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CHCO Stock Analysis - CITY HOLDING CO AI Rating

CHCO Nasdaq National Commercial Banks WV CIK: 0000726854
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
42% Confidence

📊 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

Investment Thesis

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.

CHCO Strengths

  • + 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

CHCO Risks

  • ! 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

Key Metrics to Watch

CHCO Financial Metrics

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 Profitability Ratios

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 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.

CHCO Balance Sheet & 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 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 Growth Metrics (YoY)

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 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.

CHCO 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

Access official SEC EDGAR filings for CITY HOLDING CO (CIK: 0000726854)

📋 Recent SEC Filings

Date Form Document Action
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 →
Mar 9, 2026 4 xslF345X05/wk-form4_1773082528.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772140464.xml View →

Frequently Asked Questions about CHCO

What is the AI rating for CHCO?

CITY HOLDING CO (CHCO) has an AI rating of HOLD with 42% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CHCO's key strengths?

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.

What are the risks of investing in CHCO?

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.

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?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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