Tearsheet

Atlantic Union Bankshares (AUB)


Market Price (4/23/2026): $37.47 | Market Cap: $5.3 Bil
Sector: Financials | Industry: Regional Banks

Atlantic Union Bankshares (AUB)


Market Price (4/23/2026): $37.47
Market Cap: $5.3 Bil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.8%, FCF Yield is 42%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 68%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 163%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 162%, CFO LTM is 2.2 Bil, FCF LTM is 2.2 Bil

Low stock price volatility
Vol 12M is 30%

Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 12%

Uninsured deposits are low
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 29%

Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology.

Weak multi-year price returns
2Y Excs Rtn is -16%, 3Y Excs Rtn is -45%

Key risks
AUB key risks include [1] significant credit risk from its heavy concentration in commercial real estate (CRE) loans, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.8%, FCF Yield is 42%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 68%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 163%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 162%, CFO LTM is 2.2 Bil, FCF LTM is 2.2 Bil
3 Low stock price volatility
Vol 12M is 30%
4 Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 12%
5 Uninsured deposits are low
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 29%
6 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology.
7 Weak multi-year price returns
2Y Excs Rtn is -16%, 3Y Excs Rtn is -45%
8 Key risks
AUB key risks include [1] significant credit risk from its heavy concentration in commercial real estate (CRE) loans, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Atlantic Union Bankshares (AUB) stock has gained about 5% since 12/31/2025 because of the following key factors:

1. Strong Q4 2025 Earnings Beat.

Atlantic Union Bankshares (AUB) reported adjusted earnings per share (EPS) of $0.97 for the fourth quarter of 2025, surpassing analyst forecasts of $0.86 by 12.79%. The company also exceeded revenue expectations, reporting $391.79 million against a projected $379.01 million. This robust performance, announced on January 22, 2026, led to a 1.15% increase in pre-market trading for the stock.

2. Positive Analyst Outlook and Price Targets.

Throughout the period, Wall Street analysts maintained a generally positive sentiment towards AUB, with a consensus "Moderate Buy" rating from 9 analysts. Analysts issued average 12-month price targets for 2026 ranging from $43.17 to $44.90, suggesting a significant upside from the stock's prevailing price levels.

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Stock Movement Drivers

Fundamental Drivers

The 6.4% change in AUB stock from 12/31/2025 to 4/22/2026 was primarily driven by a 14.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)123120254222026Change
Stock Price ($)34.9837.226.4%
Change Contribution By: 
Total Revenues ($ Mil)1,2051,37414.0%
Net Income Margin (%)18.2%19.9%9.3%
P/E Multiple22.619.3-14.5%
Shares Outstanding (Mil)142142-0.1%
Cumulative Contribution6.4%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/22/2026
ReturnCorrelation
AUB6.4% 
Market (SPY)-5.4%41.4%
Sector (XLF)-4.7%64.3%

Fundamental Drivers

The 7.7% change in AUB stock from 9/30/2025 to 4/22/2026 was primarily driven by a 30.6% change in the company's Total Revenues ($ Mil).
(LTM values as of)93020254222026Change
Stock Price ($)34.5737.227.7%
Change Contribution By: 
Total Revenues ($ Mil)1,0521,37430.6%
Net Income Margin (%)19.4%19.9%2.8%
P/E Multiple24.019.3-19.7%
Shares Outstanding (Mil)142142-0.2%
Cumulative Contribution7.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/22/2026
ReturnCorrelation
AUB7.7% 
Market (SPY)-2.9%44.7%
Sector (XLF)-2.7%65.3%

Fundamental Drivers

The 24.8% change in AUB stock from 3/31/2025 to 4/22/2026 was primarily driven by a 68.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120254222026Change
Stock Price ($)29.8237.2224.8%
Change Contribution By: 
Total Revenues ($ Mil)8171,37468.1%
Net Income Margin (%)25.6%19.9%-22.2%
P/E Multiple12.819.350.7%
Shares Outstanding (Mil)90142-36.7%
Cumulative Contribution24.8%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/22/2026
ReturnCorrelation
AUB24.8% 
Market (SPY)16.3%65.3%
Sector (XLF)5.9%72.5%

