BKU

BankUnited, Inc.

NYSE · Savings Institution, Federally Chartered · Inc. DE · CIK 0001504008
$48.96 +0.66% $3.6B
Insider Selling Cluster (2 insiders)17 New Institutional Positions20 Institutional Exits
Vol
Market Cap$3.6B
Cap SizeMid Cap
Analyst ConsensusBuy (53%)
Inst. Holders50 funds
Inst. Value$2.2B
Inst. Activity17 buys / 20 sells
Insider Activity0B / 4S
Insider Net $-$637.5K
SEC Reports2
Exchange NYSE·Sector Savings Institution, Federally Chartered·Inc. DE·CIK 0001504008·Prev Close $48.64

Recent Activity

Jun 1, 2026 Insider
DiGiacomo John N. sold 1,000 shares
Director @ $45.97 ($46.0K)
May 21, 2026 SEC
BankUnited shareholders approved the Amended and Restated 2023 Omnibus Equity Incentive Plan at the May 21, 2026 annual
8-K — Impact 3/10
May 21, 2026 Insider
PAULS DOUGLAS J was granted 2,267 shares
Director
May 21, 2026 Insider
Smith-Baugh Germaine was granted 1,511 shares
Director
Apr 2, 2026 SEC
The Delaware Supreme Court refused BankUnited's interlocutory appeal of a lower court decision denying its motion for a
COURT-RULING — Impact 6/10
Inst.
Artemis Investment Management LLP — ADD
2,217,272 shares ($100.1M)
Inst.
DRIEHAUS CAPITAL MANAGEMENT LLC — NEW
919,035 shares ($41.5M)
Apr 24, 2026 short_volume
Short Volume: BKU — 68.4% short (0.4M / 0.6M)
Short: 412,897 | Exempt: 1,008 | TRF Vol: 603,698 | Short Ratio: 68.4% | Off-exchange volume (dark p

Price Targets

$52.73 +7.7% upside Buy
Current $48.96 Low $46.00 Median $53.00 High $60.00 11 analysts
$46.00 $60.00

Analyst Ratings

Hold53% buy · 15 analysts
2Strong Buy
6Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 23, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Apr 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Mar 30, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Mar 3, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.02 $0.91 — $1.10 13% YoY 9
Next Q $1.13 $1.05 — $1.17 19% YoY 9
Current FY $4.11 $3.84 — $4.25 9
Next FY $4.58 $4.39 — $5.05 12% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$491.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$222.5M
DIMENSIONAL FUND ADVISORS LP$210.4M
STATE STREET CORP$201.0M
VANGUARD CAPITAL MANAGEMENT LLC$148.7M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026DiGiacomo JohnSELL$46.0K
May 21, 2026PAULS DOUGLASA$0.00
May 21, 2026Smith-Baugh GermaineA$0.00
May 21, 2026Rubenstein WilliamA$0.00
May 21, 2026Blanca TereA$0.00
50 institutional holders with $2.2B total value (48,152,261 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net selling activity: 20 institutions trimmed/exited vs 17 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,886,182$491.6M22.6%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,928,010$222.5M10.2%
3DIMENSIONAL FUND ADVISORS LP4,658,844$210.4M9.7%
4STATE STREET CORP4,451,448$201.0M9.2%
5VANGUARD CAPITAL MANAGEMENT LLC3,292,380$148.7M6.8%
6Artemis Investment Management LLP2,217,272$100.1M4.6%ADD +34.2%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,347,111$60.8M2.8%
8AMERIPRISE FINANCIAL INC1,270,041$57.4M2.6%
9MORGAN STANLEY1,164,257$52.6M2.4%
10ROYCE & ASSOCIATES LP958,920$43.3M2.0%
11DRIEHAUS CAPITAL MANAGEMENT LLC919,035$41.5M1.9%NEW
12WELLINGTON MANAGEMENT GROUP LLP874,487$39.5M1.8%TRIM -72.3%
13GOLDMAN SACHS GROUP INC859,582$38.8M1.8%
14BANK OF AMERICA CORP /DE/819,548$37.0M1.7%
15BALYASNY ASSET MANAGEMENT L.P.705,632$31.9M1.5%TRIM -54.2%
16CITADEL ADVISORS LLC604,669$27.3M1.3%
17FEDERATED HERMES, INC.532,453$24.0M1.1%
18Nuveen, LLC503,730$22.7M1.0%
19FRONTIER CAPITAL MANAGEMENT CO LLC492,646$22.2M1.0%TRIM -36.1%
20VANGUARD FIDUCIARY TRUST CO481,063$21.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Artemis Investment Management LLPADD1,652,5792,217,272+34.2%$100.1M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW919,035$41.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM3,155,793874,487-72.3%$39.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM1,542,020705,632-54.2%$31.9M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM771,143492,646-36.1%$22.2M2026-Q1
Trexquant Investment LPDOUBLED139,980288,419+106.0%$13.0M2026-Q1
CONGRESS ASSET MANAGEMENT COADD190,898248,714+30.3%$11.2M2026-Q1
Allianz Asset Management GmbHTRIM329,321204,087-38.0%$9.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED64,361173,249+169.2%$7.8M2026-Q1
Jain Global LLCADD107,994169,193+56.7%$7.6M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM336,749164,729-51.1%$7.4M2026-Q1
FRANKLIN RESOURCES INCDOUBLED40,411107,689+166.5%$4.9M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED38,065105,875+178.1%$4.8M2026-Q1
Verition Fund Management LLCTRIM230,652101,908-55.8%$4.6M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM180,95992,520-48.9%$4.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM234,63490,901-61.3%$4.1M2026-Q1
Vestmark Advisory Solutions, Inc.DOUBLED33,33270,547+111.6%$3.2M2026-Q1
DEUTSCHE BANK AG\TRIM172,75667,584-60.9%$3.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM170,93267,078-60.8%$3.0M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED20,16153,514+165.4%$2.4M2026-Q1
JUPITER ASSET MANAGEMENT LTDTRIM47,91132,668-31.8%$1.5M2026-Q1
SOROS FUND MANAGEMENT LLCNEAR_EXIT129,70431,343-75.8%$1.4M2026-Q1
Brevan Howard Capital Management LPADD19,15427,537+43.8%$1.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED54925,653+4572.7%$1.2M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED1,98424,034+1111.4%$1.1M2026-Q1
14 unique insiders with 27 transactions. Net insider value: -$637.5K ($0.00 bought, $637.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026DiGiacomo John N.DirectorSELL1,000$45.97$46.0K
May 21, 2026PAULS DOUGLAS JDirectorAWARD2,267
May 21, 2026Smith-Baugh GermaineDirectorAWARD1,511
May 21, 2026Rubenstein William S.DirectorAWARD1,511
May 21, 2026Blanca TereDirectorAWARD1,511
May 21, 2026Wines LynneDirectorAWARD1,511
May 21, 2026DOWLING MICHAEL J.DirectorAWARD1,511
May 21, 2026DiGiacomo John N.DirectorAWARD1,511
May 21, 2026SOBTI SANJIVDirectorAWARD1,511
Apr 1, 2026Cornish Thomas M.Chief Operating OfficerAWARD14,740
Apr 1, 2026Bansal RishiOfficer of SubsidiaryAWARD8,690
Apr 1, 2026Singh Rajinder PPresident and CEOAWARD33,423
Apr 1, 2026Mackey James G.Chief Financial OfficerAWARD8,858
Mar 9, 2026Singh Rajinder PPresident and CEOEXERCISE64,864
Mar 9, 2026Singh Rajinder PPresident and CEOD189,876$44.76$8.5M
Mar 9, 2026Singh Rajinder PPresident and CEOEXERCISE125,012
Mar 9, 2026Bansal RishiOfficer of SubsidiaryEXERCISE16,866
Mar 9, 2026Bansal RishiOfficer of SubsidiaryD49,370$44.76$2.2M
Mar 9, 2026Bansal RishiOfficer of SubsidiaryEXERCISE32,504
Mar 9, 2026Cornish Thomas M.Chief Operating OfficerEXERCISE28,604
Mar 9, 2026Cornish Thomas M.Chief Operating OfficerEXERCISE55,132
Mar 9, 2026Cornish Thomas M.Chief Operating OfficerD83,736$44.76$3.7M
Mar 4, 2026Malcolm Kevin A.SELL3,447$47.11$162.4K
Mar 1, 2026Richards Jay D.Officer of SubsidiaryAWARD14,000
Mar 1, 2026Malcolm Kevin A.AWARD4,000
Feb 9, 2026SOBTI SANJIVDirectorSELL5,000$50.88$254.4K
Feb 3, 2026Richards Jay D.Officer of SubsidiarySELL3,506$49.83$174.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (53% buy). Based on 15 analysts: 2 strong buy, 6 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$52.73 mean target +7.7% upside Buy (2.36)
$46.00 Low $60.00 High
MetricValue
Current Price$48.96
Target Low$46.00
Target Mean$52.73
Target Median$53.00
Target High$60.00
# Analysts11
RecommendationBuy (2.36)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.02 $0.91 $1.10 12.5% -0.1% 5↑ 3↓ $0.3B 6.3% 9
Next Q
2026-09-30
$1.13 $1.05 $1.17 18.8% +0.2% 8↑ 0↓ $0.3B 8.9% 9
Current FY
2026-12-31
$4.11 $3.84 $4.25 +0.1% 1↑ 6↓ $1.2B 7.4% 9
Next FY
2027-12-31
$4.58 $4.39 $5.05 11.5% +0.4% 3↑ 4↓ $1.2B 5.5% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.024
7d ago$1.025-0.001
30d ago$1.025-0.001
60d ago$1.020+0.004
90d ago$1.021+0.003
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 23, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 3, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 2, 2026 Jefferies MAINTAIN Buy Buy
Jan 23, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 23, 2026 Goldman Sachs MAINTAIN Sell Sell
Jan 22, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 Jefferies MAINTAIN Buy Buy
Jan 22, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 22, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 22, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 15, 2026 Raymond James INITIATE Outperform
Jan 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Dec 19, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262661053%
May 1, 20262661053%
Apr 1, 20262661053%
Mar 1, 20262661053%
Feb 1, 20262671050%
Jan 1, 20262571047%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 24, 2026
short_volume
Short Volume: BKU — 68.4% short (0.4M / 0.6M)
Short: 412,897 | Exempt: 1,008 | TRF Vol: 603,698 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: BKU — 80.3% short (0.5M / 0.6M)
Short: 467,873 | Exempt: 0 | TRF Vol: 582,509 | Short Ratio: 80.3% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: BKU — 57.4% short (0.5M / 0.9M)
Short: 504,398 | Exempt: 18 | TRF Vol: 878,843 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
BKU Q1 2026 Earnings Scheduled — 2026-04-22
Apr 9, 2026
short_volume
Short Volume: BKU — 80.6% short (0.5M / 0.6M)
Short: 520,089 | Exempt: 0 | TRF Vol: 645,587 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
Enforcement
BankUnited, N.A. v. Brett Shulick
Court ruling from Supreme Court of Delaware. Docket: 47, 2026