Insider Trading February 2, 2026

Renasant CFO Disposes of $472,932 in Shares; Company Posts Q4 Beat

Executive sells 12,500 shares as Renasant reports stronger-than-expected fourth-quarter earnings and analysts keep price targets above current trade

By Avery Klein RNST
Renasant CFO Disposes of $472,932 in Shares; Company Posts Q4 Beat
RNST

Renasant Corporation's Executive Vice President and Chief Financial Officer sold 12,500 shares on January 30, 2026, for $37.8346 per share, a transaction valued at $472,932. The stock trades modestly higher than the sale price, while analysts continue to assign price targets in the $43 to $46 range. The regional bank reported fourth-quarter 2025 adjusted EPS of $0.91 on revenues of $278.52 million, both ahead of expectations, though its shares showed a slight premarket decline following the results.

Key Points

  • Renasant CFO James C. Mabry IV sold 12,500 shares on January 30, 2026, at $37.8346 per share for total proceeds of $472,932; he now owns 105,337 shares.
  • Analysts have price targets for Renasant between $43 and $46, while the stock trades at $38.38; company market cap is $3.63 billion with a P/E of 18.36 and a 2.44% dividend yield.
  • Renasant beat fourth-quarter 2025 expectations with adjusted EPS of $0.91 versus a $0.78 forecast and revenues of $278.52 million versus $275.85 million, though the stock ticked slightly lower in premarket trading.

James C. Mabry IV, who serves as Executive Vice President and Chief Financial Officer of Renasant Corporation, recorded an open-market sale of 12,500 common shares on January 30, 2026. The transaction was executed at an average price of $37.8346 per share, bringing the aggregate proceeds to $472,932.

Following that disposition, Mabry holds 105,337 shares directly in Renasant. The company's stock is trading at $38.38, a level modestly above the price at which the shares were sold.

Market commentary indicates that the shares may be trading below certain valuation benchmarks. Analysts have set price targets in a range between $43 and $46. The company's market capitalization stands at $3.63 billion, and Renasant is trading at a price-to-earnings ratio of 18.36, with a dividend yield of 2.44%.

Renasant has a long history of dividends, with data showing 33 consecutive years of payouts. In recent analyst activity, six analysts have revised their earnings estimates higher for the upcoming period.


On the fundamentals front, Renasant reported fourth-quarter 2025 adjusted earnings per share of $0.91, compared with a consensus forecast of $0.78, representing a 16.67% earnings surprise for the quarter. Quarterly revenues reached $278.52 million, modestly above the expectation of $275.85 million.

Despite the quarterly outperformance on both earnings and revenue metrics, the stock experienced a slight decline in premarket trading, a signal of measured investor reaction to the results.

The combination of an executive sale, analyst price-target dispersion, and a mixed market reaction to better-than-expected results frames the near-term narrative around Renasant's equity. The figures delivered in the quarter and the ongoing analyst coverage provide data points for investors evaluating valuation, income characteristics and near-term earnings momentum within the regional banking sector.


Note: This report presents transaction details, company financial results and analyst price targets as disclosed in public filings and market reports.

Risks

  • The executive share sale could raise investor questions about insider liquidity decisions; this is a factor market participants may weigh in the regional banking and equity markets.
  • Despite a quarterly beat, the small premarket decline signals investor caution, showing potential volatility in near-term share price performance for the banking sector.
  • Analyst price targets vary, creating uncertainty around consensus valuation levels and leaving room for differing investor interpretations of the bank's fair value.

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