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AUB

ATLANTIC UNION BANKSHARES CORPORATION

In the published model solve dated 2026-Q2, anchored at $40.91, ATLANTIC UNION BANKSHARES CORPORATION (AUB) is priced for 11.5% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
11.5% return on equity
Priced In
elevated

Key Takeaways

• The bank got roughly half again as large in a single year, with the 10-K reporting that ⟦"Average deposits at December 31, 2025 increased $8.9 billion or 45.6% from December 31, 2024"⟧ on the back of the Sandy Spring acquisition, so almost every trailing ratio describes a company that no longer exists in that form. • Trailing return on equity sits near 5.2% while the shares change hands around 1.2 times book value, and closing that gap is the entire investment question rather than one input am

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Institutional ownership

418 institutional managers reported holding AUB in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 51%. 54 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 8.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (8.3 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AUB's share count grew 80% over the past five years even with $130.87M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 14 years straight; the current rate is $1.39 a share annually. Cash returned over the past three years: $430.10M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at AUB over the trailing three years: 2024: 4 buys totaling $700k; 2025: 5 buys totaling $765k. 26 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AUB's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04+2.0%-11.3%
2023-11-03+2.6%+12.3%
2024-02-23-2.6%-3.4%
2024-05-03-1.4%-3.1%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AUB's latest 8-K filings: 2026-08-06 (items 7.01, 9.01); 2026-07-30 (items 1.01, 9.01); 2026-07-28 (items 1.01, 9.01); 2026-07-27 (items 8.01, 9.01); 2026-07-23 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.