AUB Atlantic Union Bankshares Corporation Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$42.24
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$31–$44
89% of range
Analyst Rating
BUY
13 analysts
Price Target
$47
+11% upside
P/E (TTM)
20.8
ROE
5.6%
Net Profit Margin
19.9%

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

Price
$42.24
Market Cap
$5.99B
P/E (TTM)
20.8
EPS (TTM)
$2.03
Revenue (TTM)
—
Div Yield
—
ROE
5.6%
Debt/Equity
0.1
52W Range
$31 – $44

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

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

Revenue & Net Income —
EPS $2.03
9-point trend, +21.6%
2017-12-31 → 2025-12-31
Free Cash Flow —
Margins 19.9%

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

Metric
5Y trend
AUB
Peer Median
P/E (TTM)
5-point trend, +52.0%
20.8
13.6
P/S (TTM)
5-point trend, -12.6%
4.4
2.7
P/B
5-point trend, -4.0%
1.2
1.0

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
AUB
Peer Median
Net Profit Margin
5-point trend, -48.9%
19.9%
30.5%
ROA
5-point trend, -33.8%
0.88%
1.2%
ROE
5-point trend, -43.1%
5.6%
9.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
AUB
Peer Median
Debt / Equity
5-point trend, +233.1%
0.1
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
AUB
Peer Median
Revenue YoY
68.1%
—
Revenue CAGR 3Y
25.1%
—
Revenue CAGR 5Y
14.9%
—
EPS YoY
5-point trend, -37.7%
-9.4%
—
Net Income YoY
5-point trend, +3.7%
30.9%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
AUB
Peer Median
EPS (Diluted)
5-point trend, -37.7%
$2.03
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
AUB
Peer Median

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

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
Aug. 7, 2026$0.3700
May 22, 2026$0.3700
Feb. 13, 2026$0.3700
Nov. 14, 2025$0.3700
Aug. 4, 2025$0.3400
May 23, 2025$0.3400
Feb. 14, 2025$0.3400
Nov. 8, 2024$0.3400
Aug. 9, 2024$0.3200
May 23, 2024$0.3200
Feb. 8, 2024$0.3200
Nov. 9, 2023$0.3200
Aug. 10, 2023$0.3000
May 18, 2023$0.3000
Feb. 9, 2023$0.3000
Nov. 9, 2022$0.3000
Aug. 11, 2022$0.3000
May 19, 2022$0.2800
Feb. 10, 2022$0.2800
Nov. 10, 2021$0.2800

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

BUY 13 analysts
  • Strong Buy 3 23.1%
  • Buy 6 46.2%
  • Hold 4 30.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

8 analysts · 2026-08-15
Median target $47.50 +12.5%
Mean target $47.00 +11.3%

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

Avg Surprise
0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.94 $0.92 0.02%
March 31, 2026 $0.89 $0.88 0.01%
Dec. 31, 2025 $0.97 $0.87 0.10%
Sept. 30, 2025 $0.84 $0.85 -0.01%
June 30, 2025 $0.95 $0.71 0.24%
March 31, 2025 $0.57 $0.71 -0.14%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AUB $5.00B 17.4 68.1% 19.9% 5.6% —
FNB $3M 11.0 10.6% 32.0% 8.5% —
UBSI — 11.7 — 37.5% 8.6% —
GBCI $5.73B 22.1 7.5% 236.5% 6.2% —
HWC $5.24B 11.2 4.8% 32.1% 11.0% —
HOMB $5.45B 11.5 7.2% 43.6% 11.3% —
ASB $4.28B 9.3 -11.1% 31.9% 9.7% —
ABCB — 12.4 5.7% 34.1% 10.3% —
FLG $5.24B -25.2 — -8.6% -2.2% —
OZK — — — — — —
AX $4.30B 10.2 1.8% 658.0% 16.6% —

