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

ISTR Nasdaq State Commercial Banks LA CIK: 0001602658
Recently Updated • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
78% Confidence
AGREEMENT
SELL
78% Conf
HOLD
78% Conf

📊 ISTR Key Takeaways

Revenue: $53.2M
Net Margin: 22.6%
Free Cash Flow: $3.6M
Current Ratio: N/A
Debt/Equity: 0.02x
EPS: $0.77
AI Rating: SELL with 78% confidence
Investar Holding Corp (ISTR) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $53.2M, net profit margin of 22.6%, and return on equity (ROE) of 2.9%, 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 exhibits material financial distress signaled by interest coverage of 0.8x, indicating inability to cover debt service from operations. The severe divergence between 78.3% revenue growth and 7.9% net income growth points to margin compression and underlying operational deterioration. Critically weak returns (ROE 2.9%, ROA 0.3%) for a financial institution reflect poor capital efficiency and asset quality concerns.

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
  • + Strong revenue growth of 78.3% YoY demonstrates significant market expansion and business activity
  • + Conservative capital structure with Debt/Equity of 0.02x provides financial flexibility and stress resilience
  • + Positive free cash flow of 3.6M demonstrates ability to generate cash despite profitability headwinds
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
  • ! Interest coverage of 0.8x signals inability to service debt obligations from operating income - critical red flag
  • ! Massive earnings growth deceleration (78.3% revenue vs 7.9% net income) indicates severe operational stress or margin compression
  • ! Extraordinarily low returns (ROE 2.9%, ROA 0.3%) reflect poor asset quality, credit issues, or ineffective capital deployment
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
  • * Interest coverage ratio - must exceed 1.5x to demonstrate financial viability and debt service capacity
  • * Net income growth relative to revenue growth - critical to validate operational sustainability and unit economics
  • * Return on equity trend - improvement toward 8%+ essential to signal management competence and capital quality
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
$53.2M
Net Income
$12.0M
EPS (Diluted)
$0.77
Free Cash Flow
$3.6M
Total Assets
$3.9B
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 28.0%
Net Margin 22.6%
ROE 2.9%
ROA 0.3%
FCF Margin 6.7%

ISTR vs Finance Sector: How Investar Holding Corp Compares

How Investar Holding Corp compares to Finance sector averages

Net Margin
ISTR 22.6%
vs
Sector Avg 25.0%
ISTR Sector
ROE
ISTR 2.9%
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
2.9%
Sector avg: 12%
Net Profit Margin
22.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.02x
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
0.02x
Debt/Assets
89.3%
Interest Coverage
0.81x
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
6.7%
Free cash flow / Revenue

Investar Holding Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$9.9M
Cash generated from operations
Stock Buybacks
$1.5M
Shares repurchased (TTM)
Capital Expenditures
$6.4M
Investment in assets
Dividends Paid
$1.1M
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
May 8, 2026 10-Q istr20260331_10q.htm View →
Apr 27, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 20, 2026 8-K istr20260407_8k.htm View →
Apr 8, 2026 DEF 14A istr20260206_def14a.htm 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 SELL from Claude (SELL) and ChatGPT (HOLD) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ISTR's key strengths?

Claude: Strong revenue growth of 78.3% YoY demonstrates significant market expansion and business activity. Conservative capital structure with Debt/Equity of 0.02x provides financial flexibility and stress resilience. 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: Interest coverage of 0.8x signals inability to service debt obligations from operating income - critical red flag. Massive earnings growth deceleration (78.3% revenue vs 7.9% net income) indicates severe operational stress or margin compression. 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 $53.2M.

Does ISTR pay dividends?

Investar Holding Corp pays dividends, with $1.1M 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 $0.77.

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 May 2026, Investar Holding Corp has a SELL rating with 78% 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 2.9% (sector avg: 12%), net margin of 22.6% (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 SELL 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 $9.9M, with capital expenditures of $6.4M. FCF margin is 6.7%.

How does ISTR compare to other Finance stocks?

Vs Finance sector averages: Net margin 22.6% (avg: 25%), ROE 2.9% (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: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI