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Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Saratoga Investment's Shareholder Yield % was 23.21%.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Saratoga Investment Shareholder Yield % Related Terms
Saratoga Investment Shareholder Yield % Historical Data
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The historical data trend for Saratoga Investment's Shareholder Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
SAR vs RIV, TEI, EFR: Shareholder Yield % Comparison
For the Asset Management subindustry, Saratoga Investment's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Saratoga Investment Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Saratoga Investment's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Saratoga Investment's Shareholder Yield % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Saratoga Investment (SAR) has a Shareholder Yield % of 23.21% as of May. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Saratoga Investment and its competitors. According to the industry distribution chart, Saratoga Investment ranks #107 out of 1481 companies in the Asset Management industry, placing it in the top 7.2%.
Is Saratoga Investment's Shareholder Yield % too high?
Saratoga Investment's current Shareholder Yield % is 23.21%. The Asset Management industry median Shareholder Yield % is 4.08. Saratoga Investment's value of 23.21% is 468.9% above this industry median. Based on the distribution chart, Saratoga Investment ranks #107 out of 1481 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Saratoga Investment has a GF Score™ of 45/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Saratoga Investment's Shareholder Yield % compare to RIV and TEI?
According to the Asset Management industry distribution chart, Saratoga Investment ranks #107 out of 1481 companies for Shareholder Yield %. This places Saratoga Investment in the top 7% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 4.08. Saratoga Investment's value of 23.21% is 468.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.08, based on 1,481 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Saratoga Investment's current Shareholder Yield % of 23.21% is 468.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Saratoga Investment and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Saratoga Investment's current Shareholder Yield % is 23.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Saratoga Investment stock overvalued right now?
Based on GuruFocus' analysis, Saratoga Investment (SAR) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.55, compared to a current price of $18.80 — trading 38.7% above its estimated fair value. The current Shareholder Yield % is 23.21% and 468.9% above the Asset Management industry median of 4.08. Saratoga Investment's overall GF Score™ is 45/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Saratoga Investment (SAR), the current Shareholder Yield % is 23.21% as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Saratoga Investment (SAR) Overvalued in 2026?
Based on GuruFocus' analysis, Saratoga Investment stock appears to be overvalued.
The current stock price of $18.80 is trading 38.7% above its estimated GF Value™ of $13.55.
GuruFocus considers Saratoga Investment to be Significantly Overvalued.
Key valuation signals for SAR:
Shareholder Yield %: 23.21%
GF Value™: $13.55 vs. price of $18.80 (38.7% above fair value)
Industry Position: 468.9% above the Asset Management median (#107 of 1481)
No single metric tells the full story. See the SAR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The company invests in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.
45GF Score
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