BankUnited (NYSE:BKU) Price Target Cut to $50.00 by Analysts at Keefe, Bruyette & Woods

BankUnited (NYSE:BKU) had its price target decreased by equities researchers at Keefe, Bruyette & Woods from $55.00 to $50.00 in a report released on Thursday,Benzinga reports. The brokerage presently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target would indicate a potential upside of 6.93% from the company’s previous close.

A number of other research analysts have also recently commented on BKU. Wells Fargo & Company increased their target price on BankUnited from $50.00 to $55.00 and gave the company an “overweight” rating in a research note on Monday, March 30th. Hovde Group reduced their price objective on BankUnited from $57.00 to $53.00 and set an “outperform” rating on the stock in a research note on Thursday. Citigroup increased their target price on shares of BankUnited from $49.00 to $53.00 and gave the stock a “neutral” rating in a report on Friday, January 23rd. The Goldman Sachs Group reiterated a “sell” rating on shares of BankUnited in a report on Monday, February 2nd. Finally, Cantor Fitzgerald increased their target price on shares of BankUnited from $51.00 to $56.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Seven analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $53.55.

BankUnited Price Performance

BKU traded up $0.75 during trading on Thursday, reaching $46.76. The stock had a trading volume of 241,857 shares, compared to its average volume of 935,061. The stock has a market cap of $3.45 billion, a PE ratio of 13.23 and a beta of 1.26. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.82 and a current ratio of 0.82. BankUnited has a one year low of $31.34 and a one year high of $52.11. The business has a 50-day moving average of $46.22 and a 200-day moving average of $44.46.

BankUnited (NYSE:BKU) last released its earnings results on Wednesday, April 22nd. The financial services provider reported $0.83 EPS for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14). The firm had revenue of $273.69 million during the quarter, compared to the consensus estimate of $284.57 million. BankUnited had a net margin of 14.14% and a return on equity of 9.09%. During the same period in the prior year, the company earned $0.78 EPS. As a group, equities research analysts anticipate that BankUnited will post 4.2 EPS for the current fiscal year.

Insiders Place Their Bets

In other BankUnited news, insider Kevin A. Malcolm sold 3,447 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $47.11, for a total value of $162,388.17. Following the completion of the sale, the insider directly owned 11,500 shares in the company, valued at $541,765. This trade represents a 23.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Sanjiv Sobti sold 5,000 shares of the firm’s 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 completion of the sale, the director owned 18,816 shares of the company’s stock, valued at $957,358.08. This trade represents a 20.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 11,953 shares of company stock worth $591,492 over the last three months. Company insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On BankUnited

Large investors have recently made changes to their positions in the business. Summit Global Investments purchased a new position in shares of BankUnited during the third quarter valued at approximately $698,000. HoldCo Asset Management LP purchased a new position in shares of BankUnited during the third quarter valued at approximately $35,752,000. TrueMark Investments LLC purchased a new position in shares of BankUnited during the third quarter valued at approximately $6,334,000. Tudor Investment Corp ET AL purchased a new position in shares of BankUnited during the third quarter valued at approximately $7,599,000. Finally, Public Sector Pension Investment Board lifted its holdings in shares of BankUnited by 11.7% during the third quarter. Public Sector Pension Investment Board now owns 334,570 shares of the financial services provider’s stock valued at $12,767,000 after purchasing an additional 34,952 shares during the last quarter. 99.70% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Company reported positive net income and year-over-year EPS growth: BankUnited reported 1Q26 net income of $62 million and diluted EPS of $0.83, up from $0.78 a year ago — evidence of continued profitability. Business Wire: 1Q26 Results
• Positive Sentiment: Hovde Group keeps an Outperform stance despite trimming its price target to $53 (from $57), implying ~15% upside from recent levels — vote of confidence from at least one specialist bank analyst.
• Neutral Sentiment: Management commentary and the earnings presentation provide context — growth themes were highlighted but leadership signaled a cautious outlook; investors will be parsing the slide deck and call for specifics on loan growth, margins and expense control. Earnings Presentation
• Neutral Sentiment: Consensus broker view is muted: aggregate rating shows a “Hold” call from brokerages, indicating mixed expectations among analysts. Broker Consensus
• Negative Sentiment: Key headline miss: EPS of $0.83 missed the Street at $0.97, and revenue ($273.7M) came in below estimates (~$284.6M) — the primary driver of near-term downward pressure. Multiple outlets covered the shortfall. Earnings Call Transcript
• Negative Sentiment: Analysts and commentary pointed to limited upside from reserves and other risk/efficiency headwinds — e.g., a Seeking Alpha note flagged “Low Reserves Limit Upside,” which could cap earnings leverage. SA: Low Reserves Limit Upside
• Negative Sentiment: Wider media coverage emphasized the Q1 miss (MSN, Investing.com, Yahoo), reinforcing negative sentiment among shorter-term traders. Yahoo Earnings Transcript

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.