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

Income Statement 10
Annual Income Statement data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1623.5% · · $343M $76M $41M $98M $161M $102M $50M $30M $25M $20M
Interest Income 12-point trend, +562.5% $1.82B $1.23B $954M $660M $592M $653M $699M $529M $329M $294M $277M $275M
Pretax Income 12-point trend, +379.4% $337M $260M $240M $280M $319M $186M $231M $179M $105M $102M $90M $70M
Income Tax 12-point trend, +249.1% $63M $51M $38M $45M $55M $28M $38M $30M $33M $26M $23M $18M
Net Income 12-point trend, +424.7% $274M $209M $202M $235M $264M $158M $194M $146M $73M $77M $67M $52M
EPS (Basic) 12-point trend, +79.6% $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) 12-point trend, +79.6% $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) 12-point trend, +179.7% 128,777,445 86,149,978 74,961,390 74,949,109 77,399,902 78,858,726 80,200,950 65,859,165 43,698,897 43,784,193 45,054,938 46,036,023
Shares (Diluted) 12-point trend, +180.0% 129,161,421 87,909,237 74,962,363 74,953,398 77,417,801 78,875,668 80,263,557 65,908,573 43,779,744 43,890,271 45,138,891 46,131,000
EBITDA · · · · · · · · · · · $11M
Balance Sheet 18
Annual Balance Sheet data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +625.2% $966M $354M $378M $320M $803M $493M $436M $261M $199M $179M $143M $133M
PP&E (Net) 12-point trend, +23.3% $167M $113M $91M $118M $135M $164M $161M $147M $120M $122M $126M $135M
PP&E (Gross) 12-point trend, +63.4% $317M $263M $231M $234M $245M $276M $263M $241M $203M $199M $194M $194M
Accum. Depreciation 12-point trend, +155.7% $150M $150M $140M $115M $110M $112M $102M $94M $84M $77M $68M $59M
Goodwill 12-point trend, +490.5% $1.73B $1.21B $925M $925M $936M $936M $936M $727M $299M $298M $294M $294M
Intangibles 12-point trend, +893.7% $316M $85M $19M $27M $43M $57M $74M $49M $15M $21M $23M $32M
Total Assets 12-point trend, +410.8% $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 12-point trend, +87.3% $725M $116M $921M $1.32B $118M $351M $436M $1.09B $794M $577M $389M $387M
Total Liabilities 12-point trend, +410.5% $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 12-point trend, +157.7% $772M $418M $391M $390M $389M $490M $1.08B $668M $425M $413M $291M $300M
Total Debt 12-point trend, +87.3% $725M $116M $921M $1.32B $118M $351M $436M $1.09B $794M $577M $389M $387M
Common Stock 12-point trend, +215.3% $189M $119M $99M $99M $100M $104M $106M $87M $58M $58M $59M $60M
Paid-in Capital 12-point trend, +504.4% $3.89B $2.28B $1.78B $1.77B $1.81B $1.92B $1.79B $1.38B $610M $605M $632M $643M
Retained Earnings 12-point trend, +352.8% $1.18B $1.10B $1.02B $920M $784M $616M $581M $467M $379M $342M $298M $262M
AOCI 12-point trend, -2189.7% $-256M $-360M $-343M $-418M $19M $71M $36M $-10M $-884.0K $-4M $6M $12M
Stockholders' Equity 12-point trend, +412.3% $5.01B $3.14B $2.56B $2.37B $2.71B $2.71B $2.51B $1.92B $1.05B $1.00B $995M $977M
Liabilities + Equity 12-point trend, +410.8% $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 12-point trend, +213.9% 141,776,886 89,770,231 75,023,327 74,712,622 75,663,648 78,729,212 80,001,185 65,977,149 43,743,318 43,609,317 44,785,674 45,162,853
Cash Flow 16
Annual Cash Flow data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
D&A · · · · · · · · · · · $11M
Stock-based Comp 10-point trend, +1033.9% · · $11M $11M $10M $9M $8M $6M $5M $3M $1M $979.0K
Deferred Tax 12-point trend, +1797.7% $50M $34M $2M $25M $44M $3M $15M $18M $6M $243.0K $-1M $3M
Amort. of Intangibles 12-point trend, +509.2% $60M $19M $9M $11M $14M $17M $19M $13M $6M $7M $8M $10M
Other Non-cash · · · · · · · · · · · $58M
Operating Cash Flow 12-point trend, +1658.7% $2.24B $308M $278M $420M $338M $232M $195M $217M $110M $94M $111M $127M
Investing Cash Flow 12-point trend, -12751.4% $-797M $-296M $-603M $-1.28B $-345M $-1.92B $-425M $-770M $-886M $-715M $-375M $6M
Debt Issued 10-point trend, +0.00 · · $0 $0 $247M $0 $550M $225M $20M $178M $0 $0
