BKU
BankUnited, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 3 to Feb 9 2 days of insider sells: $429.1K by 2 insiders, avg $50.45
- S Mar 4 1 insider sell $162.4K at $47.11
- S Jun 1 1 insider sell $46.0K at $45.97
- S Jun 15 1 insider sell $194.7K at $48.67
- R Jul 22 BankUnited reported Q2 2026 GAAP EPS of $0.97 on revenue of $284.5M,…
- S Aug 13 1 insider sell $143.7K at $47.90
- A Sep 30 Wells Fargo downgrades
- E Oct 21 Earnings: BKU Q3 2026 Earnings: EPS $1.01 (-4.3% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $975.8K.
- InstitutionsMIXED
Q2 2026: 22 added (0 new), 29 trimmed or exited.
- AnalystsMIXED
8 of 15 rate it Buy or better. Median target $48.00 (+10%).
- EstimatesFALLING
Current-quarter EPS estimate $1.128 → $1.055 over 90 days. 1 up, 5 down in 30 days.
- Short sellersSTEADY
Short interest +5.5% to 3.87M shares. 4.1 days to cover, ≈5.4% of shares.
- TrendDOWNTREND
1% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | $57.6M |
| Qube Research & Technologies Ltd | ADD | $50.7M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $46.7M |
| MORGAN STANLEY | TRIM | $38.1M |
| Nuveen, LLC | ADD | $37.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $18.4M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | $17.4M |
| Schonfeld Strategic Advisors LLC | DOUBLED | $15.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is inside the target range. Median implies +10%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | Citigroup MAINTAIN | Sell |
| Oct 22, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Oct 14, 2026 | Cantor Fitzgerald MAINTAIN | Overweight |
| Oct 9, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Oct 6, 2026 | Raymond James MAINTAIN | Outperform |
| Oct 2, 2026 | Piper Sandler MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 20, 2026 | Mackey James G. Chief Financial Officer | EXERCISE | 8,937 sh |
| Aug 20, 2026 | Mackey James G. Chief Financial Officer | TAX W/H | $164.7K |
| Aug 13, 2026 | PAULS DOUGLAS J Director | SELL | $143.7K |
| Jun 15, 2026 | Richards Jay D. Officer of Subsidiary | SELL | $194.7K |
| Jun 1, 2026 | DiGiacomo John N. Director | SELL | $46.0K |
| May 21, 2026 | PAULS DOUGLAS J Director | AWARD | 2,267 sh |
| May 21, 2026 | Smith-Baugh Germaine Director | AWARD | 1,511 sh |
| May 21, 2026 | Rubenstein William S. Director | AWARD | 1,511 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.06 | $1.04–$1.08 | -5.2% | $294.3M |
| Next Q | $0.99 | $0.92–$1.06 | -4.2% | $287.6M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 3 bearish · 1 mixed · 2 neutral- BEARISH INST-CLUSTEROct 21, 2026
Institutional activity in BankUnited (BKU) for Q3 2026 is heavily bearish, with three asset…
The concentrated selling by multiple asset managers, especially the full exit by Assenagon, signals a loss of confidence following the Q3 earnings miss. Monitor upcoming Q4 2026 earnings for NIM…
- MIXED 8-KOct 21, 2026
BankUnited reported Q3 2026 GAAP diluted EPS of $1.01, a 4.7% miss vs the $1.06 consensus, and…
The EPS miss vs consensus may pressure the stock near-term, but NIM expansion to 3.16% and Q4 guidance for ~3.20% NIM suggest improving core profitability. Watch the Q4 earnings call for commentary…
- NEUTRAL 144Aug 13, 2026
Director Douglas J. Pauls filed a Form 144 notice of intent to sell 3,000 shares of BankUnited…
This is a routine, small-dollar director sale with no material trading signal. Monitor for any larger insider sales or changes in insider trading patterns ahead of the next earnings report, but no…
- BEARISH 8-KJul 22, 2026
BankUnited reported Q2 2026 GAAP EPS of $0.97 on revenue of $284.5M, missing consensus estimates…
The miss vs consensus and lowered guidance may pressure BKU near-term, but the record deposit base and improving credit quality provide a floor. Watch the Q3 earnings report for whether core loan…
All BKU filing & press-release reports (6)
- INST-CLUSTER reportOct 21, 2026
- 8-K reportOct 21, 2026
- 144 reportAug 13, 2026
- 8-K reportJul 22, 2026
- 8-K reportMay 21, 2026
- COURT-RULING reportApr 1, 2026