Investar Holding Corporation’s SEC filings document operating results, governance matters, capital structure, and material events for the holding company of Investar Bank, National Association. Form 8-K disclosures include quarterly earnings releases, investor presentations, financial-condition updates, auditor changes, and executive compensation arrangements.
The filings also cover the company’s 6.5% Series A Non-Cumulative Perpetual Convertible Preferred Stock, resale registration-related updates, shareholder voting and proxy matters, and acquisition accounting. Acquisition-related filings include acquired business financial statements, management discussion and analysis, and pro forma financial information connected to Wichita Falls Bancshares and First National Bank.
Fourthstone group reports passive 13G/A stake in Investar Holding Corp. Fourthstone LLC and related entities report beneficial ownership of 827,389 shares of Common Stock, representing 6.02% of the class based on 13,750,025 shares outstanding as of March 12, 2026. The filing lists additional Fourthstone-related holdings across affiliated vehicles (examples include 647,255 and 180,134 shares). The Reporting Persons state the shares were acquired in the ordinary course of business and not to influence control of the issuer.
Investar Holding Corporation Schedule 13G/A amendment shows Bay Pond Partners, L.P. beneficially owns 517,534 shares of common stock, representing 3.76% of the class. The filing lists shared voting and dispositive power for 517,534 shares and is signed 05/15/2026.
Wellington Management entities reported beneficial ownership of 965,080 shares of Investar Holding Corporation common stock, representing 7.02% of the class as of 03/31/2026. The Schedule 13G/A lists shared voting and dispositive power of 965,080 shares across four Wellington entities and states these securities are owned of record by clients of the Wellington investment advisers. The filing identifies the issuer CUSIP as 46134L105 and provides Wellington's Boston address. The filing is signed by Matthew Revell as Compliance Manager on 05/15/2026.
Investar Holding Corporation reported significantly larger operations and earnings for the quarter ended March 31, 2026, driven by its acquisition of Wichita Falls Bancshares (WFB) and organic growth. Total assets rose to $3.88 billion from $2.83 billion, and loans increased to $3.07 billion from $2.18 billion, while deposits reached $3.23 billion.
Net interest income climbed to $32.7 million from $18.3 million, helped by higher loan balances despite a rise in deposit and borrowing costs. After a $2.1 million reversal of credit losses, net interest income after credit provisions was $34.8 million. Net income nearly doubled to $12.0 million, and net income available to common shareholders was $11.5 million, with diluted EPS of $0.77 versus $0.63 a year earlier.
The WFB transaction added about $1.15 billion in assets, including $950.2 million in net loans and $1.02 billion in deposits, for total consideration of $112.9 million and generated $18.0 million of goodwill and a $13.6 million core deposit intangible. The allowance for credit losses increased to $36.0 million, reflecting acquired portfolios and model updates, while nonaccrual loans rose to $20.3 million. Unrealized losses on available-for-sale securities remained sizable, contributing to an accumulated other comprehensive loss of $37.1 million, but equity grew to $414.6 million, supported by stock issued in the acquisition and retained earnings.
Investar Holding Corp director Jordan Robert Chris bought 2,000 shares of Common Stock in an open-market purchase at $27.36 per share on April 23, 2026. After this transaction, he directly owns 60,798 shares, modestly increasing his personal stake in the company.
BlackRock, Inc. reports beneficial ownership of 700,807 shares of Investar Holding Corp common stock, equal to 5.1% of the class. The filing is an Amendment No. 2 to a Schedule 13G/A and attributes the holdings to certain Reporting Business Units of BlackRock. Signature on the amendment is 04/27/2026.
Investar Holding Corporation reported sharply stronger first quarter 2026 results driven by its acquisition of Wichita Falls Bancshares and improved balance sheet mix. Net income available to common shareholders rose to $11.5 million, with diluted earnings per share increasing to $0.77 from $0.51 in the prior quarter and $0.63 a year earlier. Core diluted earnings per share improved to $0.87, highlighting underlying earnings momentum.
Average total assets reached $3.91 billion, up more than one‑third year over year, as total loans grew to $3.07 billion and deposits to $3.23 billion, largely reflecting the WFB acquisition. Net interest income climbed to $32.7 million and net interest margin expanded to 3.59%, supported by a higher yield on interest‑earning assets and lower deposit and funding costs, including reduced brokered time deposits.
Credit quality remained manageable but showed some pressure as nonperforming loans rose to $20.3 million, or 0.66% of total loans, compared with 0.43% in the prior quarter. The allowance for credit losses stood at $36.0 million, or 1.17% of total loans, and the company recorded a $2.1 million reversal of credit losses. Stockholders’ equity increased to $414.6 million, aided by the WFB acquisition and prior preferred stock issuance, while the core efficiency ratio improved to 58.46% as revenue growth outpaced higher operating expenses.
Investar Holding Corporation is asking shareholders to vote at its 2026 Annual Meeting on May 20, 2026 in Baton Rouge. Shareholders of record as of March 23, 2026, when 13,744,225 common shares were outstanding, can vote in person, online, by phone or by mail.
Investors will elect 13 directors for one-year terms, ratify BDO USA, P.C. as independent auditor for fiscal 2026, and cast advisory votes on executive pay and how often to hold future say‑on‑pay votes. They will also decide whether to approve a Second Amended and Restated 2017 Long‑Term Incentive Compensation Plan authorizing up to 1,800,000 shares for stock‑based awards, with annual limits of 100,000 shares per participant and 30,000 per non‑management director, aligning equity incentives with long‑term performance.
Investar Holding Corp Chief Financial Officer John R. Campbell reported routine equity compensation activity in company stock. He received a grant of 8,694 shares of Common Stock at no cost, described as restricted stock units that convert into common stock on a one-for-one basis and vest in equal increments on the anniversary dates for the next five years.
On the same date, 1,020 shares of Common Stock were disposed of through a tax-withholding disposition at $27.50 per share, covering tax obligations rather than an open-market sale. Following these transactions, Campbell directly owned 29,147 shares of Investar Holding Corp Common Stock.