{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-23-055814","form_type":"8-K","ticker":"SAR","cik":"0001377936","company_name":"SARATOGA INVESTMENT CORP.","filed_at":"2023-07-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.741295+00:00","generated_at":"2026-06-13T10:30:30.633421+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Saratoga Investment Q1 NII per share $1.35, up 105% YoY; AUM hits $1.08B","bullets":["NII per share $1.35 (up 105% YoY, 67% QoQ); adjusted NII per share $1.08 (up 104% YoY); EPS ($0.02) on unrealized losses.","AUM $1.084B (+21% YoY); net originations $129M; 96.5% loans rated highest; one non-accrual credit.","Dividend raised 32% YoY to $0.70/share; 10.2% yield; overearned by $0.38 vs adjusted NII.","Weighted average current coupon on core portfolio 12.7% (vs 8.5% YoY); 85% first lien floating rate.","Raised $77.5M in fixed-rate notes; ATM program increased to $300M; $88.2M liquidity at quarter end."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-23-055814","json":"https://secwatch.observer/filing/0001213900-23-055814.json","markdown":"https://secwatch.observer/filing/0001213900-23-055814.md","text":"https://secwatch.observer/filing/0001213900-23-055814.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1377936/000121390023055814/0001213900-23-055814-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1377936/000121390023055814/ea181545-8k_saratoga.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T10:30:30.633421+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d0155ea75c7eb59dd2567fb0fd94d5f2b754741c","claim":"SARATOGA INVESTMENT CORP. reported the quarter ended May 31, 2023 results: revenue 34,632, net income 1.35, EPS (0.02).","evidence_excerpt":"Investment Income 34,632 32,315 18,679 Net Investment Income per share 1.35 0.81 0.66 Adjusted Net Investment Income per share 1.08 0.98 0.53 Earnings per share (0.02 ) 1.62 (0.12 )","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1377936/000121390023055814/0001213900-23-055814-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended May 31, 2023"},{"label":"Revenue","value":"34,632"},{"label":"Net income","value":"1.35"},{"label":"EPS","value":"(0.02)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}