Fundamental Drivers

The 19.7% change in AUB stock from 3/31/2023 to 4/22/2026 was primarily driven by a 95.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120234222026Change
Stock Price ($)31.0937.2219.7%
Change Contribution By: 
Total Revenues ($ Mil)7051,37495.1%
Net Income Margin (%)33.3%19.9%-40.2%
P/E Multiple9.919.394.8%
Shares Outstanding (Mil)75142-47.4%
Cumulative Contribution19.7%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/22/2026
ReturnCorrelation
AUB19.7% 
Market (SPY)63.3%52.6%
Sector (XLF)69.6%68.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AUB Return17%-2%8%7%-3%7%39%
Peers Return19%-23%22%11%28%1%61%
S&P 500 Return27%-19%24%23%16%3%88%

Monthly Win Rates [3]
AUB Win Rate50%50%50%50%50%50% 
Peers Win Rate44%48%58%52%62%57% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
AUB Max Drawdown-2%-17%-32%-14%-36%-3% 
Peers Max Drawdown-6%-30%-26%-14%-12%-13% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEWT, ATLO, AGBK, NU, MTB.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)

How Low Can It Go

Unique KeyEventAUBS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-41.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven70.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven438 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.2%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven92.9%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven286 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-36.4%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven57.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven2,144 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-69.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven224.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven2,806 days1,480 days

Compare to NEWT, ATLO, AGBK, NU, MTB

In The Past

Atlantic Union Bankshares's stock fell -41.3% during the 2022 Inflation Shock from a high on 3/6/2023. A -41.3% loss requires a 70.3% gain to breakeven.

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About Atlantic Union Bankshares (AUB)

Atlantic Union Bankshares Corporation operates as the holding company for Atlantic Union Bank that provides banking and related financial services to consumers and businesses. The company accepts various deposit products, including checking, savings, NOW, time deposit, and money market accounts; certificates of deposit; and other depository services. It also provides loans for commercial, industrial, residential mortgage, and consumer purposes. In addition, the company offers credit cards, automated teller machine (ATM) services, mobile and internet banking services, and online bill payment services, as well as financial planning, trust, and wealth management services. Further, it provides securities, brokerage, and investment advisory products and services; and originates and sells residential loan products in the secondary market. As of February 25, 2022, it operated 130 branches and approximately 150 ATMs in Virginia, Maryland, and North Carolina. The company was formerly known as Union Bankshares Corporation and changed its name to Atlantic Union Bankshares Corporation in May 2019. Atlantic Union Bankshares Corporation was founded in 1902 and is headquartered in Richmond, Virginia.

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Here are 1-3 brief analogies for Atlantic Union Bankshares (AUB):

  • A smaller, regional Bank of America
  • Like PNC Bank, but focused on Virginia, Maryland, and North Carolina

AI Analysis | Feedback

  • Deposit Products: The company offers various accounts including checking, savings, NOW, time deposit, money market accounts, and certificates of deposit.
  • Loan Products: They provide loans for commercial, industrial, residential mortgage, and consumer purposes, also originating and selling residential loans in the secondary market.
  • Digital Banking & Payment Services: This category includes credit cards, automated teller machine (ATM) services, mobile and internet banking, and online bill payment services.
  • Wealth Management & Investment Services: The company offers financial planning, trust services, wealth management, securities, brokerage, and investment advisory products and services.

AI Analysis | Feedback

Atlantic Union Bankshares (AUB) provides banking and related financial services directly to a broad base of customers, including both individuals and businesses, within its operating regions of Virginia, Maryland, and North Carolina. The company does not sell primarily to a few major corporate customers, but rather serves a diverse local customer base. Here are the major categories of customers that Atlantic Union Bankshares serves:
  1. Individual Consumers: This category includes everyday individuals and families who utilize the bank for their personal financial needs. Services for these customers include checking, savings, and money market accounts, credit cards, consumer loans, residential mortgages, mobile and internet banking, and personal financial planning.
  2. Commercial and Industrial Businesses: This category encompasses a wide range of businesses, from small local enterprises to larger corporations operating within Atlantic Union Bankshares' service areas. These customers use the bank for commercial checking and savings accounts, commercial and industrial loans, lines of credit, treasury management services, and business credit cards.
  3. Wealth Management and Trust Clients: This group comprises high-net-worth individuals, families, and potentially some institutional clients who seek specialized financial services. These include financial planning, trust services, investment advisory, and brokerage products.

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John C. Asbury, President & CEO

John C. Asbury has served as President and Chief Executive Officer of Atlantic Union Bankshares Corporation since January 2017, and President of the company since October 2016. He also holds the role of Chief Executive Officer of Atlantic Union Bank, a position he has held since October 2016. Prior to joining Atlantic Union, he was President and CEO of the privately-held First National Bank of Santa Fe, which operated in New Mexico and Colorado. His career also includes serving as Senior Executive Vice President and Head of the Business Services Group at Regions Financial Corporation, and 17 years at Bank of America, where he was the Pacific Northwest Region Executive for Business Banking. Mr. Asbury began his banking career in the management training program at Wachovia Bank & Trust. He earned a B.S. in Business from Virginia Tech and an MBA from The College of William & Mary.

