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

Saratoga Investment's (SAR) quarterly Invested Capital came in at $396.2 million in Q1 2026, up 0.89% year-on-year from $392.7 million in Q1 2025, and up 1757.41% quarter-over-quarter from -$23.9 million in Q4 2025.

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

Saratoga Investment has disclosed Invested Capital across 6 years of filings, most recently posting $396.2 million for Q1 2026.

  • Invested Capital for Q1 2026 came in at $396.2 million, up 0.89% year-over-year; the trailing twelve-month figure through Feb 2026 was $396.2 million (up 0.89% YoY), and the FY2026 annual result was $396.2 million, up 0.89% from the prior year.
  • Invested Capital came in at $396.2 million for Q1 2026 at Saratoga Investment, up from -$23.9 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $434.3 million in Q3 2025 to a low of -$23.9 million in Q4 2025.
  • The 5-year median for Invested Capital is $351.4 million (2022), against an average of $298.6 million.
  • Across the five-year window, Invested Capital slumped 125.4% in 2024 and jumped 9476.32% in 2025, its largest moves.
  • Saratoga Investment's Invested Capital stood at $335.8 million in 2022, then climbed by 7.09% to $359.6 million in 2023, then grew by 3.76% to $373.1 million in 2024, then slumped by 106.41% to -$23.9 million in 2025, then soared by 1757.41% to $396.2 million in 2026.
  • The last three Invested Capital figures came in at $396.2 million (Q1 2026), -$23.9 million (Q4 2025), and $434.3 million (Q3 2025), per Business Quant data.

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