Investar Holding Corporation (ISTR)

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Investar Holding Corporation (ISTR) is up 4.8% since the beginning of the year. At $28 per share, ISTR is trading 12.2% below its 52-week high of $32. Investors who bought $1,000 worth of ISTR shares 5 years ago would now be looking at an investment worth $1,316.

Investar Holding Corporation (ISTR) has returned 4.81% so far this year and 49.69% over the past 12 months. Over the last ten years, ISTR has returned 7.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 1, 2014, ISTR's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Dec 2023 with a return of +36.3%, while the worst month was Mar 2020 at -40.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ISTR closed higher 47% of trading days. The best single day was Mar 30, 2020 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -25.3%.

Investar Holding Corporation has an annualized alpha of 3.61%, beta of 0.75, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since July 02, 2014.

• This stock participated in 64.84% of S&P 500 Index downside but only 56.10% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ISTR ranks 87 for risk / return — in the top 87% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Investar Holding Corporation (ISTR) and compare them to S&P 500 Index.

Investar Holding Corporation provided a 1.58% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Investar Holding Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Investar Holding Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Investar Holding Corporation was 68.22%, occurring on Mar 23, 2020. Recovery took 1434 trading sessions.

The current Investar Holding Corporation drawdown is 6.99%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Investar Holding Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Investar Holding Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.