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City Holding Co (CHCO) Stock Fundamental Analysis & AI Rating 2026

CHCO Nasdaq National Commercial Banks WV CIK: 0000726854
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 22, 2026 (in 6 days) • TBD ET • EPS est. $2.17 (vs $2.06 prior year) • All earnings →
Combined AI Rating
BUY
59% Confidence
AGREEMENT
HOLD
42% Conf
BUY
76% Conf

📊 CHCO Key Takeaways

Revenue: $74.3M
Net Margin: 175.6%
Free Cash Flow: $128.4M
Current Ratio: N/A
Debt/Equity: 0.19x
EPS: $8.93
AI Rating: HOLD with 42% confidence
City Holding Co (CHCO) receives a BUY rating with 59% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $74.3M, net profit margin of 175.6%, and return on equity (ROE) of 16.1%, City Holding Co demonstrates strong fundamentals in the Finance sector. Below is our complete CHCO stock analysis for 2026.

Is City Holding Co (CHCO) a Good Investment?

Claude

CHCO exhibits strong profitability metrics with exceptional ROE of 16.1% and robust free cash flow generation of $128.4M, but faces severe data quality issues that undermine confidence in the analysis. The dramatic 76.9% YoY revenue decline coupled with unusually high operating and net margins (217.4% and 175.6%) suggests data anomalies or significant one-time gains that require clarification before making investment decisions.

ChatGPT

City Holding appears fundamentally strong for a bank, with solid earnings stability, double-digit EPS growth, and high-quality profitability reflected in 16.1% ROE and 1.9% ROA. Balance sheet leverage looks manageable, cash generation is strong, and capital spending needs are low, but the sharp reported revenue decline and unusual margin figures suggest bank-specific accounting noise or presentation issues that warrant caution on headline growth.

Why Buy City Holding Co Stock? CHCO Key Strengths

Claude
  • + Exceptional free cash flow generation at $128.4M with 172.9% FCF margin provides strong financial flexibility
  • + Solid ROE of 16.1% indicates effective capital deployment and shareholder value creation
  • + Conservative leverage with 0.19x debt-to-equity ratio and 4.0x interest coverage demonstrates financial stability
  • + Strong cash position of $191.9M provides adequate liquidity buffer
ChatGPT
  • + Strong profitability with 16.1% ROE, 1.9% ROA, and modest net income growth
  • + EPS growth of 13.2% outpaced net income growth, indicating good capital allocation and/or share count support
  • + Conservative financial position with low debt-to-equity, positive operating cash flow, and strong free cash flow generation

CHCO Stock Risks: City Holding Co Investment Risks

Claude
  • ! Severe 76.9% YoY revenue collapse indicates potential business disruption or data integrity concerns requiring urgent clarification
  • ! Abnormally high operating margin (217.4%) and net margin (175.6%) suggest non-recurring gains, accounting adjustments, or data errors that distort true operating performance
  • ! Limited visibility into normalized earnings quality due to questionable margin metrics and revenue volatility
ChatGPT
  • ! Reported revenue fell 76.9% YoY, raising questions about underlying top-line momentum or financial statement classification effects
  • ! Interest coverage of 4.0x is adequate but not especially strong if funding costs remain elevated
  • ! As a commercial bank, results are sensitive to credit quality deterioration, deposit competition, and regional economic weakness

Key Metrics to Watch

Claude
  • * Core revenue trends and organic growth excluding any one-time items or gains
  • * Normalized operating margins and sustainability of profitability after adjustments
  • * Net interest margin trends given banking sector focus
  • * Return on assets trajectory to assess operational efficiency
ChatGPT
  • * Net interest income and net interest margin trend
  • * Credit quality metrics including nonperforming assets and loan loss provisions

City Holding Co (CHCO) Financial Metrics & Key Ratios

Revenue
$74.3M
Net Income
$130.5M
EPS (Diluted)
$8.93
Free Cash Flow
$128.4M
Total Assets
$6.7B
Cash Position
$191.9M

💡 AI Analyst Insight

The 172.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

CHCO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 217.4%
Net Margin 175.6%
ROE 16.1%
ROA 1.9%
FCF Margin 172.9%

