Saratoga Investment (SAR) Equity Average (2021 - 2026)

Saratoga Investment's (SAR) quarterly Equity Average came in at $186.1 million in Q1 2026, down 9.3% quarter-over-quarter from $205.2 million in Q4 2025.

Saratoga Investment (SAR) Equity Average (2021 - 2026) Analysis & Trends

Saratoga Investment has disclosed Equity Average across 6 years of filings, most recently posting $186.1 million for Q1 2026.

  • Equity Average for Q1 2026 came in at $186.1 million, changed N/A year-over-year; the trailing twelve-month figure through Feb 2026 was $186.1 million (changed N/A YoY), and the FY2026 annual result was $394.4 million, up 3.4% from the prior year.
  • Equity Average came in at $186.1 million for Q1 2026 at Saratoga Investment, down from $205.2 million in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $415.3 million in Q3 2025 to a low of $181.3 million in Q3 2023.
  • The 5-year median for Equity Average is $341.2 million (2022), against an average of $291.2 million.
  • Across the five-year window, Equity Average slumped 48.13% in 2023 and jumped 125.2% in 2025, its largest moves.
  • Saratoga Investment's Equity Average stood at $336.5 million in 2022, then increased by 4.82% to $352.7 million in 2023, then plunged by 47.71% to $184.4 million in 2024, then rose by 11.26% to $205.2 million in 2025, then decreased by 9.3% to $186.1 million in 2026.
  • The last three Equity Average figures came in at $186.1 million (Q1 2026), $205.2 million (Q4 2025), and $415.3 million (Q3 2025), per Business Quant data.

Peer Comparison

Historic Data

Download Data
DateValue
Feb 28, 2026 186.13 Mn
Nov 30, 2025 205.20 Mn
Aug 31, 2025 415.34 Mn
May 31, 2025 394.52 Mn
Aug 31, 2024 184.43 Mn
May 31, 2024 183.00 Mn
Feb 29, 2024 364.89 Mn
Nov 30, 2023 352.72 Mn
Aug 31, 2023 181.26 Mn
May 31, 2023 181.80 Mn
Feb 28, 2023 341.36 Mn
Nov 30, 2022 336.49 Mn
Aug 31, 2022 341.22 Mn
May 31, 2022 350.51 Mn
Feb 28, 2022 349.19 Mn
Nov 30, 2021 180.59 Mn
Aug 31, 2021 161.38 Mn