your badges 52W Range $31–$44 62% of range Analyst Rating BUY 13 analysts Price Target $48 +23% upside P/E 19.1 ROE 5.6% Net Profit Margin 19.9%

AUB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $38.82
Market Cap (MRQ) $5.51B
P/E 19.1
EPS $2.03
ROE 5.6%
Debt/Equity (MRQ) 0.2
52W Range $31–$44

AUB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 2
Ex-date Split Type
Oct. 16, 2006 3-for-2 Forward
June 2, 1998 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
EPS$2.03
2017-12-31 → 2025-12-31
Net margin19.9%
2017-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend AUB 5Y avg Peer Median Verdict
P/E 19.15Y avg ≈14.4 ≈14.4 12.6 Fair value
P/S 4.05Y avg ≈3.9 ≈3.9 4.0 Fair value
P/B (MRQ) 1.15Y avg ≈1.1 ≈1.1 1.1 Fair value
Price / Cash Flow 2.55Y avg ≈7.7 ≈7.7 9.7 Undervalued
EV / Revenue 3.85Y avg ≈4.1 ≈4.1 · ·
Price / Tangible Book (MRQ) 1.15Y avg ≈1.7 ≈1.7 · ·
PEG Ratio ≈18.7 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$1.48Paid quarterly
5Y Div CAGR≈6.3%Per share, split-adjusted
Growth Streak≈15Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 7, 2026$0.37USD≈3.5%
May 22, 2026$0.37USD≈3.9%
Feb 13, 2026$0.37USD≈3.5%
Nov 14, 2025$0.37USD≈4.3%
Aug 4, 2025$0.34USD≈4.4%
May 23, 2025$0.34USD≈4.7%
Feb 14, 2025$0.34USD≈3.5%
Nov 8, 2024$0.34USD≈3.1%
Aug 9, 2024$0.32USD≈3.5%
May 23, 2024$0.32USD≈3.9%
Feb 8, 2024$0.32USD≈3.8%
Nov 9, 2023$0.32USD≈4.1%
Aug 10, 2023$0.30USD≈3.7%
May 18, 2023$0.30USD≈4.7%
Feb 9, 2023$0.30USD≈3.1%
Nov 9, 2022$0.30USD≈3.4%
Aug 11, 2022$0.30USD≈3.3%
May 19, 2022$0.28USD≈3.3%
Feb 10, 2022$0.28USD≈2.8%
Nov 10, 2021$0.28USD≈3.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 4.5%
Next Report Oct 21, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 22, 2026 $0.94 $0.92 1.8%
March 31, 2026 $0.89 $0.88 1.1%
Dec. 31, 2025 $0.97 $0.87 11.8%
Sept. 30, 2025 $0.84 $0.85 -0.84%
June 30, 2025 $0.95 $0.71 33.0%
March 31, 2025 $0.57 $0.71 -19.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 10
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense ··$343M$76M$41M$98M$161M$102M$50M$30M$25M$20M
Interest Income $1.82B$1.23B$954M$660M$592M$653M$699M$529M$329M$294M$277M$275M
Pretax Income $337M$260M$240M$280M$319M$186M$231M$179M$105M$102M$90M$70M
Income Tax $63M$51M$38M$45M$55M$28M$38M$30M$33M$26M$23M$18M
Net Income $274M$209M$202M$235M$264M$158M$194M$146M$73M$77M$67M$52M
EPS (Basic) $2.03$2.29$2.53$2.97$3.26$1.93$2.41$2.22$1.67$1.77$1.49$1.13
EPS (Diluted) $2.03$2.24$2.53$2.97$3.26$1.93$2.41$2.22$1.67$1.77$1.49$1.13
Shares (Basic) 128,777,44586,149,97874,961,39074,949,10977,399,90278,858,72680,200,95065,859,16543,698,89743,784,19345,054,93846,036,023
Shares (Diluted) 129,161,42187,909,23774,962,36374,953,39877,417,80178,875,66880,263,55765,908,57343,779,74443,890,27145,138,89146,131,000
EBITDA ···········$11M
Balance Sheet 18
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $966M$354M$378M$320M$803M$493M$436M$261M$199M$179M$143M$133M
PP&E (Net) $167M$113M$91M$118M$135M$164M$161M$147M$120M$122M$126M$135M
PP&E (Gross) $317M$263M$231M$234M$245M$276M$263M$241M$203M$199M$194M$194M
