Investar Holding Corp. (ISTR)
Nasdaq · State Commercial Banks · Finance, insurance and real estate · CIK 1602658 · fiscal year ends in Dec
Closing price $27.64 on 30 Oct 2026; 52-week range $23.32 to $31.10.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $119.7M
- Revenue growth
- 35.6%
- Net income, last twelve months
- $33.6M
- Earnings per share
- $2.43
- Net margin
- 28.1%
- Return on equity
- 8.0%
- Market value
- $380.8M
- Price to earnings
- 11.4x
- Dividend yield
- 1.6%
- Cash
- $72.3M
- Debt
- $194.3M
- Debt to equity
- 0.46
- Shares outstanding
- 13.8M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $93.6M | – | $22.9M | $2.13 | – | 10-K filed 16 Mar 2026 |
| FY2024 | 31 Dec 2024 | $87.4M | – | $20.3M | $2.04 | – | 10-K filed 12 Mar 2025 |
| FY2023 | 31 Dec 2023 | $83.1M | – | $16.7M | $1.69 | – | 10-K filed 7 Mar 2024 |
| FY2022 | 31 Dec 2022 | $105.2M | – | $35.7M | $3.50 | – | 10-K filed 8 Mar 2023 |
| FY2021 | 31 Dec 2021 | $73.0M | – | $8.0M | $0.76 | – | 10-K filed 9 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $36.5M | $9.5M | $0.61 |
| Q1 FY2026 | 31 Mar 2026 | $35.6M | $12.0M | $0.77 |
| Q4 FY2025 | 31 Dec 2025 | $23.5M | $5.9M | $0.51 |
| Q3 FY2025 | 30 Sep 2025 | $24.0M | $6.2M | $0.54 |
| Q2 FY2025 | 30 Jun 2025 | $22.3M | $4.5M | $0.46 |
| Q1 FY2025 | 31 Mar 2025 | $20.4M | $6.3M | $0.63 |
| Q4 FY2024 | 31 Dec 2024 | $23.3M | $6.1M | $0.61 |
| Q3 FY2024 | 30 Sep 2024 | $22.3M | $5.4M | $0.54 |
Company events
The newest 8-K filings of 161 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 22 Oct 2026 | 8-K | Results | 2.02, 9.01 |
| 9 Sep 2026 | 8-K | Other events | 8.01 |
| 20 Jul 2026 | 8-K | Results, Leadership change | 2.02, 5.02, 9.01 |
| 22 Jun 2026 | 8-K | Auditor change | 4.01, 9.01 |
| 22 May 2026 | 8-K | Leadership change, Shareholder vote | 5.02, 5.07, 9.01 |
| 20 Apr 2026 | 8-K | Results | 2.02, 9.01 |
| 22 Jan 2026 | 8-K | Results | 2.02, 9.01 |
| 6 Jan 2026 | 8-K | Deal completed, Leadership change, New debt, Other events | 2.01, 2.03, 5.02, 8.01, 9.01 |
| 3 Nov 2025 | 8-K | Auditor change | 4.01, 9.01 |
| 3 Nov 2025 | 8-K | Leadership change, Other events | 5.02, 8.01, 9.01 |
| 30 Oct 2025 | 8-K | Shareholder vote, Other events | 5.07, 8.01, 9.01 |
| 20 Oct 2025 | 8-K | Other events | 8.01 |
Every filing
The newest filings with the SEC of 327 held.
