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

Saratoga Investment (SAR) posted Equity Average of $186.1 million for Q1 2026, down 9.3% sequentially from $205.2 million in Q4 2025.

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

Saratoga Investment (SAR) has 6 years of Equity Average data on file, last reported at $186.1 million in Q1 2026.

  • Quarterly Equity Average changed N/A year-over-year to $186.1 million in Q1 2026, while the trailing twelve-month figure through Feb 2026 was $186.1 million (changed N/A YoY) and the FY2026 annual result came in at $394.4 million, up 3.4% from the prior year.
  • Equity Average fell to $186.1 million in Q1 2026 per SAR's latest filing, from $205.2 million in the prior quarter.
  • The five-year high for Equity Average was $415.3 million in Q3 2025, with the low at $181.3 million in Q3 2023.
  • Average Equity Average over 5 years is $291.2 million, with a median of $341.2 million recorded in 2022.
  • Year-over-year, Equity Average plunged 48.13% in 2023 and surged 125.2% in 2025.
  • Saratoga Investment's Equity Average stood at $336.5 million in 2022, then advanced by 4.82% to $352.7 million in 2023, then sank by 47.71% to $184.4 million in 2024, then climbed by 11.26% to $205.2 million in 2025, then declined by 9.3% to $186.1 million in 2026.
  • Business Quant data shows SAR's Equity Average at $186.1 million in Q1 2026, $205.2 million in Q4 2025, and $415.3 million in Q3 2025.

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