Zacks Research Has Strong Outlook for BankUnited Q4 Earnings

BankUnited, Inc. (NYSE:BKU) – Stock analysts at Zacks Research lifted their Q4 2025 earnings per share estimates for shares of BankUnited in a research report issued to clients and investors on Tuesday, October 7th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $0.80 per share for the quarter, up from their previous estimate of $0.79. The consensus estimate for BankUnited’s current full-year earnings is $3.13 per share. Zacks Research also issued estimates for BankUnited’s Q4 2026 earnings at $0.92 EPS, FY2026 earnings at $3.46 EPS and Q2 2027 earnings at $0.93 EPS.

BankUnited (NYSE:BKU) last issued its quarterly earnings data on Wednesday, July 23rd. The financial services provider reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.12. BankUnited had a return on equity of 9.00% and a net margin of 13.19%.The firm had revenue of $273.93 million during the quarter, compared to the consensus estimate of $267.17 million. During the same quarter in the previous year, the company posted $0.72 EPS.

Several other equities research analysts have also recently commented on BKU. Wells Fargo & Company lifted their target price on BankUnited from $42.00 to $45.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Keefe, Bruyette & Woods lifted their target price on BankUnited from $38.00 to $42.00 and gave the company a “market perform” rating in a research note on Monday, July 28th. Weiss Ratings reissued a “buy (b-)” rating on shares of BankUnited in a research note on Wednesday. Piper Sandler reissued a “neutral” rating and issued a $43.00 target price (up from $41.00) on shares of BankUnited in a research note on Thursday, July 24th. Finally, Hovde Group lifted their target price on BankUnited from $43.00 to $44.00 and gave the company an “outperform” rating in a research note on Thursday, July 24th. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, BankUnited presently has a consensus rating of “Hold” and an average price target of $41.91.

BankUnited Stock Down 0.1%

NYSE BKU opened at $39.99 on Thursday. The stock has a fifty day moving average of $38.13 and a 200-day moving average of $35.80. The stock has a market capitalization of $3.01 billion, a P/E ratio of 11.73 and a beta of 1.27. BankUnited has a 52 week low of $28.21 and a 52 week high of $44.45. The company has a debt-to-equity ratio of 0.76, a quick ratio of 0.84 and a current ratio of 0.84.

BankUnited Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 31st. Investors of record on Friday, October 10th will be paid a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, October 10th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 3.1%. BankUnited’s payout ratio is 36.36%.

Insider Activity

In other BankUnited news, Director Douglas J. Pauls sold 3,500 shares of BankUnited stock in a transaction dated Friday, July 25th. The stock was sold at an average price of $38.79, for a total transaction of $135,765.00. Following the transaction, the director directly owned 43,205 shares in the company, valued at approximately $1,675,921.95. The trade was a 7.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jay D. Richards sold 3,942 shares of BankUnited stock in a transaction dated Friday, July 25th. The stock was sold at an average price of $38.81, for a total value of $152,989.02. Following the transaction, the insider owned 39,193 shares in the company, valued at approximately $1,521,080.33. This represents a 9.14% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 1.15% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. CWM LLC lifted its holdings in BankUnited by 31.7% during the first quarter. CWM LLC now owns 7,464 shares of the financial services provider’s stock worth $257,000 after acquiring an additional 1,798 shares in the last quarter. Principal Financial Group Inc. lifted its holdings in BankUnited by 2.7% during the first quarter. Principal Financial Group Inc. now owns 372,237 shares of the financial services provider’s stock worth $12,820,000 after acquiring an additional 9,750 shares in the last quarter. Wealth Enhancement Advisory Services LLC bought a new position in BankUnited during the first quarter worth about $585,000. Jump Financial LLC bought a new position in BankUnited during the first quarter worth about $1,398,000. Finally, Bank of New York Mellon Corp lifted its holdings in BankUnited by 36.8% during the first quarter. Bank of New York Mellon Corp now owns 1,059,697 shares of the financial services provider’s stock worth $36,496,000 after acquiring an additional 285,092 shares in the last quarter. 99.70% of the stock is currently owned by institutional investors.

About BankUnited

BankUnited, Inc operates as the bank holding company for BankUnited, a national banking association that provides a range of banking services in the United States. The company offers deposit products, such as checking, money market deposit, and savings accounts; certificates of deposit; and treasury, commercial payment, and cash management services.