TrueMark Investments LLC Invests $6.33 Million in BankUnited, Inc. $BKU

TrueMark Investments LLC acquired a new stake in BankUnited, Inc. (NYSE:BKU) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 165,974 shares of the financial services provider’s stock, valued at approximately $6,334,000. TrueMark Investments LLC owned approximately 0.22% of BankUnited at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Strs Ohio bought a new position in BankUnited during the 1st quarter valued at about $28,000. Salomon & Ludwin LLC bought a new stake in BankUnited in the 3rd quarter worth approximately $34,000. Bayforest Capital Ltd raised its stake in BankUnited by 32.3% during the 2nd quarter. Bayforest Capital Ltd now owns 1,111 shares of the financial services provider’s stock valued at $40,000 after buying an additional 271 shares during the last quarter. Covestor Ltd lifted its holdings in shares of BankUnited by 7,588.9% during the 3rd quarter. Covestor Ltd now owns 1,384 shares of the financial services provider’s stock valued at $53,000 after buying an additional 1,366 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of BankUnited by 141.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,531 shares of the financial services provider’s stock valued at $54,000 after buying an additional 898 shares during the period. 99.70% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about BankUnited

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.)

Analyst Ratings Changes

Several analysts recently commented on BKU shares. Wells Fargo & Company lifted their price objective on BankUnited from $42.00 to $50.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Raymond James Financial set a $55.00 price target on BankUnited in a research note on Wednesday. Royal Bank Of Canada increased their price objective on shares of BankUnited from $48.00 to $53.00 and gave the stock a “sector perform” rating in a research note on Thursday. Weiss Ratings restated a “buy (b-)” rating on shares of BankUnited in a research report on Wednesday. Finally, Piper Sandler upped their target price on shares of BankUnited from $42.00 to $52.00 and gave the company a “neutral” rating in a report on Thursday. Seven investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, BankUnited currently has a consensus rating of “Hold” and a consensus price target of $52.91.

BankUnited Stock Performance

Shares of NYSE BKU opened at $47.57 on Friday. The stock has a market cap of $3.57 billion, a PE ratio of 13.44 and a beta of 1.30. BankUnited, Inc. has a 1 year low of $28.21 and a 1 year high of $52.11. The firm has a fifty day moving average price of $44.76 and a 200-day moving average price of $40.54. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.82 and a quick ratio of 0.83.

BankUnited (NYSE:BKU) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.85 by $0.09. The company had revenue of $288.20 million for the quarter, compared to analysts’ expectations of $279.76 million. BankUnited had a return on equity of 9.09% and a net margin of 14.14%.During the same period in the previous year, the firm earned $0.91 EPS. Equities analysts anticipate that BankUnited, Inc. will post 3.13 earnings per share for the current fiscal year.

BankUnited Dividend Announcement

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 paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Friday, January 9th. BankUnited’s payout ratio is presently 35.03%.

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.