Renasant Corporation

NYSE:RNST Stock Report

Market Cap: US$3.9b

Renasant Management

Management criteria checks 3/4

Renasant's CEO is Kevin Chapman, appointed in May 2023, has a tenure of 3.17 years. total yearly compensation is $3.74M, comprised of 20.7% salary and 79.3% bonuses, including company stock and options. directly owns 0.23% of the company’s shares, worth $8.87M. The average tenure of the management team and the board of directors is 8.3 years and 12.6 years respectively.

Key information

Kevin Chapman

Chief executive officer

US$3.7m

Total compensation

CEO salary percentage20.70%
CEO tenure3.2yrs
CEO ownership0.2%
Management average tenure8.3yrs
Board average tenure12.6yrs

Recent management updates

Recent updates

Narrative Update Jun 15

RNST: Buybacks And Modest Model Updates May Steady Future Share Performance

Analysts have lifted Renasant's price target by a few dollars to reflect updated views from recent research, including moves such as a $1 increase at TD Cowen and a $2 change at Keefe Bruyette. They cited refined expectations that leave fair value and key model inputs essentially unchanged.
Narrative Update Jun 01

RNST: Higher Margin Assumptions And Buybacks May Support Future Share Price

Renasant's consensus analyst price target has been raised, with recent $1 and $2 upward revisions supported by analysts who point to updated assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent target increases suggest analysts are reassessing Renasant's earnings power and valuation framework, using updated views on revenue growth, profitability, and future P/E levels.
Narrative Update May 13

RNST: Higher Margin Assumptions May Support Future Share Price Upside

Analysts have raised their price target for Renasant to $45.57 from $43.86, citing updated assumptions around profit margin, discount rate, revenue growth, and future P/E multiples reflected in recent research from TD Cowen and Keefe Bruyette. Analyst Commentary Recent research updates around Renasant focus on how revised assumptions for profit margin, discount rate, revenue growth, and future P/E multiples line up with the latest price targets.
Narrative Update Apr 27

RNST: Updated Fair Value Framework May Support Future Share Price Upside

Analysts have raised their price target on Renasant by $1 to $43.86, citing updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as better aligning with their updated view of Renasant’s fair value, given current assumptions for discount rate, revenue growth, profit margins, and P/E.
Narrative Update Apr 11

RNST: Higher Earnings Power And Modest P/E Assumptions May Support Further Upside

Analysts have nudged up their price target on Renasant by $1, reflecting updated views on fair value, profit margin expectations, and future P/E assumptions following recent research. Analyst Commentary Analysts lifting the price target by $1 signals an updated view on how Renasant may be priced relative to its earnings power and balance of risks.
Seeking Alpha Apr 02

Renasant Is Worth Watching In 2026

Summary Renasant Corporation maintains a Hold rating, but operational improvements and Q4 2025 outperformance bring it closer to a Buy. RNST's acquisition of The First Bancshares expanded Southeast market share, boosting assets by 48.3% and equity by 45.1% year-over-year. Q4 2025 adjusted EPS of $0.91 beat expectations, with FY 2025 EPS up 10.9% and FY 2026 estimates now at $3.57 per share. Asset quality trends and regional economic risks remain key watchpoints, but RNST benefits from improved profitability metrics and sector consolidation potential. Read the full article on Seeking Alpha
Narrative Update Mar 28

RNST: Repricing Tailwinds And Dovish 2026 Fed Chair May Support Upside

Analysts have nudged their price target on Renasant up by $1 to $45, citing expectations for solid Q4 bank earnings, continued balance sheet growth, repricing tailwinds, and the possibility of a more dovish Federal Reserve chair in 2026 as supportive factors. Analyst Commentary Recent Street research centers on a modest price target move to $45, framed as part of a broader Q4 bank earnings preview.
Narrative Update Mar 13

