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    Atlantic Union Bankshares (AUB) Reports Mixed Q3 Results, Is The Stock Still Cheap?

    Simply Wall St·10/20/2026 15:32:04
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    Atlantic Union Bankshares (AUB) has come into focus after its latest third-quarter report. The bank reported net income of $136.6 million, with earnings matching forecasts but revenue coming in below expectations.

    Recent trading reflects that mixed message. The share price has eased over shorter windows, with a 30-day share price return of 3.25% down and a 90-day share price return of 11.8% down, even though year to date the share price return is up 6.31% and the 1-year total shareholder return sits at 14.42%. This points to longer term holders still seeing a positive outcome despite more cautious near term momentum.

    Scan how Atlantic Union Bankshares stacks up against other banks facing similar earnings and revenue crosswinds by reviewing our hand-picked list of solid balance sheet and fundamentals (25 results).

    Atlantic Union Bankshares looks like a solid regional franchise on the surface, yet the recent pullback after a revenue miss raises a sharper issue. Are investors still paying a fair price for that strength, or getting a discount on it?

    Most Popular Narrative: 20.7% Undervalued

    Against a last close of $37.76, the most followed narrative pegs Atlantic Union Bankshares at a fair value of $47.63, which puts current pricing at a sizeable discount and squarely shifts attention to how durable that gap really is under its business plan.

    Atlantic Union Bankshares is building out 10 new branches in North Carolina by 2027 to 2028, with the first Raleigh branch already open and multiple teams in place. This expansion is expected to support further loan and deposit growth and feed into revenue.

    Broader treasury management, capital markets and wealth capabilities sourced from the Sandy Spring integration are being rolled out across the combined footprint, with former Sandy teams already contributing a sizable share of interest rate swap transactions and foreign exchange revenue. These activities can expand fee income and earnings.

    See why 23 investors see Atlantic Union Bankshares as 21% undervalued.

    Result: Fair Value of $47.63 (UNDERVALUED)

    Still, the bullish Atlantic Union Bankshares story depends on funding costs staying contained and credit metrics holding up. Both of these factors could quickly challenge that undervaluation case.

    Find out about the key risks to this Atlantic Union Bankshares narrative.

    Next Steps

    With sentiment leaning cautiously optimistic around Atlantic Union Bankshares, consider using that momentum as a prompt to review the underlying data yourself and stress test the story. To frame those positives in context, take a closer look at the 6 key rewards.

    Looking for more investment ideas beyond Atlantic Union Bankshares?

    If Atlantic Union Bankshares has sharpened your thinking, do not stop there. Use the Simply Wall Street Screener to uncover fresh ideas that fit your style.