Saratoga Investment Corp's Potential Dividend Run Alert
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: NASDAQ.COM
- Dividend Run Concept: Saratoga Investment Corp (SAR) is set to go ex-dividend on July 6, 2026, with an expected dividend of $0.25 per share; historical data indicates that the stock price rose by $0.26 in the two weeks leading up to the ex-dividend date, suggesting that market expectations for dividends may drive stock price increases, attracting more investor attention.
- Historical Performance Analysis: In the last four dividend payments, SAR's capital gains exceeded the total dividend amount, with a cumulative capital gain of $2.19 compared to a total dividend payout of only $1.00, demonstrating a consistent upward trend in the stock price prior to dividends, potentially providing a lucrative investment opportunity.
- Diverse Investment Strategies: Investors have varying views on the timeframe for capturing Dividend Run effects, with some opting to buy and hold for two weeks before the ex-dividend date, while others prefer to sell the day before to maximize capital gains; this flexibility allows investors to tailor their strategies to their specific needs.
- Future Outlook: With an implied annualized yield of 13.58%, SAR attracts investors seeking stable income through dividends; although past performance does not guarantee future returns, its potential for Dividend Runs makes it a stock worth monitoring.
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Analyst Views on SAR
Wall Street analysts forecast SAR stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 22.030
Low
23.00
Averages
24.00
High
25.00
Current: 22.030
Low
23.00
Averages
24.00
High
25.00
About SAR
Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The Company invests primarily 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 investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Saratoga Investment Corp's Potential Dividend Run Alert
- Dividend Run Concept: Saratoga Investment Corp (SAR) is set to go ex-dividend on July 6, 2026, with an expected dividend of $0.25 per share; historical data indicates that the stock price rose by $0.26 in the two weeks leading up to the ex-dividend date, suggesting that market expectations for dividends may drive stock price increases, attracting more investor attention.
- Historical Performance Analysis: In the last four dividend payments, SAR's capital gains exceeded the total dividend amount, with a cumulative capital gain of $2.19 compared to a total dividend payout of only $1.00, demonstrating a consistent upward trend in the stock price prior to dividends, potentially providing a lucrative investment opportunity.
- Diverse Investment Strategies: Investors have varying views on the timeframe for capturing Dividend Run effects, with some opting to buy and hold for two weeks before the ex-dividend date, while others prefer to sell the day before to maximize capital gains; this flexibility allows investors to tailor their strategies to their specific needs.
- Future Outlook: With an implied annualized yield of 13.58%, SAR attracts investors seeking stable income through dividends; although past performance does not guarantee future returns, its potential for Dividend Runs makes it a stock worth monitoring.
See More
Saratoga Investment Declares $0.25 Monthly Dividend
- Stable Monthly Dividend: Saratoga Investment has declared a monthly dividend of $0.25 per share, maintaining the previous level, which reflects the company's stability and commitment to providing consistent returns in the current market environment.
- Attractive Yield: The forward yield of 13.43% not only attracts investors seeking stable cash flow but also enhances the company's appeal in a competitive market landscape.
- Shareholder Record Dates: The first dividend payment is scheduled for July 23, with a record date of July 6 and an ex-dividend date also on July 6, ensuring shareholders receive their earnings promptly.
- Future Dividend Plans: Subsequent dividend payments are planned for August 25 and September 23, with record dates of August 5 and September 3, demonstrating the company's confidence in future cash flows and commitment to ongoing shareholder returns.
See More
Saratoga Investment Corp. Declares Quarterly Dividend
- Quarterly Dividend Declaration: Saratoga Investment Corp.'s Board of Directors has declared a quarterly dividend of $0.75 per share for Q2 of fiscal 2027, paid in three monthly installments of $0.25 each, demonstrating the company's commitment to providing consistent income to shareholders.
- Dividend Yield: With a stock price of $22.34 per share as of June 9, 2026, the annualized dividend yield stands at 13.4%, which not only attracts investor interest but also reflects the company's strong performance in the current market environment.
- Dividend Reinvestment Plan: Shareholders have the option to receive dividends in cash or common stock through the Dividend Reinvestment Plan (DRIP), requiring them to notify their brokers before the record date, thereby enhancing shareholder flexibility and engagement.
- Historical Dividend Distribution: A total dividend of $1.50 per share has been declared for fiscal 2027, showcasing the company's stability in dividend distribution and further solidifying its position in the middle-market financing sector.
