Saratoga Investment (SAJ) Investment Gain (Loss) (2023 - 2026)
Saratoga Investment's (SAJ) quarterly Investment Gain (Loss) came in at $500000.0 in Q2 2026, down 82.77% year-over-year from $2.9 million in Q2 2025, and up 279.8% quarter-over-quarter from -$278087.0 in Q1 2026.
Analysis
Saratoga Investment (SAJ) Investment Gain (Loss) (2023 - 2026) Analysis & Trends
Saratoga Investment has disclosed Investment Gain (Loss) across 4 years of filings, most recently posting $500000.0 for Q2 2026.
- In Q2 2026, Investment Gain (Loss) fell 82.77% year-over-year to $500000.0; the TTM figure through May 2026 stood at $3.3 million (up 113.57% YoY), while the FY2026 annual figure was $5.7 million, up 113.67% from the prior year.
- Investment Gain (Loss) came in at $500000.0 for Q2 2026 at Saratoga Investment, up from -$278087.0 in the prior quarter.
- In the past five years, Investment Gain (Loss) ranged from a high of $7.2 million in Q1 2025 to a low of -$33.4 million in Q3 2024.
- Average Investment Gain (Loss) over 4 years is -$3.2 million, with a median of $60565.0 recorded in 2023.
- Year-over-year, Investment Gain (Loss) slumped 23470.56% in 2024 and surged 308007.22% in 2025.
- Over 4 years, Investment Gain (Loss) stood at $60565.0 in 2023, then slumped by 2210.52% to -$1.3 million in 2024, then soared by 340.22% to $3.1 million in 2025, then slumped by 83.72% to $500000.0 in 2026.
- Per Business Quant data, the three most recent Investment Gain (Loss) figures were $500000.0 in Q2 2026, -$278087.0 in Q1 2026, and $3.1 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.14 Bn | 13.76 Bn | - | - |
| 2 | Blackstone Secured Lending Fund | 5.70 Bn | 5.44 Bn | - | - |
| 3 | Blue Owl Capital | 5.54 Bn | 5.30 Bn | - | -9.48 Mn |
| 4 | Main Street Capital | 5.29 Bn | 5.23 Bn | - | - |
| 5 | Blue Owl Technology Finance | 5.08 Bn | 4.87 Bn | - | -14.35 Mn |
| 6 | Hercules Capital | 4.65 Bn | 4.60 Bn | - | - |
| 7 | FS KKR Capital | 3.42 Bn | 3.31 Bn | - | - |
| 8 | Golub Capital Bdc | 3.32 Bn | 3.27 Bn | - | - |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -127.01 Mn | - | 37.38 Mn |
| 10 | Saratoga Investment | 409.08 Mn | 33.71 Mn | - | 500,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 500,000.00 |
| Feb 28, 2026 | -278,087.00 |
| Nov 30, 2025 | 3.07 Mn |
| Aug 31, 2025 | 52,691.00 |
| May 31, 2025 | 2.90 Mn |
| Feb 28, 2025 | 7.17 Mn |
| Nov 29, 2024 | -1.28 Mn |
| Aug 31, 2024 | -33.45 Mn |
| May 31, 2024 | -21.19 Mn |
| Feb 29, 2024 | 2,327.00 |
| Nov 30, 2023 | 60,565.00 |
| Aug 31, 2023 | 200,000.00 |
| May 31, 2023 | 90,691.00 |