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

Saratoga Investment (SAR) posted Invested Capital of $396.2 million for Q1 2026, up 1757.41% sequentially from -$23.9 million in Q4 2025, and up 0.89% YoY from $392.7 million in Q1 2025.

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

Saratoga Investment (SAR) has 6 years of Invested Capital data on file, last reported at $396.2 million in Q1 2026.

  • Quarterly Invested Capital rose 0.89% year-over-year to $396.2 million in Q1 2026, while the trailing twelve-month figure through Feb 2026 was $396.2 million (up 0.89% YoY) and the FY2026 annual result came in at $396.2 million, up 0.89% from the prior year.
  • Invested Capital advanced to $396.2 million in Q1 2026 per SAR's latest filing, from -$23.9 million in the prior quarter.
  • The five-year high for Invested Capital was $434.3 million in Q3 2025, with the low at -$23.9 million in Q4 2025.
  • Average Invested Capital over 5 years is $298.6 million, with a median of $351.4 million recorded in 2022.
  • Year-over-year, Invested Capital plunged 125.4% in 2024 and surged 9476.32% in 2025.
  • Saratoga Investment's Invested Capital stood at $335.8 million in 2022, then rose by 7.09% to $359.6 million in 2023, then gained by 3.76% to $373.1 million in 2024, then tumbled by 106.41% to -$23.9 million in 2025, then soared by 1757.41% to $396.2 million in 2026.
  • Business Quant data shows SAR's Invested Capital at $396.2 million in Q1 2026, -$23.9 million in Q4 2025, and $434.3 million in Q3 2025.

Peer Comparison

Historic Data

Download Data
DateValue
Feb 28, 2026 396.16 Mn
Nov 30, 2025 -23.90 Mn
Aug 31, 2025 434.31 Mn
May 31, 2025 396.37 Mn
Feb 28, 2025 392.67 Mn
Aug 31, 2024 373.09 Mn
May 31, 2024 -4.23 Mn
Feb 29, 2024 370.22 Mn
Nov 30, 2023 359.56 Mn
Aug 31, 2023 345.88 Mn
May 31, 2023 16.65 Mn
Feb 28, 2023 346.96 Mn
Nov 30, 2022 335.76 Mn
Aug 31, 2022 337.21 Mn
May 31, 2022 345.24 Mn
Feb 28, 2022 355.78 Mn
Nov 30, 2021 342.60 Mn
Aug 31, 2021 18.58 Mn
Feb 28, 2021 304.19 Mn