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Renasant Corp. (RNST) Stock Fundamental Analysis & AI Rating 2026

RNST NYSE State Commercial Banks MS CIK: 0000715072
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
67% Confidence
AGREEMENT
SELL
72% Conf
HOLD
62% Conf

📊 RNST Key Takeaways

Revenue: $338.1M
Net Margin: 26.1%
Free Cash Flow: $93.7M
Current Ratio: N/A
Debt/Equity: 0.13x
EPS: $0.94
AI Rating: SELL with 72% confidence
Renasant Corp. (RNST) receives a SELL rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $338.1M, net profit margin of 26.1%, and return on equity (ROE) of 2.3%, Renasant Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete RNST stock analysis for 2026.

Is Renasant Corp. (RNST) a Good Investment?

Claude

While Renasant exhibits exceptional 57% YoY revenue growth and robust free cash flow of $93.7M, fundamental profitability metrics are critically deficient. Return on Equity of 2.3% and Return on Assets of 0.3% are severely below banking industry standards, and an interest coverage ratio of 1.2x signals potential debt servicing stress.

ChatGPT

Renasant delivers strong top-line growth, but earnings leverage is weak: net income is flat and diluted EPS declined sharply despite a 57% revenue increase. Profitability (ROE 4.7%, ROA 0.7%) and modest interest coverage indicate margin pressure from higher funding costs and/or elevated expenses. Solid liquidity and low long‑term debt support resilience while management improves efficiency and credit performance.

Why Buy Renasant Corp. Stock? RNST Key Strengths

Claude
  • + Strong revenue growth of 57% YoY indicates successful market expansion or acquisition integration
  • + Robust free cash flow generation of $93.7M with 27.7% FCF margin demonstrates cash earnings quality
  • + Conservative capital structure with Debt/Equity of 0.13x provides financial flexibility and stability
ChatGPT
  • + Robust revenue growth momentum
  • + Solid capital and liquidity with low long-term debt
  • + Consistent free cash flow generation and positive net margin

RNST Stock Risks: Renasant Corp. Investment Risks

Claude
  • ! Critically low interest coverage ratio of 1.2x indicates insufficient earnings to safely cover interest obligations
  • ! Return on Equity of 2.3% far below banking sector norms (8-12%), signaling severe asset utilization problems
  • ! Net income flat YoY despite 57% revenue growth reveals substantial operational inefficiencies or margin compression
ChatGPT
  • ! Net interest margin compression from higher deposit and funding costs
  • ! Credit quality deterioration raising provisions and charge-offs
  • ! Share dilution/inefficient capital use depressing EPS and ROE

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - must stabilize above 2.5x to indicate financial health
  • * Return on Equity trajectory - critical improvement needed toward 5%+ minimum for viability
  • * Net income growth rate - must correlate positively with revenue growth to justify growth investments
ChatGPT
  • * Net interest margin (NIM) and deposit costs
  • * Provision for credit losses and nonperforming loans/charge-offs

Renasant Corp. (RNST) Financial Metrics & Key Ratios

Revenue
$338.1M
Net Income
$88.2M
EPS (Diluted)
$0.94
Free Cash Flow
$93.7M
Total Assets
$27.1B
Cash Position
$1.2B

💡 AI Analyst Insight

The 27.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

RNST Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 32.7%
Net Margin 26.1%
ROE 2.3%
ROA 0.3%
FCF Margin 27.7%

RNST vs Finance Sector: How Renasant Corp. Compares

How Renasant Corp. compares to Finance sector averages

Net Margin
RNST 26.1%
vs
Sector Avg 25.0%
RNST Sector
ROE
RNST 2.3%
vs
Sector Avg 12.0%
RNST Sector
Current Ratio
RNST 0.0x
vs
Sector Avg 1.2x
RNST Sector
Debt/Equity
RNST 0.1x
vs
Sector Avg 2.0x
RNST Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Renasant Corp. Stock Overvalued? RNST Valuation Analysis 2026

Based on fundamental analysis, Renasant Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
2.3%
Sector avg: 12%
Net Profit Margin
26.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Renasant Corp. Balance Sheet: RNST Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.13x
Debt/Assets
85.7%
Interest Coverage
1.23x
Long-term Debt
$500.3M

RNST Revenue & Earnings Growth: 5-Year Financial Trend

RNST 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Renasant Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.56 reflects profitable operations.

RNST Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
27.7%
Free cash flow / Revenue

Renasant Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$100.1M
Cash generated from operations
Stock Buybacks
$75.8M
Shares repurchased (TTM)
Capital Expenditures
$6.3M
Investment in assets
Dividends Paid
$21.6M
Returned to shareholders

RNST SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Renasant Corp. (CIK: 0000715072)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779386549.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779208397.xml View →
May 15, 2026 8-K rnst-20260515.htm View →
May 15, 2026 4 xslF345X06/wk-form4_1778871021.xml View →
May 7, 2026 8-K d145081d8k.htm View →

Frequently Asked Questions about RNST

What is the AI rating for RNST?

Renasant Corp. (RNST) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are RNST's key strengths?

Claude: Strong revenue growth of 57% YoY indicates successful market expansion or acquisition integration. Robust free cash flow generation of $93.7M with 27.7% FCF margin demonstrates cash earnings quality. ChatGPT: Robust revenue growth momentum. Solid capital and liquidity with low long-term debt.

What are the risks of investing in RNST?

Claude: Critically low interest coverage ratio of 1.2x indicates insufficient earnings to safely cover interest obligations. Return on Equity of 2.3% far below banking sector norms (8-12%), signaling severe asset utilization problems. ChatGPT: Net interest margin compression from higher deposit and funding costs. Credit quality deterioration raising provisions and charge-offs.

What is RNST's revenue and growth?

Renasant Corp. reported revenue of $338.1M.

Does RNST pay dividends?

Renasant Corp. pays dividends, with $21.6M distributed to shareholders in the trailing twelve months.

Where can I find RNST SEC filings?

Official SEC filings for Renasant Corp. (CIK: 0000715072) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RNST's EPS?

Renasant Corp. has a diluted EPS of $0.94.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RNST a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Renasant Corp. has a SELL rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RNST stock overvalued or undervalued?

Valuation metrics for RNST: ROE of 2.3% (sector avg: 12%), net margin of 26.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy RNST stock in 2026?

Our dual AI analysis gives Renasant Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is RNST's free cash flow?

Renasant Corp.'s operating cash flow is $100.1M, with capital expenditures of $6.3M. FCF margin is 27.7%.

How does RNST compare to other Finance stocks?

Vs Finance sector averages: Net margin 26.1% (avg: 25%), ROE 2.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI