Quantbot Technologies LP Invests $5.24 Million in BankUnited, Inc. $BKU

Quantbot Technologies LP acquired a new stake in shares of BankUnited, Inc. (NYSE:BKU) during the second quarter, HoldingsChannel reports. The firm acquired 108,119 shares of the financial services provider’s stock, valued at approximately $5,238,000.

A number of other large investors have also modified their holdings of the company. Allworth Financial LP bought a new position in BankUnited in the second quarter worth $26,000. Strs Ohio bought a new stake in BankUnited in the 1st quarter valued at $28,000. Eurizon Capital SGR S.p.A. bought a new stake in BankUnited in the 4th quarter valued at $30,000. Kestra Advisory Services LLC acquired a new position in shares of BankUnited in the 4th quarter valued at $35,000. Finally, Quarry LP raised its stake in shares of BankUnited by 158.2% in the 3rd quarter. Quarry LP now owns 940 shares of the financial services provider’s stock valued at $36,000 after buying an additional 576 shares in the last quarter. 99.70% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting BankUnited

Here are the key news stories impacting BankUnited this week:

• Positive Sentiment: Zacks Research marginally increased its FY2026 EPS forecast to $4.03 from $4.02, above the broader consensus estimate of $4.01. However, Zacks still maintains a “Strong Sell” rating. BankUnited analyst estimate report
• Neutral Sentiment: A Zacks review noted that BankUnited’s shares are down 1.6% since the company’s latest earnings report. BankUnited reported quarterly EPS of $0.97, below the $1.00 consensus estimate, while revenue of $284.6 million also trailed expectations. Revenue nevertheless increased 3.9% year over year. Why Is BankUnited Down Since Earnings
• Negative Sentiment: A BankUnited executive sold 3,517 shares valued at approximately $164,701, reducing the executive’s direct equity position by 39% in one day. The transaction may weigh modestly on sentiment, although it does not necessarily indicate a change in the company’s fundamentals. BankUnited Executive Stock Sale
• Negative Sentiment: Zacks Research downgraded BKU from “Hold” to “Strong Sell,” its most bearish rating, adding pressure to the stock’s outlook. Zacks BankUnited Rating
• Negative Sentiment: Zacks also trimmed several forward EPS forecasts, including Q4 2026 to $1.16 from $1.17, Q1 2027 to $1.08 from $1.09, Q3 2027 to $1.12 from $1.13, and FY2027 to $4.52 from $4.53. The reductions are small but reinforce concerns about near-term earnings momentum. BankUnited Earnings Estimate Revisions

BankUnited Stock Up 0.3%

Shares of NYSE BKU opened at $46.36 on Friday. BankUnited, Inc. has a 52-week low of $35.10 and a 52-week high of $52.11. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.82 and a current ratio of 0.82. The business has a fifty day moving average of $47.74 and a two-hundred day moving average of $47.08. The stock has a market cap of $3.30 billion, a PE ratio of 12.70 and a beta of 1.18.

BankUnited (NYSE:BKU) last posted its earnings results on Wednesday, July 22nd. The financial services provider reported $0.97 earnings per share for the quarter, missing the consensus estimate of $1.00 by ($0.03). The firm had revenue of $284.57 million during the quarter, compared to the consensus estimate of $290.33 million. BankUnited had a return on equity of 9.13% and a net margin of 14.76%.The firm’s revenue for the quarter was up 3.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.91 EPS. As a group, equities research analysts expect that BankUnited, Inc. will post 4.01 earnings per share for the current fiscal year.

BankUnited Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders 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 yield of 2.8%. BankUnited’s payout ratio is 36.16%.

Insiders Place Their Bets

In other news, Director Douglas J. Pauls sold 3,000 shares of BankUnited stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $47.90, for a total value of $143,700.00. Following the completion of the transaction, the director owned 42,472 shares in the company, valued at approximately $2,034,408.80. The trade was a 6.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jay D. Richards sold 4,000 shares of the business’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 value of $194,680.00. Following the completion of the transaction, the insider directly owned 40,502 shares in the company, valued at $1,971,232.34. The trade was a 8.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 8,000 shares of company stock valued at $384,350. 1.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on BKU. Citigroup decreased their target price on shares of BankUnited from $45.00 to $42.00 and set a “sell” rating on the stock in a research report on Friday, July 24th. Cantor Fitzgerald reissued an “overweight” rating and issued a $56.00 price target on shares of BankUnited in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods cut their price target on shares of BankUnited from $51.00 to $49.00 and set a “market perform” rating for the company in a research note on Monday, August 3rd. Hovde Group decreased their price objective on BankUnited from $55.00 to $53.00 and set an “outperform” rating on the stock in a report on Monday, July 27th. Finally, Wells Fargo & Company assumed coverage on BankUnited in a research note on Monday, August 10th. They issued an “overweight” rating and a $54.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, BankUnited currently has an average rating of “Hold” and an average target price of $51.64.

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.