Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for BankUnited (NYSE:BKU) Stock

BankUnited (NYSE:BKU) had its price target upped by investment analysts at Keefe, Bruyette & Woods from $42.00 to $55.00 in a research report issued on Thursday,Benzinga reports. The firm currently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ target price suggests a potential upside of 15.61% from the stock’s current price.

A number of other analysts have also issued reports on the stock. Royal Bank Of Canada restated a “sector perform” rating and issued a $42.00 price target on shares of BankUnited in a research note on Thursday, October 23rd. Piper Sandler raised their price objective on shares of BankUnited from $42.00 to $52.00 and gave the stock a “neutral” rating in a report on Thursday. Jefferies Financial Group boosted their target price on shares of BankUnited from $55.00 to $65.00 and gave the stock a “buy” rating in a research report on Wednesday. Raymond James Financial set a $55.00 price target on shares of BankUnited in a research report on Wednesday. Finally, Barclays boosted their price objective on BankUnited from $47.00 to $55.00 and gave the company an “equal weight” rating in a report on Thursday. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $52.91.

BankUnited Trading Down 5.3%

NYSE:BKU opened at $47.57 on Thursday. The stock has a market cap of $3.57 billion, a price-to-earnings ratio of 13.44 and a beta of 1.30. BankUnited has a one year low of $28.21 and a one year high of $52.11. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.83 and a current ratio of 0.82. The business’s 50-day simple moving average is $44.76 and its 200 day simple moving average is $40.54.

BankUnited (NYSE:BKU) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $279.76 million. During the same quarter last year, the firm earned $0.91 EPS. As a group, sell-side analysts predict that BankUnited will post 3.13 earnings per share for the current fiscal year.

Institutional Trading of BankUnited

Hedge funds have recently made changes to their positions in the stock. Capital Fund Management S.A. acquired a new position in shares of BankUnited during the second quarter valued at $1,356,000. Fisher Asset Management LLC lifted its position in BankUnited by 24.7% in the 2nd quarter. Fisher Asset Management LLC now owns 575,878 shares of the financial services provider’s stock valued at $20,495,000 after purchasing an additional 113,974 shares during the last quarter. Assenagon Asset Management S.A. acquired a new position in BankUnited during the 3rd quarter valued at about $6,121,000. Bayview Asset Management LLC boosted its stake in BankUnited by 45.5% during the 2nd quarter. Bayview Asset Management LLC now owns 40,000 shares of the financial services provider’s stock valued at $1,424,000 after purchasing an additional 12,500 shares during the period. Finally, Hussman Strategic Advisors Inc. grew its position in BankUnited by 25.0% in the 2nd quarter. Hussman Strategic Advisors Inc. now owns 105,000 shares of the financial services provider’s stock worth $3,737,000 after purchasing an additional 21,000 shares during the last quarter. Institutional investors own 99.70% of the company’s stock.

Key BankUnited News

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Q4 earnings beat consensus: BKU reported $0.94 EPS vs. $0.85 expected, with revenue above estimates and management highlighting NII and fee-income strength — a core reason for the earlier rally. BKU’s Q4 Earnings Beat on Higher NII & Fee Income
• Positive Sentiment: Operational takeaways: analysts and deep-dive coverage highlight margin expansion, balanced loan mix, and deposit growth — themes that support higher earnings power going forward. BKU Q4 Deep Dive
• Positive Sentiment: Price-target increases from major firms: Keefe, Bruyette & Woods raised its PT to $55 and RBC to $53, providing fresh upside reference points that helped drive buying after the quarter. KBW PT Raise RBC PT Raise
• Positive Sentiment: Share-price momentum: coverage notes BKU reached a new 12‑month high after the print, signaling strong investor appetite coming out of the quarter. BankUnited Sets New 12-Month High
• Neutral Sentiment: Analyst commentary is mixed: broader analyst write-ups (e.g., Globe and Mail roundup) provide context on financial peers but don’t shift consensus to a clear buy bias. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Call transcripts and presentations provide detail but no new guidance — useful for modeling but not an immediate catalyst. Q4 Earnings Call Transcript Earnings Presentation
• Negative Sentiment: Pullback and limited upgrade scope: despite PT lifts, firms kept “market/sector perform” stances rather than Buy, and the stock retraced from its post-earnings spike — likely profit-taking after a rapid move and because neutral ratings temper further upside. (No single article; market reaction and analyst stances noted above.)

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.