# Saratoga Investment Corp.: overview

SAR · NYSE · CIK 1377936 · [Other](/sectors/other.md) · fiscal year ends Feb 28

Pages: [Overview](/companies/sar.md) · [Financials](/companies/sar/financials.md) · [Filings](/companies/sar/filings.md) · [Insiders](/companies/sar/insiders.md)

Revenue is not reported in this company’s XBRL financial statements.

## Last eight quarters

| Line item | Unit | Q3 FY2025 (2024-11-30) | Q4 FY2025 (2025-02-28) | Q1 FY2026 (2025-05-31) | Q2 FY2026 (2025-08-31) | Q3 FY2026 (2025-11-30) | Q4 FY2026 (2026-02-28) | Q1 FY2027 (2026-05-31) | Q2 FY2027 (2026-08-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $ | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [0.64](/filings/0001213900-26-002153.md) | not reported | [0.91](/filings/0001213900-26-075931.md) | [0.84](/filings/0001213900-26-107187.md) | [0.74](/filings/0001213900-26-002153.md) | not reported | [(0.42)](/filings/0001213900-26-075931.md) | [(0.41)](/filings/0001213900-26-107187.md) |
| Free cash flow | $ | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2022-02-28) | FY2023 (2023-02-28) | FY2024 (2024-02-29) | FY2025 (2025-02-28) | FY2026 (2026-02-28) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $ | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [3.99](/filings/0001213900-24-040080.md) | [2.06](/filings/0001213900-25-040617.md) | [0.71](/filings/0001213900-26-052176.md) | [2.02](/filings/0001213900-26-052176.md) | [2.31](/filings/0001213900-26-052176.md) |
| Free cash flow | $ | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/sar/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Lido Advisors, LLC](/funds/1650150.md) | 2026-06-30 | $4.0m | 181,518 |  | Reduced −17,620 |
| [Private Advisor Group, LLC](/funds/1567755.md) | 2026-06-30 | $3.3m | 146,681 |  | Reduced −18,458 |
| [Legal & General Group Plc](/funds/764068.md) | 2026-06-30 | $3.2m | 141,229 |  | Added +18,288 |
| [Hennion & Walsh Asset Management, Inc.](/funds/1861642.md) | 2026-06-30 | $2.8m | 127,040 |  | Reduced −10,635 |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $2.7m | 121,635 |  | Added +15,010 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](/funds/1818604.md) | 2026-06-30 | $2.6m | 116,012 |  | Added +33,605 |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $2.5m | 111,909 |  | Reduced −2,086 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $1.9m | 85,079 |  | Reduced −188 |
| [Ethos Financial Group, LLC](/funds/1954242.md) | 2026-06-30 | $1.3m | 56,533 |  | Added +3,687 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.2m | 53,261 |  | Reduced −1,335 |

## Recent filings

[All 641 filings](/companies/sar/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-09 | 20:34 ET | [8-K](/filings/0001213900-26-108523.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001213900-26-108523 |
| 2026-10-06 | 20:06 ET | [8-K](/filings/0001213900-26-107199.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001213900-26-107199 |
| 2026-10-06 | 20:01 ET | [10-Q](/filings/0001213900-26-107187.md) | Quarterly report, period 2026-08-31 | 0001213900-26-107187 |
| 2026-09-24 | 20:05 ET | [8-K](/filings/0001213900-26-103054.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001213900-26-103054 |
| 2026-09-23 | 12:00 ET | [8-K](/filings/0001213900-26-102370.md) | 5.07 Shareholder vote results | 0001213900-26-102370 |
| 2026-09-18 | 20:05 ET | [8-K](/filings/0001213900-26-101407.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001213900-26-101407 |
| 2026-08-26 | 15:27 ET | [8-K](/filings/0001213900-26-093812.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001213900-26-093812 |
| 2026-08-19 | 20:54 ET | [8-K](/filings/0001213900-26-091736.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 8.01 Other events; 9.01 Financial statements and exhibits | 0001213900-26-091736 |
| 2026-08-06 | 23:35 ET | [8-K](/filings/0001213900-26-085846.md) | 5.02 Departure or appointment of officers or directors | 0001213900-26-085846 |
| 2026-08-05 | 15:31 ET | [DEF 14A](/filings/0001213900-26-085497.md) | Proxy statement, period 2026-09-22 | 0001213900-26-085497 |

## Latest annual report

[Form 10-K for the fiscal year ended Feb 28, 2026](/filings/0001213900-26-052176.md), filed May 5, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1377936
- Tickers: SAR, SAJ, SAV, SAX, SAY, SAZ
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MD
- Filer category: Accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:38 ET. No prices; not investment advice.
