Every material Form 8-K Atlantic Union Bankshares filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Atlantic Union Bankshares Corporation's board declared a quarterly common stock dividend of $0.40 per share, an $0.03 (8.1%) increase from the prior quarter and the fourth quarter of 2025. The board also declared a quarterly dividend of $0.43 per depositary share on its 6.875% Series A preferred stock. Based on the October 28, 2026 closing price of $39.26, the company states the common dividend yield is approximately 4.1%.
Common dividend of $0.40 per share, payable November 27, 2026 to holders of record as of November 13, 2026
Common dividend is up $0.03, or 8.1%, from the third quarter of 2026 and the fourth quarter of 2025
Series A preferred dividend of $171.88 per share ($0.43 per depositary share), payable December 1, 2026 to holders of record as of November 16, 2026
Approximate dividend yield of 4.1% based on the $39.26 closing price on October 28, 2026
Atlantic Union Bankshares furnished an investor presentation under Regulation FD for meetings with investors and analysts in the fourth quarter of 2026. The deck reports Q3 2026 adjusted operating diluted EPS of $0.96, and several 2026 outlook items are described as at the low end of their ranges. For shareholders, the reported tangible book value per share fell from $20.77 to $20.36 in the quarter, mainly because of AOCI, while the company repurchased $62.5 million of common stock.
Q3 2026 adjusted operating diluted EPS of $0.96; adjusted operating ROTCE of 19.85% and ROA of 1.45%
2026 outlook: loans $29.0-30.0 billion and deposits $31.0-32.0 billion; net interest income, net interest margin, noninterest income and expense all described as low end of range
Reported tangible book value per share was $20.36 at September 30, 2026, down from $20.77 at June 30, 2026; $23.22 excluding AOCI
Q3 2026 dividend of 37 cents per share, up 8.8% from the third quarter of 2025; $62.5 million of common stock repurchased at an average price of $41.38
Atlantic Union Bankshares reported third-quarter 2026 net income available to common shareholders of $133.7 million, or $0.94 per diluted share, and adjusted diluted earnings of $0.96 per share. Net interest income rose $3.3 million from the prior quarter, while noninterest income fell $35.4 million because the prior quarter included a $32.3 million gain on the sale of an insurance equity stake. The filing does not state prior-quarter earnings per share, so the year-over-year profit change cannot be measured from it.
Net income available to common shareholders was $133.7 million; diluted EPS was $0.94 and adjusted diluted operating EPS was $0.96.
Net interest income was $328.4 million, up $3.3 million from the second quarter, while net interest margin fell 7 basis points to 3.82%.
The company issued $250.0 million of 2036 subordinated notes and redeemed $168.0 million of 2029 notes, recording a $2.7 million pre-tax debt extinguishment loss.
Nonperforming assets fell to 0.37% of total loans held for investment, and net charge-offs were 0.03% of average loans on an annualized basis.
Atlantic Union Bankshares completed an underwritten public offering of $250 million in 6.25% fixed-to-floating rate subordinated notes due August 1, 2036, on July 30, 2026. The notes are unsecured subordinated debt that pays 6.25% fixed until August 1, 2031, then a floating rate tied to SOFR plus 213 basis points.
Offering size: $250 million aggregate principal amount of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036
Fixed 6.25% coupon, paid semi-annually, from July 30, 2026 to August 1, 2031; floating rate of Three-Month Term SOFR plus 213 basis points thereafter, paid quarterly
Company may redeem at par plus accrued interest on or after August 1, 2031, or earlier under specified tax, regulatory capital or investment company events
Atlantic Union Bankshares agreed to sell $250 million of 6.25% fixed-to-floating rate subordinated notes due 2036 at 100% of principal, with closing expected on or about July 30, 2026. The company plans to use the proceeds to redeem $168.0 million of its 4.25% notes due 2029 and for general corporate purposes, including capital for Atlantic Union Bank.