Accum. Depreciation $150M$150M$140M$115M$110M$112M$102M$94M$84M$77M$68M$59M
Goodwill $1.73B$1.21B$925M$925M$936M$936M$936M$727M$299M$298M$294M$294M
Intangibles $316M$85M$19M$27M$43M$57M$74M$49M$15M$21M$23M$32M
Total Assets $37.59B$24.59B$21.17B$20.46B$20.06B$19.63B$17.56B$13.77B$9.32B$8.43B$7.69B$7.36B
Short-term Debt $725M$116M$921M$1.32B$118M$351M$436M$1.09B$794M$577M$389M$387M
Total Liabilities $32.58B$21.44B$18.61B$18.09B$17.35B$16.92B$15.05B$11.84B$8.27B$7.43B$6.70B$6.38B
Long-term Debt $772M$418M$391M$390M$389M$490M$1.08B$668M$425M$413M$291M$300M
Total Debt $725M$116M$921M$1.32B$118M$351M$436M$1.09B$794M$577M$389M$387M
Common Stock $189M$119M$99M$99M$100M$104M$106M$87M$58M$58M$59M$60M
Paid-in Capital $3.89B$2.28B$1.78B$1.77B$1.81B$1.92B$1.79B$1.38B$610M$605M$632M$643M
Retained Earnings $1.18B$1.10B$1.02B$920M$784M$616M$581M$467M$379M$342M$298M$262M
AOCI $-256M$-360M$-343M$-418M$19M$71M$36M$-10M$-884.0K$-4M$6M$12M
Stockholders' Equity $5.01B$3.14B$2.56B$2.37B$2.71B$2.71B$2.51B$1.92B$1.05B$1.00B$995M$977M
Liabilities + Equity $37.59B$24.59B$21.17B$20.46B$20.06B$19.63B$17.56B$13.77B$9.32B$8.43B$7.69B$7.36B
Shares Outstanding 141,776,88689,770,23175,023,32774,712,62275,663,64878,729,21280,001,18565,977,14943,743,31843,609,31744,785,67445,162,853
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A ···········$11M
Stock-based Comp ··$11M$11M$10M$9M$8M$6M$5M$3M$1M$979.0K
Deferred Tax $50M$34M$2M$25M$44M$3M$15M$18M$6M$243.0K$-1M$3M
Amort. of Intangibles $60M$19M$9M$11M$14M$17M$19M$13M$6M$7M$8M$10M
Other Non-cash ···········$58M
Operating Cash Flow $2.24B$308M$278M$420M$338M$232M$195M$217M$110M$94M$111M$127M
Investing Cash Flow $-797M$-296M$-603M$-1.28B$-345M$-1.92B$-425M$-770M$-886M$-715M$-375M$6M
Debt Issued ··$0$0$247M$0$550M$225M$20M$178M$0$0
Net Debt Issued $-200M·$0$0$-118M$-620M$329M$185M$10M$120M··
Stock Issued $0$228.0K$778.0K$4M$3M$1M$2M$2M$1M$1M$928.0K$1M
Stock Repurchased ·$0$0$48M$125M$50M$80M$0$0$33M$16M$53M
Net Stock Activity $0$228.0K$778.0K$-44M$-122M$-49M$-78M$2M$1M$-32M$-15M$-51M
Dividends Paid ···$87M$84M$79M$78M$58M$35M$34M$29M$25M
Financing Cash Flow $-828M$-37M$383M$375M$317M$1.74B$405M$615M$796M$658M$274M$-73M
Net Change in Cash $612M$-24M$58M$-483M$309M$57M$175M$62M$20M$37M$9M$60M
Taxes Paid $4M$4M$19M·········
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 19.9%25.6%28.7%33.4%39.0%23.0%28.9%27.6%20.7%23.1%21.2%16.6%
Pretax Margin 24.5%31.8%34.2%39.8%47.1%27.1%34.5%33.8%30.2%31.0%28.5%22.1%
EBITDA Margin ···········3.4%
ROA 0.88%0.91%0.97%1.2%1.3%0.85%1.2%1.3%0.81%0.93%0.88%0.72%
ROE 5.6%6.6%8.2%10.1%9.8%5.9%7.7%7.7%7.0%7.7%6.7%5.4%
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 0.10.00.40.60.00.10.20.60.80.60.40.4
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.00.00.00.00.00.00.0
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $35.31$35.01$34.07$31.76$35.82$34.40$31.41$29.17$23.92$22.95$22.23$21.66
Revenue / Share $10.64$9.30$9.36$9.38$8.75$8.71$8.36$8.06$8.04$7.66$7.02$6.86
Cash Flow / Share $17.32$3.51$3.52$5.39$4.36$2.94$2.43$3.29$2.52$2.14$2.41$2.71
Cash / Share $6.82$3.94$5.04$4.28$10.61$6.27$5.45$3.96$4.56$4.11$3.19$2.95
