Saratoga Investment SAJ
NYSE SAJ
$25.13 +0.03 (+0.14%)
As of: Sep 8, 2026 · 3:59 PM EDT

Saratoga Investment (SAJ) Invested Capital (2021 - 2026)

Saratoga Investment's (SAJ) quarterly Invested Capital came in at $994.1 million in Q2 2026, up 55.96% year-over-year from $637.4 million in Q2 2025, and up 80.36% quarter-over-quarter from $551.2 million in Q1 2026.

Analysis

Saratoga Investment (SAJ) Invested Capital (2021 - 2026) Analysis & Trends

Saratoga Investment has disclosed Invested Capital across 6 years of filings, most recently posting $994.1 million for Q2 2026.

  • In Q2 2026, Invested Capital rose 55.96% year-over-year to $994.1 million; the TTM figure through May 2026 stood at $994.1 million (up 55.96% YoY), while the FY2026 annual figure was $551.2 million, down 36.66% from the prior year.
  • Invested Capital came in at $994.1 million for Q2 2026 at Saratoga Investment, up from $551.2 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $994.1 million in Q2 2026 to a low of $368.3 million in Q1 2022.
  • Average Invested Capital over 5 years is $578.0 million, with a median of $518.7 million recorded in 2023.
  • Year-over-year, Invested Capital surged 113.28% in 2025 and slumped 36.66% in 2026.
  • Over 5 years, Invested Capital stood at $560.8 million in 2022, then declined by 8.88% to $511.0 million in 2023, then fell by 16.91% to $424.6 million in 2024, then jumped by 31.48% to $558.2 million in 2025, then soared by 78.08% to $994.1 million in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $994.1 million in Q2 2026, $551.2 million in Q1 2026, and $558.2 million in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Ares Capital 14.14 Bn 13.76 Bn - 29.66 Bn
2 Blackstone Secured Lending Fund 5.70 Bn 5.44 Bn - 13.47 Bn
3 Blue Owl Capital 5.54 Bn 5.30 Bn - 14.94 Bn
4 Main Street Capital 5.29 Bn 5.23 Bn - 5.70 Bn
5 Blue Owl Technology Finance 5.08 Bn 4.87 Bn - 14.70 Bn
6 Hercules Capital 4.65 Bn 4.60 Bn - 4.61 Bn
7 FS KKR Capital 3.42 Bn 3.31 Bn - 11.59 Bn
8 Golub Capital Bdc 3.32 Bn 3.27 Bn - 8.24 Bn
9 PennantPark Floating Rate Capital 2.48 Bn -127.01 Mn - 1.65 Bn
10 Saratoga Investment 409.08 Mn 33.71 Mn - 994.05 Mn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 994.05 Mn
Feb 28, 2026 551.16 Mn
Nov 30, 2025 558.21 Mn
Aug 31, 2025 905.50 Mn
May 31, 2025 637.37 Mn
Feb 28, 2025 870.17 Mn
Aug 31, 2024 424.55 Mn
May 31, 2024 483.59 Mn
Feb 29, 2024 523.02 Mn
Nov 30, 2023 510.96 Mn
Aug 31, 2023 514.38 Mn
May 31, 2023 400.95 Mn
Feb 28, 2023 507.56 Mn
Nov 30, 2022 560.76 Mn
Aug 31, 2022 437.51 Mn
Feb 28, 2022 368.28 Mn
Aug 31, 2021 333.51 Mn
Feb 28, 2021 365.99 Mn