SAR Stock Summary and Trading Ideas (Saratoga Investment New | NYSE:SAR)

Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests 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 objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.

Saratoga Investment New trades on the NYSE stock market under the symbol SAR.

As of January 15, 2026, SAR stock price climbed to $23.80 with 137,424 million shares trading.

SAR has a beta of 0.69, meaning it tends to be less sensitive to market movements. SAR has a correlation of 0.32 to the broad based SPY ETF.

SAR has a market cap of $385.18 million. This is considered a Small Cap stock.

Last quarter Saratoga Investment New reported $32 million in Revenue and $.61 earnings per share. This beat revenue expectation by $337,634 and exceeded earnings estimates by $.02.

In the last 3 years, SAR traded as high as $28.87 and as low as $21.10.

The top ETF exchange traded funds that SAR belongs to (by Net Assets): PCR.

SAR has underperformed the market in the last year with a return of +11.5%, while SPY returned +20.2%. This shows that you would have done better investing in the overall market (through SPY) over the last year than in SAR shares. However, SAR has outperformed the market in the last 3 month and 2 week periods, returning +12.0% and +4.2%, while SPY returned +4.8% and +1.5%, respectively. This indicates SAR has been having a stronger performance recently.

SAR support price is $23.23 and resistance is $23.63 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that SAR shares will trade within this expected range on the day.