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

Saratoga Investment's Tax Rate history runs 4 years deep, the most recent figure standing at 0.21% for Q1 2026.

• In Q1 2026, Tax Rate rose 45.0% year-over-year to 0.21%; the TTM figure through Feb 2026 stood at 1.82% (down 133.0% YoY), while the FY2026 annual figure 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.
• A 4-year average of 0.77% and a median of 0.02% in 2023 frame the typical range for Tax Rate.
• On a YoY basis, Tax Rate climbed as much as 1555 bps in 2024 and fell as far as 46 bps in 2024.
• Saratoga Investment's Tax Rate stood at 0.58% in 2023, then tumbled by 56 bps to 0.25% in 2024, then surged by 3697 bps to 9.63% in 2025, then tumbled by 102 bps to 0.21% in 2026.
• According to Business Quant data, Tax Rate over the past three periods registered 0.21%, 9.63%, and 0.34% for Q1 2026, Q4 2025, and Q3 2025 respectively.

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