AUB Stock Analysis: Atlantic Union Bankshares | NYSE

Banks - Regional | NYSE, USA | Market Cap: 6.048m USD | 12M Return: 31.3% | Charts, Fundamentals & Technical Analysis

Banking, Loans, Wealth Management, Insurance
Total Rating 43
Safety 55
Buy Signal -0.21
Banks - Regional
Industry Rotation: +3.8
Market Cap: 6.05B
Avg Turnover: 46.3M
Risk 3d forecast
Volatility32.2%
VaR 5th Pctl5.22%
VaR vs Median-1.37%
Reward TTM
Sharpe Ratio0.94
Rel. Str. IBD66.1
Rel. Str. Peer Group45.3
Character TTM
Beta1.106
Beta Downside1.227
Hurst Exponent0.500
Drawdowns 3y
Max DD44.74%
CAGR/Max DD0.47
CAGR/Mean DD1.63
EPS (Earnings per Share) EPS (Earnings per Share) of AUB over the last years for every Quarter: "2021-06": 1.05, "2021-09": 0.94, "2021-12": 0.71, "2022-03": 0.6, "2022-06": 0.69, "2022-09": 0.74, "2022-12": 0.9, "2023-03": 0.63, "2023-06": 0.74, "2023-09": 0.8, "2023-12": 0.72, "2024-03": 0.65, "2024-06": 0.63, "2024-09": 0.83, "2024-12": 0.67, "2025-03": 0.57, "2025-06": 0.95, "2025-09": 0.84, "2025-12": 0.97, "2026-03": 0.89,
EPS CAGR: 4.64%
EPS Trend: 48.7%
Last SUE: 0.21
Qual. Beats: 0
Revenue Revenue of AUB over the last years for every Quarter: 2021-06: 179.318, 2021-09: 176.317, 2021-12: 183.873, 2022-03: 168.609, 2022-06: 185.174, 2022-09: 195.165, 2022-12: 226.568, 2023-03: 225.622, 2023-06: 252.825, 2023-09: 272.865, 2023-12: 288.398, 2024-03: 287.144, 2024-06: 343.425, 2024-09: 357.369, 2024-12: 358.475, 2025-03: 333.75, 2025-06: 590.616, 2025-09: 538.955, 2025-12: 558.842, 2026-03: 508.45,
Rev. CAGR: 37.54%
Rev. Trend: 99.1%
Last SUE: 0.87
Qual. Beats: 4

Warnings

Strong Share Dilution

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +2.6% 2
Feb -0.3% 15
Mar -6.4% 43
Apr -3.7% 18
May +0.7% 2
Jun +0.6% 16
Jul +1.9% 24
Aug +0.1% 5
Sep -3.2% 55
Oct -2.3% 21
Nov +6.0% 53
Dec -1.0% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AUB Atlantic Union Bankshares

Atlantic Union Bankshares Corporation (NYSE: AUB) is the holding company for Atlantic Union Bank, a U.S. financial institution that provides banking and related financial products and services to both consumers and businesses. As a regional bank within the Financials sector, it primarily operates across two segments: Wholesale Banking and Consumer Banking. Regional banks like AUB typically concentrate their lending and deposit activities within defined geographic markets, generating the majority of revenue from net interest income-the spread between interest earned on loans and interest paid on deposits and other funding sources.

The company accepts a range of deposit products, including checking, savings, money market, and time deposit accounts, along with certificates of deposit. On the lending side, it originates commercial real estate, commercial and industrial, residential mortgage, and consumer loans, and offers debit and credit cards. Beyond traditional banking, AUB provides ancillary fee-based services such as treasury management, capital markets, wealth management, private banking, trust, financial and retirement planning, brokerage, investment management, equipment finance, mortgage banking, and insurance products. Distribution is conducted through full-service branches, ATMs, and digital mobile and internet banking channels.

Originally founded in 1902 and headquartered in Glen Allen, Virginia, the company was previously known as Union Bankshares Corporation before adopting its current name in May 2019. It trades on the NYSE under the ticker AUB and is classified within the Regional Banks sub-industry of the GICS Financials sector.

Headlines to Watch Out For
  • Net interest margin expands as deposit costs stabilize
  • Commercial real estate loan portfolio growth drives core earnings
  • Wealth management fees scale with rising client assets
Piotroski VR-10 (Strict) 5.0
Net Income: 346.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA 4.87 > 1.0
NWC/Revenue: -3.56% < 20% (prev -1.27k%; Δ 1.26k% < -1%)
CFO/TA 0.06 > 3% & CFO 2.30b > Net Income 346.1m
Net Debt (853.2m) to EBITDA (491.4m): 1.74 < 3
Current Ratio: 0.85 > 1.5 & < 3
Outstanding Shares: last quarter (142.1m) vs 12m ago 57.78% < -2%
Gross Margin: 63.01% > 18% (prev 57.28%; Δ 5.72% > 0.5%)
Asset Turnover: 7.09% > 50% (prev 5.66%; Δ 1.44% > 0%)
Interest Coverage Ratio: 0.61 > 6 (EBIT TTM 432.3m / Interest Expense TTM 704.3m)
Altman Z'' 0.35
A: -0.00 (Total Current Assets 451.4m - Total Current Liabilities 529.6m) / Total Assets 37.3b
B: 0.03 (Retained Earnings 1.25b / Total Assets 37.3b)
C: 0.01 (EBIT TTM 432.3m / Avg Total Assets 31.0b)
D: 0.16 (Book Value of Equity 5.05b / Total Liabilities 32.3b)
Altman-Z'' = 0.35 = B
What is the price of AUB shares?

