Atlantic Union Bankshares (NYSE:AUB) Stock Price Target Cut by TD Cowen

Key Points

• TD Cowen lowered Atlantic Union Bankshares’ price target from $44 to $43 but maintained a “buy” rating, implying approximately 12.78% upside from the current share price. Analysts overall assign the stock a “Moderate Buy” rating with an average target of $46.20.
• Atlantic Union reported quarterly EPS of $0.96, matching consensus and rising from $0.84 year over year, while revenue increased 3.3% to $387.9 million but fell short of estimates.
• Near-term concerns remain around revenue and margins: management expects 2026 net interest margin at the low end of its 3.90%–3.95% range, although continued share buybacks and institutional ownership of 78.58% provide supportive factors.

Atlantic Union Bankshares (NYSE:AUB - Get Free Report) had its price target dropped by stock analysts at TD Cowen from $44.00 to $43.00 in a report released on Wednesday, Benzinga reports. The firm presently has a "buy" rating on the stock. TD Cowen's price objective indicates a potential upside of 12.78% from the company's current price.

Several other research firms also recently commented on AUB. Weiss Ratings raised shares of Atlantic Union Bankshares from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday, October 8th. Piper Sandler restated an "overweight" rating and set a $47.00 target price on shares of Atlantic Union Bankshares in a research note on Wednesday, July 22nd. Finally, Morgan Stanley raised their price objective on Atlantic Union Bankshares from $49.00 to $50.00 and gave the company an "equal weight" rating in a research note on Monday, September 28th. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Atlantic Union Bankshares presently has an average rating of "Moderate Buy" and an average price target of $46.20.

Atlantic Union Bankshares Trading Down 0.1%

NYSE AUB 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 has a market cap of $5.45 billion, a PE ratio of 11.39 and a beta of 0.80. The company's 50-day moving average is $39.58 and its 200 day moving average is $39.55. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.15. Atlantic Union Bankshares has a 1-year low of $30.87 and a 1-year high of $43.62.

Atlantic Union Bankshares (NYSE:AUB - Get Free Report) last posted its 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 firm had revenue of $387.90 million during 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 revenue was up 3.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.84 EPS. As a group, analysts predict that Atlantic Union Bankshares will post 3.76 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Atlantic Union Bankshares

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Nykredit A S purchased a new position in Atlantic Union Bankshares in the second quarter valued at about $51,000. EverSource Wealth Advisors LLC lifted its holdings in Atlantic Union Bankshares by 25.9% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,544 shares of the company's stock worth $55,000 after buying an additional 318 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in shares of Atlantic Union Bankshares by 24.2% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,881 shares of the company's stock valued at $71,000 after acquiring an additional 366 shares during the last quarter. CoreCap Advisors LLC raised its position in shares of Atlantic Union Bankshares by 15.9% during the 3rd quarter. CoreCap Advisors LLC now owns 2,660 shares of the company's stock valued at $101,000 after acquiring an additional 365 shares in the last quarter. Finally, Cassaday & Co Wealth Management LLC bought a new stake in Atlantic Union Bankshares during the first quarter valued at $104,000. 78.58% of the stock is owned by institutional investors and hedge funds.

Key Atlantic Union Bankshares News

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.

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