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Atlantic Union Bankshares Corp (AUB-PA) Stock Fundamental Analysis & AI Rating 2026

AUB-PA NYSE State Commercial Banks VA CIK: 0000883948
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
74% Confidence
AGREEMENT
BUY
72% Conf
HOLD
76% Conf

📊 AUB-PA Key Takeaways

Revenue: $1.8B
Net Margin: 15.0%
Free Cash Flow: $2.2B
Current Ratio: N/A
Debt/Equity: 0.15x
EPS: $2.03
AI Rating: BUY with 72% confidence
Atlantic Union Bankshares Corp (AUB-PA) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of 15.0%, and return on equity (ROE) of 5.5%, Atlantic Union Bankshares Corp demonstrates strong fundamentals in the Finance sector. Below is our complete AUB-PA stock analysis for 2026.

Is Atlantic Union Bankshares Corp (AUB-PA) a Good Investment?

Claude

Atlantic Union Bankshares demonstrates solid financial health with strong revenue growth of 57.7% YoY and robust operating cash flow of $2.2B, supported by healthy leverage metrics and a conservative debt/equity ratio of 0.15x. However, profitability growth lags revenue expansion with net income rising only 4.5% YoY, and ROE of 5.5% reflects moderate shareholder returns typical of regional banks in the current interest rate environment.

ChatGPT

Atlantic Union Bankshares shows solid top-line expansion and a conservative balance sheet, with low reported leverage and positive net income growth. However, the quality of that growth is mixed because EPS declined, profitability remains modest for a bank, and the very high reported free cash flow is less meaningful in a banking model than in an industrial business.

Why Buy Atlantic Union Bankshares Corp Stock? AUB-PA Key Strengths

Claude
  • + Exceptional revenue growth of 57.7% YoY indicates strong business momentum and market expansion
  • + Excellent liquidity position with $966.5M cash and operating cash flow of $2.2B covering expenses
  • + Conservative capital structure with debt/equity ratio of 0.15x and manageable long-term debt of $771.9M
  • + Positive free cash flow of $2.2B provides capacity for dividends, share buybacks, or acquisitions
  • + Stable net margin of 15.0% reflects consistent operational profitability
ChatGPT
  • + Revenue growth was strong at 57.7% year over year, indicating meaningful balance-sheet and earning-asset expansion or acquisition-driven growth
  • + Net income remained positive and grew 4.5% year over year, showing earnings resilience despite margin pressure
  • + Balance-sheet leverage appears conservative with debt-to-equity of 0.15x and substantial equity of $5.01B against $37.59B of assets

AUB-PA Stock Risks: Atlantic Union Bankshares Corp Investment Risks

Claude
  • ! Significant profitability disconnect: net income growth of only 4.5% YoY versus 57.7% revenue growth suggests margin compression or integration challenges
  • ! Diluted EPS declined 9.4% YoY despite net income growth, indicating substantial share dilution from recent acquisitions or capital raises
  • ! Low ROE of 5.5% and ROA of 0.7% suggest inefficient capital deployment relative to equity base of $5.0B
  • ! Interest coverage ratio of 2.9x provides limited cushion for rising interest rates or loan quality deterioration
  • ! High insider trading activity (46 Form 4 filings in 90 days) may signal uncertainty among management regarding valuation or outlook
ChatGPT
  • ! Return metrics are weak, with ROE of 5.5% and ROA of 0.7%, suggesting limited earnings efficiency
  • ! Diluted EPS fell 9.4% year over year even as net income rose, which points to dilution or weaker per-share profitability
  • ! Interest coverage of 2.9x is only moderate, leaving less cushion if funding costs stay elevated or credit conditions worsen

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend to assess pricing power and deposit cost pressures
  • * Loan loss provisions and non-performing loan ratios to gauge asset quality deterioration
  • * Return on equity trajectory toward industry benchmarks of 10%+
  • * Cost-to-income ratio to evaluate operating leverage and efficiency gains
  • * Capital adequacy ratios and regulatory capital requirements
ChatGPT
  • * ROE and ROA improvement to confirm better earnings efficiency
  • * EPS growth relative to net income growth to assess dilution and per-share earnings quality

Atlantic Union Bankshares Corp (AUB-PA) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$273.7M
EPS (Diluted)
$2.03
Free Cash Flow
$2.2B
Total Assets
$37.6B
Cash Position
$966.5M