See More
Saratoga Investment Corp. Q4 Fiscal 2026 Earnings Highlights
- Return on Equity Performance: Saratoga Investment Corp. reported a 9.1% return on equity this quarter, demonstrating resilience and stability in its core BDC portfolio amidst a volatile macro environment, which is crucial for maintaining investor confidence.
- Stable Dividend Policy: The company announced a base dividend of $0.25 per share for Q1 of fiscal 2027, representing a 12.6% annualized yield, reflecting a strong commitment to shareholders while providing a reliable cash flow stream for investors.
- Portfolio Dynamics: The total portfolio stood at $1.109 billion, down 1% from the previous quarter, primarily due to dividend payments exceeding GAAP NII, highlighting the challenges the company faces in balancing profit distribution with capital retention.
- Increased Market Competition: Management noted that market dynamics are becoming increasingly competitive, with declining short-term interest rates and tightening spreads pressuring earnings, indicating a need for careful evaluation of investment opportunities in a changing market landscape.
See More
Direct Lending Strategies Face Slowest Fundraising in Three Years
- Fundraising Slowdown: According to data from With Intelligence by S&P Global, direct lending strategies experienced their slowest fundraising activity in at least three years during Q1, with final closes totaling $10.7 billion, approximately 63% below the quarterly average of $28.7 billion from 2023 to 2025.
- Market Volatility Impact: The report highlights that several funds have delayed their first or final closes recently due to market volatility stemming from concerns over the Middle East conflict, indicating how geopolitical risks are directly affecting the private credit market and increasing uncertainty among investors.
- Total Private Debt Fundraising: Despite the slowdown in direct lending, a total of $49.9 billion in private debt fundraising was tracked in Q1 by With Intelligence, demonstrating relative resilience in other private debt strategies and potentially offering investors diversified options amid a challenging environment.
- Key Fund Overview: In light of the fundraising slowdown, notable direct lending funds such as MSDL, NCDL, OBDC, and SAR are under scrutiny, with investors needing to closely monitor their subsequent developments and potential impacts on the market.
See More
Analysis of SAR Dividend Expectations and Market Performance
- Dividend Yield Expectation: SAR's current estimated annualized dividend yield stands at 13.29%, and while dividends are not always predictable, historical data aids in assessing the reasonableness of future yields, thereby influencing investor decisions.
- Price Fluctuation Range: SAR's 52-week low is $20.78 per share, with a high of $25.64, and the latest trade at $22.55 indicates price volatility within this range, which may affect investor confidence and market sentiment.
- ETF Holding Proportion: According to ETF Finder, SAR constitutes 1.62% of the Virtus Private Credit Strategy ETF (Symbol: VPC), which is trading up about 0.7% on the day, highlighting SAR's significance within the ETF and its impact on the overall investment portfolio.
- Market Performance: In Monday trading, shares of Saratoga Investment Corp are up approximately 2.4%, reflecting positive market sentiment towards the company, which may attract more investors to its dividend-paying capabilities and future growth potential.
See More
Saratoga Investment Corp's Potential Dividend Run Alert
- Dividend Run Concept: Saratoga Investment Corp (SAR) is set to go ex-dividend on July 6, 2026, with an expected dividend of $0.25 per share; historical data indicates that the stock price rose by $0.26 in the two weeks leading up to the ex-dividend date, suggesting that market expectations for dividends may drive stock price increases, attracting more investor attention.
- Historical Performance Analysis: In the last four dividend payments, SAR's capital gains exceeded the total dividend amount, with a cumulative capital gain of $2.19 compared to a total dividend payout of only $1.00, demonstrating a consistent upward trend in the stock price prior to dividends, potentially providing a lucrative investment opportunity.
- Diverse Investment Strategies: Investors have varying views on the timeframe for capturing Dividend Run effects, with some opting to buy and hold for two weeks before the ex-dividend date, while others prefer to sell the day before to maximize capital gains; this flexibility allows investors to tailor their strategies to their specific needs.
- Future Outlook: With an implied annualized yield of 13.58%, SAR attracts investors seeking stable income through dividends; although past performance does not guarantee future returns, its potential for Dividend Runs makes it a stock worth monitoring.
See More
Saratoga Investment Declares $0.25 Monthly Dividend
- Stable Monthly Dividend: Saratoga Investment has declared a monthly dividend of $0.25 per share, maintaining the previous level, which reflects the company's stability and commitment to providing consistent returns in the current market environment.