Dividend / Share $1.39$1.30$1.22$1.16$1.09$1.00$0.96$0.88$0.81$0.77$0.68$0.58
EPS (TTM) $2.03$2.24$2.53$2.97$3.26$1.93$2.41$2.22$1.67$1.77$1.49$1.13
Growth Rates 9
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 68.1%16.5%-0.13%3.8%-1.4%·······
Revenue CAGR 3Y 25.1%6.5%0.73%·········
Revenue CAGR 5Y 14.9%···········
EPS YoY -9.4%-11.5%-14.8%-8.9%68.9%·······
EPS CAGR 3Y -11.9%-11.8%9.4%·········
EPS CAGR 5Y 1.0%···········
Net Income YoY 30.9%3.6%-13.9%-11.1%66.8%·······
Net Income CAGR 3Y 5.3%-7.5%8.5%·········
Net Income CAGR 5Y 11.6%···········
Valuation (TTM) 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.37B$817M$702M$703M$677M$687M$671M$531M$341M$324M$317M$316M
Net Income TTM $274M$209M$202M$235M$264M$158M$194M$146M$73M$77M$67M$52M
Market Cap $5.00B$3.40B$2.74B$2.63B$2.82B$2.59B$3.00B$1.86B$1.58B$1.56B$1.13B$1.09B
Enterprise Value $4.76B$3.16B$3.28B$3.62B$2.14B$2.45B$3.00B$2.69B$2.18B$1.96B$1.38B$1.34B
P/E 17.416.914.411.811.417.115.612.721.720.216.921.3
P/S 3.64.23.93.74.23.84.53.54.64.83.63.4
P/B 1.01.11.11.11.01.01.21.01.51.61.11.1
P / Tangible Book 1.71.81.71.81.61.5······
P / Cash Flow 2.211.010.46.58.411.215.48.614.316.610.48.7
EV / EBITDA ···········124.9
EV / Revenue 3.53.94.75.23.23.64.55.16.46.04.34.2
Dividend Yield ···3.3%3.0%3.0%2.6%3.1%2.2%2.2%2.6%2.3%
Earnings Yield 5.8%5.9%6.9%8.5%8.7%5.9%6.4%7.9%4.6%5.0%5.9%4.7%
Payout Ratio ···37.1%31.9%49.8%40.5%39.7%48.5%43.5%43.4%48.5%
Annual Payout ···$87M$84M$79M$78M$58M$35M$34M$29M$25M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $274M $209M $202M $235M $264M
Diluted EPS $2.03 $2.24 $2.53 $2.97 $3.26

Institutional owners (13F) 477 filers · $5.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 477
Value held $5.4B
New positions 52
Exited positions 27
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
52 (-21 vs prior Q) 27 (-5 vs prior Q) 162 (+22 vs prior Q) 139 (+1 vs prior Q) +3.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $883,522,520 20,882,121 16.32% Shares
VANGUARD GROUP INC $565,599,757 16,022,656 10.45% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $375,696,638 8,879,618 6.94% Shares
DIMENSIONAL FUND ADVISORS LP $325,823,828 7,700,837 6.02% Shares
STATE STREET CORP $322,981,974 7,633,703 5.97% Shares
VANGUARD CAPITAL MANAGEMENT LLC $272,270,477 6,435,133 5.03% Shares
GEODE CAPITAL MANAGEMENT, LLC $156,691,525 3,702,812 2.89% Shares
FRANKLIN RESOURCES INC $152,973,411 3,615,538 2.83% Shares
North Reef Capital Management LP $150,835,150 3,565,000 2.79% Shares
CONGRESS ASSET MANAGEMENT CO $105,824,242 2,501,164 1.96% Shares
GOLDMAN SACHS GROUP INC $102,337,361 2,418,751 1.89% Shares
EARNEST PARTNERS LLC $100,254,180 2,369,515 1.85% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $74,979,032 1,772,135 1.39% Shares
AMERICAN CENTURY COMPANIES INC $72,749,210 1,719,433 1.34% Shares
NORTHERN TRUST CORP $65,109,716 1,538,873 1.20% Shares
MORGAN STANLEY $65,014,084 1,536,611 1.20% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $61,627,500 1,456,569 1.14% Shares
Nuveen, LLC $60,599,472 1,432,274 1.12% Shares
