Zacks Research Estimates BankUnited’s Q1 Earnings (NYSE:BKU)

BankUnited, Inc. (NYSE:BKU) – Research analysts at Zacks Research raised their Q1 2026 earnings per share estimates for BankUnited in a note issued to investors on Wednesday, February 11th. Zacks Research analyst Team now expects that the financial services provider will earn $0.93 per share for the quarter, up from their previous estimate of $0.81. The consensus estimate for BankUnited’s current full-year earnings is $3.13 per share. Zacks Research also issued estimates for BankUnited’s Q2 2026 earnings at $0.95 EPS, Q2 2027 earnings at $0.95 EPS, Q3 2027 earnings at $1.07 EPS, Q4 2027 earnings at $1.14 EPS and FY2028 earnings at $4.85 EPS.

BKU has been the subject of several other reports. Barclays raised their price objective on BankUnited from $47.00 to $55.00 and gave the company an “equal weight” rating in a research note on Thursday, January 22nd. Cantor Fitzgerald restated an “overweight” rating and set a $44.00 target price on shares of BankUnited in a research report on Thursday, October 23rd. The Goldman Sachs Group reissued a “sell” rating on shares of BankUnited in a research note on Monday, February 2nd. Raymond James Financial set a $55.00 target price on BankUnited in a research note on Wednesday, January 21st. Finally, Citigroup raised their price target on BankUnited from $49.00 to $53.00 and gave the stock a “neutral” rating in a research report on Friday, January 23rd. Seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $52.45.

BankUnited Stock Up 0.9%

BKU stock opened at $48.75 on Thursday. BankUnited has a 52 week low of $28.21 and a 52 week high of $52.11. 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 cap of $3.66 billion, a P/E ratio of 13.77 and a beta of 1.31. The company’s 50-day moving average price is $46.73 and its 200 day moving average price is $41.68.

BankUnited (NYSE:BKU) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates 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 $288.20 million for the quarter, compared to analysts’ expectations of $279.76 million. During the same period in the prior year, the company posted $0.91 EPS.

Hedge Funds Weigh In On BankUnited

Large investors have recently bought and sold shares of the stock. HoldCo Asset Management LP grew its stake in shares of BankUnited by 277.3% during the 4th quarter. HoldCo Asset Management LP now owns 3,535,282 shares of the financial services provider’s stock valued at $157,568,000 after buying an additional 2,598,382 shares during the period. Artemis Investment Management LLP purchased a new stake in BankUnited during the fourth quarter valued at about $73,655,000. UBS Group AG increased its stake in BankUnited by 398.0% during the fourth quarter. UBS Group AG now owns 1,170,378 shares of the financial services provider’s stock worth $52,164,000 after acquiring an additional 935,370 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of BankUnited by 23.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,070,822 shares of the financial services provider’s stock worth $117,183,000 after purchasing an additional 576,843 shares during the period. Finally, Jain Global LLC purchased a new position in shares of BankUnited in the 3rd quarter worth about $11,224,000. Hedge funds and other institutional investors own 99.70% of the company’s stock.

Insider Buying and Selling at BankUnited

In related news, Director Sanjiv Sobti sold 5,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $50.88, for a total transaction of $254,400.00. Following the transaction, the director directly owned 18,816 shares in the company, valued at approximately $957,358.08. This represents a 20.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Jay D. Richards sold 3,506 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $49.83, for a total value of $174,703.98. Following the completion of the sale, the insider directly owned 35,687 shares in the company, valued at approximately $1,778,283.21. The trade was a 8.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.15% of the company’s stock.

BankUnited Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, January 9th were given a $0.31 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.5%. BankUnited’s payout ratio is currently 35.03%.

Key BankUnited News

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Zacks raised Q1 2027, Q3 2026 and Q4 2026 estimates significantly (examples: Q1 2027 to $1.10 from $0.88; Q4 2026 to $1.22 from $0.89), signaling better-than-expected near‑term profitability and helping lift sentiment. MarketBeat BKU
• Positive Sentiment: Zacks also bumped FY2026 and FY2027 EPS views (FY2026 to $4.25 from $3.44; FY2027 to $4.26 from $3.82) and raised multi‑year outlook into FY2028, implying sustained earnings growth rather than a one‑quarter blip. MarketBeat BKU
• Positive Sentiment: Zacks published a feature evaluating BankUnited as a high‑growth dividend stock, drawing attention to its payout potential combined with the upgraded earnings trajectory — a catalyst for income‑focused and total‑return investors. Are You Looking for a High-Growth Dividend Stock?

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.