Alexander D. Dodd, Chief Financial Officer

Alexander D. Dodd will assume the role of Chief Financial Officer of Atlantic Union Bankshares Corporation, effective April 13, 2026. He succeeds Robert M. Gorman, who is retiring and will serve as an executive advisor during the transition period until September 30, 2026. Mr. Dodd brings over 20 years of enterprise finance leadership experience from U.S. and Canadian banking, joining Atlantic Union from TD Bank Group. At TD Bank Group, he held various senior finance management roles for nearly two decades, including Deputy CFO, Executive Vice President, and interim CFO for TD Bank's U.S. operations. His experience also includes managing several line of business CFO roles and leading Financial Planning and Analysis and Corporate Strategy. He began his banking career at MBNA and later worked at TD Banknorth before its merger with Commerce Bank. Mr. Dodd is a graduate of the United States Coast Guard Academy and holds an MBA from Loyola University Maryland. He is also a Chartered Financial Analyst (CFA).

Robert M. Gorman, Executive Advisor

Robert M. Gorman, who previously served as Executive Vice President and Chief Financial Officer of Atlantic Union Bankshares Corporation since July 2012, is transitioning to an executive advisor role through September 30, 2026, as he retires. He played a significant role in the company's growth, helping to transform it from a $4 billion asset community bank in 2012 to a nearly $40 billion regional banking leader. Before joining Atlantic Union, Mr. Gorman held positions at SunTrust Banks, Inc. as Senior Vice President & Strategic Financial Officer and Senior Vice President & Director of Corporate Support Services. He also has experience from roles at FleetBoston Financial and Liberty Mutual Insurance Group.

Maria P. Tedesco, Executive Vice President of the Company and President & Chief Operating Officer of Atlantic Union Bank

Maria P. Tedesco is Executive Vice President of Atlantic Union Bankshares Corporation and President and Chief Operating Officer of Atlantic Union Bank, a role she has held as Bank President since September 2018 and COO since January 2022. Her extensive banking career spans over 30 years, during which she has led revenue-generating lines of business including consumer and commercial banking, wealth management, and treasury management. Before joining Atlantic Union, Ms. Tedesco was Chief Operating Officer for U.S. Retail and Business Banking at BMO Harris Bank. She also held senior executive roles at Santander Bank and Citizens Financial Group. Ms. Tedesco began her banking journey in a marketing role at BayBank Harvard Trust. She holds a Bachelor of Science in Finance and Accounting from Ithaca College and an MBA from Northeastern University.

Bradley S. Haun, Executive Vice President & Chief Risk Officer

Bradley S. Haun serves as Executive Vice President and Chief Risk Officer of Atlantic Union Bankshares Corporation and Atlantic Union Bank, having been appointed to the role in 2025. He joined Atlantic Union in 2011 and has held various leadership positions within the company, including executive vice president and chief audit executive since 2021. His career at Atlantic Union also includes roles as director of financial reporting and accounting policy, and corporate controller. Mr. Haun began his career at Cherry Bekaert in their audit practice. He is an alumnus of Virginia Tech.

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The key risks to Atlantic Union Bankshares (AUB) primarily stem from its strategic growth initiatives, its regional operational focus, and the competitive landscape of the financial industry.

  1. Integration Risk from Acquisitions: Atlantic Union Bankshares has pursued strategic acquisitions, including American National in 2024 and Sandy Spring Bancorp, Inc. in 2025. The successful integration of these acquired entities, particularly the core system conversion for Sandy Spring slated for October 2025, is critical. Any difficulties in this process could delay the realization of expected cost synergies, create a drag on earnings, and potentially elevate credit risk.
  2. Geographic Concentration and Economic Downturn Vulnerability: The company's operations are concentrated in the Mid-Atlantic region, making it susceptible to local economic downturns. This regional focus, particularly its reliance on real estate markets and general economic conditions in its primary markets, means a faltering local economy could materially and adversely affect its business.
  3. Intense Competition and Funding/Interest Rate Risks: Atlantic Union Bankshares faces significant competition from community, regional, national, and internet banks, as well as credit unions and non-bank financial service providers. This intense competition, coupled with potential rising interest rates, could increase funding costs for the bank and negatively impact its net interest margin and net interest income.