RNST: Repricing Tailwinds And Dovish 2026 Fed Stance May Support Upside

Analysts have raised their price target on Renasant by $1 to $45, citing expectations for solid Q4 bank earnings, ongoing balance sheet growth, repricing benefits, and potential support from a more dovish Federal Reserve chair in 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the $1 move in the price target to $45 as reflecting confidence that Q4 bank earnings previews support current valuation levels.
Narrative Update Feb 27

RNST: Repricing Tailwinds And Dovish 2026 Fed Expectations May Lift Earnings

Analysts have nudged their price targets on Renasant higher to $45, pointing to expectations for solid Q4 bank earnings, continued balance sheet growth and potential repricing tailwinds as key drivers behind the updated fair value and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$45 target as a reflection of updated P/E assumptions that factor in expectations for solid Q4 bank earnings, which they view as supportive for current valuation.
Narrative Update Feb 12

RNST: Repricing Tailwinds And Dovish 2026 Fed Expectations Balance Credit Risks

Analysts have nudged their price target on Renasant higher to $45, reflecting updated assumptions around fair value, slightly adjusted discount rates, and modestly higher forecasts for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research points to a slightly more constructive view on Renasant, with the updated US$45 target tied to refreshed assumptions on growth, profitability, and valuation.
Narrative Update Jan 29

RNST: Repricing Tailwinds And Dovish 2026 Fed Outlook Will Support Upside

Narrative Update Analysts have nudged their fair value estimate for Renasant higher from about US$41.83 to roughly US$42.86. This reflects updated views on revenue growth, profit margins, discount rates, and future P/E assumptions, along with recent price target increases tied to expectations for bank sector tailwinds into 2026.
Analysis Article Apr 28

Renasant (NYSE:RNST) Is Due To Pay A Dividend Of $0.22

Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend of $0.22 per share on the 30th of June...
Analysis Article Apr 24

Renasant Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

As you might know, Renasant Corporation ( NYSE:RNST ) just kicked off its latest quarterly results with some very...
Analysis Article Mar 12

Renasant's (NYSE:RNST) Dividend Will Be $0.22

The board of Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend of $0.22 per share on the...
Analysis Article Feb 26

Renasant's (NYSE:RNST) Dividend Will Be $0.22

Renasant Corporation's ( NYSE:RNST ) investors are due to receive a payment of $0.22 per share on 31st of March. This...
Analysis Article Dec 02

Renasant's (NYSE:RNST) Dividend Will Be $0.22

The board of Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend on the 1st of January, with...
Analysis Article Nov 18

Renasant (NYSE:RNST) Is Paying Out A Dividend Of $0.22

Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend of $0.22 per share on the 1st of January...
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New Narrative Sep 24

Efficient Banking Model And Decisive Acquisitions Set To Boost Earnings And Outshine Competitors

Solid loan growth and effective management of deposit costs highlight a sustainable and efficient business strategy focusing on relationship banking.
Analysis Article Aug 19

Renasant (NYSE:RNST) Has Announced A Dividend Of $0.22

Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend of $0.22 per share on the 30th of...
Analysis Article Apr 24

Renasant (NYSE:RNST) Has Announced A Dividend Of $0.22

The board of Renasant Corporation ( NYSE:RNST ) has announced that it will pay a dividend of $0.22 per share on the...

CEO Compensation Analysis

How has Kevin Chapman's remuneration changed compared to Renasant's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$228m

