TD Cowen has adjusted its price target for Atlantic Union Bankshares (NYSE:AUB) upward to $46.00, an increase from the prior $45.00 target, while sustaining its Buy rating on the stock. Currently, Atlantic Union shares trade at $39.67. Analyst price targets on the stock vary between $38 and $50 as per the data from InvestingPro.
This revision was prompted by Atlantic Union Bankshares’ release of its fourth-quarter 2025 core earnings per share (EPS) of $0.97, a figure that outperformed prevailing market expectations. The bank’s strong revenue performance alongside reduced provisioning expenses contributed to these results. Over the past twelve months, Atlantic Union has maintained consistent profitability, reporting a basic EPS of $2.03.
Analyst Janet Lee from TD Cowen highlighted that the quarterly outcomes solidify the bank's position for what she describes as “its next leg of strong organic growth and inflection point.” The firm projects Atlantic Union will achieve approximately 15% EPS growth and a 13% increase in tangible book value in 2026, indicating a robust outlook for the bank’s financial development.
TD Cowen also-mentioned that Atlantic Union’s execution aligns well with the company’s stated strategy and investor day commitments. They see significant upside potential for the stock, which is currently valued at about 9.5 times the forecasted earnings for 2027, suggesting a favorable entry point for investors.
Complementing this, Atlantic Union Bankshares reported fourth-quarter 2025 earnings that exceeded analyst predictions, posting $0.97 EPS compared to the $0.86 forecast, a positive surprise of approximately 12.79%. The bank's revenues for the same quarter reached $391.79 million, surpassing the anticipated $379.01 million. These figures underscore the company’s stronger-than-expected financial results and reflect positively on its current operational momentum.
Given these encouraging earnings and revenue figures, Atlantic Union’s recent performance may influence upcoming analyst ratings and investor outlooks. The company's advances further demonstrate sound financial health, which is crucial for prospective growth in an evolving banking sector.