Saratoga Investment (SAJ) Assets Average (2022 - 2026)
Saratoga Investment's (SAJ) quarterly Assets Average came in at $1.2 billion in Q2 2026, down 2.39% year-over-year from $1.2 billion in Q2 2025, and little changed quarter-over-quarter from $1.2 billion in Q1 2026.
Analysis
Saratoga Investment (SAJ) Assets Average (2022 - 2026) Analysis & Trends
Saratoga Investment has disclosed Assets Average across 5 years of filings, most recently posting $1.2 billion for Q2 2026.
- In Q2 2026, Assets Average fell 2.39% year-over-year to $1.2 billion; the TTM figure through May 2026 stood at $1.2 billion (down 2.39% YoY), while the FY2026 annual figure was $1.2 billion, down 2.18% from the prior year.
- Assets Average came in at $1.2 billion for Q2 2026 at Saratoga Investment, roughly flat from $1.2 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $1.2 billion in Q3 2024 to a low of $1.0 billion in Q4 2022.
- Average Assets Average over 5 years is $1.2 billion, with a median of $1.2 billion recorded in 2026.
- Year-over-year, Assets Average rose 15.71% in 2023 and decreased 2.39% in 2026.
- Over 5 years, Assets Average stood at $1.0 billion in 2022, then grew by 15.71% to $1.2 billion in 2023, then advanced by 3.8% to $1.2 billion in 2024, then fell by 0.55% to $1.2 billion in 2025, then fell by 2.77% to $1.2 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $1.2 billion in Q2 2026, $1.2 billion in Q1 2026, and $1.2 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.14 Bn | 13.76 Bn | - | 30.59 Bn |
| 2 | Blackstone Secured Lending Fund | 5.70 Bn | 5.44 Bn | - | 14.11 Bn |
| 3 | Blue Owl Capital | 5.54 Bn | 5.30 Bn | - | 15.69 Bn |
| 4 | Main Street Capital | 5.29 Bn | 5.23 Bn | - | 5.88 Bn |
| 5 | Blue Owl Technology Finance | 5.08 Bn | 4.87 Bn | - | 14.96 Bn |
| 6 | Hercules Capital | 4.65 Bn | 4.60 Bn | - | 4.76 Bn |
| 7 | FS KKR Capital | 3.42 Bn | 3.31 Bn | - | 12.41 Bn |
| 8 | Golub Capital Bdc | 3.32 Bn | 3.27 Bn | - | 8.43 Bn |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -127.01 Mn | - | 2.69 Bn |
| 10 | Saratoga Investment | 409.08 Mn | 33.71 Mn | - | 1.17 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 1.17 Bn |
| Feb 28, 2026 | 1.17 Bn |
| Nov 30, 2025 | 1.20 Bn |
| Aug 31, 2025 | 1.20 Bn |
| May 31, 2025 | 1.20 Bn |
| Aug 31, 2024 | 1.21 Bn |
| May 31, 2024 | 1.20 Bn |
| Feb 29, 2024 | 1.18 Bn |
| Nov 30, 2023 | 1.16 Bn |
| Aug 31, 2023 | 1.15 Bn |
| May 31, 2023 | 1.11 Bn |
| Feb 28, 2023 | 1.06 Bn |
| Nov 30, 2022 | 1.01 Bn |