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RNRNST

What RENASANT promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

14 of 14 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Core noninterest expense (NIE) quarterly outlooklow single-digit percent increase in NIE from Q1 FY26Mar 2026Jun 2026:Noninterest expense was $161.5 million for the second quarter, a linked quarter increase of $6.2 million, mostly driven by deferred compensation accruals tied to market valuations, higher health insurance claims and annual merit increases.
Call transcript, Jun 2026 · no direct link
Achieved
CET1 capital ratio targetaccrete capital roughly 60 to 80 basis points a yearMar 2025Jun 2026:we'd like CET1 to be in the low 11s. And I don't think that will change.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 22 tracked commitments for RENASANT

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.