Net Debt Issued 9-point trend, -266.0% $-200M · $0 $0 $-118M $-620M $329M $185M $10M $120M · ·
Stock Issued 12-point trend, -100.0% $0 $228.0K $778.0K $4M $3M $1M $2M $2M $1M $1M $928.0K $1M
Stock Repurchased 11-point trend, -100.0% · $0 $0 $48M $125M $50M $80M $0 $0 $33M $16M $53M
Net Stock Activity 12-point trend, +100.0% $0 $228.0K $778.0K $-44M $-122M $-49M $-78M $2M $1M $-32M $-15M $-51M
Dividends Paid 9-point trend, +240.9% · · · $87M $84M $79M $78M $58M $35M $34M $29M $25M
Financing Cash Flow 12-point trend, -1029.2% $-828M $-37M $383M $375M $317M $1.74B $405M $615M $796M $658M $274M $-73M
Net Change in Cash 12-point trend, +916.6% $612M $-24M $58M $-483M $309M $57M $175M $62M $20M $37M $9M $60M
Taxes Paid 3-point trend, -78.4% $4M $4M $19M · · · · · · · · ·
Profitability 5
Annual Profitability data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +19.8% 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 12-point trend, +10.8% 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 12-point trend, +22.2% 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 12-point trend, +3.3% 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
Annual Liquidity & Solvency data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 12-point trend, -63.4% 0.1 0.0 0.4 0.6 0.0 0.1 0.2 0.6 0.8 0.6 0.4 0.4
Efficiency 1
Annual Efficiency data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +1.6% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +63.1% $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 12-point trend, +55.2% $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 12-point trend, +538.3% $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 12-point trend, +131.0% $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 12-point trend, +139.7% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +79.6% $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
Annual Growth Rates data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +4897.9% 68.1% 16.5% -0.13% 3.8% -1.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +3331.5% 25.1% 6.5% 0.73% · · · · · · · · ·
Revenue CAGR 5Y 14.9% · · · · · · · · · · ·
EPS YoY 5-point trend, -113.6% -9.4% -11.5% -14.8% -8.9% 68.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, -226.2% -11.9% -11.8% 9.4% · · · · · · · · ·
EPS CAGR 5Y 1.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -53.8% 30.9% 3.6% -13.9% -11.1% 66.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -37.4% 5.3% -7.5% 8.5% · · · · · · · · ·
Net Income CAGR 5Y 11.6% · · · · · · · · · · ·
Valuation (TTM) 15
Annual Valuation (TTM) data for AUB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +334.5% $1.37B $817M $702M $703M $677M $687M $671M $531M $341M $324M $317M $316M
Net Income TTM 12-point trend, +424.7% $274M $209M $202M $235M $264M $158M $194M $146M $73M $77M $67M $52M
Market Cap 12-point trend, +360.2% $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 12-point trend, +255.1% $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 12-point trend, -18.4% 17.4 16.9 14.4 11.8 11.4 17.1 15.6 12.7 21.7 20.2 16.9 21.3
P/S 12-point trend, +5.9% 3.6 4.2 3.9 3.7 4.2 3.8 4.5 3.5 4.6 4.8 3.6 3.4
P/B 12-point trend, -10.1% 1.0 1.1 1.1 1.1 1.0 1.0 1.2 1.0 1.5 1.6 1.1 1.1
P / Tangible Book 6-point trend, +12.0% 1.7 1.8 1.7 1.8 1.6 1.5 · · · · · ·
P / Cash Flow 12-point trend, -74.3% 2.2 11.0 10.4 6.5 8.4 11.2 15.4 8.6 14.3 16.6 10.4 8.7
EV / EBITDA · · · · · · · · · · · 124.9
EV / Revenue 12-point trend, -18.3% 3.5 3.9 4.7 5.2 3.2 3.6 4.5 5.1 6.4 6.0 4.3 4.2
Dividend Yield 9-point trend, +41.5% · · · 3.3% 3.0% 3.0% 2.6% 3.1% 2.2% 2.2% 2.6% 2.3%
Earnings Yield 12-point trend, +22.6% 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 9-point trend, -23.6% · · · 37.1% 31.9% 49.8% 40.5% 39.7% 48.5% 43.5% 43.4% 48.5%
Annual Payout 9-point trend, +240.9% · · · $87M $84M $79M $78M $58M $35M $34M $29M $25M

