TD Cowen Cuts Atlantic Union Bankshares (AUB) Price Target to $43

Key Points

  • TD Cowen reiterated its Buy rating on Atlantic Union Bankshares Corporation on October 21, 2026, lowering its price target from $44 to $43.
  • TD Cowen's $43 price target implies 11.03% upside from Atlantic Union Bankshares Corporation's ($AUB) current $38.73 share price.
  • Institutional funds like Franklin Resources, North Reef Capital, and Congress Asset Management recently reported varying adjustments to their bank holdings.
  • The regional bank currently trades around $38.73, backed by a trailing twelve-month EPS of $3.38 and an annual dividend of $1.48 per share.

Since the rating, $AUB is up 2.4% to date (from the $38.68 close on Oct 21, 2026).

Get Atlantic Union Bankshares text alerts

We text you when insiders, Congress, analysts or big funds move on $AUB.

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated Atlantic Union Bankshares Corporation alert may contain errors. Disclosures

On October 21, 2026, TD Cowen maintained its Buy rating on Atlantic Union Bankshares Corporation (NYSE:AUB) while lowering its price target from $44.00 to $43.00. The research note was issued as the regional bank navigates market conditions, trading close to its recent levels while analysts evaluate its forward outlook.

AUB Atlantic Union Bankshares Corporation
$39.60 +14.65% year to date
Daily close · Oct 22, 2026
Analyst rating track record

TD Cowen vs. the S&P 500

YTD return +3.33% hypothetical
All-time return +3.33% S&P 500 +0.29%
vs. S&P 500 +3.04% ahead of the index

Hypothetical returns from TD Cowen's disclosed trades, not real profit or advice. How we model this.

TD Cowen's Call on Atlantic Union Bankshares Corporation

In its October 21, 2026 research note, TD Cowen kept a Buy rating on the stock while moving its target down to $43.00 from $44.00. Earlier on July 22, 2026, the firm had maintained a Buy rating with a $48.00 price target before adjusting it to $44.00 on October 5, 2026. Piper Sandler also chimed in on October 21, 2026, keeping an Overweight rating on the bank while shifting its target from $47.00 to $45.00.

Other Institutional Activity in Atlantic Union Bankshares Corporation

Franklin Resources, Inc. grew its holdings by 256,621 shares, ending with 3,615,538 shares worth about $142,813,751 as of June 30, 2026. North Reef Capital Management LP reduced its position by 719,856 shares, finishing the period with 3,565,000 shares valued at approximately $140,817,500. Congress Asset Management Co added 30,514 shares to hold 2,531,692 shares valued at roughly $100,001,834 as of September 30, 2026.

Atlantic Union Bankshares Corporation Stock Up 0.1%

Atlantic Union Bankshares Corporation shares recently traded around $38.73 as of October 22, 2026, sitting about 0.1% above their October 21, 2026 closing price of $38.68. The stock trades below its 50-day moving average of $39.54 and under its 200-day moving average of $38.98. The equity sits 11.2% below its 52-week high of $43.62 and 25.5% above its 52-week low of $30.87.

12-month forecast

$AUB price target

Atlantic Union Bankshares Corporation daily closes and this analyst's $43 target. Not advice.

Recent Earnings

For its trailing twelve-month period, the company generated $1,530,488,960 in revenue and $3.38 in earnings per share. The bank holds a market capitalization of roughly $5.64 billion alongside a price-to-earnings ratio of 11.69. The next earnings release is scheduled for January 21, 2027.

Dividend

The company pays an annual dividend of $1.48 per share, translating to a dividend yield of 3.83% based on recent pricing. The payout ratio sits at 42.9% of earnings.

Analysts Set New Price Targets

Across the broader analyst community, the stock holds a consensus buy rating with a mean target price of $45.63 across eight analyst opinions. Targets range from a low of $42.00 up to $50.00.

About Atlantic Union Bankshares Corporation

Headquartered in Glen Allen, Virginia, Atlantic Union Bankshares Corporation operates as the bank holding company for Atlantic Union Bank. The institution offers consumer and business banking services split across Wholesale Banking and Consumer Banking segments. Its offerings range from checking and savings accounts to money market products and time deposits.

Bottom Line

Investors will watch how the bank performs leading into its next earnings report on January 21, 2027. Analyst adjustments will continue to guide sentiment as the share price hovers near its moving averages.

Source: TD Cowen's rating change on $AUB (Oct 21, 2026). Written by software, not financial advice. How we make alerts

Get $AUB trade alerts by text

SMS Terms

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Full terms and conditions