💡 AI Analyst Insight

The 122.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

AUB-PA Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 18.5%
Net Margin 15.0%
ROE 5.5%
ROA 0.7%
FCF Margin 122.8%

AUB-PA vs Finance Sector: How Atlantic Union Bankshares Corp Compares

How Atlantic Union Bankshares Corp compares to Finance sector averages

Net Margin
AUB-PA 15.0%
vs
Sector Avg 25.0%
AUB-PA Sector
ROE
AUB-PA 5.5%
vs
Sector Avg 12.0%
AUB-PA Sector
Current Ratio
AUB-PA 0.0x
vs
Sector Avg 1.2x
AUB-PA Sector
Debt/Equity
AUB-PA 0.2x
vs
Sector Avg 2.0x
AUB-PA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Atlantic Union Bankshares Corp Stock Overvalued? AUB-PA Valuation Analysis 2026

Based on fundamental analysis, Atlantic Union Bankshares Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
5.5%
Sector avg: 12%
Net Profit Margin
15.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.15x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Atlantic Union Bankshares Corp Balance Sheet: AUB-PA Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.15x
Debt/Assets
86.7%
Interest Coverage
2.93x
Long-term Debt
$771.9M

AUB-PA Revenue & Earnings Growth: 5-Year Financial Trend

AUB-PA 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Atlantic Union Bankshares Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.53 reflects profitable operations.

AUB-PA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
122.8%
Free cash flow / Revenue

Atlantic Union Bankshares Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.2B
Cash generated from operations
Dividends Paid
$67.4M
Returned to shareholders

AUB-PA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Atlantic Union Bankshares Corp (CIK: 0000883948)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/form4-04022026_040432.xml View →
Apr 2, 2026 4 xslF345X06/form4-04022026_040430.xml View →
Apr 2, 2026 4 xslF345X06/form4-04022026_040428.xml View →
Apr 2, 2026 4 xslF345X06/form4-04022026_040424.xml View →
Apr 2, 2026 4 xslF345X06/form4-04022026_040421.xml View →

Frequently Asked Questions about AUB-PA

What is the AI rating for AUB-PA?

Atlantic Union Bankshares Corp (AUB-PA) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AUB-PA's key strengths?

Claude: Exceptional revenue growth of 57.7% YoY indicates strong business momentum and market expansion. Excellent liquidity position with $966.5M cash and operating cash flow of $2.2B covering expenses. ChatGPT: Revenue growth was strong at 57.7% year over year, indicating meaningful balance-sheet and earning-asset expansion or acquisition-driven growth. Net income remained positive and grew 4.5% year over year, showing earnings resilience despite margin pressure.

What are the risks of investing in AUB-PA?

Claude: Significant profitability disconnect: net income growth of only 4.5% YoY versus 57.7% revenue growth suggests margin compression or integration challenges. Diluted EPS declined 9.4% YoY despite net income growth, indicating substantial share dilution from recent acquisitions or capital raises. ChatGPT: Return metrics are weak, with ROE of 5.5% and ROA of 0.7%, suggesting limited earnings efficiency. Diluted EPS fell 9.4% year over year even as net income rose, which points to dilution or weaker per-share profitability.

What is AUB-PA's revenue and growth?

Atlantic Union Bankshares Corp reported revenue of $1.8B.

Does AUB-PA pay dividends?

Atlantic Union Bankshares Corp pays dividends, with $67.4M distributed to shareholders in the trailing twelve months.

Where can I find AUB-PA SEC filings?

Official SEC filings for Atlantic Union Bankshares Corp (CIK: 0000883948) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AUB-PA's EPS?

Atlantic Union Bankshares Corp has a diluted EPS of $2.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AUB-PA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Atlantic Union Bankshares Corp has a BUY rating with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is AUB-PA stock overvalued or undervalued?

Valuation metrics for AUB-PA: ROE of 5.5% (sector avg: 12%), net margin of 15.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy AUB-PA stock in 2026?

Our dual AI analysis gives Atlantic Union Bankshares Corp a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AUB-PA's free cash flow?

Atlantic Union Bankshares Corp's operating cash flow is $2.2B, with capital expenditures of N/A. FCF margin is 122.8%.

How does AUB-PA compare to other Finance stocks?

Vs Finance sector averages: Net margin 15.0% (avg: 25%), ROE 5.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI