Atlantic Union Bankshares

Q2 FY2026 EarningsFY26 Q2 beat consensus across most key metrics: revenue of $415.4M vs. $384.5M expected (+8.04%), and GAAP EPS of $1.11 vs. $1.02 expected (+8.8%). Performance was significantly bolstered by a $32.3M pre-tax gain from the sale of Bearing Insurance Group, though adjusted operating EPS of $0.94 still exceeded the $0.92 consensus. Net interest margin (FTE) remained robust at 3.94%, benefiting from a 28 bps reduction in cost of funds following interest rate cuts in late 2025.