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The rise of digital-first banks (neobanks) and specialized financial technology (fintech) companies presents a clear emerging threat. These entities leverage technology to offer banking services, loans, and other financial products with lower overhead costs, often resulting in more competitive rates, reduced fees, and a superior digital user experience. This model directly challenges Atlantic Union Bankshares' traditional branch-based infrastructure and hybrid digital offerings, potentially eroding its customer base and market share in deposits, consumer loans, and commercial lending by attracting customers seeking fully digital, streamlined, and cost-effective financial solutions.

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Here are the addressable market sizes for Atlantic Union Bankshares' main products and services in its operating regions:

Virginia

  • Deposit Products: The total deposits in all banks in Virginia were approximately $296 billion as of Q4 2024.
  • Commercial, Industrial, and Consumer Loans: The Commercial Banking industry in Virginia, which includes consumer, commercial, and industrial loans, has a market size of approximately $24.4 billion in 2026.
  • Residential Mortgage Loans: New home loans booked in Virginia amounted to approximately $35.2 billion in 2024.
  • Financial Planning, Trust, and Wealth Management Services: The Portfolio Management & Investment Advice industry in Virginia has a market size of approximately $5.7 billion in 2026.

Maryland

  • Deposit Products: The total deposits in all banks in Maryland were approximately $195 billion as of Q4 2024. [cite: 16 in previous turn]
  • Commercial, Industrial, and Consumer Loans: The Commercial Banking industry in Maryland, which includes consumer, commercial, and industrial loans, has a market size of approximately $13.7 billion in 2026. [cite: 11 in previous turn]
  • Residential Mortgage Loans: New home loans booked in Maryland amounted to approximately $23.2 billion in 2024. [cite: 16 in previous turn]
  • Financial Planning, Trust, and Wealth Management Services: null

North Carolina

  • Deposit Products: The total deposits in all banks in North Carolina were approximately $693 billion as of Q4 2024. [cite: 12 in previous turn]
  • Commercial, Industrial, and Consumer Loans: The Commercial Banking industry in North Carolina, which includes consumer, commercial, and industrial loans, has a market size of approximately $68.0 billion in 2026. [cite: 46 in previous turn]
  • Residential Mortgage Loans: New home loans booked in North Carolina amounted to approximately $37.2 billion in 2024. [cite: 12 in previous turn]
  • Financial Planning, Trust, and Wealth Management Services: The Portfolio Management & Investment Advice industry in North Carolina has a market size of approximately $4.9 billion in 2026.

AI Analysis | Feedback

Atlantic Union Bankshares (symbol: AUB) is expected to drive future revenue growth over the next two to three years through several key strategies:

  1. Strategic Acquisitions and Geographic Expansion: The company has actively pursued mergers and acquisitions, such as the completed acquisition of American National Bankshares Inc., which added 26 branches and expanded its footprint in Virginia and North Carolina. More recently, the successful integration of Sandy Spring Bancorp was noted as materially increasing both loan and deposit bases and contributing to Atlantic Union's transformation into the largest regional bank headquartered in the lower Mid-Atlantic, with operations extending into Maryland and an expanding presence in North Carolina. This strategic expansion is expected to bring in new customers, loans, and deposits, thereby increasing the bank's market share and revenue.
  2. Growth in Loan Portfolios: Atlantic Union Bankshares anticipates continued growth in its loan portfolios, particularly in commercial real estate, commercial and industrial, and multifamily real estate loans. This is supported by expectations of enhanced loan growth for 2026 and a near-term focus on loan growth, as indicated in analyst reports and company statements. Organic loan growth has also been a contributing factor alongside acquired loans. Increased loan balances directly translate to higher interest income, a primary component of the bank's revenue.
  3. Net Interest Margin (NIM) Optimization: The company projects an expansion of its net interest margin, which is the difference between interest income generated and interest paid out. This optimization is expected to be driven by a combination of factors, including managing funding costs (such as lower deposit costs), increasing earning asset yields through new loan production and repricing of existing loans, and realizing significant accretion income from acquired loan portfolios. Analysts forecast NIM to expand to between 3.90% and 4.00% in 2026, supported by this accretion income.

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Share Repurchases

  • Atlantic Union Bankshares suspended its share repurchase program on March 20, 2020. At the time of suspension, $20 million remained of a $150 million authorization, which was set to expire on June 30, 2021.
  • In 2021, the company repurchased approximately 3.4 million shares for around $125 million.
  • During the first quarter of 2022, approximately 630,000 shares were repurchased for about $25 million.

