Atlantic Union Bankshares shares are higher today as investors react to freshly posted management presentation materials tied to the company’s May 5, 2026 annual meeting. The slide deck puts the spotlight back on the bank’s full-year 2026 framework—particularly profitability, credit, and tangible book value growth targets—helping support a repricing of expectations after earlier-quarter noise fades. (investors.atlanticunionbank.com)

In the annual-meeting materials, Atlantic Union lays out a full-year 2026 outlook that includes loans of $29.0–$30.0 billion and deposits of $31.0–$32.0 billion (end of period), plus credit expectations around an ACL-to-loans ratio of ~115–120 bps and net charge-offs of ~10–15 bps. On earnings power, the company frames 2026 net interest income (FTE) at roughly $1.34–$1.35 billion and net interest margin (FTE) of ~3.90%–4.00%, alongside an objective of ~12%–15% tangible book value growth per share. (stocktitan.net)

For regional banks, a reaffirmed margin and earnings-power narrative can matter as much as (or more than) backward-looking quarter results, because small changes in rate assumptions, deposit pricing pressure, and credit costs can meaningfully move forward earnings. Atlantic Union’s slides explicitly note key assumptions—such as no Fed funds rate cuts in 2026 and stable term rates—which can help investors anchor a near-term valuation reset when the stock is trading on shifting rate-path expectations. (stocktitan.net)