Offering size: $250 million aggregate principal of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036, priced at 100.00% of principal
Underwriters' representatives: Keefe, Bruyette & Woods, Inc. and Piper Sandler & Co.
Closing expected on or about July 30, 2026, subject to customary conditions
Proceeds to repay $168.0 million of 4.25% notes due 2029 plus accrued interest; a conditional redemption notice has been delivered to those holders
Atlantic Union Bankshares reported second-quarter 2026 net income available to common shareholders of $158.0 million, or $1.11 per diluted share, up from $119.2 million ($0.84) in the first quarter and $16.8 million ($0.12) a year earlier. The result includes a $32.3 million pre-tax gain from selling its Bearing Insurance equity interest, and the company's adjusted diluted operating EPS was $0.94. Shareholders also face a newly authorized $250 million share repurchase program.
Q2 2026 net income available to common shareholders was $158.0 million, versus $119.2 million in Q1 2026 and $16.8 million in Q2 2025.
Diluted EPS was $1.11, compared with $0.84 in Q1 2026 and $0.12 in Q2 2025; adjusted diluted operating EPS was $0.94.
The Bearing Insurance sale, effective May 1, 2026, produced a $32.3 million pre-tax gain in the quarter.
The Board authorized repurchases of up to $250 million through May 5, 2027; $10.0 million was repurchased in Q2 and $240.0 million remains available.
Atlantic Union Bankshares reported first-quarter 2026 net income available to common shareholders of $119.2 million, or $0.84 per diluted share, up from $0.77 in the fourth quarter of 2025. Adjusted diluted operating EPS was $0.89, down from $0.97 in the prior quarter, while net interest income and noninterest income both fell from the fourth quarter, and management said it remains confident in its full-year 2026 targets.
Diluted EPS $0.84 vs $0.77 in Q4 2025 and $0.52 in Q1 2025; adjusted diluted operating EPS $0.89 vs $0.97 in Q4 2025
Net interest income $312.4 million, down $17.8 million from $330.2 million in Q4 2025, reflecting lower loan accretion income and Federal Reserve rate cuts
Noninterest expense fell to $209.8 million from $243.2 million, mainly due to a $29.6 million decrease in pre-tax merger-related costs
Nonperforming assets were 0.36% of total loans held for investment at March 31, 2026, down 6 basis points from the prior quarter
Atlantic Union Bankshares appointed Alexander D. Dodd, formerly a senior finance executive at TD Bank Group, as Executive Vice President and Chief Financial Officer effective April 13, 2026, succeeding Robert M. Gorman, who is retiring. Gorman will stay with the company through September 30, 2026 as an executive advisor and then serve as a non-employee consultant through September 30, 2027.
Alexander D. Dodd, 49, becomes CFO effective April 13, 2026, succeeding Robert M. Gorman
Dodd's employment agreement runs through December 31, 2027, with a base salary of $590,000 and a $500,000 sign-on cash bonus
Sign-on equity includes restricted stock with a market value of about $600,000 and performance stock units with a target value of about $300,000
Gorman remains employed through September 30, 2026, then serves as a consultant through September 30, 2027
Atlantic Union Bankshares reported fourth-quarter and full-year 2025 results, with Q4 net income available to common shareholders of $109.0 million, or $0.77 per diluted share, and adjusted diluted operating EPS of $0.97. Net interest income rose $11.0 million from the third quarter to $330.2 million, and the provision for credit losses fell to $2.2 million from $16.2 million, while merger-related costs of $38.6 million from the Sandy Spring acquisition continued to weigh on reported results.
Q4 2025 net income available to common shareholders $109.0 million; diluted EPS $0.77; adjusted diluted operating EPS $0.97
Full-year 2025 net income available to common shareholders $261.8 million; diluted EPS $2.03; adjusted diluted operating EPS $3.44
Q4 net interest income $330.2 million, up $11.0 million from Q3; net interest margin rose 13 basis points to 3.90%
Q4 merger-related costs $38.6 million; quarterly common dividend $0.37 per share, up $0.03 (8.8%)
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