Q4 Earnings Forecast for BankUnited Issued By Zacks Research

BankUnited, Inc. (NYSE:BKU) – Investment analysts at Zacks Research lifted their Q4 2026 earnings estimates for BankUnited in a research report issued to clients and investors on Friday, February 13th. Zacks Research analyst Team now expects that the financial services provider will post earnings per share of $1.23 for the quarter, up from their prior estimate of $1.22. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for BankUnited’s current full-year earnings is $3.13 per share. Zacks Research also issued estimates for BankUnited’s Q2 2027 earnings at $1.00 EPS, Q3 2027 earnings at $1.08 EPS and FY2027 earnings at $4.30 EPS.

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

A number of other analysts have also recently issued reports on BKU. Jefferies Financial Group reduced their price objective on shares of BankUnited from $65.00 to $60.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. The Goldman Sachs Group reiterated a “sell” rating on shares of BankUnited in a research note on Monday, February 2nd. Royal Bank Of Canada upped their price objective on BankUnited from $48.00 to $53.00 and gave the stock a “sector perform” rating in a report on Thursday, January 22nd. Wells Fargo & Company lifted their price target on BankUnited from $42.00 to $50.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Finally, Citigroup boosted their target price on BankUnited from $49.00 to $53.00 and gave the company a “neutral” rating in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $52.45.

BankUnited Stock Performance

NYSE:BKU opened at $48.75 on Monday. The stock has a 50-day simple moving average of $46.73 and a two-hundred day simple moving average of $41.75. The firm has a market capitalization of $3.66 billion, a PE ratio of 13.77 and a beta of 1.30. BankUnited has a 52-week low of $28.21 and a 52-week 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.

Hedge Funds Weigh In On BankUnited

A number of institutional investors have recently bought and sold shares of BKU. Dimensional Fund Advisors LP grew its position in BankUnited by 0.8% during the 4th quarter. Dimensional Fund Advisors LP now owns 4,632,552 shares of the financial services provider’s stock worth $206,472,000 after purchasing an additional 36,097 shares during the period. State Street Corp increased its stake 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 valued at $197,792,000 after purchasing an additional 149,450 shares in the last quarter. HoldCo Asset Management LP boosted its position in BankUnited by 277.3% during the fourth 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 lifted its position 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 buying an additional 576,843 shares in the last quarter. Finally, American Century Companies Inc. lifted its holdings in BankUnited by 9.4% during the third quarter. American Century Companies Inc. now owns 2,163,936 shares of the financial services provider’s stock valued at $82,576,000 after purchasing an additional 185,937 shares in the last quarter. 99.70% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at BankUnited

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

BankUnited Dividend Announcement

The company 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 presently 35.03%.

BankUnited News Summary

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.