Investar Holding Corp (ISTR) — Strategic Asset Allocation Index

Latest as of September 2025: 147.9%

Investar Holding Corp (ISTR) has a Strategic Asset Allocation Index of 147.9% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $436.61 Million) total $436.61 Million, measured against net assets of $295.30 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

147.9%
Strategic Assets / Net Assets

Strategic Assets

$436.61 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$295.30 Million
USD

Investar Holding Corp Strategic Asset Allocation Index (2012–2024)

This chart shows how Investar Holding Corp's Strategic Asset Allocation Index has evolved across 13 annual periods from 2012 to 2024. As of September 2025, the index stands at 147.9%, representing strategic assets of $436.61 Million against net assets of $295.30 Million USD. Explore cash efficiency ratio of Investar Holding Corp to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Investar Holding Corp (2012–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Investar Holding Corp from 2012 to 2024, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see how much is Investar Holding Corp worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 162.8% $392.90 Million $- $392.90 Million $241.30 Million ▼ -12.2 pp
2023 175.1% $396.99 Million $- $396.99 Million $226.77 Million ▼ -52.2 pp
2022 227.2% $490.31 Million $49.59 Million $440.73 Million $215.78 Million ▲ +45.6 pp
2021 181.6% $440.65 Million $58.08 Million $382.57 Million $242.60 Million ▼ -713.2 pp
2020 894.9% $2.18 Billion $56.30 Million $2.12 Billion $243.28 Million ▲ +752.5 pp
2019 142.3% $344.44 Million $50.92 Million $293.53 Million $241.98 Million ▼ -32.6 pp
2018 174.9% $318.84 Million $40.23 Million $278.61 Million $182.26 Million ▲ +11.2 pp
2017 163.8% $282.90 Million $37.54 Million $245.36 Million $172.73 Million ▼ -31.5 pp
2016 195.3% $220.23 Million $31.72 Million $188.50 Million $112.76 Million ▲ +34.0 pp
2015 161.4% $176.44 Million $30.63 Million $145.81 Million $109.35 Million ▲ +38.6 pp
2014 122.8% $126.92 Million $28.54 Million $98.38 Million $103.38 Million ▲ +78.3 pp
2013 44.5% $24.68 Million $24.68 Million $- $55.48 Million ▲ +10.3 pp
2012 34.1% $14.87 Million $14.87 Million $- $43.55 Million
pp = percentage points