Brokers Set Expectations for BankUnited FY2026 Earnings

Key Points

• Zacks Research raised BankUnited’s FY2026 EPS estimate to $4.03 from $4.02, slightly above the $4.01 consensus, but maintains a “Strong Sell” rating.
• Analyst sentiment remains mixed: BankUnited has a consensus “Hold” rating and a $51.64 price target, with recent target cuts from RBC, Barclays, and Citigroup offset by Wells Fargo’s “Overweight” rating.
• BankUnited’s latest quarterly results missed expectations, with EPS of $0.97 versus $1.00 expected and revenue of $284.57 million versus $290.33 million; the company pays a $0.33 quarterly dividend, yielding about 2.8% annually.

BankUnited, Inc. (NYSE:BKU - Free Report) - Stock analysts at Zacks Research lifted their FY2026 earnings per share estimates for shares of BankUnited in a research report issued to clients and investors on Thursday, August 20th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $4.03 per share for the year, up from their previous estimate of $4.02. Zacks Research has a "Strong Sell" rating on the stock. The consensus estimate for BankUnited's current full-year earnings is $4.01 per share.

Other equities research analysts have also issued research reports about the stock. Royal Bank Of Canada decreased their price objective on shares of BankUnited from $53.00 to $50.00 and set a "sector perform" rating on the stock in a report on Thursday, July 23rd. Wells Fargo & Company initiated coverage on shares of BankUnited in a research note on Monday, August 10th. They issued an "overweight" rating and a $54.00 target price for the company. Barclays reduced their target price on shares of BankUnited from $50.00 to $48.00 and set an "equal weight" rating on the stock in a research report on Monday, August 3rd. Citigroup decreased their price target on shares of BankUnited from $45.00 to $42.00 and set a "sell" rating on the stock in a research note on Friday, July 24th. Finally, Wall Street Zen raised shares of BankUnited from a "sell" rating to a "hold" rating in a report on Saturday, July 25th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, four have given a Hold rating and three have given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $51.64.

BankUnited Stock Performance

BankUnited stock opened at $46.36 on Monday. The stock has a 50-day simple moving average of $47.74 and a 200 day simple moving average of $47.07. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.54. BankUnited has a 12-month low of $35.10 and a 12-month high of $52.11. The stock has a market capitalization of $3.30 billion, a price-to-earnings ratio of 12.70 and a beta of 1.18.

BankUnited (NYSE:BKU - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The financial services provider reported $0.97 EPS for the quarter, missing analysts' consensus estimates of $1.00 by ($0.03). BankUnited had a return on equity of 9.13% and a net margin of 14.76%.The business had revenue of $284.57 million during the quarter, compared to analyst estimates of $290.33 million. During the same period in the prior year, the firm posted $0.91 EPS. BankUnited's revenue for the quarter was up 3.9% compared to the same quarter last year.

Institutional Trading of BankUnited

Several institutional investors and hedge funds have recently made changes to their positions in BKU. Hantz Financial Services Inc. increased its holdings in BankUnited by 21.0% during the fourth quarter. Hantz Financial Services Inc. now owns 1,472 shares of the financial services provider's stock worth $66,000 after buying an additional 255 shares during the last quarter. Covestor Ltd raised its position in BankUnited by 20.9% during the fourth quarter. Covestor Ltd now owns 1,673 shares of the financial services provider's stock worth $75,000 after acquiring an additional 289 shares in the last quarter. Oregon Public Employees Retirement Fund lifted its stake in BankUnited by 1.8% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 17,213 shares of the financial services provider's stock valued at $767,000 after acquiring an additional 300 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in BankUnited by 24.7% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,810 shares of the financial services provider's stock valued at $81,000 after acquiring an additional 358 shares during the last quarter. Finally, Mackenzie Financial Corp grew its position in shares of BankUnited by 2.4% in the 3rd quarter. Mackenzie Financial Corp now owns 19,550 shares of the financial services provider's stock valued at $746,000 after acquiring an additional 455 shares during the period. Institutional investors own 99.70% of the company's stock.

Insider Activity

In related news, insider Jay D. Richards sold 4,000 shares of the business's stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $48.67, for a total transaction of $194,680.00. Following the completion of the sale, the insider directly owned 40,502 shares of the company's stock, valued at $1,971,232.34. The trade was a 8.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Douglas J. Pauls sold 3,000 shares of the stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $47.90, for a total transaction of $143,700.00. Following the completion of the transaction, the director owned 42,472 shares in the company, valued at $2,034,408.80. This represents a 6.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 8,000 shares of company stock valued at $384,350. 1.00% of the stock is currently owned by insiders.

BankUnited Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Friday, July 10th were given a dividend of $0.33 per share. The ex-dividend date was Friday, July 10th. This represents a $1.32 dividend on an annualized basis and a yield of 2.8%. BankUnited's dividend payout ratio is presently 36.16%.

BankUnited Company 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.

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