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

Saratoga Investment (SAR) has 4 years of Tax Rate data on file, last reported at 0.21% in Q1 2026.

• Quarterly Tax Rate rose 45.0% year-over-year to 0.21% in Q1 2026, while the trailing twelve-month figure through Feb 2026 was 1.82% (down 133.0% YoY) and the FY2026 annual result came in at 0.28%, down 4339.0% from the prior year.
• Tax Rate declined to 0.21% in Q1 2026 per SAR's latest filing, from 9.63% in the prior quarter.
• The five-year high for Tax Rate was 9.63% in Q4 2025, with the low at 15.3% in Q3 2023.
• Average Tax Rate over 4 years is 0.77%, with a median of 0.02% recorded in 2023.
• The widest YoY moves for Tax Rate: up 1555 bps in 2024, down 46 bps in 2024.
• Saratoga Investment's Tax Rate stood at 0.58% in 2023, then sank by 56 bps to 0.25% in 2024, then jumped by 3697 bps to 9.63% in 2025, then sank by 102 bps to 0.21% in 2026.
• Business Quant data shows SAR's Tax Rate at 0.21% in Q1 2026, 9.63% in Q4 2025, and 0.34% in Q3 2025.