Saratoga Investment due to limited growth catalysts and a challenging high interest rate environment suppressing valuation. SAR stock's attractive 12.1% dividend yield supports total returns, but current net investment income does not fully cover payouts, risking NAV decline. Heavy reliance on debt and increased competition in private credit limit SAR's ability to grow its portfolio until interest rates decline.
All You Need to Know About Saratoga Investment (SAR) Rating Upgrade to Buy
Saratoga Investment (SAR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Should Value Investors Buy Saratoga Investment Corp (SAR) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Saratoga Investment: Needs To Improve New Investment Activity And Reduce Debt (Rating Downgrade)
Saratoga Investment aims for attractive total returns through a diverse debt investment portfolio and has recently outperformed the S&P 500. SAR's Q4 earnings report provides an opportunity to reassess its valuation, risk profile, and dividend sustainability. Monitoring SAR's non-accrual rate is crucial for evaluating its risk profile, as non-accruals impact overall portfolio quality and earnings.
Saratoga Investment Corp (SAR) Q4 2025 Earnings Call Transcript
Saratoga Investment Corp (NYSE:SAR ) Q4 2025 Earnings Conference Call May 8, 2025 1:00 PM ET Company Participants Henri Steenkamp - Chief Financial & Chief Compliance Officer Christian Oberbeck - Chairman & Chief Executive Officer Michael Grisius - Chief Investment Officer Conference Call Participants Erik Zwick - Lucid Capital Markets Sean-Paul Adams - B. Riley Securities Casey Alexander - Compass Point Research Robert Dodd - Raymond James Mick Schleien - Ladenburg Operator Good morning, ladies and gentlemen.
Saratoga Investment (SAR) Lags Q4 Earnings and Revenue Estimates
Saratoga Investment (SAR) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.94 per share a year ago.
Saratoga Investment Corp.: 11% Yield, Outperforming In 2025
Saratoga Investment Corp. specializes in leveraged buyouts and various financing transactions, with a diversified $960M portfolio yielding 10.8% as of 11/30/24. SAR's fiscal Q3 '25 adjusted NII yield was 13.3%, with a trailing dividend yield of 13.04% and strong dividend growth at 17.55% over five years. SAR's assets/debt leverage improved to 1.63X, with $474M investment capacity, and is outperforming the BDC industry and S&P 500 in 2025.
Saratoga Investment (SAR) Upgraded to Buy: What Does It Mean for the Stock?
Saratoga Investment (SAR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Are Investors Undervaluing Saratoga Investment Corp (SAR) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Saratoga Investment Corp (SAR) Q3 2025 Earnings Call Transcript
Saratoga Investment Corp (NYSE:SAR ) Q3 2025 Earnings Conference Call January 9, 2024 10:00 AM ET Company Participants Henri Steenkamp - Chief Financial and Chief Compliance Officer Christian Oberbeck - Chairman and Chief Executive Officer Mike Grisius - Chief Investment Officer Conference Call Participants Erik Zwick - Lucid Capital Markets Casey Alexander - Compass Point Research & Trading Mickey Schleien - Ladenburg Bryce Rowe - B. Riley Operator Good morning, ladies and gentlemen.
Saratoga Investment (SAR) Q3 Earnings and Revenues Top Estimates
Saratoga Investment (SAR) came out with quarterly earnings of $0.90 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $1.01 per share a year ago.
Saratoga Investment: Improved Portfolio Quality And Attractive Outlook (Rating Upgrade)
I am upgrading my rating on Saratoga Investment to a buy due to resilient portfolio quality, improved non-accruals, and strong dividend coverage. SAR's diverse portfolio, primarily in healthcare, has a low non-accrual rate, with 85.2% of investments in senior secured debt, ensuring stability. SAR's net investment income increased significantly, supporting a high dividend yield of 12.4%, with the potential for continued supplemental distributions.
