RNSTNYSEState Commercial BanksFiscal year ends December 31
RENASANT CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$39.69−0.22 (-0.55%)
Close on Oct 19, 2026
- Market cap
- $3.66B
- P/E (TTM)
- 11.9
- Dividend yield
- 2.24%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.4%
83M of 91M shares
Institutional holders
304
49 new, 26 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 10 sales
Net sold $3.65M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,203,505 | – | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 5,856,015 | 6.22% | 13G (passive) | Mar 31, 2026 |
| Wellington Management Company LLP | 5,779,920 | 5.50% | 13G (passive) | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 5,389,990 | 5.70% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Capital Management | 4,986,079 | 5.29% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 4,853,975 | 5.20% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RNST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,321,187 | 14.57% | $566.68M | −305,111 | 0.01% |
| Wellington Management Group Llp | 5,779,920 | 6.32% | $245.88M | +1,453,908 | 0.04% |
| Vanguard Portfolio Management LLC | 5,778,684 | 6.32% | $245.83M | −31,917 | 0.01% |
| Dimensional Fund Advisors LP | 5,408,267 | 5.92% | $230.07M | +79,595 | 0.04% |
| State Street Corp | 5,139,537 | 5.62% | $218.66M | +285,562 | 0.01% |
| Vanguard Capital Management LLC | 4,149,243 | 4.54% | $176.51M | −102,429 | 0.00% |
| Invesco Ltd. | 2,889,528 | 3.16% | $122.92M | +273,095 | 0.01% |
| Victory Capital Management Inc | 2,715,878 | 2.97% | $115.53M | −338,629 | 0.06% |
| Geode Capital Management, LLC | 2,408,579 | 2.64% | $102.48M | +98,218 | 0.01% |
| Principal Financial Group Inc | 2,047,754 | 2.24% | $87.11M | +786,594 | 0.04% |
| Frontier Capital Management Co LLC | 1,778,953 | 1.95% | $75.68M | +76,240 | 0.71% |
| Nomura Asset Management International Inc. | 1,725,063 | 1.89% | $73.38M | −85,044 | 0.11% |
| Westwood Holdings Group Inc | 1,689,571 | 1.85% | $71.87M | −288,976 | 0.54% |
| Goldman Sachs Group Inc | 1,613,420 | 1.77% | $68.63M | +116,905 | 0.01% |
| Channing Capital Management, LLC | 1,512,557 | 1.65% | $64.34M | −654,347 | 1.48% |
| Jennison Associates LLC | 1,372,549 | 1.50% | $58.39M | −27,055 | 0.04% |
| Allspring Global Investments Holdings, LLC | 1,138,049 | 1.25% | $49.69M | −439,163 | 0.08% |
| Citadel Advisors LLC | 1,114,752 | 1.22% | $47.42M | +776,851 | 0.01% |
| Charles Schwab Investment Management Inc | 1,101,966 | 1.21% | $46.88M | −9,195 | 0.01% |
| Northern Trust Corp | 1,053,914 | 1.15% | $44.83M | +74,580 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 304 | 83M | 90.4% | 49 / 98 | 101 / 26 | 6M | 5M |
| Q1 2026 | 285 | 82M | 89.7% | 39 / 107 | 90 / 34 | 17M | 6M |
| Q4 2025 | 286 | 82M | 89.8% | 34 / 93 | 100 / 20 | 6M | 7M |
| Q3 2025 | 276 | 84M | 91.6% | 29 / 91 | 100 / 20 | 6M | 4M |
| Q2 2025 | 270 | 82M | 89.5% | 58 / 117 | 64 / 31 | 20M | 3M |
| Q1 2025 | 244 | 65M | 71.0% | 41 / 91 | 71 / 18 | 9M | 2M |
| Q4 2024 | 224 | 59M | 64.4% | 35 / 88 | 52 / 36 | 7M | 5M |
| Q3 2024 | 228 | 58M | 63.1% | 42 / 110 | 31 / 20 | 23M | 1M |
| Q2 2024 | 207 | 44M | 48.3% | 27 / 75 | 63 / 17 | 2M | 3M |
