TD Cowen Has Lowered Expectations for Atlantic Union Bankshares (NYSE:AUB) Stock Price

Atlantic Union Bankshares (NYSE:AUB) had its target price decreased by equities researchers at TD Cowen from $44.00 to $43.00 in a report released on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the stock. TD Cowen’s target price would suggest a potential upside of 12.67% from the company’s current price.

Other research analysts also recently issued reports about the company. Morgan Stanley boosted their target price on Atlantic Union Bankshares from $49.00 to $50.00 and gave the stock an “equal weight” rating in a report on Monday, September 28th. Weiss Ratings raised Atlantic Union Bankshares from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $47.00 price target on shares of Atlantic Union Bankshares in a report on Wednesday, July 22nd. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $46.20.

Atlantic Union Bankshares Stock Down 0.1%

Shares of AUB stock traded down $0.04 on Wednesday, hitting $38.16. The company’s stock had a trading volume of 105,228 shares, compared to its average volume of 1,117,859. The firm’s fifty day moving average price is $39.58 and its 200-day moving average price is $39.55. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.93 and a quick ratio of 0.93. Atlantic Union Bankshares has a fifty-two week low of $30.87 and a fifty-two week high of $43.62. The stock has a market capitalization of $5.45 billion, a price-to-earnings ratio of 11.39 and a beta of 0.80.

Atlantic Union Bankshares (NYSE:AUB) last posted its quarterly earnings results on Tuesday, October 20th. The company reported $0.96 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.96. The company had revenue of $387.90 million for the quarter, compared to analyst estimates of $392.72 million. Atlantic Union Bankshares had a net margin of 21.97% and a return on equity of 10.55%. The business’s quarterly revenue was up 3.3% on a year-over-year basis. During the same period last year, the business posted $0.84 EPS. Research analysts anticipate that Atlantic Union Bankshares will post 3.76 EPS for the current year.

Institutional Trading of Atlantic Union Bankshares

Several institutional investors and hedge funds have recently modified their holdings of AUB. Dimensional Fund Advisors LP boosted its holdings in shares of Atlantic Union Bankshares by 1.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 7,635,464 shares of the company’s stock valued at $272,883,000 after acquiring an additional 102,821 shares in the last quarter. Congress Asset Management Co. grew its position in Atlantic Union Bankshares by 1.2% in the 3rd quarter. Congress Asset Management Co. now owns 2,531,692 shares of the company’s stock worth $96,078,000 after purchasing an additional 30,528 shares in the last quarter. Principal Financial Group Inc. grew its stake in Atlantic Union Bankshares by 40.1% in the 1st quarter. Principal Financial Group Inc. now owns 951,373 shares of the company’s stock valued at $34,002,000 after purchasing an additional 272,119 shares during the period. Bank of America Corp DE lifted its holdings in Atlantic Union Bankshares by 53.4% during the first quarter. Bank of America Corp DE now owns 886,978 shares of the company’s stock valued at $31,701,000 after purchasing an additional 308,934 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH lifted its holdings in Atlantic Union Bankshares by 36.8% during the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 829,469 shares of the company’s stock worth $29,645,000 after purchasing an additional 223,210 shares in the last quarter. 78.58% of the stock is currently owned by institutional investors.

Atlantic Union Bankshares News Roundup

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

• Positive Sentiment: Quarterly profit increased: Adjusted earnings were $0.96 per share, up from $0.84 a year earlier and in line with consensus estimates. Net income reached approximately $136.6 million, while revenue rose 3.3% year over year. Atlantic Union Bankshares Q3 Income Rises
• Positive Sentiment: Shareholder returns remain supportive: Management said it plans to continue stock buybacks through May 2027, which could support per-share earnings and signal confidence in the company’s capital position. Atlantic Union forecasts 2026 FTE NIM and buybacks
• Neutral Sentiment: Operating results were broadly stable: Atlantic Union reported a 21.97% net margin and 10.55% return on equity. Analysts’ head-to-head comparison with USCB Financial highlights AUB’s larger scale and established banking operations but does not represent a new company-specific catalyst. Head-To-Head Analysis: Atlantic Union Bankshares and USCB Financial
• Negative Sentiment: Revenue and margin guidance were concerns: Quarterly revenue of $387.9 million fell short of the $392.7 million consensus estimate. Management also forecast full-year 2026 fully taxable-equivalent net interest margin at the low end of its 3.90%-3.95% range, suggesting limited near-term improvement in a key profitability measure. Atlantic Union Bankshares Q3 2026 Earnings Call Transcript

About Atlantic Union Bankshares

Atlantic Union Bankshares Corporation (NYSE:AUB) is a financial services holding company headquartered in Richmond, Virginia. Its principal subsidiary, Atlantic Union Bank, provides banking and related financial services to individuals, businesses, institutions and government entities.

The company offers consumer and commercial deposit accounts, residential and commercial real estate lending, business loans, personal loans, treasury and cash management services, mortgage banking, investment and wealth management, and other financial solutions.