PortfoliosLab logoPortfoliosLab logo
Atlantic Union Bankshares Corporation (AUB)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US04911A1079
CUSIP
04911A107
IPO Date
Aug 18, 1995

Highlights

Market Cap
$5.08B
Enterprise Value
$7.07B
EPS (TTM)
$2.55
PE Ratio
14.03
Total Revenue (TTM)
$2.02B
Gross Profit (TTM)
$1.23B
EBITDA (TTM)
$396.52M
Year Range
$22.85 - $42.18
Target Price
$45.00
ROA (TTM)
0.73%
ROE (TTM)
5.47%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Often compared with AUB:
AUB vs. KEYAUB vs. QQQ

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.


Loading graphics...

S&P 500 Index

Returns By Period

Atlantic Union Bankshares Corporation (AUB) has returned 2.18% so far this year and 19.84% over the past 12 months. Over the last ten years, AUB has returned 7.11% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Atlantic Union Bankshares Corporation

1D
3.12%
1M
-3.56%
YTD
2.18%
6M
3.38%
1Y
19.84%
3Y*
4.75%
5Y*
2.13%
10Y*
7.11%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 18, 1995, AUB's average daily return is +0.07%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 53% of months were positive and 47% were negative. The best month was Mar 2001 with a return of +51.3%, while the worst month was Jan 2009 at -37.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, AUB closed higher 45% of trading days. The best single day was Mar 30, 2001 with a return of +25.8%, while the worst single day was Apr 2, 2001 at -22.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.03%-3.70%-3.56%2.18%
2025-0.29%-4.71%-12.70%-11.05%9.65%4.20%1.34%13.95%-1.23%-7.85%5.22%4.35%-2.72%
2024-6.51%-1.69%6.16%-10.03%3.70%0.67%25.69%-3.06%-5.07%0.35%13.17%-10.72%7.48%
202310.10%-2.43%-6.43%-18.35%-9.64%1.53%23.24%-6.30%-3.07%0.10%7.24%19.53%8.14%
20229.20%0.48%-9.70%-7.93%5.24%-3.80%1.98%-5.36%-6.38%13.69%4.18%-1.49%-2.63%
2021-0.30%12.62%4.44%0.81%6.81%-11.70%-2.07%5.09%-0.41%-2.66%-8.67%14.70%16.51%

Benchmark Metrics

Atlantic Union Bankshares Corporation has an annualized alpha of 6.63%, beta of 1.04, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 21, 1995.

  • This stock participated in 78.42% of S&P 500 Index downside but only 77.35% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.21 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.63%
Beta
1.04
0.21
Upside Capture
77.35%
Downside Capture
78.42%

Return for Risk

Risk / Return Rank

AUB ranks 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


AUB Risk / Return Rank: 5959
Overall Rank
AUB Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
AUB Sortino Ratio Rank: 5454
Sortino Ratio Rank
AUB Omega Ratio Rank: 5555
Omega Ratio Rank
AUB Calmar Ratio Rank: 6262
Calmar Ratio Rank
AUB Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Atlantic Union Bankshares Corporation (AUB) and compare them to a chosen benchmark (S&P 500 Index).


AUBBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.57

0.90

-0.33

Sortino ratio

Return per unit of downside risk

0.99

1.39

-0.40

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

0.92

1.40

-0.48

Martin ratio

Return relative to average drawdown

2.69

6.61

-3.92

Explore AUB risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Atlantic Union Bankshares Corporation provided a 3.97% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The company has been increasing its dividends for 15 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.42$1.39$1.30$1.22$1.16$1.09$1.00$0.96$0.88$0.81$0.77$0.68

Dividend yield

3.97%3.94%3.43%3.34%3.30%2.92%3.04%2.56%3.12%2.24%2.15%2.69%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.37$0.00$0.37
2025$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.37$0.00$1.39
2024$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.34$0.00$1.30
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$1.22
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$1.16
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$1.09

Dividend Yield & Payout


Dividend Yield

Atlantic Union Bankshares Corporation has a dividend yield of 3.97%, which is quite average when compared to the overall market.

Payout Ratio

Atlantic Union Bankshares Corporation has a payout ratio of 49.84%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

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 1324 trading sessions.

The current Atlantic Union Bankshares Corporation drawdown is 13.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.74%Nov 17, 2006576Mar 5, 20091324Jun 9, 20141900
-60.25%May 20, 1998598Sep 29, 2000368Mar 25, 2002966
-52.05%Sep 6, 2018425May 14, 2020204Mar 8, 2021629
-44.74%Nov 26, 202493Apr 11, 2025206Feb 6, 2026299
-41.66%Jan 18, 2022332May 12, 2023295Jul 17, 2024627

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

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

Valuation

The Valuation section provides an overview of how Atlantic Union Bankshares Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AUB, comparing it with other companies in the Banks - Regional industry. Currently, AUB has a P/E ratio of 14.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AUB relative to other companies in the Banks - Regional industry. Currently, AUB has a P/S ratio of 1.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AUB in comparison with other companies in the Banks - Regional industry. Currently, AUB has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items