Bank of New York Mellon Corp $57,150,611 1,350,759 1.06% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $53,532,262 1,265,239 0.99% Shares
Atlantic Union Bankshares Corp $43,278,786 1,022,897 0.80% Shares
PRINCIPAL FINANCIAL GROUP INC $41,530,099 981,567 0.77% Shares
Invesco Ltd. $41,367,291 977,719 0.76% Shares
VANGUARD FIDUCIARY TRUST CO $40,314,026 952,825 0.74% Shares
WESTWOOD HOLDINGS GROUP INC $37,312,132 881,875 0.69% Shares
BANK OF AMERICA CORP /DE/ $37,164,974 878,397 0.69% Shares
AMERIPRISE FINANCIAL INC $36,358,626 859,319 0.67% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $33,777,385 798,331 0.62% Shares
LONDON CO OF VIRGINIA $33,242,693 785,692 0.61% Shares
DAVENPORT & Co LLC $33,232,480 785,936 0.61% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $32,438,717 767,417 0.60% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $31,879,612 753,477 0.59% Shares
WELLINGTON MANAGEMENT GROUP LLP $30,514,437 721,211 0.56% Shares
Balyasny Asset Management L.P. $30,092,014 711,227 0.56% Shares
Stieven Capital Advisors, L.P. $29,352,520 693,749 0.54% Shares
UBS Group AG $28,102,471 664,204 0.52% Shares
ENVESTNET ASSET MANAGEMENT INC $27,926,462 660,044 0.52% Shares
Verity & Verity, LLC $26,592,977 628,527 0.49% Shares
Tributary Capital Management, LLC $26,240,636 620,199 0.48% Shares
Public Sector Pension Investment Board $20,801,415 491,643 0.38% Shares
SEI INVESTMENTS CO $20,317,356 480,202 0.38% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $19,245,380 454,866 0.36% Shares
Aristotle Capital Boston, LLC $19,233,466 454,584 0.36% Shares
KENNEDY CAPITAL MANAGEMENT LLC $17,619,407 416,436 0.33% Shares
WELLS FARGO & COMPANY/MN $16,979,804 401,319 0.31% Shares
RHUMBLINE ADVISERS $15,407,375 364,155 0.28% Shares
Fisher Asset Management, LLC $15,242,304 360,253 0.28% Shares
FIRST TRUST ADVISORS LP $14,046,078 331,980 0.26% Shares
RAYMOND JAMES FINANCIAL INC $14,021,596 331,401 0.26% Shares
Legal & General Group Plc $14,015,272 331,252 0.26% Shares

Show all 477 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
CapGen Capital Group VI LP, CapGen Capital Group VI LLC, Eugene A. Ludwig, Robert B. Goldstein ×4 filings April 27, 2018 · Initial filing · SEC
Markel Corporation ×5 filings Aug. 12, 2013 · Initial filing · SEC
James E. Ukrop, Robert S. Ukrop, Ukrop’s Thrift Holdings, Inc., Ukrop’s Super Markets, Inc., Ukrop’s Services, L.C. ×2 filings Feb. 22, 2011 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 77 insiders · 25 officers · 44 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John C Asbury PRESIDENT AND CEO March 2, 2026 A 304,377 0 0 $0
Robert Michael Gorman EVP AND CFO Sept. 30, 2026 F 91,391 0 0 $0
Alexander D Dodd EVP & CFO May 13, 2026 A 16,447 0 0 $0
Matthew L. Linderman EVP March 13, 2026 F 18,201 0 0 $0
Bradley S. Haun EVP and Chief Risk Officer March 2, 2026 A 26,936 0 0 $0
Rachael R Lape EVP & GENERAL COUNSEL March 2, 2026 A 23,867 0 0 $0
Douglas F. Woolley Jr. EVP & CCO March 2, 2026 A 36,020 0 0 $0
Clare Miller EVP & CHRO March 2, 2026 A 15,821 0 0 $0
Shawn E. O'Brien EVP March 2, 2026 A 32,041 0 0 $0
Maria P Tedesco EVP March 2, 2026 A 101,025 0 0 $0
