Renasant Corporation (RNST) reported second-quarter 2026 net income of $87.1 million, compared with $88.2 million in the prior quarter and $1.0 million in the year-earlier period. Basic earnings per share were $0.95, while diluted earnings per share were $0.94.
The company said loans increased $220.9 million from the prior quarter, while deposits decreased $398.4 million at June 30, 2026. Renasant also raised its quarterly cash dividend to $0.24 per share effective April 28, 2026.
- Net interest income on a fully tax equivalent basis was $227.7 million, down $0.8 million from the linked quarter.
- Net interest margin on a fully tax equivalent basis was 3.83%, down 4 basis points from the prior quarter.
- Noninterest income increased $0.9 million from the linked quarter.
- Net loan charge-offs were $2.8 million, or 0.06% annualized, for the quarter.
- Renasant repurchased $60.0 million of common stock during the quarter at a weighted average price of $39.54.
- The company completed a $300.0 million subordinated debt offering on May 7, 2026.
$RNST Insider Trading Activity
$RNST insiders have traded $RNST stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $RNST stock by insiders over the last 6 months:
- M RAY JR COLE (SEVP and Executive Advisor) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $812,514.
- C MITCHELL WAYCASTER (Executive Vice Chairman) sold 12,704 shares for an estimated $501,808
- JAMES C. IV MABRY (EVP and CFO) sold 12,500 shares for an estimated $472,932
- MARK JEANFREAU (EVP/General Counsel) sold 6,000 shares for an estimated $227,278
- ALBERT J III DALE sold 1,650 shares for an estimated $65,661
- KELLY HUTCHESON (EVP/Chief Accounting Officer) sold 1,350 shares for an estimated $52,178
- CONNIE L ENGEL sold 1,257 shares for an estimated $51,410
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$RNST Hedge Fund Activity
We have seen 136 institutional investors add shares of $RNST stock to their portfolio, and 107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 1,236,826 shares (+40.0%) to their portfolio in Q1 2026, for an estimated $44,686,523
- CITADEL ADVISORS LLC removed 864,604 shares (-71.9%) from their portfolio in Q1 2026, for an estimated $31,238,142
- PRINCIPAL FINANCIAL GROUP INC added 808,316 shares (+178.5%) to their portfolio in Q1 2026, for an estimated $29,204,457
- VERITION FUND MANAGEMENT LLC removed 448,492 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $16,204,015
- DEPRINCE RACE & ZOLLO INC added 423,963 shares (+76.8%) to their portfolio in Q1 2026, for an estimated $15,317,783
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 334,836 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $12,097,624
- GOLDMAN SACHS GROUP INC added 325,659 shares (+27.8%) to their portfolio in Q1 2026, for an estimated $11,766,059
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