- Attractive Yield: The forward yield of 13.43% not only attracts investors seeking stable cash flow but also enhances the company's appeal in a competitive market landscape.
- Shareholder Record Dates: The first dividend payment is scheduled for July 23, with a record date of July 6 and an ex-dividend date also on July 6, ensuring shareholders receive their earnings promptly.
- Future Dividend Plans: Subsequent dividend payments are planned for August 25 and September 23, with record dates of August 5 and September 3, demonstrating the company's confidence in future cash flows and commitment to ongoing shareholder returns.
See More
Saratoga Investment Corp. Declares Quarterly Dividend
- Quarterly Dividend Declaration: Saratoga Investment Corp.'s Board of Directors has declared a quarterly dividend of $0.75 per share for Q2 of fiscal 2027, paid in three monthly installments of $0.25 each, demonstrating the company's commitment to providing consistent income to shareholders.
- Dividend Yield: With a stock price of $22.34 per share as of June 9, 2026, the annualized dividend yield stands at 13.4%, which not only attracts investor interest but also reflects the company's strong performance in the current market environment.
- Dividend Reinvestment Plan: Shareholders have the option to receive dividends in cash or common stock through the Dividend Reinvestment Plan (DRIP), requiring them to notify their brokers before the record date, thereby enhancing shareholder flexibility and engagement.
- Historical Dividend Distribution: A total dividend of $1.50 per share has been declared for fiscal 2027, showcasing the company's stability in dividend distribution and further solidifying its position in the middle-market financing sector.
See More
Saratoga Investment Corp. Q4 Fiscal 2026 Earnings Highlights
- Return on Equity Performance: Saratoga Investment Corp. reported a 9.1% return on equity this quarter, demonstrating resilience and stability in its core BDC portfolio amidst a volatile macro environment, which is crucial for maintaining investor confidence.
- Stable Dividend Policy: The company announced a base dividend of $0.25 per share for Q1 of fiscal 2027, representing a 12.6% annualized yield, reflecting a strong commitment to shareholders while providing a reliable cash flow stream for investors.
- Portfolio Dynamics: The total portfolio stood at $1.109 billion, down 1% from the previous quarter, primarily due to dividend payments exceeding GAAP NII, highlighting the challenges the company faces in balancing profit distribution with capital retention.
- Increased Market Competition: Management noted that market dynamics are becoming increasingly competitive, with declining short-term interest rates and tightening spreads pressuring earnings, indicating a need for careful evaluation of investment opportunities in a changing market landscape.
See More
Direct Lending Strategies Face Slowest Fundraising in Three Years
- Fundraising Slowdown: According to data from With Intelligence by S&P Global, direct lending strategies experienced their slowest fundraising activity in at least three years during Q1, with final closes totaling $10.7 billion, approximately 63% below the quarterly average of $28.7 billion from 2023 to 2025.
- Market Volatility Impact: The report highlights that several funds have delayed their first or final closes recently due to market volatility stemming from concerns over the Middle East conflict, indicating how geopolitical risks are directly affecting the private credit market and increasing uncertainty among investors.
- Total Private Debt Fundraising: Despite the slowdown in direct lending, a total of $49.9 billion in private debt fundraising was tracked in Q1 by With Intelligence, demonstrating relative resilience in other private debt strategies and potentially offering investors diversified options amid a challenging environment.
- Key Fund Overview: In light of the fundraising slowdown, notable direct lending funds such as MSDL, NCDL, OBDC, and SAR are under scrutiny, with investors needing to closely monitor their subsequent developments and potential impacts on the market.
See More
Analysis of SAR Dividend Expectations and Market Performance
- Dividend Yield Expectation: SAR's current estimated annualized dividend yield stands at 13.29%, and while dividends are not always predictable, historical data aids in assessing the reasonableness of future yields, thereby influencing investor decisions.
- Price Fluctuation Range: SAR's 52-week low is $20.78 per share, with a high of $25.64, and the latest trade at $22.55 indicates price volatility within this range, which may affect investor confidence and market sentiment.
- ETF Holding Proportion: According to ETF Finder, SAR constitutes 1.62% of the Virtus Private Credit Strategy ETF (Symbol: VPC), which is trading up about 0.7% on the day, highlighting SAR's significance within the ETF and its impact on the overall investment portfolio.
- Market Performance: In Monday trading, shares of Saratoga Investment Corp are up approximately 2.4%, reflecting positive market sentiment towards the company, which may attract more investors to its dividend-paying capabilities and future growth potential.
See More