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

Income Statement
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
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.10.00.40.60.0

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Institutional owners (13F) 475 filers · $3.7B total · As of June 30, 2026

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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
56 (-11 vs prior Q) 27 (-5 vs prior Q) 152 (+21 vs prior Q) 132 (-8 vs prior Q) +19.4M

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
VANGUARD GROUP INC $526,021,150 14,901,449 14.10% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $375,696,638 8,879,618 10.07% Shares
STATE STREET CORP $322,981,974 7,633,703 8.66% Shares
DIMENSIONAL FUND ADVISORS LP $317,587,907 7,506,215 8.52% Shares
VANGUARD CAPITAL MANAGEMENT LLC $272,270,477 6,435,133 7.30% Shares
North Reef Capital Management LP $150,835,150 3,565,000 4.04% Shares
GEODE CAPITAL MANAGEMENT, LLC $133,925,615 3,164,738 3.59% Shares
CONGRESS ASSET MANAGEMENT CO $105,824,242 2,501,164 2.84% Shares
EARNEST PARTNERS LLC $100,254,180 2,369,515 2.69% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $74,979,032 1,772,135 2.01% Shares
AMERICAN CENTURY COMPANIES INC $72,749,210 1,719,433 1.95% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $59,168,166 1,398,444 1.59% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $53,532,262 1,265,239 1.44% Shares
PRINCIPAL FINANCIAL GROUP INC $41,400,842 978,512 1.11% Shares
GOLDMAN SACHS GROUP INC $40,411,720 955,134 1.08% Shares
VANGUARD FIDUCIARY TRUST CO $40,314,026 952,825 1.08% Shares
Bank of New York Mellon Corp $37,614,521 889,022 1.01% Shares
WESTWOOD HOLDINGS GROUP INC $37,312,132 881,875 1.00% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $33,777,385 798,331 0.91% Shares
LONDON CO OF VIRGINIA $33,242,693 785,692 0.89% Shares
DAVENPORT & Co LLC $33,232,480 785,936 0.89% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $32,438,717 767,417 0.87% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $31,879,612 753,477 0.85% Shares
Balyasny Asset Management L.P. $30,092,014 711,227 0.81% Shares
Stieven Capital Advisors, L.P. $29,352,520 693,749 0.79% Shares
AMERIPRISE FINANCIAL INC $28,376,742 670,667 0.76% Shares
ENVESTNET ASSET MANAGEMENT INC $27,926,462 660,044 0.75% Shares
Tributary Capital Management, LLC $26,240,636 620,199 0.70% Shares
WELLINGTON MANAGEMENT GROUP LLP $25,081,114 592,794 0.67% Shares
Public Sector Pension Investment Board $20,801,415 491,643 0.56% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $19,245,380 454,866 0.52% Shares
Aristotle Capital Boston, LLC $19,233,466 454,584 0.52% Shares
KENNEDY CAPITAL MANAGEMENT LLC $17,619,407 416,436 0.47% Shares
Atlantic Union Bankshares Corp $17,358,001 410,258 0.47% Shares
Nuveen, LLC $16,935,847 400,280 0.45% Shares
RHUMBLINE ADVISERS $15,407,375 364,155 0.41% Shares
Fisher Asset Management, LLC $15,242,304 360,253 0.41% Shares
FIRST TRUST ADVISORS LP $14,046,078 331,980 0.38% Shares
Swiss National Bank $12,144,155 287,028 0.33% Shares
PINNACLE ASSOCIATES LTD $11,217,904 265,136 0.30% Shares
VICTORY CAPITAL MANAGEMENT INC $10,889,325 257,370 0.29% Shares
ALLIANCEBERNSTEIN L.P. $9,932,611 277,913 0.27% Shares
BANK OF AMERICA CORP /DE/ $9,294,365 219,673 0.25% Shares
Legal & General Group Plc $9,267,159 219,030 0.25% Shares
