Investar Holding Corp Stock Buy Hold or Sell Recommendation

ISTR Stock  USD 17.15  0.27  1.60%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Investar Holding Corp is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Investar Holding Corp within the specified time frame.
  
Check out Investar Holding Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual companies such as Investar and provide practical buy, sell, or hold advice based on investors' constraints. Investar Holding Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.

Execute Investar Holding Buy or Sell Advice

The Investar recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Investar Holding Corp. Macroaxis does not own or have any residual interests in Investar Holding Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Investar Holding's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Investar HoldingBuy Investar Holding
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Investar Holding Corp has a Mean Deviation of 1.34, Standard Deviation of 1.72 and Variance of 2.96
Our advice tool can cross-verify current analyst consensus on Investar Holding and to analyze the company potential to grow in the current economic cycle. To make sure Investar Holding Corp is not overpriced, please check out all Investar Holding fundamentals, including its book value per share, and the relationship between the ebitda and beta . Given that Investar Holding Corp has a number of shares shorted of 120.42 K, we strongly advise you to confirm Investar Holding Corp market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Investar Holding Trading Alerts and Improvement Suggestions

Investar Holding generated a negative expected return over the last 90 days
About 66.0% of the company shares are owned by institutional investors
On 31st of January 2025 Investar Holding paid $ 0.105 per share dividend to its current shareholders
Latest headline from simplywall.st: Investar Holding Full Year 2024 Earnings Revenues Beat Expectations, EPS Lags

Investar Holding Returns Distribution Density

The distribution of Investar Holding's historical returns is an attempt to chart the uncertainty of Investar Holding's future price movements. The chart of the probability distribution of Investar Holding daily returns describes the distribution of returns around its average expected value. We use Investar Holding Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Investar Holding returns is essential to provide solid investment advice for Investar Holding.
Mean Return
-0.46
Value At Risk
-3.28
Potential Upside
1.97
Standard Deviation
1.72
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Investar Holding historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Investar Stock Institutional Investors

The Investar Holding's institutional investors refer to entities that pool money to purchase Investar Holding's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
Shares
Petiole Usa Ltd2024-12-31
146.1 K
Bridgeway Capital Management, Llc2024-12-31
145.9 K
Rhino Investment Partners, Inc.2024-12-31
145.4 K
Franklin Resources Inc2024-12-31
132.3 K
Arrowstreet Capital Limited Partnership2024-12-31
126.1 K
Hotchkis & Wiley Capital Management Llc2024-12-31
118.8 K
State Street Corp2024-12-31
109.3 K
Northern Trust Corp2024-12-31
101 K
O'shaughnessy Asset Management Llc2024-12-31
98.3 K
Blackrock Inc2024-12-31
843.5 K
Vanguard Group Inc2024-12-31
526 K
Note, although Investar Holding's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Investar Holding Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash(9.3M)61.7M(56.8M)(8.3M)111K105.5K
Free Cash Flow10.2M30.2M41.7M25.2M32.6M34.2M
Depreciation4.6M5.0M4.4M3.8M187K177.7K
Other Non Cash Items9.4M21.0M3.6M(2.6M)12.1M12.7M
Dividends Paid2.7M3.1M3.6M3.8M4.0M4.2M
Capital Expenditures7.6M3.3M1.1M1.1M506K480.7K
Net Income13.9M8M35.7M16.7M20.3M12.6M
End Period Cash Flow35.4M97.0M40.3M32.0M951K903.5K
Investments(124.2M)56.0M(345.3M)(112.3M)90.1M94.6M
Net Borrowings(84.2M)(8.4M)(41.9M)284.1M326.7M343.1M
Change To Netincome2.2M8.2M22.7M4.0M4.6M4.9M
Change Receivables(1.9M)(5.1M)2.5M(1.4M)(1.3M)(1.3M)

Investar Holding Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Investar Holding or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Investar Holding's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Investar stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.39
β
Beta against Dow Jones0.78
σ
Overall volatility
1.78
Ir
Information ratio -0.21

Investar Holding Volatility Alert

Investar Holding Corp exhibits very low volatility with skewness of -0.34 and kurtosis of 0.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Investar Holding's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Investar Holding's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Investar Holding Fundamentals Vs Peers

Comparing Investar Holding's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Investar Holding's direct or indirect competition across all of the common fundamentals between Investar Holding and the related equities. This way, we can detect undervalued stocks with similar characteristics as Investar Holding or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Investar Holding's fundamental indicators could also be used in its relative valuation, which is a method of valuing Investar Holding by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Investar Holding to competition
FundamentalsInvestar HoldingPeer Average
Return On Equity0.0865-0.31
Return On Asset0.0073-0.14
Profit Margin0.23 %(1.27) %
Operating Margin0.32 %(5.51) %
Current Valuation243.71 M16.62 B
Shares Outstanding9.83 M571.82 M
Shares Owned By Insiders7.46 %10.09 %
Shares Owned By Institutions65.71 %39.21 %
Number Of Shares Shorted120.42 K4.71 M
Price To Earning12.54 X28.72 X
Price To Book0.70 X9.51 X
Price To Sales1.95 X11.42 X
Revenue143.87 M9.43 B
Gross Profit86.32 M27.38 B
EBITDA101.61 M3.9 B
Net Income20.25 M570.98 M
Cash And Equivalents36.01 M2.7 B
Cash Per Share3.64 X5.01 X
Total Debt2.48 B5.32 B
Debt To Equity8.43 %48.70 %
Book Value Per Share24.55 X1.93 K
Cash Flow From Operations32.6 M971.22 M
Short Ratio3.53 X4.00 X
Earnings Per Share2.04 X3.12 X
Target Price22.75
Number Of Employees32718.84 K
Beta0.82-0.15
Market Capitalization168.56 M19.03 B
Total Asset2.72 B29.47 B
Retained Earnings132.94 M9.33 B
Annual Yield0.02 %
Five Year Return1.12 %
Net Asset2.72 B
Note: Disposition of 524 shares by Dangelo John J of Investar Holding at 18.73 subject to Rule 16b-3 [view details]

Investar Holding Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Investar . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Investar Holding Buy or Sell Advice

When is the right time to buy or sell Investar Holding Corp? Buying financial instruments such as Investar Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Gambling Theme
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Additional Tools for Investar Stock Analysis

When running Investar Holding's price analysis, check to measure Investar Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Investar Holding is operating at the current time. Most of Investar Holding's value examination focuses on studying past and present price action to predict the probability of Investar Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investar Holding's price. Additionally, you may evaluate how the addition of Investar Holding to your portfolios can decrease your overall portfolio volatility.