David V Ring EVP March 2, 2026 A 52,675 0 0 $0
Sherry Williams EVP & CRO Feb. 27, 2025 A 13,302 0 0 $0
Susan E Pfautz SVP & INTERIM CHIEF HR OFFICER Feb. 24, 2022 A 2,132 0 0 $0
Loreen A. Lagatta EVP March 5, 2021 M 10,919 0 0 $0
Dean M Brown EVP Jan. 21, 2021 F 26,219 0 0 $0
David Bilko EVP Jan. 21, 2021 F 26,293 0 0 $0
Elizabeth M. Bentley EVP Dec. 31, 2017 F 15,629 0 0 $0
Anthony D Peay EVP Aug. 31, 2017 D 34,814 0 0 $0
Jeffrey W Farrar EVP March 31, 2017 D 24,450 0 0 $0
John C Neal Executive Vice President Nov. 20, 2015 M 34,769 0 0 $0
Rex A Hockemeyer EVP April 30, 2015 D 2,708 0 0 $0
David J. Fairchild EVP Dec. 6, 2013 M 5,310 0 0 $0
Janis Orfe EVP April 26, 2011 A 3,387 0 0 $0
David S Wilson EVP Nov. 4, 2008 S · 0 0 $0
Peter A Seitz Executive Vice President April 26, 2005 P 252 0 0 $0
Frank Russell Ellett Director July 1, 2026 A 81,837 0 0 $0
Michelle A. O'Hara Director July 1, 2026 A 5,944 0 0 $0
Mark C Micklem Director July 1, 2026 A 22,736 0 0 $0
Paul Engola Director July 1, 2026 A 9,134 0 0 $0
Frederick Blair Wimbush Director July 1, 2026 A 5,268 0 0 $0
Mona Abutaleb Stephenson Director July 1, 2026 A 14,325 0 0 $0
Rilla S Delorier Director July 1, 2026 A 9,216 0 0 $0
Keith L Wampler Director July 1, 2026 A 20,647 0 0 $0
Nancy H Agee Director July 1, 2026 A 38,624 1 0 $25,382
Patrick J Mccann Director July 1, 2026 A 33,658 0 0 $0
Daniel J Schrider Director July 1, 2026 A 179,817 0 0 $0
Ronald L Tillett Director July 1, 2026 A 32,639 0 0 $0
Donald R Kimble Director July 1, 2026 A 12,944 0 0 $0
Joel R Shephard Director July 1, 2026 A 109,463 0 0 $0
Linda V Schreiner Director July 1, 2026 A 25,488 0 0 $0
Patrick E. Corbin Director April 1, 2026 A 18,506 0 0 $0
Thomas P. Rohman Director April 1, 2024 A 18,246 0 0 $0
Thomas G Snead JR Director April 1, 2024 A 11,214 0 0 $0
Heather Cox Director July 3, 2023 A 2,395 0 0 $0
Daniel I Hansen Director Dec. 13, 2022 G 126,501 0 0 $0
Jan S Hoover Director July 1, 2022 A 29,795 0 0 $0
Gregory L Fisher Director April 1, 2022 A 22,200 0 0 $0
Alan W Myers Director Jan. 3, 2022 A 33,418 0 0 $0
Tayloe W Murphy JR Director July 1, 2021 A 162,865 0 0 $0
Beverley E Dalton Director April 1, 2021 A 22,039 0 0 $0
Michael W Clarke Director Jan. 6, 2021 M 418,349 0 0 $0
Bradford L. Armstrong Director March 2, 2020 A 2,412 0 0 $0
Glen C Combs Director March 1, 2019 A 38,131 0 0 $0
Raymond D Smoot JR Director Feb. 1, 2019 J 35,686 0 0 $0
William G Beale Director Sept. 20, 2018 S 100,462 0 0 $0
Raymond L Slaughter Director March 1, 2018 A 14,353 0 0 $0
Charles W. Steger Director March 1, 2018 A 16,904 0 0 $0
Ronald L Hicks Director March 20, 2015 P 2,350 0 0 $0
Steven D Irvin Director Jan. 1, 2014 A 405 0 0 $0
James E Ukrop Director Feb. 22, 2013 S 64,373 0 0 $0
Steven A Markel Director Dec. 3, 2012 A 16,040 0 0 $0
Arthur D Whittaker Director Dec. 1, 2009 A 93,551 0 0 $0
Walton Mahon Director Dec. 21, 2004 G 73,489 0 0 $0
William M Wright Director Dec. 18, 2003 A 40,985 0 0 $0
Raymond M Piland III Director Dec. 18, 2003 P 8,465 0 0 $0
Frank B Bradley III Director Dec. 18, 2003 A 1,665 0 0 $0
