Atlantic Union Bankshares (NASDAQ:AUB) Hits New 12-Month High – What’s Next?

Atlantic Union Bankshares Co. (NASDAQ:AUB) reached a new 52-week high on Wednesday . The stock traded as high as $39.29 and last traded at $39.4240, with a volume of 794954 shares trading hands. The stock had previously closed at $37.36.

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

Analyst Upgrades and Downgrades

Several analysts recently commented on AUB shares. Morgan Stanley lifted their price objective 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. TD Cowen restated a “buy” rating on shares of Atlantic Union Bankshares in a research note on Thursday, December 11th. Raymond James Financial set a $45.00 price target on shares of Atlantic Union Bankshares in a research report on Thursday, December 11th. Piper Sandler dropped their price objective on shares of Atlantic Union Bankshares from $45.00 to $41.50 and set an “overweight” rating on the stock in a report on Friday, October 24th. Finally, Janney Montgomery Scott began coverage on shares of Atlantic Union Bankshares in a report on Wednesday, October 8th. They set a “buy” rating and a $42.00 target price for the company. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $41.61.

Atlantic Union Bankshares Trading Down 2.0%

The stock has a 50 day moving average of $35.79 and a 200-day moving average of $34.63. The company has a market capitalization of $5.54 billion, a P/E ratio of 16.97 and a beta of 0.83. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.13.

Atlantic Union Bankshares (NASDAQ:AUB) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.11. The business had revenue of $391.33 million for the quarter, compared to the consensus estimate 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 previous year, the firm earned $0.67 earnings per share. On average, research analysts predict that Atlantic Union Bankshares Co. will post 3.26 EPS for the current year.

Atlantic Union Bankshares Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, November 28th. Investors 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. The ex-dividend date was Friday, November 14th. This represents a $1.48 dividend on an annualized basis and a dividend yield of 3.8%. Atlantic Union Bankshares’s dividend payout ratio is presently 79.14%.

Institutional Investors Weigh In On Atlantic Union Bankshares

Institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC boosted its stake in shares of Atlantic Union Bankshares by 634.3% in the first quarter. AQR Capital Management LLC now owns 41,902 shares of the company’s stock worth $1,305,000 after acquiring an additional 36,196 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Atlantic Union Bankshares by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 53,232 shares of the company’s stock valued at $1,658,000 after purchasing an additional 2,322 shares during the period. Goldman Sachs Group Inc. lifted its holdings in Atlantic Union Bankshares by 36.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,137,072 shares of the company’s stock worth $66,548,000 after purchasing an additional 565,564 shares in the last quarter. Empowered Funds LLC bought a new position in Atlantic Union Bankshares in the 1st quarter worth approximately $3,011,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Atlantic Union Bankshares by 9.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 249,378 shares of the company’s stock valued at $7,766,000 after buying an additional 22,078 shares in the last quarter. Hedge funds and other institutional investors own 78.58% of the company’s stock.

About Atlantic Union Bankshares

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.