Q3 EPS Estimates for BankUnited Decreased by Zacks Research

BankUnited, Inc. (NYSE:BKU) – Analysts at Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for BankUnited in a research report issued on Wednesday, August 12th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings per share of $1.07 for the quarter, down from their prior estimate of $1.15. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for BankUnited’s current full-year earnings is $4.09 per share. Zacks Research also issued estimates for BankUnited’s Q4 2026 earnings at $1.17 EPS, Q1 2027 earnings at $1.09 EPS, Q2 2027 earnings at $1.11 EPS, Q3 2027 earnings at $1.13 EPS, Q4 2027 earnings at $1.21 EPS, FY2027 earnings at $4.53 EPS, Q1 2028 earnings at $1.28 EPS, Q2 2028 earnings at $1.38 EPS and FY2028 earnings at $5.33 EPS.

BankUnited (NYSE:BKU) last released its quarterly earnings results on Wednesday, July 22nd. The financial services provider reported $0.97 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.00 by ($0.03). BankUnited had a net margin of 14.76% and a return on equity of 9.13%. The firm had revenue of $284.57 million during the quarter, compared to the consensus estimate of $290.33 million. During the same quarter last year, the firm earned $0.91 earnings per share. The business’s revenue for the quarter was up 3.9% compared to the same quarter last year.

Other equities analysts also recently issued reports about the stock. Wall Street Zen upgraded shares of BankUnited from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Citigroup dropped their price objective on shares of BankUnited from $45.00 to $42.00 and set a “sell” rating for the company in a research note on Friday, July 24th. Cantor Fitzgerald reissued an “overweight” rating and issued a $56.00 price objective on shares of BankUnited in a report on Wednesday, July 15th. Barclays decreased their target price on shares of BankUnited from $50.00 to $48.00 and set an “equal weight” rating on the stock in a research report on Monday, August 3rd. Finally, Weiss Ratings raised shares of BankUnited from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, BankUnited presently has an average rating of “Hold” and an average price target of $51.64.

BankUnited Stock Up 0.8%

BKU stock opened at $47.38 on Thursday. BankUnited has a fifty-two week low of $35.10 and a fifty-two week high of $52.11. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.82 and a quick ratio of 0.82. The stock has a market capitalization of $3.37 billion, a price-to-earnings ratio of 12.98 and a beta of 1.18. The business’s fifty day moving average price is $47.82 and its two-hundred day moving average price is $47.08.

BankUnited Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Friday, July 10th were given a $0.33 dividend. The ex-dividend date was Friday, July 10th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 2.8%. BankUnited’s dividend payout ratio (DPR) is presently 36.16%.

Insider Transactions at BankUnited

In other news, Director John N. Digiacomo sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $45.97, for a total value of $45,970.00. Following the completion of the transaction, the director directly owned 15,027 shares in the company, valued at approximately $690,791.19. The trade was a 6.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jay D. Richards sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $48.67, for a total transaction of $194,680.00. Following the sale, the insider directly owned 40,502 shares of the company’s stock, valued at approximately $1,971,232.34. This trade represents a 8.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by insiders.

Institutional Investors Weigh In On BankUnited

A number of large investors have recently modified their holdings of the business. Royal Bank of Canada grew its position in BankUnited by 15.3% during the 1st quarter. Royal Bank of Canada now owns 18,092 shares of the financial services provider’s stock worth $623,000 after acquiring an additional 2,394 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of BankUnited by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,380 shares of the financial services provider’s stock valued at $1,528,000 after purchasing an additional 1,934 shares in the last quarter. Jane Street Group LLC acquired a new stake in shares of BankUnited during the first quarter valued at about $9,100,000. Strs Ohio bought a new stake in shares of BankUnited during the first quarter worth about $28,000. Finally, Invesco Ltd. grew its holdings in shares of BankUnited by 1.2% during the second quarter. Invesco Ltd. now owns 570,879 shares of the financial services provider’s stock worth $20,318,000 after purchasing an additional 6,815 shares during the last quarter. Institutional investors and hedge funds own 99.70% of the company’s stock.

Trending Headlines about BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Zacks raised its Q2 2028 EPS forecast to $1.38 from $1.36, while maintaining a longer-term FY2028 estimate of $5.33 per share. This provides a limited positive signal for BankUnited’s future earnings outlook.
• Neutral Sentiment: Zacks Research retained a “Hold” rating. Its current full-year EPS consensus remains $4.09, and the stock trades at roughly 13 times earnings, suggesting valuation is not especially demanding but offering no clear catalyst from the analyst coverage.
• Negative Sentiment: Zacks lowered its Q3 2026 EPS forecast to $1.07 from $1.15 and cut Q4 2026 EPS to $1.17 from $1.30. The revisions imply weaker near-term earnings expectations.
• Negative Sentiment: Forecasts for 2027 were also reduced: Q1 EPS fell to $1.09 from $1.12, Q2 to $1.11 from $1.12, Q3 to $1.13 from $1.17, and FY2027 EPS to $4.53 from $4.68. These cuts point to softer anticipated profitability next year.
• Negative Sentiment: Zacks reduced its Q4 2027 EPS estimate to $1.21 from $1.28, Q1 2028 to $1.28 from $1.33, and FY2028 to $5.33 from $5.69. Although one quarterly estimate increased, the overall pattern is a downgrade to BankUnited’s earnings trajectory, which likely explains the stock’s weaker performance.

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.