Atlantic Union Bankshares Co. (NASDAQ:AUB) Given Consensus Rating of “Moderate Buy” by Brokerages

Atlantic Union Bankshares Co. (NASDAQ:AUB) has been given an average rating of “Moderate Buy” by the eight ratings firms that are covering the company, MarketBeat reports. Three investment analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $41.6111.

A number of brokerages have recently issued reports on AUB. Morgan Stanley increased their target price on Atlantic Union Bankshares from $41.00 to $44.00 and gave the stock an “equal weight” rating in a report on Thursday, December 11th. Raymond James Financial set a $45.00 price target on Atlantic Union Bankshares in a research report on Thursday, December 11th. TD Cowen reissued a “buy” rating on shares of Atlantic Union Bankshares in a report on Thursday, December 11th. Piper Sandler reduced their target price on shares of Atlantic Union Bankshares from $45.00 to $41.50 and set an “overweight” rating on the stock in a research note on Friday, October 24th. Finally, Janney Montgomery Scott began coverage on shares of Atlantic Union Bankshares in a research report on Wednesday, October 8th. They set a “buy” rating and a $42.00 target price for the company.

Atlantic Union Bankshares Price Performance

Shares of Atlantic Union Bankshares stock opened at $38.86 on Monday. The firm has a market cap of $5.54 billion, a P/E ratio of 16.97 and a beta of 0.83. The firm’s 50-day simple moving average is $35.79 and its 200-day simple moving average is $34.65. Atlantic Union Bankshares has a twelve month low of $22.85 and a twelve month high of $40.71. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.91 and a current ratio of 0.91.

Atlantic Union Bankshares (NASDAQ:AUB) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.11. The firm had revenue of $391.33 million during the quarter, compared to analyst estimates of $378.95 million. Atlantic Union Bankshares had a net margin of 15.53% and a return on equity of 8.50%. During the same quarter in the prior year, the business posted $0.67 earnings per share. As a group, research analysts expect that Atlantic Union Bankshares will post 3.26 EPS for the current fiscal year.

Atlantic Union Bankshares Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were paid a dividend of $0.37 per share. This is a positive change from Atlantic Union Bankshares’s previous quarterly dividend of $0.34. This represents a $1.48 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend was Friday, November 14th. Atlantic Union Bankshares’s payout ratio is currently 72.55%.

Key Atlantic Union Bankshares News

Here are the key news stories impacting Atlantic Union Bankshares this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus: Atlantic Union reported $0.97 EPS vs. $0.86 expected and revenue roughly $391M, driven by core growth. Beats support upward re-rating and show continued earnings momentum. Atlantic Union Bankshares Corp (AUB) Q4 2025 Earnings Call Highlights: Strong Loan Growth and …
• Positive Sentiment: Acquisition-driven loan growth and margin expansion: Commentary and analysis highlight the Sandy Spring acquisition and accelerating loan growth; net interest margin expanded to ~3.90%, supporting higher revenues and profitability. Atlantic Union Bankshares: Improvement Continues, Still A Buy
• Positive Sentiment: Strong credit metrics and efficiency gains: Asset quality remained excellent (net charge-offs near record lows) and return metrics improved, reducing investor concern about underwriting risk. Atlantic Union Bankshares beats Q4 estimates with strong results
• Neutral Sentiment: Management detail via earnings call and presentation: Transcripts and the slide deck provide more color on margins, deposit trends and capital deployment—useful for modeling but no major surprises called out. Atlantic Union (AUB) Earnings Call Transcript 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Analyst commentary and outlook pieces summarize the beats and model updates; sell-side estimates remain constructive but reflect the company’s recent run-up. Atlantic Union Bankshares’s Earnings Outlook
• Negative Sentiment: Stock declined today despite the beat—likely profit-taking after recent gains (the shares have moved up toward their 1-year high) and investors digesting whether improvements justify valuation; absence of a material upward guidance change may have limited follow-through buying. Atlantic Union (AUB) Could Be a Great Choice

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of AUB. Westside Investment Management Inc. increased its holdings in Atlantic Union Bankshares by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 780 shares of the company’s stock valued at $27,000 after purchasing an additional 390 shares in the last quarter. Curio Wealth LLC acquired a new position in Atlantic Union Bankshares in the second quarter worth $28,000. Farther Finance Advisors LLC grew its holdings in shares of Atlantic Union Bankshares by 309.5% during the third quarter. Farther Finance Advisors LLC now owns 864 shares of the company’s stock worth $30,000 after purchasing an additional 653 shares during the last quarter. Huntington National Bank increased its stake in shares of Atlantic Union Bankshares by 71.7% in the second quarter. Huntington National Bank now owns 1,298 shares of the company’s stock valued at $41,000 after buying an additional 542 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. increased its stake in shares of Atlantic Union Bankshares by 64.8% in the second quarter. Nomura Asset Management Co. Ltd. now owns 1,533 shares of the company’s stock valued at $48,000 after buying an additional 603 shares in the last quarter. 78.58% of the stock is owned by institutional investors and hedge funds.

Atlantic Union Bankshares Company Profile

Atlantic Union Bankshares, Inc is a bank holding company headquartered in Richmond, Virginia, operating through its principal subsidiary Atlantic Union Bank. The company offers a full suite of commercial and consumer banking services to individuals, businesses and institutions across Virginia, Maryland, North Carolina and the District of Columbia. Leveraging a network of full-service branches, commercial lending offices and digital platforms, Atlantic Union Bankshares focuses on relationship-driven solutions tailored to its regional client base.

Atlantic Union’s product lineup includes traditional deposit accounts, such as checking, savings and money market accounts, along with certificates of deposit.