Maryland State Retirement & Pension System Sells 11,291 Shares of BankUnited, Inc. $BKU

Maryland State Retirement & Pension System lowered its holdings in shares of BankUnited, Inc. (NYSE:BKU) by 51.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 10,813 shares of the financial services provider’s stock after selling 11,291 shares during the period. Maryland State Retirement & Pension System’s holdings in BankUnited were worth $413,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Strs Ohio bought a new position in BankUnited during the 1st quarter worth $28,000. Salomon & Ludwin LLC bought a new position in shares of BankUnited during the third quarter worth about $34,000. Bayforest Capital Ltd lifted its stake in shares of BankUnited by 32.3% in the second quarter. Bayforest Capital Ltd now owns 1,111 shares of the financial services provider’s stock worth $40,000 after acquiring an additional 271 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in BankUnited by 141.9% in the second quarter. EverSource Wealth Advisors LLC now owns 1,531 shares of the financial services provider’s stock valued at $54,000 after acquiring an additional 898 shares during the last quarter. Finally, GAMMA Investing LLC boosted its holdings in BankUnited by 7.7% in the third quarter. GAMMA Investing LLC now owns 5,132 shares of the financial services provider’s stock valued at $196,000 after acquiring an additional 368 shares during the last quarter. Institutional investors and hedge funds own 99.70% of the company’s stock.

BankUnited Stock Down 5.3%

BKU stock opened at $47.57 on Friday. The stock’s 50 day simple moving average is $44.76 and its 200 day simple moving average is $40.54. BankUnited, Inc. has a fifty-two week low of $28.21 and a fifty-two week high of $52.11. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.83 and a current ratio of 0.82. The company has a market cap of $3.57 billion, a P/E ratio of 13.44 and a beta of 1.30.

BankUnited (NYSE:BKU) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. BankUnited had a return on equity of 9.09% and a net margin of 14.14%.The firm had revenue of $288.20 million during the quarter, compared to analysts’ expectations of $279.76 million. During the same quarter last year, the firm posted $0.91 earnings per share. On average, research analysts expect that BankUnited, Inc. will post 3.13 earnings per share for the current fiscal year.

BankUnited Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Friday, January 9th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Friday, January 9th. BankUnited’s payout ratio is 35.03%.

Trending Headlines about BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Q4 earnings beat consensus: BKU reported $0.94 EPS vs. $0.85 expected, with revenue above estimates and management highlighting NII and fee-income strength — a core reason for the earlier rally. BKU’s Q4 Earnings Beat on Higher NII & Fee Income
• Positive Sentiment: Operational takeaways: analysts and deep-dive coverage highlight margin expansion, balanced loan mix, and deposit growth — themes that support higher earnings power going forward. BKU Q4 Deep Dive
• Positive Sentiment: Price-target increases from major firms: Keefe, Bruyette & Woods raised its PT to $55 and RBC to $53, providing fresh upside reference points that helped drive buying after the quarter. KBW PT Raise RBC PT Raise
• Positive Sentiment: Share-price momentum: coverage notes BKU reached a new 12‑month high after the print, signaling strong investor appetite coming out of the quarter. BankUnited Sets New 12-Month High
• Neutral Sentiment: Analyst commentary is mixed: broader analyst write-ups (e.g., Globe and Mail roundup) provide context on financial peers but don’t shift consensus to a clear buy bias. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Call transcripts and presentations provide detail but no new guidance — useful for modeling but not an immediate catalyst. Q4 Earnings Call Transcript Earnings Presentation
• Negative Sentiment: Pullback and limited upgrade scope: despite PT lifts, firms kept “market/sector perform” stances rather than Buy, and the stock retraced from its post-earnings spike — likely profit-taking after a rapid move and because neutral ratings temper further upside. (No single article; market reaction and analyst stances noted above.)

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. The Goldman Sachs Group boosted their price target on shares of BankUnited from $43.00 to $49.00 and gave the stock a “sell” rating in a research report on Thursday. Citigroup upped their price target on shares of BankUnited from $49.00 to $53.00 and gave the company a “neutral” rating in a research report on Friday. Hovde Group reissued an “outperform” rating and issued a $51.00 price objective on shares of BankUnited in a research report on Monday, December 8th. Keefe, Bruyette & Woods upped their target price on BankUnited from $42.00 to $55.00 and gave the company a “market perform” rating in a research report on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BankUnited in a research note on Wednesday. Seven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $52.91.

BankUnited Profile

BankUnited, Inc is a bank holding company based in Miami Lakes, Florida, operating through its subsidiary BankUnited, National Association. The company provides a broad range of commercial banking products and services, including deposit accounts, commercial lending and treasury management. It serves middle-market and small-business clients, offering tailored financing solutions across a variety of industry sectors.

The bank’s lending portfolio includes commercial and industrial loans, commercial real estate loans and construction financing, as well as residential mortgage lending.