Investar Bank, National Association
ISTR Baton Rouge, LA FDIC 58316 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.58% +0.58 1.00%
Return on Equity (%) 14.09% +3.88 10.21%
Net Interest Margin (%) 4.36% +1.33 3.03%
Efficiency Ratio (%) 58.70% -17.55 76.25%
Pre-Provision Profit ($M) $14 +9.51 $5
Cost of Funds (%) 2.06% -0.24 2.30%
Balance Sheet
Total Assets ($M) $3,866 +1139.62 $2,726
Gross Loans ($M) $3,068 +961.18 $2,107
Loan Growth YoY (%) 93.67% +5.09 88.58%
Total Deposits ($M) $3,237 +888.31 $2,348
Shareholders Equity ($M) $438 +164.49 $274
Tang. Book Value ($M) $366 +133.91 $232
TBV excl. AOCI ($M)** $389 +137.54 $252
Loan / Deposit Ratio (%) 93.67% +5.09 88.58%
Credit Quality
NPA / Total Assets (%) 0.61% +0.18 0.43%
Allowance / Loans (%) 1.17% -0.08% 1.25%
Net Charge-Off Ratio (%) 0.66% +0.40 0.27%
Capital
Tier 1 Capital Ratio (%) 13.11% +0.97 12.14%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▂▃▃█ Net Interest Margin (%) 2.82% 2.85% 2.87% 3.03% 3.12% 3.22% 3.27% 4.36%
▁▁▂▃▂▂▂█ Return on Assets (%) 0.70% 0.75% 0.81% 1.00% 0.86% 0.87% 0.89% 1.58%
▇▇▆█▇▆▆▁ Efficiency Ratio (%) 72.9% 72.7% 70.8% 76.3% 74.0% 71.7% 70.1% 58.7%
███▄▃▃▂▁ Cost of Funds (%) 2.57% 2.61% 2.55% 2.30% 2.23% 2.22% 2.13% 2.06%
▁▁▆▄▅▄▄█ NPA / Assets (%) 0.30% 0.32% 0.52% 0.43% 0.48% 0.44% 0.45% 0.61%
▁▁▄▂▃▃▄█ Net Charge-Off Ratio (%) 0.23% 0.19% 0.42% 0.27% 0.36% 0.36% 0.43% 0.66%
▁▂▁▁▁▃▃█ Tang. Book Value ($M) $230 $244 $221 $232 $236 $268 $272 $366
▁▁▁▁▁▁▁█ Gross Loans ($M) $2,167 $2,156 $2,125 $2,107 $2,106 $2,151 $2,176 $3,068
▁▁▂▂▂▂▂█ Total Deposits ($M) $2,211 $2,289 $2,347 $2,348 $2,357 $2,381 $2,360 $3,237
Portfolio Composition — Q1'26
Loan Mix%
Real Estate78%
C&I / Commercial17%
Other4%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)68%
Brokered / Other12%
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