Is Investar Holding Stock a Good Investment?
Investar Holding Investment Advice | ISTR |
- Examine Investar Holding's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Investar Holding's leadership team and their track record. Good management can help Investar Holding navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Regional Banks space and any emerging trends that could impact Investar Holding's business and its evolving consumer preferences.
- Compare Investar Holding's performance and market position to its competitors. Analyze how Investar Holding is positioned in terms of product offerings, innovation, and market share.
- Check if Investar Holding pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Investar Holding's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Investar Holding Corp stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Investar Holding Corp is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Investar Holding Stock
Researching Investar Holding's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 64.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.95. Some equities with similar Price to Book (P/B) outperform the market in the long run. Investar Holding Corp last dividend was issued on the 30th of September 2024.
To determine if Investar Holding is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Investar Holding's research are outlined below:
| About 64.0% of the company shares are owned by institutional investors | |
| On 31st of October 2024 Investar Holding paid $ 0.105 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Insider Buys Additional US201k In Investar Holding Stock |
Investar Holding uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Investar Holding Corp. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Investar Holding's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 18th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Investar Holding's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Investar Holding's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2017-04-26 | 2017-03-31 | 0.25 | 0.28 | 0.03 | 12 | ||
2016-10-27 | 2016-09-30 | 0.26 | 0.29 | 0.03 | 11 | ||
2014-10-27 | 2014-09-30 | 0.17 | 0.2 | 0.03 | 17 | ||
2018-01-25 | 2017-12-31 | 0.32 | 0.28 | -0.04 | 12 | ||
2015-04-28 | 2015-03-31 | 0.23 | 0.27 | 0.04 | 17 | ||
2024-07-22 | 2024-06-30 | 0.3 | 0.36 | 0.06 | 20 | ||
2021-01-25 | 2020-12-31 | 0.33 | 0.39 | 0.06 | 18 | ||
2020-10-22 | 2020-09-30 | 0.29 | 0.35 | 0.06 | 20 |
Know Investar Holding's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Investar Holding is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Investar Holding Corp backward and forwards among themselves. Investar Holding's institutional investor refers to the entity that pools money to purchase Investar Holding's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wellington Management Company Llp | 2024-09-30 | 161.2 K | Bridgeway Capital Management, Llc | 2024-09-30 | 143.8 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 135.8 K | Arrowstreet Capital Limited Partnership | 2024-09-30 | 123.8 K | Acadian Asset Management Llc | 2024-09-30 | 123.1 K | State Street Corp | 2024-09-30 | 108.5 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 99.8 K | Northern Trust Corp | 2024-09-30 | 97.6 K | Hillsdale Investment Management Inc. | 2024-09-30 | 89 K | Banc Funds Co Llc | 2024-09-30 | 583.9 K | Blackrock Inc | 2024-06-30 | 572 K |
Investar Holding's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 237.55 M.Market Cap |
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Investar Holding's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.05 |
Determining Investar Holding's profitability involves analyzing its financial statements and using various financial metrics to determine if Investar Holding is a good buy. For example, gross profit margin measures Investar Holding's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Investar Holding's profitability and make more informed investment decisions.