| Q1 2024 | 199 | 45M | 49.4% | 25 / 59 | 67 / 16 | 3M | 2M |
| Q4 2023 | 191 | 44M | 48.3% | 31 / 58 | 62 / 17 | 2M | 3M |
| Q3 2023 | 178 | 45M | 49.1% | 14 / 60 | 68 / 18 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RNST | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,550,734 | 6.07% | $236.13M | 0.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,932,107 | 3.21% | $124.73M | 0.01% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 2,493,940 | 2.73% | $108.66M | 0.98% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 2,250,801 | 2.46% | $95.75M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,117,776 | 2.32% | $90.09M | 0.05% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,770,000 | 1.94% | $75.30M | 1.60% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,395,004 | 1.53% | $56.80M | 1.03% | May 29, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,340,504 | 1.47% | $57.03M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,201,207 | 1.31% | $52.34M | 0.27% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,057,689 | 1.16% | $44.99M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,034,985 | 1.13% | $45.09M | 0.13% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,002,925 | 1.10% | $42.66M | 0.90% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 843,671 | 0.92% | $35.89M | 0.21% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 817,276 | 0.89% | $34.77M | 0.24% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 798,194 | 0.87% | $33.96M | 1.15% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| C. Mitchell Waycaster | Executive Vice Chairman, Director | 202,241 | 0.22% | May 15, 2026 |
| M. Ray Cole Jr | SEVP and Executive Advisor, Director | 124,005 | 0.14% | Apr 1, 2026 |
| Kevin D. Chapman | President and CEO | 216,082 | 0.24% | Mar 23, 2026 |
| James C. Mabry IV | EVP and CFO | 103,058 | 0.11% | Mar 23, 2026 |
| David Meredith | Executive Vice President | 61,513 | 0.07% | Mar 23, 2026 |
| Curtis J. Perry | EVP | 91,475 | 0.10% | Mar 23, 2026 |
| Mark Jeanfreau | EVP/General Counsel | 63,475 | 0.07% | Mar 23, 2026 |
| James Scott Cochran | Executive Vice President | 128,820 | 0.14% | Mar 23, 2026 |
| Kelly Hutcheson | EVP/Chief Accounting Officer | 16,728 | 0.02% | Mar 5, 2026 |
| Edward Robinson McGraw | Director | 236,783 | 0.26% | Aug 3, 2026 |
| Sean M. Suggs | Director | 15,927 | 0.02% | Jul 2, 2026 |
| Connie L. Engel | Director | 15,449 | 0.02% | Jun 9, 2026 |
| Albert J. Dale Iii | Director | 40,278 | 0.04% | May 21, 2026 |
| John Creekmore | Director | 29,148 | 0.03% | Apr 30, 2026 |
| Jill V. Deer | Director | 25,002 | 0.03% | Apr 30, 2026 |
| Neal A. Holland Jr | Director | 240,847 | 0.26% | Apr 30, 2026 |
| John Foy | Director | 41,893 | 0.05% | Apr 30, 2026 |
| Rose J. Flenorl | Director | 9,543 | 0.01% | Apr 30, 2026 |
| Ted E. Parker | Director | 97,018 | 0.11% | Apr 30, 2026 |
| Diana Renee Moore | Director | 11,906 | 0.01% | Apr 30, 2026 |
| Gary D. Butler | Director | 15,249 | 0.02% | Apr 30, 2026 |
| Jonathan A. Levy | Director | 24,371 | 0.03% | Apr 30, 2026 |
| Donald Clark JR | Director | 39,018 | 0.04% | Apr 30, 2026 |
