BankUnited (NYSE:BKU) Sets New 12-Month High Following Better-Than-Expected Earnings

BankUnited, Inc. (NYSE:BKU) reached a new 52-week high on Wednesday following a better than expected earnings announcement. The company traded as high as $50.32 and last traded at $50.1550, with a volume of 300539 shares. The stock had previously closed at $46.39.

The financial services provider reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.09. The business had revenue of $288.20 million during the quarter, compared to the consensus estimate of $279.76 million. BankUnited had a return on equity of 9.09% and a net margin of 14.14%.During the same period last year, the company earned $0.91 earnings per share.

BankUnited Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Friday, January 9th will be given a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, January 9th. BankUnited’s payout ratio is 34.93%.

Trending Headlines about BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Q4 earnings beat — BankUnited reported EPS of $0.94 vs. $0.85 consensus and revenue of $288.2M vs. $279.8M, driven by higher net interest income and fee revenue; market reaction was strongly positive. Zacks: BKU’s Q4 Earnings Beat
• Positive Sentiment: Share buyback authorization — Management approved an additional $200M repurchase program, which supports EPS and signals confidence in capital availability. Business Wire: 4Q Results & Buyback
• Positive Sentiment: Core growth and margin expansion — Company highlighted $769M core loan growth, $485M growth in non‑interest bearing deposits, and a 6 bps NIM expansion — fundamentals that support higher future NII and profitability. Yahoo Finance: Q4 Deep Dive
• Positive Sentiment: Analyst price-target lifts — Keefe, Bruyette & Woods raised its target to $55 and RBC raised its target to $53 (both maintain market/sector-perform), adding near‑term buying interest from institutional desks. TickerReport: KBW price-target raise The Fly: RBC price-target raise
• Neutral Sentiment: Earnings materials and call/transcripts available — Full slide deck, press release and call transcripts provide detail on drivers, expense trends and capital; useful for modeling but not new news. Press Release / Slide Deck Seeking Alpha: Presentation
• Neutral Sentiment: Multiple call/transcript writeups — Transcripts posted (Seeking Alpha, InsiderMonkey, Yahoo) give investors color on strategy and outlook; they support transparency but are follow‑on items. InsiderMonkey: Call Transcript Yahoo: Earnings Transcript

Wall Street Analyst Weigh In

BKU has been the subject of a number of research reports. Susquehanna upgraded BankUnited to a “positive” rating in a report on Wednesday. Barclays increased their target price on shares of BankUnited from $47.00 to $55.00 and gave the stock an “equal weight” rating in a report on Thursday. Weiss Ratings reissued a “buy (b-)” rating on shares of BankUnited in a research report on Wednesday, October 8th. Raymond James Financial set a $55.00 price target on shares of BankUnited in a research report on Wednesday. Finally, Wells Fargo & Company increased 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. 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. According to data from MarketBeat.com, BankUnited presently has a consensus rating of “Hold” and an average price target of $51.55.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the company. HoldCo Asset Management LP acquired a new stake in BankUnited in the third quarter valued at approximately $35,752,000. Wellington Management Group LLP lifted its holdings in shares of BankUnited by 23.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,070,822 shares of the financial services provider’s stock valued at $117,183,000 after purchasing an additional 576,843 shares during the last quarter. Jain Global LLC acquired a new stake in shares of BankUnited in the 3rd quarter worth $11,224,000. Cramer Rosenthal Mcglynn LLC boosted its position in shares of BankUnited by 20.9% in the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 1,535,274 shares of the financial services provider’s stock worth $58,586,000 after purchasing an additional 265,439 shares in the last quarter. Finally, Jane Street Group LLC purchased a new position in BankUnited during the 1st quarter worth $9,100,000. Institutional investors own 99.70% of the company’s stock.

BankUnited Stock Down 0.2%

The company has a 50-day moving average of $44.60 and a 200-day moving average of $40.46. The company has a current ratio of 0.82, a quick ratio of 0.83 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $3.78 billion, a price-to-earnings ratio of 14.20 and a beta of 1.30.

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.