Investar Holding Ownership
| ISTR Stock | USD 24.36 0.54 2.27% |
Shares in Circulation | First Issued 2013-03-31 | Previous Quarter 9.9 M | Current Value 9.9 M | Avarage Shares Outstanding 9 M | Quarterly Volatility 1.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Investar |
Investar Stock Ownership Analysis
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. Investar Holding Corporation operates as the bank holding company for Investar Bank that provides a range of commercial banking products to individuals and small to medium-sized businesses in South Louisiana. Investar Holding Corporation was founded in 2006 and is headquartered in Baton Rouge, Louisiana. Investar Holding operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 352 people. To learn more about Investar Holding Corp call John DAngelo at 225 227 2222 or check out https://www.investarbank.com.Besides selling stocks to institutional investors, Investar Holding also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Investar Holding's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Investar Holding's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Investar Holding Quarterly Liabilities And Stockholders Equity |
|
Investar Holding Insider Trades History
About 8.0% of Investar Holding Corp are currently held by insiders. Unlike Investar Holding's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Investar Holding's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Investar Holding's insider trades
Investar Stock 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 | Petiole Usa Ltd | 2024-09-30 | 172 K | Bridgeway Capital Management, Llc | 2024-09-30 | 143.8 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 135.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 135.3 K | Kestra Advisory Services, Llc | 2024-06-30 | 108.9 K | Wellington Management Company Llp | 2024-06-30 | 107.7 K | State Street Corp | 2024-06-30 | 102.8 K | Acadian Asset Management Llc | 2024-06-30 | 101.9 K | Northern Trust Corp | 2024-09-30 | 97.6 K | Banc Funds Co Llc | 2024-09-30 | 583.9 K | Fourthstone Llc | 2024-06-30 | 583.1 K |
Investar Holding Corp 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 Outstanding 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| INVESCO FIN PLC Corp BondUS46132FAD24 | View | |
| INVESCO FIN PLC Corp BondUS46132FAC41 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Investar Holding Corporate Filings
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 |
8K | 21st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Investar Holding
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Investar Holding position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Investar Holding will appreciate offsetting losses from the drop in the long position's value.Moving together with Investar Stock
| 0.86 | AX | Axos Financial | PairCorr |
| 0.85 | BY | Byline Bancorp Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.91 | PB | Prosperity Bancshares Fiscal Year End 22nd of January 2025 | PairCorr |
Moving against Investar Stock
| 0.53 | TFC-PO | Truist Financial | PairCorr |
| 0.5 | WF | Woori Financial Group | PairCorr |
| 0.46 | TFC-PR | Truist Financial | PairCorr |
| 0.43 | CFG-PE | Citizens Financial | PairCorr |
The ability to find closely correlated positions to Investar Holding could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Investar Holding when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Investar Holding - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Investar Holding Corp to buy it.
The correlation of Investar Holding is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Investar Holding moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Investar Holding Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Investar Holding can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.