Evaluate Investar Holding's management efficiency
As of 12/02/2024, Return On Capital Employed is likely to grow to 0.01, while Return On Tangible Assets are likely to drop 0.01. At this time, Investar Holding's Non Current Assets Total are relatively stable compared to the past year. As of 12/02/2024, Non Currrent Assets Other is likely to grow to about 2.4 B, though Other Assets are likely to grow to (340.5 M). Investar Holding's management efficiency ratios could be used to measure how well Investar Holding manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 23.05 | 21.89 | |
| Tangible Book Value Per Share | 18.75 | 17.81 | |
| Enterprise Value Over EBITDA | 14.54 | 20.90 | |
| Price Book Value Ratio | 0.65 | 1.25 | |
| Enterprise Value Multiple | 14.54 | 20.90 | |
| Price Fair Value | 0.65 | 1.25 | |
| Enterprise Value | 403.6 M | 224.2 M |
Understanding the operational decisions made by Investar Holding management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.0176 | Forward Dividend Yield 0.0176 | Forward Dividend Rate 0.42 | Beta 0.766 |
Basic technical analysis of Investar Stock
As of the 2nd of December, Investar Holding retains the Downside Deviation of 1.67, risk adjusted performance of 0.1443, and Market Risk Adjusted Performance of 0.2294. Investar Holding technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Investar Holding Corp information ratio and downside variance to decide if Investar Holding is priced fairly, providing market reflects its last-minute price of 23.82 per share. Given that Investar Holding Corp has jensen alpha of 0.1689, we strongly advise you to confirm Investar Holding Corp's regular market performance to make sure the company can sustain itself at a future point.Investar Holding's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Investar Holding insiders, such as employees or executives, is commonly permitted as long as it does not rely on Investar Holding's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Investar Holding insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Investar Holding's Outstanding Corporate Bonds
Investar Holding issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Investar Holding Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Investar bonds can be classified according to their maturity, which is the date when Investar Holding Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| INVESCO FIN PLC Corp BondUS46132FAD24 | View | |
| INVESCO FIN PLC Corp BondUS46132FAC41 | View |
Understand Investar Holding's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Investar Holding's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1443 | |||
| Market Risk Adjusted Performance | 0.2294 | |||
| Mean Deviation | 1.48 | |||
| Semi Deviation | 1.17 | |||
| Downside Deviation | 1.67 | |||
| Coefficient Of Variation | 555.25 | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.27 | |||
| Information Ratio | 0.1202 | |||
| Jensen Alpha | 0.1689 | |||
| Total Risk Alpha | 0.0202 | |||
| Sortino Ratio | 0.1655 | |||
| Treynor Ratio | 0.2194 | |||
| Maximum Drawdown | 17.09 | |||
| Value At Risk | (2.50) | |||
| Potential Upside | 3.41 | |||
| Downside Variance | 2.78 | |||
| Semi Variance | 1.38 | |||
| Expected Short fall | (1.69) | |||
| Skewness | 2.52 | |||
| Kurtosis | 13.01 |
| Risk Adjusted Performance | 0.1443 | |||
| Market Risk Adjusted Performance | 0.2294 | |||
| Mean Deviation | 1.48 | |||
| Semi Deviation | 1.17 | |||
| Downside Deviation | 1.67 | |||
| Coefficient Of Variation | 555.25 | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.27 | |||
| Information Ratio | 0.1202 | |||
| Jensen Alpha | 0.1689 | |||
| Total Risk Alpha | 0.0202 | |||
| Sortino Ratio | 0.1655 | |||
| Treynor Ratio | 0.2194 | |||
| Maximum Drawdown | 17.09 | |||
| Value At Risk | (2.50) | |||
| Potential Upside | 3.41 | |||
| Downside Variance | 2.78 | |||
| Semi Variance | 1.38 | |||
| Expected Short fall | (1.69) | |||
| Skewness | 2.52 | |||
| Kurtosis | 13.01 |
Consider Investar Holding's intraday indicators
Investar Holding intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Investar Holding stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Investar Holding Corporate Filings
F4 | 25th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Investar Stock media impact
Far too much social signal, news, headlines, and media speculation about Investar Holding that are available to investors today. That information is available publicly through Investar media outlets and privately through word of mouth or via Investar internal channels. However, regardless of the origin, that massive amount of Investar data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Investar Holding news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Investar Holding relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Investar Holding's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Investar Holding alpha.
Investar Holding Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Investar Holding can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Investar Holding Corporate Management
| Rachel Cherco | Chief Accounting Officer, Executive VP, Executive VP of Investar Bank and Chief Accounting Officer of Investar Bank | Profile | |
| Randolf Kassmeier | Executive VP, General Counsel, Secretary, Executive VP of Investar Bank, General Counsel of Investar Bank and Secretary of Investar Bank | Profile | |
| Jeffrey Martin | Executive Officer | Profile | |
| Candace LeBlanc | Ex Officer | Profile | |
| Jeffery Blum | Executive Banking | Profile |
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.