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

BankUnited, Inc. (NYSE:BKU) – Zacks Research dropped their Q3 2026 EPS estimates for shares of BankUnited in a report released on Wednesday, April 15th. Zacks Research analyst Team now forecasts that the financial services provider will earn $1.13 per share for the quarter, down from their previous forecast of $1.14. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for BankUnited’s current full-year earnings is $3.13 per share. Zacks Research also issued estimates for BankUnited’s FY2026 earnings at $4.24 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, beating the consensus estimate of $0.85 by $0.09. BankUnited had a net margin of 14.14% and a return on equity of 9.09%. The business had revenue of $260.80 million during the quarter, compared to the consensus estimate of $279.76 million. During the same quarter in the prior year, the firm earned $0.91 EPS.

Several other research analysts also recently commented on BKU. Barclays dropped their price objective on shares of BankUnited from $55.00 to $53.00 and set an “equal weight” rating for the company in a report on Tuesday, April 7th. Royal Bank Of Canada increased their price objective on shares of BankUnited from $48.00 to $53.00 and gave the company a “sector perform” rating in a report on Thursday, January 22nd. Wells Fargo & Company increased their price objective on shares of BankUnited from $50.00 to $55.00 and gave the company an “overweight” rating in a report on Monday, March 30th. Wall Street Zen downgraded shares of BankUnited from a “hold” rating to a “sell” rating in a report on Saturday, April 11th. Finally, Piper Sandler increased their price target on shares of BankUnited from $42.00 to $52.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Seven research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $53.82.

BankUnited Stock Down 1.2%

BKU opened at $46.86 on Thursday. The firm has a 50-day simple moving average of $46.48 and a two-hundred day simple moving average of $44.17. BankUnited has a 52 week low of $30.29 and a 52 week high of $52.11. The company has a market capitalization of $3.45 billion, a PE ratio of 13.24 and a beta of 1.26. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.51.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in BKU. Dimensional Fund Advisors LP raised its position in BankUnited by 0.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 4,632,552 shares of the financial services provider’s stock worth $206,472,000 after purchasing an additional 36,097 shares during the period. State Street Corp raised its position in BankUnited by 3.5% in the 4th quarter. State Street Corp now owns 4,437,792 shares of the financial services provider’s stock worth $197,792,000 after purchasing an additional 149,450 shares during the period. HoldCo Asset Management LP raised its position in BankUnited by 277.3% in the 4th quarter. HoldCo Asset Management LP now owns 3,535,282 shares of the financial services provider’s stock worth $157,568,000 after purchasing an additional 2,598,382 shares during the period. Wellington Management Group LLP raised its position in BankUnited by 2.8% in the 4th quarter. Wellington Management Group LLP now owns 3,155,793 shares of the financial services provider’s stock worth $140,654,000 after purchasing an additional 84,971 shares during the period. Finally, American Century Companies Inc. raised its position in BankUnited by 9.4% in the 3rd quarter. American Century Companies Inc. now owns 2,163,936 shares of the financial services provider’s stock worth $82,576,000 after purchasing an additional 185,937 shares during the period. Institutional investors own 99.70% of the company’s stock.

Insider Activity at BankUnited

In related news, Director Sanjiv Sobti sold 5,000 shares of the stock in a transaction dated Monday, February 9th. The shares were 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jay D. Richards sold 3,506 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $49.83, for a total transaction of $174,703.98. Following the completion of the transaction, the insider directly owned 35,687 shares of the company’s stock, valued at approximately $1,778,283.21. The trade was a 8.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 11,953 shares of company stock valued at $591,492. Insiders own 1.15% of the company’s stock.

BankUnited Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be issued a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Friday, April 10th. This is a positive change from BankUnited’s previous quarterly dividend of $0.31. BankUnited’s payout ratio is 37.29%.

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.