Gibbs Wealth Management Makes New $550,000 Investment in Atlantic Union Bankshares Co. $AUB

Gibbs Wealth Management bought a new stake in shares of Atlantic Union Bankshares Co. (NASDAQ:AUB) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 15,579 shares of the company’s stock, valued at approximately $550,000.

A number of other hedge funds have also made changes to their positions in AUB. Farther Finance Advisors LLC increased its stake in Atlantic Union Bankshares by 309.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 864 shares of the company’s stock valued at $30,000 after buying an additional 653 shares during the period. Curio Wealth LLC purchased a new position in shares of Atlantic Union Bankshares during the 2nd quarter valued at $28,000. Huntington National Bank increased its stake in shares of Atlantic Union Bankshares by 71.7% in the second quarter. Huntington National Bank now owns 1,298 shares of the company’s stock worth $41,000 after acquiring an additional 542 shares during the last quarter. Nomura Asset Management Co. Ltd. raised its holdings in shares of Atlantic Union Bankshares by 64.8% during the second quarter. Nomura Asset Management Co. Ltd. now owns 1,533 shares of the company’s stock worth $48,000 after acquiring an additional 603 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of Atlantic Union Bankshares by 504.7% during the second quarter. EverSource Wealth Advisors LLC now owns 1,542 shares of the company’s stock worth $48,000 after acquiring an additional 1,287 shares in the last quarter. 78.58% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Atlantic Union Bankshares

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 research analysts have weighed in on the company. TD Cowen reaffirmed a “buy” rating on shares of Atlantic Union Bankshares in a research report on Thursday, December 11th. Piper Sandler lowered their price target on Atlantic Union Bankshares from $45.00 to $41.50 and set an “overweight” rating for the company in a research note on Friday, October 24th. Raymond James Financial set a $45.00 price objective on shares of Atlantic Union Bankshares in a research report on Thursday, December 11th. Janney Montgomery Scott initiated coverage on shares of Atlantic Union Bankshares in a research report on Wednesday, October 8th. They issued a “buy” rating and a $42.00 target price for the company. Finally, Morgan Stanley increased their price target on shares of Atlantic Union Bankshares from $41.00 to $44.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 11th. Five research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $41.61.

Atlantic Union Bankshares Stock Down 2.0%

Shares of Atlantic Union Bankshares stock opened at $38.86 on Friday. Atlantic Union Bankshares Co. has a 12-month low of $22.85 and a 12-month high of $40.71. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 0.13. The stock has a 50 day moving average price of $35.79 and a two-hundred day moving average price of $34.64. The stock has a market capitalization of $5.54 billion, a P/E ratio of 16.97 and a beta of 0.83.

Atlantic Union Bankshares (NASDAQ:AUB) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.86 by $0.11. The business had revenue of $391.33 million during the quarter, compared to analysts’ expectations 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 period in the previous year, the company earned $0.67 earnings per share. Equities analysts expect that Atlantic Union Bankshares Co. will post 3.26 earnings per share for the current year.

Atlantic Union Bankshares Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were issued a dividend of $0.37 per share. This represents a $1.48 dividend on an annualized basis and a yield of 3.8%. This is a positive change from Atlantic Union Bankshares’s previous quarterly dividend of $0.34. The ex-dividend date was Friday, November 14th. Atlantic Union Bankshares’s dividend payout ratio is currently 72.55%.

Atlantic Union Bankshares Profile

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.