| Filed | Form | Period |
|---|---|---|
| 22 Oct 2026 | 8-K | 22 Oct 2026 |
| 9 Sep 2026 | 8-K | 4 Sep 2026 |
| 6 Aug 2026 | 10-Q | 30 Jun 2026 |
| 20 Jul 2026 | 8-K | 17 Jul 2026 |
| 22 Jun 2026 | 8-K | 17 Jun 2026 |
| 22 Jun 2026 | 11-K | 31 Dec 2025 |
| 3 Jun 2026 | S-8 | – |
| 22 May 2026 | 8-K | 20 May 2026 |
| 8 May 2026 | 10-Q | 31 Mar 2026 |
| 20 Apr 2026 | 8-K | 20 Apr 2026 |
| 8 Apr 2026 | DEFA14A | – |
| 8 Apr 2026 | DEF 14A | 20 May 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 23 Apr 2026 | Jordan Robert Chris, Director | Purchase | 2,000 | $27.36 | $54.7K | 60,798 | 27 Apr 2026 |
| 12 Mar 2026 | Jordan Robert Chris, Director | Purchase | 1,550 | $26.85 | $41.6K | 58,798 | 16 Mar 2026 |
| 27 Jan 2026 | D'Angelo John J, Chief Executive Officer | Sale outside a trading plan | 26,163 | $28.01 | $732.8K | 242,750 | 29 Jan 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 27 Jan 2026 | John J D'Angelo, President & Chief Executive Officer | 26,163 | $731.3K | 27 Jan 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 14 Aug 2026 | Fourthstone LLC | 13G amended | 2.34% | 322.4K |
| 13 Aug 2026 | Wellington Management Group LLP | 13G amended | 5.2% | 714.3K |
| 15 May 2026 | Fourthstone LLC | 13G amended | 6.02% | 827.4K |
| 15 May 2026 | Bay Pond Partners, L.P. | 13G amended | 3.8% | 517.5K |
| 15 May 2026 | Wellington Management Group LLP | 13G amended | 7.02% | 965.1K |
| 27 Apr 2026 | BlackRock, Inc. | 13G amended | 5.1% | 700.8K |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 17 Feb 2026 | Banc Fund IX L.P. | 13G amended | 2% | 306.9K |
| 13 Feb 2026 | Fourthstone LLC | 13G | 7.09% | 696.0K |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 169.7K | -31.95% | 2.21 |
| 30 Sep 2026 | 249.4K | -10.39% | 2.38 |
| 15 Sep 2026 | 278.3K | -7.92% | 3.15 |
| 31 Aug 2026 | 302.3K | +28.63% | 2.79 |
| 14 Aug 2026 | 235.0K | +18.79% | 2.24 |
| 31 Jul 2026 | 197.8K | +18.66% | 1 |
| 15 Jul 2026 | 166.7K | -18.67% | 1 |
| 30 Jun 2026 | 205.0K | +26.42% | 1 |
Funds that hold it
From each fund's latest Form 13F.
133 funds held it at 30 Jun 2026: 77 added and 28 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 1,256,649 | $37.6M | +153,824 |
| Vanguard Capital Management LLC | 545,555 | $16.3M | -42,872 |
| Dimensional Fund Advisors LP | 516,506 | $15.5M | +79,101 |
| Geode Capital Management, LLC | 331,684 | $9.9M | +31,585 |
| Fourthstone LLC | 322,428 | $9.7M | -504,961 |
| Banc Funds Co. LLC | 306,896 | $9.2M | 0 |
| Royce & Associates LP | 292,086 | $8.8M | 0 |
| Citadel Advisors LLC | 267,398 | $8.0M | +217,656 |
| State Street Corp. | 262,939 | $7.9M | +85,926 |
| AllianceBernstein L.P. | 285,225 | $7.8M | -115,860 |
Peers
Companies in the same industry.
- Bank of Nova Scotia (BNS): revenue $27.0B, market value $115.9B
- Bank of New York Mellon Corp. (BNY): revenue $22.0B, market value $99.0B
- Itaú Unibanco Holding S.A. (ITUB): revenue $30.1B, market value $78.6B
- Fifth Third Bancorp (FITB): revenue $10.7B, market value $48.9B
- State Street Corp. (STT): revenue $15.5B, market value $46.3B
- M&T Bank Corp. (MTB): revenue $10.0B, market value $31.9B
- Northern Trust Corp. (NTRS): revenue $9.3B, market value $30.7B
- Banco Bradesco S.A. (BBD): revenue –, market value $27.0B
- Citizens Financial Group Inc. (CFG): revenue $8.9B, market value $26.9B
- First Citizens Bancshares Inc. (FCNCA): revenue $9.6B, market value $26.6B