SAZ Company Profile and Key Details

Saratoga Investment Corp 8.50% earnings surprise history is a mixed track record. The quarter that ended July 07, 2026, missed forecasts by -172.16%. The prior quarter beat by 0.36%. Over the last six quarters, Apple has recorded several small beats. These include -394.09% in May 07, 2025.

SAZ has shown mixed momentum, gaining 0.27% over the past week and 2.0% over the past quarter, though year-to-date performance is up 0.2%. Average 10-day trading volume of 5.19 thousand shares is below the 3-month average of 6.65 thousand, indicating normal recent market interest.

Saratoga Investment Corp 8.50% last paid a dividend of 2.12 per share, Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around -$6.60. This means the shares are trading below this model’s fair value.

Saratoga Investment Corp 8.50% (NYSE:SAZ) closed at $25.25 USD, gaining $0.02 (0.07%) from the previous close of $25.23. The stock is currently within 5% of its 52-week high $24.96 and $25.95. With a market capitalization of about $315.60 million, Saratoga Investment Corp 8.50% is classified as a small-cap and shows lower-than-market volatility (beta ~0.04). Key stats such as the average daily volume over the past year has been around 6.74 thousand shares, volume is running light vs its 52-week average. Headquartered in New York, NY, Saratoga Investment Corp 8.50% operates in the Financial Services sector and the Asset Management industry. Led by CEO Chris Long Oberbeck, the company employs approximately 0 people and listed since April 24, 2023. Operating as a publicly traded Business Development Company (BDC), Saratoga Investment Corp. (NYSE: SAR) specializes in offering bespoke financing solutions to U.S.-based middle-market businesses.

Saratoga Investment Corp 8.50% trades at a P/E ratio of 17.24, slightly below the S&P 500 average, with a price-to-sales ratio of 2.79 and a price-to-book ratio of 0.74 suggesting the stock is closer to book value. The P/FCF stands at -1.92, also below market averages.

Saratoga Investment Corp 8.50% (NYSE:SAZ) shares are flat 0.2% year-to-date Short-term momentum has been positive over the last quarter, despite recent volatility. Valuation shows Saratoga Investment Corp 8.50% trading at a premium to the broader market with a P/E of 17.24. Our AI forecast model points to short-term weakness (-0.12% over two weeks), a medium-term fall (-3.01% over three months), and a longer-term loss (-0.2% over one year), with expected trading ranges indicating moderate volatility.

Our AI price prediction model suggests that Saratoga Investment Corp 8.50% stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term. 2-Week Outlook: Projected decline of -0.12%, with price expected at $25.22 by September 25, 2026, within a range of $24.20 to $26.20 3-Month Outlook: Projected fall of -3.01%, reaching $24.49 by December 09, 2026, with a range of $23.53 to $25.64. 1-Year Outlook: Projected loss of -0.2%, with price at $25.20 by September 10, 2027, within a range of $24.56 to $25.92.