Dec 31 2025US$4mUS$775k

US$181m

Sep 30 2025n/an/a

US$147m

Jun 30 2025n/an/a

US$160m

Mar 31 2025n/an/a

US$198m

Dec 31 2024US$2mUS$630k

US$195m

Sep 30 2024n/an/a

US$179m

Jun 30 2024n/an/a

US$148m

Mar 31 2024n/an/a

US$138m

Dec 31 2023US$2mUS$620k

US$145m

Sep 30 2023n/an/a

US$163m

Jun 30 2023n/an/a

US$168m

Mar 31 2023n/an/a

US$179m

Dec 31 2022US$2mUS$564k

US$166m

Sep 30 2022n/an/a

US$157m

Jun 30 2022n/an/a

US$150m

Mar 31 2022n/an/a

US$152m

Dec 31 2021US$2mUS$564k

US$176m

Sep 30 2021n/an/a

US$170m

Jun 30 2021n/an/a

US$160m

Mar 31 2021n/an/a

US$140m

Dec 31 2020US$2mUS$564k

US$84m

Sep 30 2020n/an/a

US$91m

Jun 30 2020n/an/a

US$98m

Mar 31 2020n/an/a

US$124m

Dec 31 2019US$2mUS$550k

US$168m

Compensation vs Market: Kevin's total compensation ($USD3.74M) is below average for companies of similar size in the US market ($USD6.95M).

Compensation vs Earnings: Kevin's compensation has increased by more than 20% in the past year.


CEO

Kevin Chapman (50 yo)

3.2yrs
Tenure
US$3,744,427
Compensation

Mr. Kevin D. Chapman has been Chief Executive Officer of Renasant Bank from May 1, 2025 and has been its President from May 2, 2023. He served as Chief Operating Officer of Renasant Bank since May 2018 unt...


Leadership Team

NamePositionTenureCompensationOwnership
Kevin Chapman
President3.2yrsUS$3.74m0.23%
$ 8.9m
C. Waycaster
Executive Vice Chairman8.3yrsUS$3.30m0.22%
$ 8.6m
James Mabry
Executive VP & CFO5.9yrsUS$1.96m0.11%
$ 4.2m
Mark Jeanfreau
Executive VP6.5yrsUS$1.66m0.065%
$ 2.6m
Curtis Perry
Executive Vice President7.1yrsUS$1.60m0.099%
$ 3.9m
Kelly Hutcheson
Executive VP & Chief Accounting Officer9.3yrsno data0.018%
$ 711.3k
John Oxford
Senior VP & Chief Marketing Officerno datano datano data
Stuart Johnson
Executive Vice President30.3yrsUS$387.97kno data
James Gray
Executive Vice President30.3yrsUS$425.17kno data
J. Cochran
Executive VP & Chief Core Banking Officer19.3yrsUS$1.33m0.14%
$ 5.5m
Mary Witt
Executive Vice President12.3yrsno datano data
Tracey Adams
Senior EVP8.3yrsno datano data
8.3yrs
Average Tenure
62.5yo
Average Age

Experienced Management: RNST's management team is seasoned and experienced (8.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kevin Chapman
President1.3yrsUS$3.74m0.23%
$ 8.9m
C. Waycaster
Executive Vice Chairman8.3yrsUS$3.30m0.22%
$ 8.6m
John Foy
Independent Director22.5yrsUS$165.10k0.045%
$ 1.8m
Edward McGraw
Chairman of the Board26.5yrsUS$455.77k0.27%
$ 10.5m
John Creekmore
Independent Vice Chairman & Lead Director29.5yrsUS$192.35k0.031%
$ 1.2m
Albert Dale
Independent Director19yrsUS$191.92k0.044%
$ 1.7m
Neal Holland
Independent Director21.5yrsUS$196.98k0.26%
$ 10.2m
Jill Deer
Independent Director16.3yrsUS$162.08k0.027%
$ 1.1m
Gary Butler
Independent Director6.3yrsUS$152.51k0.017%
$ 648.5k
Donald Clark
Independent Director9yrsUS$148.26k0.042%
$ 1.7m
Connie Engel
Independent Director7.8yrsUS$171.02k0.017%
$ 656.8k
Sean Suggs
Independent Director8.2yrsUS$146.26k0.017%
$ 677.2k
12.6yrs
Average Tenure
69.5yo
Average Age

Experienced Board: RNST's board of directors are seasoned and experienced ( 12.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/13 07:42
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Renasant Corporation is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew StappB. Riley Securities, Inc.
Jeff DavisGuggenheim Securities, LLC
David BishopHovde Group, LLC