CHCO vs Finance Sector: How City Holding Co Compares

How City Holding Co compares to Finance sector averages

Net Margin
CHCO 175.6%
vs
Sector Avg 25.0%
CHCO Sector
ROE
CHCO 16.1%
vs
Sector Avg 12.0%
CHCO Sector
Current Ratio
CHCO 0.0x
vs
Sector Avg 1.2x
CHCO Sector
Debt/Equity
CHCO 0.2x
vs
Sector Avg 2.0x
CHCO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is City Holding Co Stock Overvalued? CHCO Valuation Analysis 2026

Based on fundamental analysis, City Holding Co appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
16.1%
Sector avg: 12%
Net Profit Margin
175.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.19x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

City Holding Co Balance Sheet: CHCO Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.19x
Debt/Assets
88.0%
Interest Coverage
3.99x
Long-term Debt
$150.0M

CHCO Revenue & Earnings Growth: 5-Year Financial Trend

CHCO 5-year financial data: Year 2021: Revenue $64.9M, Net Income $89.4M, EPS $5.42. Year 2022: Revenue $68.1M, Net Income $89.6M, EPS $5.55. Year 2023: Revenue $69.1M, Net Income $88.1M, EPS $5.66. Year 2024: Revenue $72.0M, Net Income $102.1M, EPS $6.80. Year 2025: Revenue $74.3M, Net Income $114.4M, EPS $7.61.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: City Holding Co's revenue has grown significantly by 14% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.61 reflects profitable operations.

CHCO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
172.9%
Free cash flow / Revenue

CHCO Quarterly Earnings & Performance

Quarterly financial performance data for City Holding Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2019 $14.6M $16.4M $1.33
Q2 2019 $14.2M $18.5M $1.35
Q1 2019 $13.5M $9.4M $1.13
Q3 2018 $14.6M $13.9M $0.89
Q2 2018 $14.2M $14.7M $0.94
Q1 2018 $13.5M $9.4M $1.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

City Holding Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$131.4M
Cash generated from operations
Stock Buybacks
$45.8M
Shares repurchased (TTM)
Capital Expenditures
$2.9M
Investment in assets
Dividends Paid
$47.3M
Returned to shareholders

CHCO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for City Holding Co (CIK: 0000726854)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 DEF 14A chco-20260327.htm View →
Mar 26, 2026 8-K chco-20260325.htm View →
Mar 9, 2026 4 xslF345X05/wk-form4_1773084138.xml View →
Mar 9, 2026 4 xslF345X05/wk-form4_1773083446.xml View →
Mar 9, 2026 4 xslF345X05/wk-form4_1773082905.xml View →

Frequently Asked Questions about CHCO

What is the AI rating for CHCO?

City Holding Co (CHCO) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 59% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CHCO's key strengths?

Claude: Exceptional free cash flow generation at $128.4M with 172.9% FCF margin provides strong financial flexibility. Solid ROE of 16.1% indicates effective capital deployment and shareholder value creation. ChatGPT: Strong profitability with 16.1% ROE, 1.9% ROA, and modest net income growth. EPS growth of 13.2% outpaced net income growth, indicating good capital allocation and/or share count support.

What are the risks of investing in CHCO?

Claude: Severe 76.9% YoY revenue collapse indicates potential business disruption or data integrity concerns requiring urgent clarification. Abnormally high operating margin (217.4%) and net margin (175.6%) suggest non-recurring gains, accounting adjustments, or data errors that distort true operating performance. ChatGPT: Reported revenue fell 76.9% YoY, raising questions about underlying top-line momentum or financial statement classification effects. Interest coverage of 4.0x is adequate but not especially strong if funding costs remain elevated.

What is CHCO's revenue and growth?

City Holding Co reported revenue of $74.3M.

Does CHCO pay dividends?

City Holding Co pays dividends, with $47.3M distributed to shareholders in the trailing twelve months.

Where can I find CHCO SEC filings?

Official SEC filings for City Holding Co (CIK: 0000726854) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CHCO's EPS?

City Holding Co has a diluted EPS of $8.93.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CHCO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, City Holding Co has a BUY rating with 59% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CHCO stock overvalued or undervalued?

Valuation metrics for CHCO: ROE of 16.1% (sector avg: 12%), net margin of 175.6% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy CHCO stock in 2026?

Our dual AI analysis gives City Holding Co a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CHCO's free cash flow?

City Holding Co's operating cash flow is $131.4M, with capital expenditures of $2.9M. FCF margin is 172.9%.

How does CHCO compare to other Finance stocks?

Vs Finance sector averages: Net margin 175.6% (avg: 25%), ROE 16.1% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI