Renasant Corp Schedule 13G: Vanguard Portfolio Management reports beneficial ownership of 5,856,015 shares of Common Stock (CUSIP 75970E107), representing 6.22% of the class as of 03/31/2026. The filing states sole voting power for 45,414 shares and sole dispositive power for 5,856,015 shares. Vanguard indicates these holdings include securities held for Vanguard funds and managed accounts; ownership is reported on behalf of those accounts.
Renasant Corporation reported strong first quarter 2026 results, with net income of $88.2 million and diluted EPS of $0.94, up from $0.65 a year earlier. Return on assets reached 1.33% and return on average equity was 9.20%, while return on average tangible common equity was 16.36%.
Net interest margin was 3.87%, and the adjusted efficiency ratio improved to 52.82%. Loans were $19.0 billion, down modestly linked quarter, while deposits rose to $22.1 billion, including higher noninterest-bearing balances. Credit metrics remained stable, with net loan charge-offs of $2.3 million, or 0.05% annualized, and nonperforming loans at 1.06% of total loans.
The board approved a higher quarterly dividend of $0.24 per share payable June 30, 2026, up $0.01, and expanded the stock repurchase authorization by $100.0 million, leaving about $136.8 million available after buying back $75.0 million of shares in the quarter and $25.0 million more in April.
COLE M RAY JR reported acquisition or exercise transactions in this Form 4 filing.
Renasant Corp director and SEVP & Executive Advisor M. Ray Cole Jr received a grant of 14,531 shares of service-based restricted common stock on April 1, 2026 under the 2020 Long Term Incentive Plan. The award carries no purchase price and will vest on April 1, 2027.
After this grant, Cole directly holds 114,702 shares of Renasant common stock. He also reports indirect holdings of 5,328 shares for children, 1,100 shares for grandchildren, and 2,875 shares held by The Cole Family Foundation.
Renasant Corp director Sean M. Suggs received a grant of 232.56 phantom stock units linked to the company’s common stock. The award was made at a reference price of $37.62 per unit and increases his phantom stock holdings to 11,614.87 units.
The phantom stock units accrue under the Renasant DSU Plan and are settled 100% in common stock when Suggs retires or upon approved hardship reasons. Each phantom stock unit converts into one share of Renasant common stock, and dividends are paid quarterly and reinvested into additional phantom stock units.
The Vanguard Group amended its Schedule 13G for Renasant Corp, stating it beneficially owns 0 shares of common stock following an internal realignment effective January 12, 2026. The filing explains related subsidiaries will report separately in reliance on SEC Release No. 34-39538.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated March 27, 2026.
Renasant Corp Executive Vice Chairman C. Mitchell Waycaster reported routine share dispositions tied to compensation and taxes. On 2026-03-19, he returned 5,854 shares of Common Stock to the company in a disposition to the issuer, reflecting forfeited shares after completion of the 2023 three‑year performance cycle.
An additional 10,858 shares were disposed at $34.39 per share to satisfy tax obligations by delivering shares rather than cash. Following these entries, he holds 195,939 shares directly and 19,006 shares indirectly through a 401(k), indicating the transactions affected only a small portion of his overall position.
Renasant Corp executive vice president Curtis J. Perry reported routine share disposals tied to compensation awards. On 2026-03-19, he returned 2,279 shares of Common Stock to the issuer in a disposition to the company and had 4,296 shares withheld at $34.39 per share to cover tax obligations. A footnote explains the 2,279-share disposition reflects forfeited stock after completion of the 2023 three-year performance cycle, reducing a previously reported target award. Following these transactions, Perry directly holds 91,475 Common Stock shares.
RENASANT CORP Executive Vice President Meredith David reported routine equity adjustments rather than open-market trades. On the completion of the 2023 three-year performance cycle, 1,697 shares of common stock were forfeited back to the issuer from a previously reported target award. Separately, 3,001 shares of common stock at $34.39 per share were delivered to cover tax obligations. After these dispositions, David directly holds 61,513 shares of Renasant common stock.
Renasant Corp EVP and CFO James C. Mabry IV reported two non-market share dispositions of company common stock. He forfeited 2,279 shares back to the issuer after completion of the 2023 three-year performance cycle, reducing his holdings to 103,058 shares at that point. On the same date, 5,272 shares were delivered at $34.39 per share to cover tax obligations or exercise price, a tax-withholding disposition rather than an open-market sale, leaving him with 97,786 shares held directly.
Renasant Corp EVP/General Counsel Mark Jeanfreau reported routine share disposals tied to equity compensation. He returned 1,697 shares of common stock to the issuer after completion of the 2023 three-year performance cycle, as a forfeiture from the previously reported target award. He also had 3,302 shares withheld at $34.39 per share to cover tax obligations, a non-market transaction. After these entries, he directly holds 60,173 shares of common stock.