Renasant Q4 adjusted EPS beats estimates

Renasant

27/01/2026 21:39

Overview

Financial services firm's Q4 adjusted EPS beat analyst expectations

Net income for Q4 2025 was $78.95 mln, reflecting merger-related expenses

During Q4, company repurchased $13.2 mln of stock under $150 mln buyback program

Outlook

Renasant did not provide specific financial guidance for 2026 in its press release

Result Drivers

STRATEGIC EXECUTION - Co attributed improved profitability to strategic priorities and integration of The First, per CEO Kevin D. Chapman

NONINTEREST INCOME - Noninterest income increased $5.1 mln linked quarter, aided by $2.0 mln from exiting low-income housing tax credit partnerships

EXPENSE REDUCTION - Noninterest expense decreased $13.1 mln linked quarter, including a $6.9 mln reduction in merger-related expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Beat
$0.91
$0.80 (7 Analysts)
Q4 EPS
$0.83
Q4 Net Income
$78.95 mln
Q4 Net Interest Income
$227.39 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the banks peer group is "buy"

Wall Street's median 12-month price target for Renasant Corp is $43.00, about 15.4% above its January 26 closing price of $37.27

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nGNX4Vzkm4

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)