Robert C Sledd Director Dec. 18, 2003 A 232 0 0 $0
MARKEL GROUP INC. 10% owner Feb. 15, 2013 S 2,495,997 0 0 $0
Ukrop's Services, L.C. 10% owner July 23, 2010 J 0 0 0 $0
John G Stallings Jr. · Feb. 22, 2018 A 13,753 0 0 $0
Hunter R Morin · Jan. 1, 2014 A 1,262 0 0 $0
Lee S Baker · Jan. 1, 2014 A 37,003 0 0 $0
Christopher M Hallberg · Jan. 1, 2014 A 604 0 0 $0
Wayne H Parrish · Jan. 1, 2014 A 29,999 0 0 $0
O R Barham JR · Jan. 1, 2014 A 67,211 0 0 $0
Hullihen W Moore · July 25, 2013 S 30,721 0 0 $0
Douglas E Caton · Dec. 3, 2012 A 423,366 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 72 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PEY · Invesco Exchange-Traded Fund Trust 1.67% 467,535 SH Oct. 2, 2026 Daily
PSCF · Invesco Exchange-Traded Fund Trust … 1.29% 9,213 SH Oct. 2, 2026 Daily
HAPS · Harbor ETF Trust 1.14% 45,642 NS July 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.92% 92,372 NS July 31, 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0.75% 113,756 SH Oct. 2, 2026 Daily
XSLV · Invesco Exchange-Traded Fund Trust … 0.70% 42,338 SH Oct. 2, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.65% 303,682 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.39% 760,123 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.39% 126,111 SH Aug. 19, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.36% 22,030 SH Oct. 2, 2026 Daily
ISVL · iShares Trust 0.34% 59,148 SH Sept. 11, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.33% 500,256 SH Aug. 19, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.27% 5,469 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.26% 736 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.23% 160,178 SH Oct. 2, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.22% 36,669 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.21% 704,439 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.20% 69,229 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.19% 831,683 SH Aug. 19, 2026 Daily
IWM · iShares Trust 0.19% 3,715,523 SH Sept. 11, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.16% 10,727 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.15% 48,689 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.14% 7,658 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.14% 71,255 SH Oct. 2, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.13% 2,084,002 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.13% 467,518 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.09% 18,657 SH Aug. 19, 2026 Daily
PFF · iShares Trust 0.08% 422,004 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.08% 16,355 SH Sept. 11, 2026 Daily
SCZ · iShares Trust 0.08% 463,884 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.07% 1,642,298 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.07% 3,282,802 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.07% 233,112 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.07% 47,399 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.07% 37,402 NS July 31, 2026 N-PORT
