NYSE$SAR

Saratoga Investment Corp · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Saratoga Investment reported fiscal Q4 2026 investment income of $31.1M, NII of $7.8M ($0.48/share), and NAV of $24.42 per share.

For the quarter ended February 28, 2026, Saratoga Investment (BDC) earned total investment income of $31.1 million and net investment income of $7.8 million ($0.48 per share; adjusted NII $0.53 per share after excise tax). NAV was $396.2 million ($24.42 per share). AUM rose 13.4% year over year to $1.11 billion; net deployments were $101.1 million with five new platforms and fifteen follow-ons.

  • Total investment income $31.1M; NII $7.8M ($0.48/share).
  • NAV $24.42/share; AUM $1.11B (+13.4% YoY).
  • Net originations $101.1M; non-accruals 0.2% of fair value.
  • Base quarterly dividend $0.75/share declared for fiscal Q1 2027.

Headline financials

Total Revenue

$31.1M

Previous: $31.3M-0.5%
EPS (adj)

$0.48

Previous: -$0.05+1060.0%
Net Income

$7.8M

Previous: -$800K+1074.7%

Revenue & EPS history

Saratoga Investment · Revenue · Quarterly

$31.1M

Q4 2026-0.5%vs Q4 2025
Beat estimate in 0 of 3 quarters(0%)
ActualEstimate

Forward guidance

BDC outlook centers on origination pace, SOFR-linked yields, dividend coverage, and credit quality rather than corporate revenue guidance.

Tailwinds

  • Strong deployment and AUM growth support income generation.
  • Monthly dividend framework and share repurchase authorization.

Headwinds

  • Lower base rates pressured investment income versus prior year.
  • Q4 GAAP EPS $(0.16) on unrealized marks and excise tax.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-0.2%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+0.6%

Avg return

30 days after

50%

10 / 20 earnings

Positive

+3.9%

Q2 2023

Best reaction

-7.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026-1.3%-5.9%-4.5%
Q3 2026+0.9%+1.9%+3.9%
Q2 2026-4.3%-11.6%-10.5%
Q1 2026+1.4%+0.4%+1.6%
Q4 2025-7.7%-2.3%-1.1%
Q3 2025+0.7%+0.7%+5.0%
Q2 2025-0.3%+2.4%+4.8%
Q1 2025+0.3%+2.9%-1.9%
Q4 2024-0.1%-1.9%+2.0%
Q3 2024+0.2%-9.8%-12.2%
Q2 2024-1.4%-1.7%+1.2%
Q1 2024+0.3%-3.4%-3.2%
Q4 2023-0.1%-0.2%+17.5%
Q3 2023+0.0%+2.3%+0.9%
Q2 2023+3.9%+1.0%+7.1%
Q1 2023-0.3%-1.9%-0.9%
Q4 2022+2.3%+0.7%+3.2%
Q3 2021-0.2%-4.3%-4.8%
Q2 2022+1.7%+1.3%+0.8%
Q4 2021+0.3%-1.3%+3.4%

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