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QJ8.F

Equity

Saratoga Investment Corp. R

Next Ex-Date: Mar 3, 2026 (Today!)

Buy before this date to receive the next dividend of $0.2154/share

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$20.00

+20.00 (+0.00%)

Open

N/A

Day Range

$19.50 - $20.00

52W Range

$18.20 - $22.60

Volume

10

Price History

Key Statistics

Market Cap

N/A

P/E Ratio

N/A

EPS

N/A

Dividend Yield

N/A

P/B Ratio

N/A

Payout Ratio

N/A

ROE

N/A

Debt/Equity

N/A

Insider Activity

Date Insider Type Shares Value
Jan 29, 2026

OBERBECK CHRISTIAN L.

Chief Executive Officer

Other 1,000 $0.0
Dec 19, 2025

OBERBECK CHRISTIAN L.

Chief Executive Officer

Other 1,000 $0.0
Dec 11, 2025

OBERBECK CHRISTIAN L.

Chief Executive Officer

Other 13,000 $0.0
Dec 2, 2024

OBERBECK CHRISTIAN L.

Chief Executive Officer

Other 12,800 $0.0

Institutional Ownership

13.7% Institutional 13.6% Insider 72.7% Public
Holder Shares % Held Value
Lido Advisors, LLC 199,138 1.23% $4.0M
Private Advisor Group, LLC 163,359 1.01% $3.3M
Closed-end Fund Advisors, Inc. 159,499 0.99% $3.2M
Hennion & Walsh Asset Management, Inc. 141,470 0.87% $2.8M
Legal & General Group PLC 117,294 0.72% $2.3M
LPL Financial LLC 113,727 0.70% $2.3M
Advisors Asset Management, Inc. 101,383 0.63% $2.0M
Blackrock Inc. 95,197 0.59% $1.9M
Wells Fargo & Company 82,830 0.51% $1.6M
Two Sigma Investments, LP 67,507 0.42% $1.3M

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About Saratoga Investment Corp. R

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

www.saratogainvestmentcorp.com →

🐂 Bull Score

Our proprietary rating measures dividend reliability based on 6 fundamental factors including payout sustainability, financial strength, and cash flow coverage.

F 11/100

Very Risky

Bull Score

- No consecutive dividend growth 0/25
+ Good profit margin (19%) 11/15
Limited data — score may change as more metrics become available

Dividend Safety

Assessment based on payout ratio, debt levels, profit margins, and dividend growth track record.

55

Borderline

Based on 4 fundamental factors

~ Decent profit margins (19%)

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