Saratoga Investment (SAR) Tax Rate (2023 - 2026)

Saratoga Investment has disclosed Tax Rate across 4 years of filings, most recently posting 0.21% for Q1 2026.

• Tax Rate for Q1 2026 came in at 0.21%, up 45.0% year-over-year; the trailing twelve-month figure through Feb 2026 was 1.82% (down 133.0% YoY), and the FY2026 annual result was 0.28%, down 4339.0% from the prior year.
• Tax Rate came in at 0.21% for Q1 2026 at Saratoga Investment, down from 9.63% in the prior quarter.
• In the past five years, Tax Rate ranged from a high of 9.63% in Q4 2025 to a low of 15.3% in Q3 2023.
• The 4-year median for Tax Rate is 0.02% (2023), against an average of 0.77%.
• Peak annual rise in Tax Rate reached 1555 bps in 2024, while the deepest fall reached 46 bps in 2024.
• Saratoga Investment's Tax Rate stood at 0.58% in 2023, then plunged by 56 bps to 0.25% in 2024, then jumped by 3697 bps to 9.63% in 2025, then plunged by 102 bps to 0.21% in 2026.
• The last three Tax Rate figures came in at 0.21% (Q1 2026), 9.63% (Q4 2025), and 0.34% (Q3 2025), per Business Quant data.