| Richard Heyer | Director | 56,928 | 0.06% | Apr 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Edward Robinson McGraw Director | Aug 3, 2026 | Sale | −35,000 | $43.88 | $1.54M | 211,458 |
| Connie L. Engel Director | May 29, 2026 | Sale | −1,257 | $40.90 | $51.41K | 15,449 |
| Albert J. Dale Iii Director | May 19, 2026 | Sale | −1,650 | $39.80 | $65.67K | 40,075 |
| Edward Robinson McGraw Director | May 15, 2026 | Tax withholding | −385 | $39.82 | $15.33K | 246,458 |
| Edward Robinson McGraw Director | May 15, 2026 | Option exercise | +1,040 | $39.82 | $41.41K | 246,843 |
| C. Mitchell Waycaster Executive Vice Chairman, Director | May 14, 2026 | Sale | −12,704 | $39.50 | $501.81K | 183,235 |
| Albert J. Dale Iii Director | Apr 28, 2026 | Award | +2,060 | – | – | 41,725 |
| Edward Robinson McGraw Director | Apr 28, 2026 | Award | +2,060 | – | – | 245,803 |
| Neal A. Holland Jr Director | Apr 28, 2026 | Award | +2,060 | – | – | 78,000 |
| Jill V. Deer Director | Apr 28, 2026 | Award | +2,060 | – | – | 25,002 |
| Jonathan A. Levy Director | Apr 28, 2026 | Award | +2,060 | – | – | 12,346 |
| Donald Clark JR Director | Apr 28, 2026 | Award | +2,060 | – | – | 28,403 |
| Connie L. Engel Director | Apr 28, 2026 | Award | +2,060 | – | – | 16,706 |
| John Foy Director | Apr 28, 2026 | Award | +2,060 | – | – | 41,791 |
| Sean M. Suggs Director | Apr 28, 2026 | Award | +2,060 | – | – | 15,927 |
| Diana Renee Moore Director | Apr 28, 2026 | Award | +2,060 | – | – | 11,906 |
| John Creekmore Director | Apr 28, 2026 | Award | +2,060 | – | – | 28,699 |
| Gary D. Butler Director | Apr 28, 2026 | Award | +2,060 | – | – | 15,249 |
| Ted E. Parker Director | Apr 28, 2026 | Award | +2,060 | – | – | 92,563 |
| Rose J. Flenorl Director | Apr 28, 2026 | Award | +2,060 | – | – | 9,543 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Apr 1, 2026 | Award | +14,531 | – | – | 114,702 |
| David Meredith Executive Vice President | Mar 19, 2026 | Tax withholding | −3,001 | $34.39 | $103.20K | 61,513 |
| David Meredith Executive Vice President | Mar 19, 2026 | Returned to company | −1,697 | – | – | 64,514 |
| Kevin D. Chapman President and CEO | Mar 19, 2026 | Returned to company | −3,816 | – | – | 209,254 |
| Kevin D. Chapman President and CEO | Mar 19, 2026 | Tax withholding | −7,372 | $34.39 | $253.52K | 201,882 |
| Mark Jeanfreau EVP/General Counsel | Mar 19, 2026 | Returned to company | −1,697 | – | – | 63,475 |
| Mark Jeanfreau EVP/General Counsel | Mar 19, 2026 | Tax withholding | −3,302 | $34.39 | $113.56K | 60,173 |
| C. Mitchell Waycaster Executive Vice Chairman, Director | Mar 19, 2026 | Tax withholding | −10,858 | $34.39 | $373.41K | 195,939 |
| C. Mitchell Waycaster Executive Vice Chairman, Director | Mar 19, 2026 | Returned to company | −5,854 | – | – | 206,797 |
| Curtis J. Perry EVP | Mar 19, 2026 | Tax withholding | −4,296 | $34.39 | $147.74K | 91,475 |
| Curtis J. Perry EVP | Mar 19, 2026 | Returned to company | −2,279 | – | – | 95,771 |
| James C. Mabry IV EVP and CFO | Mar 19, 2026 | Returned to company | −2,279 | – | – | 103,058 |
| James C. Mabry IV EVP and CFO | Mar 19, 2026 | Tax withholding | −5,272 | $34.39 | $181.30K | 97,786 |
