Saratoga Investment reports 13.4% AUM growth and 9.1% ROE for fiscal 2026, beating industry average.

Saratoga Investment Corp. announced a 13.4% increase in assets under management (AUM) to $1.109 billion and a 9.1% annual return on equity (ROE) for fiscal year 2026, outperforming the BDC industry average of 4.3%. The company saw net originations of $101.1 million in Q4 2026, supporting new and follow-on investments, while maintaining low non-accruals at 0.2% of fair value. Despite a slight decline in net asset value per share due to dividends and market conditions, Saratoga declared a strong dividend yield of 12.6% for fiscal 2027’s first quarter. The company remains focused on disciplined underwriting and portfolio growth amid a volatile economic environment.