Saratoga Investment (SAR) Long-Term Investments (2009 - 2026)
Saratoga Investment (SAR) reported Long-Term Investments of $1.15 billion for fiscal Q2 2027 (quarter ended Aug 31, 2026), up 15.6% from $995.3 million a year earlier and up 2.1% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2026 (ended Feb 28, 2026), Saratoga Investment posted Long-Term Investments of $1.11 billion, up 13.4% from FY2025.
- Long-Term Investments has a four-year compound annual growth rate of 13.5% (FY2022 to FY2026).
- By fiscal year, Long-Term Investments came in at $978.08 million in FY2025 (-14.1%), $1.14 billion in FY2024 (+37.5%), $828.03 million in FY2023 (+23.9%) and $668.36 million in FY2022.
- The fiscal Q2 2027 figure ranks as the highest quarterly Long-Term Investments in data going back to fiscal Q4 2022.
- Year over year, Long-Term Investments has now increased in each of the last three quarters, with growth averaging 5.0% over the last six quarters.
- The high point for year-over-year Long-Term Investments in five years was fiscal Q4 2024 (growth of 37.5%); the low point was fiscal Q4 2025 (a decline of 14.1%).
- Per Business Quant data, the three fiscal quarters before Q2 2027 came in at $1.13 billion (Q1 2027), $1.11 billion (Q4 2026) and $1.02 billion (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | - |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 350.00 Mn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 13.16 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | - |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 233.88 Mn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 932.81 Mn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | - |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | - |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 29.21 Bn |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - | 1.15 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.15 Bn |
| May 31, 2026 | 1.13 Bn |
| Feb 28, 2026 | 1.11 Bn |
| Nov 30, 2025 | 1.02 Bn |
| Aug 31, 2025 | 995.30 Mn |
| May 31, 2025 | 968.32 Mn |
| Feb 28, 2025 | 978.08 Mn |
| Nov 30, 2024 | 960.09 Mn |
| Aug 31, 2024 | 963.18 Mn |
| May 31, 2024 | 1.02 Bn |
| Feb 29, 2024 | 1.14 Bn |
| Nov 30, 2023 | 976.44 Mn |
| Aug 31, 2023 | 947.92 Mn |
| May 31, 2023 | 941.02 Mn |
| Feb 28, 2023 | 828.03 Mn |
| Nov 30, 2022 | 777.91 Mn |
| Aug 31, 2022 | 954.66 Mn |
| May 31, 2022 | 745.48 Mn |
| Feb 28, 2022 | 668.36 Mn |
| Nov 30, 2021 | 546.75 Mn |
API Access
Saratoga Investment Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "SAR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();