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Atlantic Union Bankshares Corporation (AUB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS04911A1079
CUSIP04911A107
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$2.97B
EPS$2.53
PE Ratio13.13
Revenue (TTM)$670.27M
Gross Profit (TTM)$683.76M
Year Range$22.38 - $37.50
Target Price$39.60
Short %5.66%
Short Ratio9.55

Share Price Chart


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Atlantic Union Bankshares Corporation

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Atlantic Union Bankshares Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%NovemberDecember2024FebruaryMarchApril
1,376.28%
1,000.76%
AUB (Atlantic Union Bankshares Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Atlantic Union Bankshares Corporation had a return of -8.51% year-to-date (YTD) and 25.32% in the last 12 months. Over the past 10 years, Atlantic Union Bankshares Corporation had an annualized return of 5.67%, while the S&P 500 had an annualized return of 10.55%, indicating that Atlantic Union Bankshares Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-8.51%6.33%
1 month-4.44%-2.81%
6 months21.79%21.13%
1 year25.32%24.56%
5 years (annualized)1.71%11.55%
10 years (annualized)5.67%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-6.51%-1.69%6.16%
2023-3.07%0.10%7.24%19.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AUB is 54, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AUB is 5454
Atlantic Union Bankshares Corporation(AUB)
The Sharpe Ratio Rank of AUB is 5555Sharpe Ratio Rank
The Sortino Ratio Rank of AUB is 5050Sortino Ratio Rank
The Omega Ratio Rank of AUB is 5050Omega Ratio Rank
The Calmar Ratio Rank of AUB is 5757Calmar Ratio Rank
The Martin Ratio Rank of AUB is 5858Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Atlantic Union Bankshares Corporation (AUB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AUB
Sharpe ratio
The chart of Sharpe ratio for AUB, currently valued at 0.16, compared to the broader market-2.00-1.000.001.002.003.000.16
Sortino ratio
The chart of Sortino ratio for AUB, currently valued at 0.50, compared to the broader market-4.00-2.000.002.004.006.000.50
Omega ratio
The chart of Omega ratio for AUB, currently valued at 1.06, compared to the broader market0.501.001.501.06
Calmar ratio
The chart of Calmar ratio for AUB, currently valued at 0.15, compared to the broader market0.001.002.003.004.005.006.000.15
Martin ratio
The chart of Martin ratio for AUB, currently valued at 0.68, compared to the broader market0.0010.0020.0030.000.68
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Atlantic Union Bankshares Corporation Sharpe ratio is 0.16. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.16
1.91
AUB (Atlantic Union Bankshares Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Atlantic Union Bankshares Corporation granted a 3.75% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.24$1.22$1.16$1.09$1.00$0.96$0.88$0.81$0.77$0.68$0.58$0.54

Dividend yield

3.75%3.34%3.30%2.92%3.04%2.56%3.12%2.24%2.15%2.69%2.41%2.18%

Monthly Dividends

The table displays the monthly dividend distributions for Atlantic Union Bankshares Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.32$0.00
2023$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.32$0.00
2022$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2021$0.00$0.25$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00
2020$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2019$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2018$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.23$0.00$0.00$0.23$0.00
2017$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.21$0.00
2016$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.20$0.00
2015$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00
2014$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2013$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.8%
Atlantic Union Bankshares Corporation has a dividend yield of 3.75%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%44.9%
Atlantic Union Bankshares Corporation has a payout ratio of 44.93%, which is quite average when compared to the overall market. This suggests that Atlantic Union Bankshares Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-14.71%
-3.48%
AUB (Atlantic Union Bankshares Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Atlantic Union Bankshares Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Atlantic Union Bankshares Corporation was 69.74%, occurring on Mar 5, 2009. Recovery took 1667 trading sessions.

The current Atlantic Union Bankshares Corporation drawdown is 14.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.74%Nov 17, 2006576Mar 5, 20091667Oct 16, 20152243
-60.23%May 20, 1998485Sep 29, 2000333Mar 25, 2002818
-52.05%Sep 6, 2018425May 14, 2020204Mar 8, 2021629
-41.66%Jan 18, 2022332May 12, 2023
-25.82%Feb 25, 199428May 31, 199483May 23, 1995111

Volatility

Volatility Chart

The current Atlantic Union Bankshares Corporation volatility is 9.47%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2024FebruaryMarchApril
9.47%
3.59%
AUB (Atlantic Union Bankshares Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Atlantic Union Bankshares Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items