Share Issuance

  • Atlantic Union Bankshares has issued common stock and Series A Perpetual Non-Cumulative Preferred Stock.
  • The acquisition of Sandy Spring Bancorp, Inc. by Atlantic Union Bankshares, completed on April 1, 2025, was an all-stock transaction. Each outstanding share of Sandy Spring common stock was converted into the right to receive 0.900 shares of Atlantic Union common stock.

Outbound Investments

  • Atlantic Union Bankshares entered into a definitive agreement to acquire Sandy Spring Bancorp, Inc. in an all-stock transaction valued at approximately $1.6 billion as of October 21, 2024.
  • The acquisition of Sandy Spring Bancorp, Inc. was completed on April 1, 2025. The aggregate transaction value was approximately $1.3 billion based on Atlantic Union's closing stock price on March 31, 2025.
  • This acquisition was intended to strengthen Atlantic Union's presence in Virginia and Maryland, creating the largest regional banking franchise headquartered in the lower Mid-Atlantic.

Capital Expenditures

  • While the company has made additional investments in technology, particularly related to the integration of the Sandy Spring acquisition, explicit dollar values for traditional capital expenditures are not readily available in the provided information for the last 3-5 years.

Trade Ideas

Select ideas related to AUB.

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MKTX_3202026_Dip_Buyer_FCFYield03202026MKTXMarketAxessDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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RYAN_3202026_Insider_Buying_GTE_1Mil_EBITp+DE_V203202026RYANRyan SpecialtyInsiderInsider Buys | Low D/EStrong Insider Buying
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AUB_11302022_Insider_Buying_45D_2Buy_200K11302022AUBAtlantic Union BanksharesInsiderInsider Buys 45DStrong Insider Buying
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-26.9%-10.9%-33.3%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AUBNEWTATLOAGBKNUMTBMedian
NameAtlantic.NewtekOneAmes Nat.AGI Nu M&T Bank  
Mkt Price37.2212.7228.217.3314.85217.5721.53
Mkt Cap5.30.40.3-72.033.25.3
Rev LTM1,37426767-10,6279,6221,374
Op Inc LTM-------
FCF LTM2,223-57921-3,1602,8602,223
FCF 3Y Avg932-30116-364,8573,301932
CFO LTM2,237-57921-3,5003,0032,237
CFO 3Y Avg941-30018-424,0303,506941

Growth & Margins

AUBNEWTATLOAGBKNUMTBMedian
NameAtlantic.NewtekOneAmes Nat.AGI Nu M&T Bank  
Rev Chg LTM68.1%12.3%21.9%-28.5%4.2%21.9%
Rev Chg 3Y Avg28.1%38.9%3.1%-63,129.4%6.8%28.1%
Rev Chg Q76.0%-2.3%26.7%-48.7%3.2%26.7%
QoQ Delta Rev Chg LTM14.0%-0.6%6.2%-10.7%0.8%6.2%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM162.8%-217.0%31.9%-32.9%31.2%31.9%
CFO/Rev 3Y Avg80.0%-124.2%31.2%-28.1%37.0%31.2%
FCF/Rev LTM161.8%-217.0%31.0%-29.7%29.7%29.7%
FCF/Rev 3Y Avg79.2%-124.4%27.7%-25.3%34.8%27.7%

Valuation

AUBNEWTATLOAGBKNUMTBMedian
NameAtlantic.NewtekOneAmes Nat.AGI Nu M&T Bank  
Mkt Cap5.30.40.3-72.033.25.3
P/S3.81.43.7-6.83.53.7
P/Op Inc-------
P/EBIT-------
P/E19.36.213.1-25.111.613.1
P/CFO2.4-0.611.7-20.611.111.1
Total Yield5.8%16.2%10.4%-4.0%11.3%10.4%
Dividend Yield0.6%0.0%2.8%-0.0%2.7%0.6%
FCF Yield 3Y Avg21.1%-90.6%9.0%-642.0%12.1%12.1%
D/E0.32.20.1-0.00.40.3
Net D/E0.11.4-1.9--0.4-0.8-0.4