As of July 08, 2026, the stock is trading at USD 41.57 with a total of 849,593 shares traded. Over the past week, the price has changed by -1.66%, over one month by +9.63%, over three months by +15.05% and over the past year by +31.25%.

Current recommended Stop Loss: 39.70 (which is 4.5% or 2 ATR below the current price).

Is AUB a buy, sell or hold?

Atlantic Union Bankshares has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy AUB.

  • StrongBuy: 2
  • Buy: 2
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the AUB price?
Analysts Target Price 45.3 8.9%
Atlantic Union Bankshares (AUB) - Fundamental Data Overview as of 05 July 2026
Market Cap USD = 6.05b (6.05b USD * 1.0 USD.USD)
P/E Trailing = 18.0598
P/E Forward = 10.2775
P/S = 4.3161
P/B = 1.1971
P/EG = 1.0848
Revenue TTM = 2.20b USD
EBIT TTM = 432.3m USD
EBITDA TTM = 491.4m USD
Long Term Debt = 775.0m USD (from longTermDebt, last quarter)
Short Term Debt = 529.6m USD (from shortTermDebt, last quarter)
Debt = 1.30b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 853.2m USD (calculated: Debt 1.30b - CCE 451.4m)
Enterprise Value = 6.90b USD (6.05b + Debt 1.30b - CCE 451.4m)
Interest Coverage Ratio = 0.61 (Ebit TTM 432.3m / Interest Expense TTM 704.3m)
EV/FCF = 3.03x (Enterprise Value 6.90b / FCF TTM 2.28b)
FCF Yield = 33.03% (FCF TTM 2.28b / Enterprise Value 6.90b)
 FCF Margin = 103.7% (FCF TTM 2.28b / Revenue TTM 2.20b)
 Net Margin = 15.75% (Net Income TTM 346.1m / Revenue TTM 2.20b)
Gross Margin = 63.01% ((Revenue TTM 2.20b - Cost of Revenue TTM 812.7m) / Revenue TTM)
Gross Margin QoQ = 68.12% (prev 69.28%)
Tobins Q-Ratio = 0.18 (Enterprise Value 6.90b / Total Assets 37.3b)
 Interest Expense / Debt = 53.98% (Interest Expense 704.3m / Debt 1.30b)
 Taxrate = 19.54% (84.0m / 430.1m)
NOPAT = 347.8m (EBIT 432.3m * (1 - 19.54%))
Current Ratio = 0.85 (Total Current Assets 451.4m / Total Current Liabilities 529.6m)
Debt / Equity = 0.26 (Debt 1.30b / totalStockholderEquity, last quarter 5.05b)
Debt / EBITDA = 1.74 (Net Debt 853.2m / EBITDA 491.4m)
Debt / FCF = 0.37 (Net Debt 853.2m / FCF TTM 2.28b)
Total Stockholder Equity = 4.95b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.12% (Net Income 346.1m / Total Assets 37.3b)
RoE = 6.99% (Net Income TTM 346.1m / Total Stockholder Equity 4.95b)
RoCE = 7.55% (EBIT 432.3m / Capital Employed (Equity 4.95b + L.T.Debt 775.0m))
RoIC = 0.93% (NOPAT 347.8m / Invested Capital 37.2b)
WACC = 8.12% (E(6.05b)/V(7.35b) * Re(9.87%) + (debt cost/tax rate unavailable))
Discount Rate = 9.87% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 72.55 | Cagr: 32.80%
[DCF] Terminal Value 77.97% ; FCFF base≈1.49b ; Y1≈1.71b ; Y5≈2.51b
[DCF] Fair Price = 258.3 (EV 37.8b - Net Debt 853.2m = Equity 37.0b / Shares 143.1m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 48.75 | EPS CAGR: 4.64% | SUE: 0.21 | # QB: 0
Revenue Correlation: 99.06 | Revenue CAGR: 37.54% | SUE: 0.87 | # QB: 4
EPS current Quarter (2026-06-30): EPS=0.93 | Chg30d=+2.68% | Revisions=-8% | Analysts=9
EPS next Quarter (2026-09-30): EPS=0.96 | Chg30d=+0.36% | Revisions=+40% | Analysts=9
EPS current Year (2026-12-31): EPS=3.76 | Chg30d=+0.92% | Revisions=+40% | GrowthEPS=+9.3% | GrowthRev=+11.6%
EPS next Year (2027-12-31): EPS=4.03 | Chg30d=+0.97% | Revisions=+40% | GrowthEPS=+7.3% | GrowthRev=+4.5%
[Analyst] Revisions Ratio: +28% (up=10, down=5)