Investar Holding Corp (ISTR) — Strategic Asset Allocation Index
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. See ISTR net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
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. For live market cap and overall valuation, see ISTR market cap.
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. See ISTR net assets for net asset value and shareholders' equity analysis.
| 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 | — |