SARATOGA INVESTMENT CORP.(SAJ)— Stock Profile, AI Score & Financials

NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

SARATOGA INVESTMENT CORP. (SAJ) stock profile, AI quality score, and SEC EDGAR financial data. SAJ is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Top institutional holders of SAJ by reported 13-F value include Lido Advisors, Private Advisor Group, Legal & General Group Plc, based on the most recent SEC filings. SAJ trades on the NYSE exchange and files with the SEC under CIK 1377936. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SAJ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SARATOGA INVESTMENT CORP. directly from SEC EDGAR.

Net Income

$-6.9M

SAJ key financials by period

SARATOGA INVESTMENT CORP. reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202310-K$1.5M$24.7M—

Institutions holding SAJ

Institutional investors reporting a position in SARATOGA INVESTMENT CORP. on SEC Form 13F.
InstitutionSharesValueReported
Lido Advisors181,518$4.0M2026-06-30
Private Advisor Group146,681$3.3M2026-06-30
Legal & General Group Plc141,229$3.2M2026-06-30
Hennion & Walsh Asset Management127,040$2.8M2026-06-30
Advisors Asset Management121,635$2.7M2026-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT116,012$2.6M2026-06-30
LPL Financial111,909$2.5M2026-06-30
WELLS FARGO & COMPANY85,079$1.9M2026-06-30
Ethos Financial Group56,533$1.3M2026-06-30
Janney Montgomery Scott56,157$1.3M2026-06-30
SEC EDGAR: CIK 1377936 →
SAJ

SARATOGA INVESTMENT CORP.

SAJ
NYSESmall CapOther

13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Key Metrics

Net Income

Q2 2026
EDGAR

$-6.90M

EPS (Diluted)

Q2 2026
EDGAR

$-0.42

Debt/Equity

Q2 2026
EDGAR

2.16

Top Institutional Holders

as of Q2 2026
$44.22M total
Lido Advisors, LLC
$4.05M-8.8%
Private Advisor Group, LLC
$3.27M-11.2%
Legal & General Group Plc
$3.16M+14.9%
Hennion & Walsh Asset Management, Inc.
$2.83M-7.7%
Advisors Asset Management, Inc.
$2.71M+14.1%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$2.61M+40.8%
LPL Financial LLC
$2.50M-1.8%
WELLS FARGO & COMPANY/MN
$1.90M-0.2%
Ethos Financial Group, LLC
$1.26M+7.0%
Janney Montgomery Scott LLC
$1.25M+447.6%

Financial Trends

Revenue & Net Income

Earnings Per Share

Loading ratio trend…