Saratoga Investment (SAJ) Assets (2022 - 2026)
Saratoga Investment's (SAJ) quarterly Assets came in at $1.2 billion in Q2 2026, little changed year-over-year from $1.2 billion in Q2 2025, and up 5.1% quarter-over-quarter from $1.1 billion in Q1 2026.
Analysis
Saratoga Investment (SAJ) Assets (2022 - 2026) Analysis & Trends
Saratoga Investment has disclosed Assets across 5 years of filings, most recently posting $1.2 billion for Q2 2026.
- In Q2 2026, Assets changed 0.4% year-over-year to $1.2 billion; the TTM figure through May 2026 stood at $1.2 billion (changed 0.4% YoY), while the FY2026 annual figure was $1.1 billion, down 4.39% from the prior year.
- Assets came in at $1.2 billion for Q2 2026 at Saratoga Investment, up from $1.1 billion in the prior quarter.
- In the past five years, Assets ranged from a high of $1.2 billion in Q3 2024 to a low of $876.2 million in Q1 2022.
- Average Assets over 5 years is $1.1 billion, with a median of $1.2 billion recorded in 2023.
- Year-over-year, Assets climbed 23.04% in 2023 and decreased 4.39% in 2026.
- Over 5 years, Assets stood at $1.0 billion in 2022, then rose by 12.78% to $1.2 billion in 2023, then rose by 3.67% to $1.2 billion in 2024, then dropped by 1.46% to $1.2 billion in 2025, then increased by 0.04% to $1.2 billion in 2026.
- Per Business Quant data, the three most recent Assets figures were $1.2 billion in Q2 2026, $1.1 billion in Q1 2026, and $1.2 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.14 Bn | 13.76 Bn | - | 30.50 Bn |
| 2 | Blackstone Secured Lending Fund | 5.70 Bn | 5.44 Bn | - | 13.79 Bn |
| 3 | Blue Owl Capital | 5.54 Bn | 5.30 Bn | - | 15.35 Bn |
| 4 | Main Street Capital | 5.29 Bn | 5.23 Bn | - | 5.94 Bn |
| 5 | Blue Owl Technology Finance | 5.08 Bn | 4.87 Bn | - | 15.05 Bn |
| 6 | Hercules Capital | 4.65 Bn | 4.60 Bn | - | 4.69 Bn |
| 7 | FS KKR Capital | 3.42 Bn | 3.31 Bn | - | 11.99 Bn |
| 8 | Golub Capital Bdc | 3.32 Bn | 3.27 Bn | - | 8.34 Bn |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -127.01 Mn | - | 2.63 Bn |
| 10 | Saratoga Investment | 409.08 Mn | 33.71 Mn | - | 1.20 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 1.20 Bn |
| Feb 28, 2026 | 1.14 Bn |
| Nov 30, 2025 | 1.20 Bn |
| Aug 31, 2025 | 1.21 Bn |
| May 31, 2025 | 1.20 Bn |
| Feb 28, 2025 | 1.19 Bn |
| Aug 31, 2024 | 1.21 Bn |
| May 31, 2024 | 1.20 Bn |
| Feb 29, 2024 | 1.19 Bn |
| Nov 30, 2023 | 1.17 Bn |
| Aug 31, 2023 | 1.16 Bn |
| May 31, 2023 | 1.15 Bn |
| Feb 28, 2023 | 1.08 Bn |
| Nov 30, 2022 | 1.04 Bn |
| Aug 31, 2022 | 973.03 Mn |
| Feb 28, 2022 | 876.24 Mn |