Investar Holding (ISTR) Return on Equity [ROE] (2014 - 2026)
Investar Holding's Return on Equity [ROE] came in at 8.05% for Q2 2026, down 0.72 percentage points from 8.78% a year earlier but up 0.05 percentage points from the prior quarter.
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Analysis
Investar Holding (ISTR) Return on Equity [ROE] (2014 - 2026) Analysis & Trends
For FY2025, Investar Holding's Return on Equity [ROE] was 8.45%, down 0.21 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of +2.72 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 8.65% in FY2024 (+1.12 pp), 7.54% in FY2023 (-8.04 pp), 15.58% in FY2022 (+12.29 pp) and 3.29% in FY2021 (-2.43 pp).
- The five-year range for quarterly Return on Equity [ROE] is 2.30% (Q3 2021) to 16.94% (Q4 2022).
- Year-over-year, Return on Equity [ROE] has declined for three consecutive quarters, with an average year-over-year change of -0.03 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q4 2022 (a gain of 13.60 percentage points), and the weakest in Q4 2023 (a drop of 9.28 percentage points).
- Business Quant data shows ISTR's Return on Equity [ROE] at 8.00% (Q1 2026), 7.68% (Q4 2025) and 8.37% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 17.62% |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 11.19% |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 17.50% |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 15.89% |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 13.15% |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 17.08% |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 12.67% |
| 10 | Investar Holding | 397.89 Mn | 397.89 Mn | - | 8.05% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.05% |
| Mar 31, 2026 | 8.00% |
| Dec 31, 2025 | 7.68% |
| Sep 30, 2025 | 8.37% |
| Jun 30, 2025 | 8.78% |
| Mar 31, 2025 | 8.86% |
| Dec 31, 2024 | 8.32% |
| Sep 30, 2024 | 7.43% |
| Jun 30, 2024 | 6.60% |
| Mar 31, 2024 | 7.75% |
| Dec 31, 2023 | 7.66% |
| Sep 30, 2023 | 10.32% |
| Jun 30, 2023 | 12.16% |
| Mar 31, 2023 | 13.55% |
| Dec 31, 2022 | 16.94% |
| Sep 30, 2022 | 15.88% |
| Jun 30, 2022 | 7.27% |
| Mar 31, 2022 | 5.35% |
| Dec 31, 2021 | 3.34% |
| Sep 30, 2021 | 2.30% |
API Access
Investar Holding Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=ISTR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "ISTR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=ISTR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();