Returns

AUBNEWTATLOAGBKNUMTBMedian
NameAtlantic.NewtekOneAmes Nat.AGI Nu M&T Bank  
1M Rtn7.3%10.9%3.0%-20.2%1.2%8.4%5.2%
3M Rtn-6.1%-6.4%16.2%-31.8%-13.9%-0.0%-6.2%
6M Rtn11.7%20.8%37.0%-31.8%-2.0%21.3%16.2%
12M Rtn52.3%30.4%67.3%-31.8%32.7%38.4%35.5%
3Y Rtn29.5%26.7%62.9%-31.8%197.6%93.8%46.2%
1M Excs Rtn-1.2%2.4%-5.4%-28.6%-7.3%-0.0%-3.3%
3M Excs Rtn-9.9%-10.2%12.4%-35.6%-17.7%-3.8%-10.1%
6M Excs Rtn4.7%16.6%35.6%-37.8%-9.6%15.3%10.0%
12M Excs Rtn19.6%-3.1%32.9%-70.2%0.3%4.6%2.4%
3Y Excs Rtn-45.5%-55.1%-10.9%-103.8%154.4%19.4%-28.2%

Comparison Analyses

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FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Wholesale Banking308338312  
Consumer Banking305280311  
Corporate Other898554  
Community Banking   687671
Total702703677687671


Price Behavior

Price Behavior
Market Price$37.22 
Market Cap ($ Bil)5.3 
First Trading Date08/18/1995 
Distance from 52W High-10.1% 
   50 Days200 Days
DMA Price$37.10$35.07
DMA Trendupdown
Distance from DMA0.3%6.1%
 3M1YR
Volatility27.2%29.9%
Downside Capture0.300.49
Upside Capture56.56129.62
Correlation (SPY)33.8%53.6%
AUB Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta0.520.680.971.101.211.24
Up Beta-1.400.011.261.121.011.17
Down Beta0.500.360.711.381.521.31
Up Capture64%80%123%105%133%155%
Bmk +ve Days7162765139424
Stock +ve Days10203057119359
Down Capture68%98%91%94%112%107%
Bmk -ve Days12233358110323
Stock -ve Days12223367131387

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AUB
AUB58.3%30.1%1.53-
Sector ETF (XLF)15.6%15.1%0.7667.1%
Equity (SPY)26.7%12.5%1.7755.2%
Gold (GLD)38.9%27.4%1.19-4.2%
Commodities (DBC)23.5%16.2%1.32-3.9%
Real Estate (VNQ)15.6%13.6%0.8245.0%
Bitcoin (BTCUSD)-12.8%42.6%-0.2124.7%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AUB
AUB3.1%33.6%0.15-
Sector ETF (XLF)10.0%18.7%0.4269.5%
Equity (SPY)10.5%17.1%0.4853.1%
Gold (GLD)21.5%17.8%0.990.5%
Commodities (DBC)10.7%18.8%0.4713.8%
Real Estate (VNQ)3.6%18.8%0.0948.5%
Bitcoin (BTCUSD)3.8%56.4%0.2918.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AUB
AUB7.5%36.0%0.30-
Sector ETF (XLF)12.9%22.2%0.5372.9%
Equity (SPY)13.8%17.9%0.6654.7%
Gold (GLD)13.9%15.9%0.73-8.2%
Commodities (DBC)8.1%17.6%0.3818.8%
Real Estate (VNQ)5.4%20.7%0.2349.0%
Bitcoin (BTCUSD)68.1%66.9%1.0713.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity8.3 Mil
Short Interest: % Change Since 31520268.0%
Average Daily Volume1.2 Mil
Days-to-Cover Short Interest7.1 days
Basic Shares Quantity141.9 Mil
Short % of Basic Shares5.8%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/21/2026-3.0%  
1/22/2026-0.8%-2.7%2.6%
10/23/2025-3.2%-3.5%-5.8%
7/24/2025-1.8%-4.3%0.0%
4/24/20250.4%5.1%11.3%
1/23/2025-3.4%-1.4%-6.1%
10/21/2024-6.7%-5.2%9.4%
7/25/20242.0%2.3%-6.3%
...
SUMMARY STATS   
# Positive9916
# Negative16158
Median Positive2.9%2.3%4.7%
Median Negative-3.1%-3.5%-6.2%
Max Positive4.5%5.1%20.4%
Max Negative-15.2%-16.7%-17.2%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/26/202610-K
09/30/202511/04/202510-Q
06/30/202508/05/202510-Q
03/31/202505/07/202510-Q
12/31/202402/27/202510-K
09/30/202411/05/202410-Q
06/30/202408/06/202410-Q
03/31/202405/02/202410-Q
12/31/202302/22/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202202/24/202310-K
09/30/202211/03/202210-Q
06/30/202208/04/202210-Q
03/31/202205/05/202210-Q