Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 8.00% is in line with its 5-year average of 7.76%, around the middle of its 5-year range (2.37%–16.55%).
As of the fiscal period ended Tuesday, June 30, 2026. 2.49% above its 12-month average of 7.81%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.00%.
RETURN ON EQUITY (ROE)
8.00%
RETURN ON EQUITY (ROE) AVG TTM
7.81%
RETURN ON EQUITY (ROE) AVG 3Y
7.96%
RETURN ON EQUITY (ROE) AVG 5Y
7.76%
RETURN ON EQUITY (ROE) AVG 10Y
6.70%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+2.49%
CURRENT VS 3Y AVG
+0.52%
CURRENT VS 5Y AVG
+3.04%
CURRENT VS 10Y AVG
+19.37%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-8.67%
vs the sector median at left
Investar Holding Corporation
Market Cap
$402.88M
Return on Equity (ROE)
8.00%
TTM Avg
7.81%
3Y Avg
7.96%
5Y Avg
7.76%
Market Cap
$400.00M
Return on Equity (ROE)
10.44%
TTM Avg
8.34%
3Y Avg
8.98%
5Y Avg
9.75%
Market Cap
$407.28M
Return on Equity (ROE)
12.32%
TTM Avg
11.88%
3Y Avg
10.85%
5Y Avg
10.01%
Market Cap
$396.03M
Return on Equity (ROE)
10.30%
TTM Avg
3.55%
3Y Avg
14.55%
5Y Avg
7.86%
Market Cap
$411.29M
Return on Equity (ROE)
-80.29%
TTM Avg
-53.34%
3Y Avg
214.76%
5Y Avg
172.05%
Market Cap
$393.39M
Return on Equity (ROE)
12.41%
TTM Avg
8.46%
3Y Avg
11.76%
5Y Avg
11.53%
Market Cap
$392.50M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$392.45M
Return on Equity (ROE)
3.12%
TTM Avg
1.32%
3Y Avg
1.32%
5Y Avg
1.32%
Market Cap
$391.88M
Return on Equity (ROE)
3.70%
TTM Avg
2.60%
3Y Avg
2.60%
5Y Avg
2.60%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Investar Holding Corporation (ISTR) | $402.88M | 8.00% | 7.81% | 7.96% | 7.76% |
| PCB Bancorp (PCB)vs › | $400.00M | 10.44% | 8.34% | 8.98% | 9.75% |
| USCB Financial Holdings, Inc. (USCB)vs › | $407.28M | 12.32% | 11.88% | 10.85% | 10.01% |
| GP-Act III Acquisition Corp. (GPAT)vs › | $396.03M | 10.30% | 3.55% | 14.55% | 7.86% |
| Eightco Holdings Inc. (ORBS)vs › | $411.29M | -80.29% | -53.34% | 214.76% | 172.05% |
| Chemung Financial Corporation (CHMG)vs › | $393.39M | 12.41% | 8.46% | 11.76% | 11.53% |
| Lafayette Digital Acquisition Corp. I Class A Ordinary Shares (ZKP)vs › | $392.50M | N/A | N/A | N/A | N/A |
| Berto Acquisition Corp. (TACO)vs › | $392.45M | 3.12% | 1.32% | 1.32% | 1.32% |
| Republic Digital Acquisition Company Class A (RDAG)vs › | $391.88M | 3.70% | 2.60% | 2.60% | 2.60% |
| Berto Acquisition Corp. II (GUAC)vs › | $391.51M | N/A | N/A | N/A | N/A |
ROE
8.0%
ROA
0.9%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 8.00% |
| 2026-03-31 | 6.91% |
| 2025-12-31 | 7.61% |
| 2025-09-30 | 7.81% |
| 2025-06-30 | 8.70% |
| 2025-03-31 | 8.67% |
| 2024-12-31 | 8.39% |
| 2024-09-30 | 7.20% |
| 2024-06-30 | 6.55% |
| 2024-03-31 | 7.74% |
| 2023-12-31 | 7.35% |
| 2023-09-30 | 10.56% |
| 2023-06-30 | 12.16% |
| 2023-03-31 | 13.47% |
| 2022-12-31 | 16.55% |
| 2022-09-30 | 16.41% |
| 2022-06-30 | 7.50% |
| 2022-03-31 | 5.45% |
| 2021-12-31 | 3.30% |
| 2021-09-30 | 2.37% |
| 2021-06-30 | 8.00% |
| 2021-03-31 | 7.51% |
| 2020-12-31 | 5.71% |
| 2020-09-30 | 5.34% |
| 2020-06-30 | 5.44% |
| 2020-03-31 | 5.80% |
| 2019-12-31 | 6.96% |
| 2019-09-30 | 8.00% |
| 2019-06-30 | 7.90% |
| 2019-03-31 | 7.45% |
| 2018-12-31 | 7.47% |
| 2018-09-30 | 7.04% |
| 2018-06-30 | 6.00% |
| 2018-03-31 | 5.04% |
| 2017-12-31 | 4.75% |
| 2017-09-30 | 5.08% |
| 2017-06-30 | 5.09% |
| 2017-03-31 | 5.23% |
| 2016-12-31 | 6.99% |
| 2016-09-30 | 6.59% |
| 2016-06-30 | 6.48% |
| 2016-03-31 | 6.38% |
| 2015-12-31 | 6.47% |
| 2015-09-30 | 7.05% |
| 2015-06-30 | 6.75% |
| 2015-03-31 | 6.14% |
| 2014-12-31 | 5.22% |
| 2014-09-30 | 3.49% |
| 2014-06-30 | 4.83% |
| 2014-03-31 | 6.07% |
| 2013-12-31 | 5.71% |
