Zacks Research Estimates BankUnited’s Q3 Earnings (NYSE:BKU)

BankUnited, Inc. (NYSE:BKU) – Equities research analysts at Zacks Research boosted their Q3 2026 EPS estimates for BankUnited in a report issued on Wednesday, February 11th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings of $1.16 per share for the quarter, up from their previous forecast of $0.89. 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 $1.22 EPS, FY2026 earnings at $4.25 EPS, Q1 2027 earnings at $1.10 EPS and FY2027 earnings at $4.26 EPS.

BankUnited (NYSE:BKU) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $0.94 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $279.76 million. During the same quarter in the previous year, the business earned $0.91 earnings per share.

BKU has been the subject of a number of other research reports. The Goldman Sachs Group reissued a “sell” rating on shares of BankUnited in a research note on Monday, February 2nd. Hovde Group reissued an “outperform” rating and set a $51.00 price target on shares of BankUnited in a research report on Monday, December 8th. Cantor Fitzgerald restated an “overweight” rating and issued a $44.00 price objective on shares of BankUnited in a research report on Thursday, October 23rd. Wells Fargo & Company upped their price objective on shares of BankUnited from $42.00 to $50.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Susquehanna upgraded shares of BankUnited to a “positive” rating in a report on Wednesday, January 21st. Seven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $52.45.

BankUnited Price Performance

BKU opened at $48.75 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.82 and a quick ratio of 0.83. The stock’s 50 day simple moving average is $46.73 and its 200 day simple moving average is $41.68. The firm has a market cap of $3.66 billion, a price-to-earnings ratio of 13.77 and a beta of 1.31. BankUnited has a 1 year low of $28.21 and a 1 year high of $52.11.

BankUnited Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Friday, January 9th were issued a dividend of $0.31 per share. The ex-dividend date was Friday, January 9th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.5%. BankUnited’s dividend payout ratio is 35.03%.

Insider Activity at BankUnited

In related news, insider Jay D. Richards sold 3,506 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $49.83, for a total value of $174,703.98. Following the sale, the insider directly owned 35,687 shares of the company’s stock, valued at $1,778,283.21. This represents a 8.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Sanjiv Sobti sold 5,000 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $50.88, for a total value of $254,400.00. Following the completion of the transaction, the director owned 18,816 shares of the company’s stock, valued at approximately $957,358.08. This trade represents a 20.99% decrease in their position. The SEC filing for this sale provides additional information. 1.15% of the stock is currently owned by corporate insiders.

Institutional Trading of BankUnited

Hedge funds have recently modified their holdings of the business. Kestra Advisory Services LLC bought a new position in shares of BankUnited in the 4th quarter worth about $35,000. FORA Capital LLC bought a new position in shares of BankUnited during the fourth quarter valued at approximately $253,000. Soros Fund Management LLC purchased a new position in shares of BankUnited during the fourth quarter valued at approximately $5,781,000. Bridgewater Associates LP boosted its position in shares of BankUnited by 60.1% in the 4th quarter. Bridgewater Associates LP now owns 267,373 shares of the financial services provider’s stock worth $11,917,000 after purchasing an additional 100,415 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its stake in shares of BankUnited by 24.7% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,810 shares of the financial services provider’s stock worth $81,000 after buying an additional 358 shares during the last quarter. Institutional investors own 99.70% of the company’s stock.

Trending Headlines about BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Zacks raised Q1 2027, Q3 2026 and Q4 2026 estimates significantly (examples: Q1 2027 to $1.10 from $0.88; Q4 2026 to $1.22 from $0.89), signaling better-than-expected near‑term profitability and helping lift sentiment. MarketBeat BKU
• Positive Sentiment: Zacks also bumped FY2026 and FY2027 EPS views (FY2026 to $4.25 from $3.44; FY2027 to $4.26 from $3.82) and raised multi‑year outlook into FY2028, implying sustained earnings growth rather than a one‑quarter blip. MarketBeat BKU
• Positive Sentiment: Zacks published a feature evaluating BankUnited as a high‑growth dividend stock, drawing attention to its payout potential combined with the upgraded earnings trajectory — a catalyst for income‑focused and total‑return investors. Are You Looking for a High-Growth Dividend Stock?

About BankUnited

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.