| James Scott Cochran Executive Vice President | Mar 19, 2026 | Tax withholding | −3,986 | $34.39 | $137.08K | 125,040 |
| James Scott Cochran Executive Vice President | Mar 19, 2026 | Returned to company | −2,279 | – | – | 129,026 |
| Kelly Hutcheson EVP/Chief Accounting Officer | Mar 4, 2026 | Sale | −1,350 | $38.65 | $52.18K | 16,728 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Feb 13, 2026 | Sale | −1,060 | $40.63 | $43.07K | 0 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Feb 13, 2026 | Sale | −17,778 | $40.63 | $722.32K | 101,333 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Feb 13, 2026 | Sale | −1,162 | $40.63 | $47.21K | 100,171 |
| Mark Jeanfreau EVP/General Counsel | Feb 2, 2026 | Sale | −6,000 | $37.88 | $227.28K | 65,172 |
| James C. Mabry IV EVP and CFO | Jan 30, 2026 | Sale | −12,500 | $37.83 | $472.88K | 105,337 |
| Kelly Hutcheson EVP/Chief Accounting Officer | Jan 27, 2026 | Award | +3,078 | – | – | 18,078 |
| C. Mitchell Waycaster Executive Vice Chairman, Director | Jan 27, 2026 | Award | +4,561 | – | – | 212,651 |
| Kelly Hutcheson EVP/Chief Accounting Officer | Jan 23, 2026 | Tax withholding | −876 | $35.22 | $30.85K | 15,000 |
| David Meredith Executive Vice President | Jan 1, 2026 | Award | +5,215 | – | – | 60,996 |
| David Meredith Executive Vice President | Jan 1, 2026 | Award | +5,215 | – | – | 66,211 |
| Curtis J. Perry EVP | Jan 1, 2026 | Award | +6,587 | – | – | 91,266 |
| Curtis J. Perry EVP | Jan 1, 2026 | Award | +6,587 | – | – | 97,853 |
| James C. Mabry IV EVP and CFO | Jan 1, 2026 | Award | +7,685 | – | – | 117,625 |
| James C. Mabry IV EVP and CFO | Jan 1, 2026 | Award | +7,685 | – | – | 109,940 |
| James Scott Cochran Executive Vice President | Jan 1, 2026 | Award | +5,764 | – | – | 131,305 |
| James Scott Cochran Executive Vice President | Jan 1, 2026 | Award | +5,764 | – | – | 125,541 |
| Kevin D. Chapman President and CEO | Jan 1, 2026 | Award | +24,018 | – | – | 213,070 |
| Kevin D. Chapman President and CEO | Jan 1, 2026 | Award | +24,018 | – | – | 189,052 |
| Mark Jeanfreau EVP/General Counsel | Jan 1, 2026 | Award | +6,862 | – | – | 71,081 |
| Mark Jeanfreau EVP/General Counsel | Jan 1, 2026 | Award | +6,862 | – | – | 64,219 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Nov 13, 2025 | Gift | +2,875 | – | – | 2,875 |
| M. Ray Cole Jr SEVP and Executive Advisor, Director | Nov 13, 2025 | Gift | −2,875 | – | – | 119,111 |
| Jonathan A. Levy Director | Nov 11, 2025 | Buy | +2,000 | $34.79 | $69.58K | 10,286 |
| Curtis J. Perry EVP | Sep 18, 2025 | Gift | −2,000 | – | – | 84,679 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Edward Robinson McGraw Director | Aug 3, 2026 | 35,000 | $1.54M | Aug 3, 2026 | Stock Option Exercise |
| C. Mitchell Waycaster Director | May 14, 2026 | 12,704 | $504.60K | May 14, 2026 | Restricted Stock Award |
| Kelly Hutcheson Officer | Mar 4, 2026 | 1,350 | $51.84K | Mar 4, 2026 | Stock Award |
| M. Ray Cole Jr Director | Feb 13, 2026 | 20,000 | $812.60K | Feb 13, 2026 | Restricted Stock Units |
| Mark Jeanfreau Officer | Feb 2, 2026 | 6,000 | $229.68K | Feb 2, 2026 | Restricted Stock Award |
| Kelly Hutcheson Officer | Feb 21, 2025 | 1,310 | $48.92K | Feb 21, 2025 | Stock Award |