$RNST

TD Cowen maintained a Buy rating on Renasant (RNST) but lowered its price target from $49.00 to $46.00, citing cautious optimism. The stock is currently overvalued by 12.2% according to GuruFocus, with a GF Value of $35.30. Insider activity shows significant selling, and analysts highlight mixed investment prospects.

Renasant Corporation (RNST) announced Catherine Mealor, a former investment banking analyst, as its next CFO. Mealor brings extensive experience in the banking sector. The company reported strong loan growth and improved credit quality but also faced margin pressure and rising costs. Hedge fund ownership increased, and the stock trades at a forward P/E of 10.42. The transition and market reaction will be key factors to watch.

OFG Bancorp reported Q2 revenues of $190.3M, up 4.4% YoY, beating estimates. Its stock rose 5.4% to $52.71. Banc of California reported $285.7M in revenues, up 4.7% YoY, missing estimates; its stock fell 11% to $18.85. WesBanco reported $275.4M in revenues, up 5.7% YoY, beating estimates; its stock is flat at $40.48. Renasant reported $278.6M in revenues, up 3.4% YoY, missing estimates; its stock fell 7.3% to $40.67.

RENASANT CORP (RNST) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Contacts: For Media: For Financials: John S. Oxford James C. Mabry IV Senior Vice President Executive Vice President Chief Marketing Officer Chief Financial Officer (662) 680-1219 (662) 680-1281 joxford@renasant.com jim.mabry@renasant.com Renasant Announces Chief Fin

Renasant (RNST) reported Q2 revenue of $278.6 million, slightly below analyst estimates of $280.5 million, while non-GAAP EPS was $0.94 versus $0.91 consensus. Management cited strong loan production and new deposit account openings, but noted seasonal deposit outflows, higher noninterest expenses, and competitive pricing pressures. Credit quality was stable, and efficiency improved.

MCGRAW EDWARD ROBINSON sold 35,000 shares of RENASANT CORP (RNST) at $43.88 ($1.54M total) on 2026-08-03.

Renasant (NYSE:RNST) management said it expects core margins to stay generally stable in the second half, citing loan maturities of about $1.25B over 12 months at ~4.95% and $50M to $60M monthly securities roll-offs into upper-4% to near-5% yields. The company is not adjusting its outlook for a Fed rate change. Q2 net interest income was $227.7M, non-interest income $51.2M, pre-provision net revenue $112.4M, and it recorded a $3.8M credit-loss provision.

Strategic Execution and Market Dynamics Performance momentum from the first quarter sustained through Q2, driven by organic growth and capitalizing on competitor disruption across key markets. Management attributed the 36% year-over-year increase in adjusted EPS to improved efficiency and a focus on high-quality core banking relationships.

Renasant (NYSE:RNST) reported Q2 CY2026 revenue of $273.9 million, up 1.6% year over year, which missed Wall Street estimates. Non-GAAP profit was $0.94 per share, 3.1% above analysts’ consensus. The article also cites tangible book value per share growth and notes the stock was flat at $43.92 after the report.

RENASANT CORP (RNST) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991_rnstx2q2026earn.htm EX-99.1 Document Contacts: For Media: For Financials: John S. Oxford James C. Mabry IV Senior Vice President Executive Vice President Chief Marketing Officer Chief Financial Officer (662) 680-1219 (662) 680-1281 RENASANT CORPORATION ANNOUN