Saratoga Investment Corp. issued a press release on July 7, 2026, announcing its financial results for the quarter ended May 31, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing, which itself contains no additional financial details.

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FAQ

Who are the top institutional investors holding SARATOGA INVESTMENT CORP (SAR)?

Major stakeholders currently include Lido Advisors, LLC ($4.4M), Private Advisor Group, LLC ($3.6M), Hennion & Walsh Asset Management, Inc. ($3.0M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in SAR.

What is the overall institutional sentiment toward SAR recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $6.2M, driven by 35 managers accumulating shares while 25 reduced their exposure.

Which institutions have been selling or reducing their SAR positions?

In the latest period, 10 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $18.0M.

Are there any notable investors adding SAR to their portfolios?

Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 27 existing holders added to their shares. The total reported buy value for the quarter amounted to $27.5M.