RENASANT CORP
In the published model solve dated 2026-Q2, anchored at $44.09, RENASANT CORP (RNST) is priced for 10.4% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Renasant is a Southeastern community bank, recently enlarged by its merger with The First, that makes its money on the spread between what it earns on $19.0 billion of loans and what it pays on $22.1 billion of deposits, plus a small wealth-management arm. • The signal that matters is the gap between trailing and run-rate profitability: trailing return on equity looks depressed near 5 percent because of merger charges, but the clean first quarter posted a return on tangible common equity of 16
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275 institutional managers reported holding RNST in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 45%. 30 opened new positions that quarter. Held by BlackRock, Dimensional Fund Advisors, State Street, among others. On the short side, 5.0M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (6.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RNST's share count grew 66.3% over the past five years even with $97.12M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 2 years straight; the current rate is $0.89 a share annually. Cash returned over the past three years: $179.11M in dividends and $75.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RNST over the trailing three years: 2025: 2 buys totaling $141k. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RNST's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +4.9% | -15.4% |
| 2023-11-09 | -3.1% | +24.3% |
| 2024-02-24 | +2.2% | -3.7% |
| 2024-05-09 | -2.6% | +4.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RNST's latest 8-K filings: 2026-08-06 (items 7.01, 9.01); 2026-07-28 (items 2.02, 7.01, 9.01); 2026-05-15 (items 7.01, 9.01); 2026-05-07 (items 1.01, 2.03, 7.01, 9.01); 2026-05-01 (items 5.03, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.