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.
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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
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
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 Ltd | 2024-12-31 | 146.1 K | Bridgeway Capital Management, Llc | 2024-12-31 | 145.9 K | Rhino Investment Partners, Inc. | 2024-12-31 | 145.4 K | Franklin Resources Inc | 2024-12-31 | 132.3 K | Arrowstreet Capital Limited Partnership | 2024-12-31 | 126.1 K | Hotchkis & Wiley Capital Management Llc | 2024-12-31 | 118.8 K | State Street Corp | 2024-12-31 | 109.3 K | Northern Trust Corp | 2024-12-31 | 101 K | O'shaughnessy Asset Management Llc | 2024-12-31 | 98.3 K | Blackrock Inc | 2024-12-31 | 843.5 K | Vanguard Group Inc | 2024-12-31 | 526 K |
Investar Holding Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | (9.3M) | 61.7M | (56.8M) | (8.3M) | 111K | 105.5K | |
| Free Cash Flow | 10.2M | 30.2M | 41.7M | 25.2M | 32.6M | 34.2M | |
| Depreciation | 4.6M | 5.0M | 4.4M | 3.8M | 187K | 177.7K | |
| Other Non Cash Items | 9.4M | 21.0M | 3.6M | (2.6M) | 12.1M | 12.7M | |
| Dividends Paid | 2.7M | 3.1M | 3.6M | 3.8M | 4.0M | 4.2M | |
| Capital Expenditures | 7.6M | 3.3M | 1.1M | 1.1M | 506K | 480.7K | |
| Net Income | 13.9M | 8M | 35.7M | 16.7M | 20.3M | 12.6M | |
| End Period Cash Flow | 35.4M | 97.0M | 40.3M | 32.0M | 951K | 903.5K | |
| Investments | (124.2M) | 56.0M | (345.3M) | (112.3M) | 90.1M | 94.6M | |
| Net Borrowings | (84.2M) | (8.4M) | (41.9M) | 284.1M | 326.7M | 343.1M | |
| Change To Netincome | 2.2M | 8.2M | 22.7M | 4.0M | 4.6M | 4.9M | |
| 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 Jones | 0.78 | |
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 |
| Fundamentals | Investar Holding | Peer Average |
| Return On Equity | 0.0865 | -0.31 |
| Return On Asset | 0.0073 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.32 % | (5.51) % |
| Current Valuation | 243.71 M | 16.62 B |
| Shares Outstanding | 9.83 M | 571.82 M |
| Shares Owned By Insiders | 7.46 % | 10.09 % |
| Shares Owned By Institutions | 65.71 % | 39.21 % |
| Number Of Shares Shorted | 120.42 K | 4.71 M |
| Price To Earning | 12.54 X | 28.72 X |
| Price To Book | 0.70 X | 9.51 X |
| Price To Sales | 1.95 X | 11.42 X |
| Revenue | 143.87 M | 9.43 B |
| Gross Profit | 86.32 M | 27.38 B |
| EBITDA | 101.61 M | 3.9 B |
| Net Income | 20.25 M | 570.98 M |
| Cash And Equivalents | 36.01 M | 2.7 B |
| Cash Per Share | 3.64 X | 5.01 X |
| Total Debt | 2.48 B | 5.32 B |
| Debt To Equity | 8.43 % | 48.70 % |
| Book Value Per Share | 24.55 X | 1.93 K |
| Cash Flow From Operations | 32.6 M | 971.22 M |
| Short Ratio | 3.53 X | 4.00 X |
| Earnings Per Share | 2.04 X | 3.12 X |
| Target Price | 22.75 | |
| Number Of Employees | 327 | 18.84 K |
| Beta | 0.82 | -0.15 |
| Market Capitalization | 168.56 M | 19.03 B |
| Total Asset | 2.72 B | 29.47 B |
| Retained Earnings | 132.94 M | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 1.12 % | |
| Net Asset | 2.72 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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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.