BankUnited, Inc. $BKU Stake Lessened by LSV Asset Management

LSV Asset Management cut its holdings in shares of BankUnited, Inc. (NYSE:BKU) by 5.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 421,780 shares of the financial services provider’s stock after selling 22,320 shares during the period. LSV Asset Management owned approximately 0.56% of BankUnited worth $16,095,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Royal Bank of Canada increased its holdings in shares of BankUnited by 15.3% in the first quarter. Royal Bank of Canada now owns 18,092 shares of the financial services provider’s stock valued at $623,000 after buying an additional 2,394 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of BankUnited by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,380 shares of the financial services provider’s stock worth $1,528,000 after acquiring an additional 1,934 shares during the last quarter. Jane Street Group LLC acquired a new stake in shares of BankUnited during the first quarter worth $9,100,000. Strs Ohio acquired a new stake in shares of BankUnited during the first quarter worth $28,000. Finally, Vanguard Personalized Indexing Management LLC lifted its holdings in shares of BankUnited by 7.9% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 16,262 shares of the financial services provider’s stock valued at $579,000 after purchasing an additional 1,184 shares during the last quarter. 99.70% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on BKU. Piper Sandler lifted their price target on BankUnited from $42.00 to $52.00 and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. Hovde Group reiterated an “outperform” rating and issued a $51.00 target price on shares of BankUnited in a report on Monday, December 8th. Susquehanna upgraded shares of BankUnited to a “positive” rating in a report on Wednesday, January 21st. Royal Bank Of Canada raised 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, January 22nd. Finally, Keefe, Bruyette & Woods lifted their price objective on shares of BankUnited from $42.00 to $55.00 and gave the stock a “market perform” rating in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, BankUnited presently has a consensus rating of “Moderate Buy” and an average target price of $52.45.

Trending Headlines about BankUnited

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 Stock Performance

BKU stock opened at $48.75 on Friday. The firm has a 50 day simple moving average of $46.73 and a 200 day simple moving average of $41.71. BankUnited, Inc. has a 52 week low of $28.21 and a 52 week high of $52.11. The stock has a market cap of $3.66 billion, a P/E ratio of 13.77 and a beta of 1.31. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.83 and a current ratio of 0.82.

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

BankUnited Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Friday, January 9th were issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Friday, January 9th. BankUnited’s dividend payout ratio (DPR) is currently 35.03%.

Insiders Place Their Bets

In related news, insider Jay D. Richards sold 3,506 shares of the business’s stock in a transaction that occurred on 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 owned 35,687 shares of the company’s stock, valued at approximately $1,778,283.21. The trade was a 8.95% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Sanjiv Sobti sold 5,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $50.88, for a total value of $254,400.00. Following the completion of the transaction, the director owned 18,816 shares in the company, valued at $957,358.08. This represents a 20.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.15% of the stock is currently owned by company insiders.

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.