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Investar Holding Corp (ISTR) Stock Fundamental Analysis & AI Rating 2026

ISTR Nasdaq State Commercial Banks LA CIK: 0001602658
Updated This Month • Analysis: Mar 29, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 20, 2026 (in 4 days) • TBD ET • EPS est. $0.69 (vs $0.64 prior year) • All earnings →
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
78% Conf

📊 ISTR Key Takeaways

Revenue: $144.0M
Net Margin: 15.9%
Free Cash Flow: $11.9M
Current Ratio: N/A
Debt/Equity: 0.03x
EPS: $2.13
AI Rating: HOLD with 62% confidence
Investar Holding Corp (ISTR) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $144.0M, net profit margin of 15.9%, and return on equity (ROE) of 7.6%, Investar Holding Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete ISTR stock analysis for 2026.

Is Investar Holding Corp (ISTR) a Good Investment?

Claude

Investar demonstrates solid revenue growth (+78.3% YoY) and maintains respectable profitability margins (15.9% net margin), supported by strong free cash flow generation. However, weak ROE (7.6%) and ROA (0.8%) suggest inefficient capital deployment, and the 1.5x interest coverage ratio indicates limited debt service capacity despite low absolute leverage.

ChatGPT

Investar Holding shows solid top-line expansion and remains profitable, with positive free cash flow and a conservatively reported long-term debt load. However, earnings growth has lagged revenue growth, returns on equity and assets are only moderate, and weak interest coverage suggests limited cushion if funding costs or credit conditions worsen.

Why Buy Investar Holding Corp Stock? ISTR Key Strengths

Claude
  • + Exceptional revenue growth of 78.3% year-over-year demonstrates strong market demand
  • + Positive free cash flow generation of $11.9M with 8.2% FCF margin supports operational stability
  • + Conservative capital structure with 0.03x debt-to-equity ratio provides financial flexibility
  • + Operating margin of 19.4% reflects reasonable operational efficiency
ChatGPT
  • + Strong revenue growth with positive year-over-year net income and EPS expansion
  • + Positive operating cash flow and free cash flow support internal capital generation
  • + Low reported long-term debt relative to equity and a solid equity base improve balance-sheet resilience

ISTR Stock Risks: Investar Holding Corp Investment Risks

Claude
  • ! Low return on equity (7.6%) and return on assets (0.8%) indicate significant capital inefficiency relative to peer banking standards
  • ! Weak interest coverage ratio of 1.5x leaves minimal buffer for earnings deterioration
  • ! Modest net income growth (4.8% YoY) significantly lags revenue growth, suggesting margin compression or cost pressures
  • ! Limited cash position ($35.4M) relative to total assets ($2.8B) for a commercial bank
ChatGPT
  • ! Interest coverage of 1.5x indicates thin earnings protection against higher interest expense
  • ! ROE of 7.6% and ROA of 0.8% point to only modest profitability for a bank
  • ! Revenue growth far outpaced net income growth, suggesting margin pressure or weaker growth quality

Key Metrics to Watch

Claude
  • * Net interest margin trend and deposit/loan growth rates
  • * Asset quality metrics (non-performing loans, loan loss provisions)
  • * Return on equity trajectory and capital efficiency improvements
  • * Interest coverage ratio sustainability and earnings stability
ChatGPT
  • * Net interest margin and interest coverage trend
  • * ROE/ROA improvement alongside credit quality and nonperforming assets

Investar Holding Corp (ISTR) Financial Metrics & Key Ratios

Revenue
$144.0M
Net Income
$22.9M
EPS (Diluted)
$2.13
Free Cash Flow
$11.9M
Total Assets
$2.8B
Cash Position
$35.4M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

ISTR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 19.4%
Net Margin 15.9%
ROE 7.6%
ROA 0.8%
FCF Margin 8.2%

ISTR vs Finance Sector: How Investar Holding Corp Compares

How Investar Holding Corp compares to Finance sector averages

Net Margin
ISTR 15.9%
vs
Sector Avg 25.0%
ISTR Sector
ROE
ISTR 7.6%
vs
Sector Avg 12.0%
ISTR Sector
Current Ratio
ISTR 0.0x
vs
Sector Avg 1.2x
ISTR Sector
Debt/Equity
ISTR 0.0x
vs
Sector Avg 2.0x
ISTR Sector

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

Is Investar Holding Corp Stock Overvalued? ISTR Valuation Analysis 2026

Based on fundamental analysis, Investar Holding Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
7.6%
Sector avg: 12%
Net Profit Margin
15.9%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
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.

Investar Holding Corp Balance Sheet: ISTR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.03x
Debt/Assets
89.4%
Interest Coverage
1.51x
Long-term Debt
$9.8M

ISTR Revenue & Earnings Growth: 5-Year Financial Trend

ISTR 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Investar Holding Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.69 reflects profitable operations.

ISTR 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
8.2%
Free cash flow / Revenue

Investar Holding Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$18.2M
Cash generated from operations
Stock Buybacks
$2.3M
Shares repurchased (TTM)
Capital Expenditures
$6.4M
Investment in assets
Dividends Paid
$4.2M
Returned to shareholders

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

Access official SEC EDGAR filings for Investar Holding Corp (CIK: 0001602658)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 DEF 14A istr20260206_def14a.htm View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about ISTR

What is the AI rating for ISTR?

Investar Holding Corp (ISTR) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ISTR's key strengths?

Claude: Exceptional revenue growth of 78.3% year-over-year demonstrates strong market demand. Positive free cash flow generation of $11.9M with 8.2% FCF margin supports operational stability. ChatGPT: Strong revenue growth with positive year-over-year net income and EPS expansion. Positive operating cash flow and free cash flow support internal capital generation.

What are the risks of investing in ISTR?

Claude: Low return on equity (7.6%) and return on assets (0.8%) indicate significant capital inefficiency relative to peer banking standards. Weak interest coverage ratio of 1.5x leaves minimal buffer for earnings deterioration. ChatGPT: Interest coverage of 1.5x indicates thin earnings protection against higher interest expense. ROE of 7.6% and ROA of 0.8% point to only modest profitability for a bank.

What is ISTR's revenue and growth?

Investar Holding Corp reported revenue of $144.0M.

Does ISTR pay dividends?

Investar Holding Corp pays dividends, with $4.2M distributed to shareholders in the trailing twelve months.

Where can I find ISTR SEC filings?

Official SEC filings for Investar Holding Corp (CIK: 0001602658) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ISTR's EPS?

Investar Holding Corp has a diluted EPS of $2.13.

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 ISTR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Investar Holding Corp has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ISTR stock overvalued or undervalued?

Valuation metrics for ISTR: ROE of 7.6% (sector avg: 12%), net margin of 15.9% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy ISTR stock in 2026?

Our dual AI analysis gives Investar Holding Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ISTR's free cash flow?

Investar Holding Corp's operating cash flow is $18.2M, with capital expenditures of $6.4M. FCF margin is 8.2%.

How does ISTR compare to other Finance stocks?

Vs Finance sector averages: Net margin 15.9% (avg: 25%), ROE 7.6% (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 29, 2026 | Data as of: 2025-12-31 | Powered by Claude AI