Phocas Financial Corp. $8,934,983 211,179 0.24% Shares
JUPITER ASSET MANAGEMENT LTD $8,402,554 198,595 0.23% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $8,067,671 190,680 0.22% Shares
ProShare Advisors LLC $8,012,245 189,370 0.21% Shares
RENAISSANCE TECHNOLOGIES LLC $7,747,046 183,102 0.21% Shares
GAMCO INVESTORS, INC. ET AL $7,009,371 165,667 0.19% Shares
FRANKLIN RESOURCES INC $6,680,918 157,904 0.18% Shares
RAYMOND JAMES FINANCIAL INC $6,593,378 155,835 0.18% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $6,312,187 149,189 0.17% Shares
PRUDENTIAL FINANCIAL INC $6,279,100 148,407 0.17% Shares
VANGUARD ASSET MANAGEMENT, Ltd $5,969,264 141,084 0.16% Shares
Homestead Advisers Corp $5,901,907 139,492 0.16% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,889,340 139,195 0.16% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5,865,005 164,102 0.16% Shares
Quantinno Capital Management LP $5,815,042 137,438 0.16% Shares
GABELLI FUNDS LLC $5,719,931 135,191 0.15% Shares
JONES FINANCIAL COMPANIES LLLP $5,560,139 132,827 0.15% Shares
Brandywine Global Investment Management, LLC $5,503,623 155,910 0.15% Shares
Ilex Capital Partners (UK) LLP $5,443,308 128,653 0.15% Shares
Jain Global LLC $5,314,390 125,606 0.14% Shares
BlackRock, Inc. $4,711,895 111,366 0.13% Shares
LPL Financial LLC $4,577,900 108,199 0.12% Shares
Murchinson Ltd. $4,521,839 106,874 0.12% Shares
MENDON CAPITAL ADVISORS CORP $4,231,000 100,000 0.11% Shares
Kestra Advisory Services, LLC $4,229,802 99,972 0.11% Shares
ROYCE & ASSOCIATES LP $4,191,102 99,057 0.11% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $4,100,684 96,920 0.11% Shares
NEW YORK STATE COMMON RETIREMENT FUND $3,785,306 89,466 0.10% Shares
MARTIN & CO INC /TN/ $3,698,624 87,417 0.10% Shares
Rafferty Asset Management, LLC $3,675,766 86,877 0.10% Shares
MetLife Investment Management, LLC $3,557,425 84,080 0.10% Shares
Vanguard Global Advisers, LLC $3,535,212 83,555 0.09% Shares
TD Asset Management Inc $3,500,222 82,728 0.09% Shares
Wills Financial Group LLC $3,475,689 82,148 0.09% Shares
1492 Capital Management LLC $3,443,272 81,382 0.09% Shares
Inspire Advisors, LLC $3,337,137 78,449 0.09% Shares
MORGAN STANLEY $3,221,039 76,129 0.09% Shares
Chevy Chase Trust Holdings, LLC $3,220,087 76,107 0.09% Shares
Illinois Municipal Retirement Fund $3,069,040 72,537 0.08% Shares
Keeley-Teton Advisors, LLC $2,818,606 90,514 0.08% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,817,634 66,595 0.08% Shares
WESTBOURNE INVESTMENTS, INC. $2,739,911 64,758 0.07% Shares
State of New Jersey Common Pension Fund D $2,737,965 64,712 0.07% Shares
COMMERCE BANK $2,702,170 63,866 0.07% Shares
BARCLAYS PLC $2,684,739 63,454 0.07% Shares
Louisiana State Employees Retirement System $2,652,837 62,700 0.07% Shares
WESBANCO BANK INC $2,652,837 62,700 0.07% Shares
LAZARD ASSET MANAGEMENT LLC $2,633,374 62,240 0.07% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $2,630,201 62,165 0.07% Shares
Smith Salley Wealth Management $2,629,440 62,147 0.07% Shares
Wealthspire Advisors, LLC $2,536,840 59,958 0.07% Shares
FIRST NATIONAL BANK OF OMAHA $2,522,437 59,618 0.07% Shares
Cetera Investment Advisers $2,455,004 58,024 0.07% Shares
Invesco Ltd. $2,439,764 57,664 0.07% Shares
JANUS HENDERSON GROUP PLC $2,340,940 65,490 0.06% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,288,971 54,100 0.06% Shares

