Keefe, Bruyette & Woods Cuts BankUnited (NYSE:BKU) Price Target to $50.00

BankUnited (NYSE:BKU) had its price objective lowered by Keefe, Bruyette & Woods from $55.00 to $50.00 in a report released on Thursday,Benzinga reports. The firm currently has a market perform rating on the financial services provider’s stock.

BKU has been the subject of a number of other reports. Citigroup lifted 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, January 23rd. Hovde Group decreased their target price on shares of BankUnited from $57.00 to $53.00 and set an “outperform” rating for the company in a research note on Thursday. Royal Bank Of Canada lifted their target price 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. Raymond James Financial reissued an “outperform” rating on shares of BankUnited in a research report on Wednesday. Finally, Weiss Ratings upgraded BankUnited from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, April 1st. Seven equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, BankUnited currently has an average rating of “Hold” and a consensus price target of $53.27.

BankUnited Stock Performance

Shares of BankUnited stock opened at $45.71 on Thursday. BankUnited has a 12 month low of $31.34 and a 12 month high of $52.11. The firm has a market capitalization of $3.37 billion, a P/E ratio of 12.73 and a beta of 1.26. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.58. The business has a fifty day simple moving average of $46.13 and a two-hundred day simple moving average of $44.56.

BankUnited (NYSE:BKU) last released its earnings results on Wednesday, April 22nd. The financial services provider reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14). The business had revenue of $273.69 million during the quarter, compared to analysts’ expectations of $284.57 million. BankUnited had a return on equity of 9.11% and a net margin of 14.46%.During the same period in the prior year, the company earned $0.78 earnings per share. On average, equities analysts forecast that BankUnited will post 4.21 earnings per share for the current fiscal year.

BankUnited Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be given a dividend of $0.33 per share. This is a positive change from BankUnited’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend is Friday, April 10th. This represents a $1.32 annualized dividend and a yield of 2.9%. BankUnited’s payout ratio is currently 36.77%.

Insider Buying and Selling at BankUnited

In other BankUnited news, Director Sanjiv Sobti sold 5,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $50.88, for a total transaction of $254,400.00. Following the completion of the sale, the director directly owned 18,816 shares in the company, valued at approximately $957,358.08. This trade represents a 20.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Kevin A. Malcolm sold 3,447 shares of BankUnited stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $47.11, for a total transaction of $162,388.17. Following the completion of the transaction, the insider directly owned 11,500 shares of the company’s stock, valued at $541,765. This trade represents a 23.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 11,953 shares of company stock worth $591,492. 1.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On BankUnited

A number of hedge funds have recently added to or reduced their stakes in BKU. Dimensional Fund Advisors LP lifted 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 valued at $206,472,000 after acquiring an additional 36,097 shares in the last quarter. State Street Corp increased its holdings in shares of 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 in the last quarter. HoldCo Asset Management LP increased its holdings in shares of 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 in the last quarter. Wellington Management Group LLP raised its stake in shares of BankUnited by 2.8% in the fourth 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 last quarter. Finally, American Century Companies Inc. raised its stake in shares of BankUnited by 9.4% in the third 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 last quarter. 99.70% of the stock is currently owned by hedge funds and other institutional investors.

More BankUnited News

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: NII and fee income helped offset some weakness in the quarter, providing underlying revenue support and limiting the downside from the miss. BankUnited Q1 2026 Earnings Call Highlights
• Positive Sentiment: Hovde Group cut its target but kept an “outperform” rating (new target $53), signaling at least one analyst still sees upside relative to the current level.
• Neutral Sentiment: Analysts remain mixed on the name — some are cautious while others emphasize longer‑term franchise strengths; this keeps broker sentiment conflicted and limits a broad consensus move. Analysts Conflicted on These Financial Names
• Neutral Sentiment: Broker consensus is roughly a “hold,” indicating tempered expectations among the sell‑side even as opinions vary by firm. Consensus Recommendation of “Hold”
• Neutral Sentiment: Management’s earnings call struck a tone of solid growth but a cautious outlook, suggesting the bank sees both operating momentum and near‑term headwinds (expenses, credit trends). Earnings Call: Solid Growth Amid Cautious Outlook
• Negative Sentiment: Q1 earnings disappointed: EPS $0.83 vs. $0.97 expected and revenue missed consensus (roughly $273.7M vs. ~$284.6M), with higher operating expenses and increased credit‑loss provisions cited as primary drivers of the shortfall. Earnings Miss and Rising Expenses
• Negative Sentiment: Multiple brokers trimmed targets and/or ratings following the print — Citigroup cut its target to $50 and put a “neutral” rating, and Keefe, Bruyette & Woods lowered its target to $50 with a “market perform” — applying near‑term downward pressure on the stock. Analyst Price‑Target Cuts

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.