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.06% 463,244 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.05% 26,074 NS July 31, 2026 N-PORT
VIGI · VANGUARD WHITEHALL FUNDS 0.05% 212,861 SH Aug. 19, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.04% 7,925 SH Oct. 2, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.04% 1,694 NS July 31, 2026 N-PORT
IGRO · iShares Trust 0.04% 25,460 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.03% 3,867 NS July 31, 2026 N-PORT
IEUS · iShares Trust 0.03% 781 SH Sept. 11, 2026 Daily
IPAC · iShares Trust 0.03% 36,924 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.03% 286,753 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.02% 4,076 SH Oct. 2, 2026 Daily
VPL · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 133,304 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.02% 564,808 SH Aug. 19, 2026 Daily
DFUV · Dimensional ETF Trust 0.02% 65,290 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.02% 11,888 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 7,098 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 33,722 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 4,543,832 SH Aug. 19, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.01% 1,825,317 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.01% 1,204,877 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 11,874 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.01% 24,459 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 31,818 SH Aug. 19, 2026 Daily
IDEV · iShares Trust 0.01% 166,527 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.01% 935,340 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 44,954 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.01% 41,562 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 179,478 SH Sept. 10, 2026 Daily
IXUS · iShares Trust 0.01% 199,576 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.00% 399 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 212,555 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 8,585,925 SH Sept. 8, 2026 Daily
IJS · iShares Trust · 1,246,367 SH Aug. 31, 2026 Daily
IWN · iShares Trust · 1,334,264 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 13,973 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 5,762 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 29,196 SH Sept. 11, 2026 Daily

AUB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 13 analysts BUY
Median target $48.00 +23.6%
3 23.1% Strong Buy
6 46.2% Buy
4 30.8% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

8 analysts · 2026-10-03

Mean target $47.62 +22.7%

← Below all targets Current price $38.82
Low$43.00 Mean$47.62 High$50.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AUB $5.00B 17.4 68.1% 19.9% 5.6% ·
UBSI · 11.7 · 37.5% 8.6% ·
FNB $3M 11.0 10.6% 32.0% 8.5% ·
HWC $5.24B 11.2 4.8% 32.1% 11.0% ·
HOMB $5.45B 11.5 7.2% 43.6% 11.3% ·
GBCI $5.73B 22.1 7.5% 236.5% 6.2% ·
ASB $4.28B 9.3 -11.1% 31.9% 9.7% ·
ABCB · 12.4 5.7% 34.1% 10.3% ·
OZK · · · · · ·
AX $5.53B 11.5 23.5% 603.5% 16.1% ·
FLG $5.24B -25.2 · -8.6% -2.2% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026