Company insiders 68 insiders · 17 officers · 43 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John C Asbury President & CEO Feb. 21, 2019 A 44,905 0 0 $0
Loreen A. Lagatta EVP May 2, 2019 F 13,725 0 0 $0
David Bilko EVP May 2, 2019 F 22,812 0 0 $0
Robert Michael Gorman EVP May 2, 2019 F 31,252 0 0 $0
Dean M Brown EVP March 27, 2019 F 19,911 0 0 $0
Shawn E. O'Brien EVP March 19, 2019 A 4,343 0 0 $0
Maria P Tedesco EVP Feb. 21, 2019 A 4,731 0 0 $0
David V Ring EVP Feb. 21, 2019 A 7,322 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 2,913 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 2,986 0 0 $0
Donald R Kimble Director July 1, 2026 A 12,944 0 0 $0
Joel R Shephard Director July 1, 2026 A — 0 0 $0
Linda V Schreiner Director July 1, 2026 A 25,488 0 0 $0
Thomas P. Rohman Director June 1, 2019 A 9,415 0 0 $0
Bradford L. Armstrong Director June 1, 2019 A 10,835 0 0 $0
Alan W Myers Director June 1, 2019 A 28,269 0 0 $0
Patrick E. Corbin Director June 1, 2019 A 2,163 0 0 $0
Daniel I Hansen Director June 1, 2019 A 141,932 0 0 $0
Michael W Clarke Director June 1, 2019 A 549,882 0 0 $0
Gregory L Fisher Director June 1, 2019 A 17,992 0 0 $0
Jan S Hoover Director June 1, 2019 A 22,979 0 0 $0
Tayloe W Murphy JR Director June 1, 2019 A 159,602 0 0 $0
Beverley E Dalton Director June 1, 2019 A 19,338 0 0 $0
Thomas G Snead JR Director June 1, 2019 A 39,485 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

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

Activists & 5%+ owners 3 positions

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.

ETF ownership Held by 88 ETFs

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 1.59% 439,673 SH Aug. 8, 2026 Daily
PSCF · Invesco Exchange-Traded Fund Trust … 1.31% 8,457 SH Aug. 8, 2026 Daily
HAPS · Harbor ETF Trust 1.03% 43,138 NS April 30, 2026 N-PORT
SMDV · ProShares Trust 1.01% 175,980 NS May 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 1.00% 132,142 NS April 30, 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0.76% 119,793 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.65% 303,682 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.64% 1,246,367 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.39% 126,111 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.39% 1,334,264 SH Aug. 8, 2026 Daily
ISVL · iShares Trust 0.37% 59,148 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.36% 21,998 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.36% 715,379 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.33% 500,256 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.33% 8,585,925 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.31% 13,973 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.28% 192,413 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.26% 50,803 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.25% 743 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.24% 5,171 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.24% 1,697 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.20% 3,715,523 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.19% 702,837 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.19% 831,683 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.18% 29,196 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.16% 61,826 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.16% 10,787 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.15% 74,545 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.15% 8,492 NS April 30, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.14% 50,794 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.13% 6,713 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.13% 2,084,002 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.13% 302,420 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.12% 444,078 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.11% 681,919 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.10% 25,258 NS May 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.09% 18,657 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.08% 5,762 SH Aug. 8, 2026 Daily
SCZ · iShares Trust 0.08% 487,427 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.08% 16,275 SH Aug. 8, 2026 Daily
PFF · iShares Trust 0.08% 422,004 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.08% 5,251 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.07% 1,642,298 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.07% 3,282,802 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.07% 233,112 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.07% 47,399 SH Aug. 8, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.06% 37,786 NS April 30, 2026 N-PORT
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.06% 463,244 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.06% 5,313 NS May 31, 2026 N-PORT
VIGI · VANGUARD WHITEHALL FUNDS 0.05% 212,861 SH Aug. 8, 2026 Daily