Saratoga Investment annual return on equity
2022
2023
2024
2025
2026
Saratoga Investment Return on Equity (ROE) Growth & History (SAR)
Saratoga Investment's return on equity was 9.28% for fiscal 2026.
View full Saratoga Investment company overviewSaratoga Investment annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2026 | 2026-02-28 | 9.28% | +1.92 pp |
| 2025 | 2025-02-28 | 7.36% | +4.87 pp |
| 2024 | 2024-02-29 | 2.49% | −4.53 pp |
| 2023 | 2023-02-28 | 7.02% | −6.84 pp |
| 2022 | 2022-02-28 | 13.86% | — |
Saratoga Investment quarterly return on equity
Q2.23
Q3.23
Q4.23
Q1.24
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
Q3.26
Q4.26
Q1.27
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q1 2027 | 2026-05-31 | −1.78% | −5.31 pp |
| Q4 2026 | 2026-02-28 | −0.65% | −0.47 pp |
| Q3 2026 | 2025-11-30 | 2.91% | +0.55 pp |
| Q2 2026 | 2025-08-31 | 3.29% | −0.31 pp |
| Q1 2026 | 2025-05-31 | 3.53% | +1.74 pp |
| Q4 2025 | 2025-02-28 | −0.18% | −1.63 pp |
| Q3 2025 | 2024-11-30 | 2.37% | +3.49 pp |
| Q2 2025 | 2024-08-31 | 3.60% | +1.34 pp |
| Q1 2025 | 2024-05-31 | 1.79% | +1.85 pp |
| Q4 2024 | 2024-02-29 | 1.45% | −4.17 pp |
| Q3 2024 | 2023-11-30 | −1.12% | −2.91 pp |
| Q2 2024 | 2023-08-31 | 2.26% | +1.98 pp |
| Q1 2024 | 2023-05-31 | −0.06% | — |
| Q4 2023 | 2023-02-28 | 5.62% | — |
| Q3 2023 | 2022-11-30 | 1.79% | — |
| Q2 2023 | 2022-08-31 | 0.27% | — |
Saratoga Investment return on equity trends
Between the periods ended 2022-02-28 and 2026-02-28, Saratoga Investment's return on equity decreased from 13.86% to 9.28%, a change of −4.58 percentage points. The latest reported quarter, Q1 2027, shows −1.78%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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