---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-040087"
form_type: "8-K"
ticker: "SAR"
cik: "0001377936"
company_name: "SARATOGA INVESTMENT CORP."
filed_at: "2024-05-06T23:59:59+00:00"
generated_at: "2026-06-02T21:53:09.528699+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Saratoga Investment Q4 FY2024 adj NII $0.94/share; AUM $1.139B; dividend $0.73

## Summary
- FY2024 NII per share $4.49 (+53% YoY); adjusted NII $4.10 (+44% YoY).
- Q4 NII $0.94/share, dividend $0.73 (16th consecutive quarterly increase).
- AUM rose 17.1% to $1.139B; originations $246.1M for the year.
- Portfolio marks down $13.8M on Pepper Palace and Zollege; NAV $27.12/share (vs $29.18).

## SEC filing metadata
- accession: 0001213900-24-040087
- form_type: 8-K
- ticker: SAR
- cik: 0001377936
- company_name: SARATOGA INVESTMENT CORP.
- filed_at: 2024-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1377936/000121390024040087/0001213900-24-040087-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1377936/000121390024040087/ea0205326-8k_saratoga.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-040087
- JSON: https://secwatch.observer/filing/0001213900-24-040087.json
- Plain text: https://secwatch.observer/filing/0001213900-24-040087.txt

## Key facts
- Earnings Releases
  SARATOGA INVESTMENT CORP. reported financial results for the quarter and full year ended February 29, 2024.
  - Period: the quarter and full year ended February 29, 2024
  - Result: reported results
  source text: On May 6, 2024, Saratoga Investment Corp. issued a press release announcing its financial results for the quarter and full year ended February 29, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1377936/000121390024040087/0001213900-24-040087-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.