Saratoga Investment (SAR) Assets (2022 - 2026)

Saratoga Investment's (SAR) quarterly Assets came in at $1.1 billion in Q1 2026, down 4.39% year-on-year from $1.2 billion in Q1 2025, and down 4.82% quarter-over-quarter from $1.2 billion in Q4 2025.

Saratoga Investment (SAR) Assets (2022 - 2026) Analysis & Trends

Saratoga Investment has disclosed Assets across 5 years of filings, most recently posting $1.1 billion for Q1 2026.

  • Assets for Q1 2026 came in at $1.1 billion, down 4.39% year-over-year; the trailing twelve-month figure through Feb 2026 was $1.1 billion (down 4.39% YoY), and the FY2026 annual result was $1.1 billion, down 4.39% from the prior year.
  • Assets came in at $1.1 billion for Q1 2026 at Saratoga Investment, down from $1.2 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 $464.3 million in Q2 2025.
  • The 5-year median for Assets is $1.2 billion (2023), against an average of $1.1 billion.
  • Across the five-year window, Assets advanced 23.04% in 2023 and slumped 61.36% in 2025, its largest moves.
  • Saratoga Investment's 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 dropped by 4.82% to $1.1 billion in 2026.
  • The last three Assets figures came in at $1.1 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

Historic Data

Download Data
DateValue
Feb 28, 2026 1.14 Bn
Nov 30, 2025 1.20 Bn
Aug 31, 2025 1.21 Bn
May 31, 2025 464.34 Mn
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