Saratoga Investment Ownership
| SAR Stock | USD 25.69 0.16 0.63% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 14 M | Current Value 14 M | Avarage Shares Outstanding 6.8 M | Quarterly Volatility 3.8 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Saratoga |
Saratoga Stock Ownership Analysis
About 16.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.95. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Saratoga Investment Corp last dividend was issued on the 4th of December 2024. The entity had 1:10 split on the 13th of August 2010. Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey. Saratoga Investment operates under Asset Management classification in the United States and is traded on New York Stock Exchange. To find out more about Saratoga Investment Corp contact Christian Oberbeck at 212-906-7800 or learn more at https://www.saratogainvestmentcorp.com.Besides selling stocks to institutional investors, Saratoga Investment also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Saratoga Investment's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Saratoga Investment's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Saratoga Investment Quarterly Liabilities And Stockholders Equity |
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Saratoga Investment Insider Trades History
About 16.0% of Saratoga Investment Corp are currently held by insiders. Unlike Saratoga Investment's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Saratoga Investment's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Saratoga Investment's insider trades
Saratoga Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Saratoga Investment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Saratoga Investment Corp backward and forwards among themselves. Saratoga Investment's institutional investor refers to the entity that pools money to purchase Saratoga Investment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Lido Advisors, Llc | 2024-09-30 | 71.9 K | Tmd Wealth Management, Llc | 2024-06-30 | 67.7 K | Ameriprise Financial Inc | 2024-09-30 | 64.7 K | Kovitz Investment Group Partners, Llc | 2024-09-30 | 62.5 K | Bi Asset Management Fondsmaeglerselskab A/s | 2024-09-30 | 56.4 K | Palogic Value Management Lp | 2024-09-30 | 46.7 K | Qube Research & Technologies | 2024-09-30 | 46.4 K | Next Level Private Llc | 2024-09-30 | 39.2 K | Virtus Etf Advisers Llc | 2024-09-30 | 34.5 K | Two Sigma Advisers, Llc | 2024-09-30 | 147 K | Hennion & Walsh Asset Management Inc | 2024-09-30 | 138.2 K |
Saratoga Investment Corp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Saratoga Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on Saratoga Investment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Saratoga Investment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Henri Steenkamp over three months ago Acquisition by Henri Steenkamp of 1003 shares of Saratoga Investment subject to Rule 16b-3 | ||
Henri Steenkamp over six months ago Acquisition by Henri Steenkamp of 3587 shares of Saratoga Investment subject to Rule 16b-3 | ||
Christian Oberbeck over six months ago Bona fide gift to Christian Oberbeck of 4472 shares of Saratoga Investment subject to Section 16 | ||
Turkedjiev Ivo over a year ago Purchase by Turkedjiev Ivo of 300 shares of Saratoga Investment | ||
Henri Steenkamp over a year ago Acquisition or disposition of Saratoga Investment securities by Henri Steenkamp | ||
Christian Oberbeck over a year ago Acquisition or disposition of Saratoga Investment securities by Christian Oberbeck |
Saratoga Investment Outstanding Bonds
Saratoga Investment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Saratoga Investment Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Saratoga bonds can be classified according to their maturity, which is the date when Saratoga Investment Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Saratoga Investment Corporate Filings
F4 | 6th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 1st of August 2024 Other Reports | ViewVerify | |
10Q | 9th of July 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Saratoga Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Saratoga Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Saratoga Investment will appreciate offsetting losses from the drop in the long position's value.Moving together with Saratoga Stock
| 0.84 | V | Visa Class A | PairCorr |
| 0.77 | CG | Carlyle Group | PairCorr |
| 0.84 | MA | Mastercard | PairCorr |
| 0.87 | MS | Morgan Stanley Fiscal Year End 21st of January 2025 | PairCorr |
| 0.87 | APO | Apollo Global Management | PairCorr |
Moving against Saratoga Stock
The ability to find closely correlated positions to Saratoga Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Saratoga Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Saratoga Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Saratoga Investment Corp to buy it.
The correlation of Saratoga Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Saratoga Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Saratoga Investment Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Saratoga Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Saratoga Stock Analysis
When running Saratoga Investment's price analysis, check to measure Saratoga Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Investment is operating at the current time. Most of Saratoga Investment's value examination focuses on studying past and present price action to predict the probability of Saratoga Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saratoga Investment's price. Additionally, you may evaluate how the addition of Saratoga Investment to your portfolios can decrease your overall portfolio volatility.