BankUnited Inc. shares surged by 8.92% as the stock reached a 52-week high, reflecting positive investor sentiment following recent financial disclosures.
The company reported a Q4 net income of $69.26 million, slightly down from the previous year, but adjusted earnings of $0.94 per share exceeded estimates by $0.05. Additionally, BankUnited announced a $200 million stock buyback, indicating confidence in its future profitability. The recent upgrade from Jefferies, raising the rating from Hold to Buy, further supports the stock's upward momentum.
This strong performance highlights BankUnited's resilience in a challenging market, with robust revenue growth and strategic management decisions positioning the company favorably for future developments.
Wall Street analysts forecast BKU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BKU is 47.50 USD with a low forecast of 42.00 USD and a high forecast of 55.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast BKU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BKU is 47.50 USD with a low forecast of 42.00 USD and a high forecast of 55.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 46.940
Low
42.00
Averages
47.50
High
55.00
Current: 46.940
Low
42.00
Averages
47.50
High
55.00
Citi
Benjamin Gerlinger
Neutral
maintain
$49 -> $53
2026-01-23
Reason
Citi
Benjamin Gerlinger
Price Target
$49 -> $53
AI Analysis
2026-01-23
maintain
Neutral
Reason
Citi analyst Benjamin Gerlinger raised the firm's price target on BankUnited to $53 from $49 and keeps a Neutral rating on the shares.
Goldman Sachs
Sell
maintain
$43 -> $49
2026-01-22
Reason
Goldman Sachs
Price Target
$43 -> $49
2026-01-22
maintain
Sell
Reason
Goldman Sachs raised the firm's price target on BankUnited to $49 from $43 and keeps a Sell rating on the shares. BankUnited reported "solid" Q4 results, and its outlook points to high single digit upside vs. the Street driven by in-line expenses and higher revenues, the analyst tells investors in a research note. The company also sounded confident that loans should grow in 2026, the firm adds.
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RBC Capital
Sector Perform
maintain
$48 -> $53
2026-01-22
Reason
RBC Capital
Price Target
$48 -> $53
2026-01-22
maintain
Sector Perform
Reason
RBC Capital raised the firm's price target on BankUnited to $53 from $48 and keeps a Sector Perform rating on the shares after its Q4 earnings beat. This was another quality quarter with favorable loan and deposit trends, margin expansion, and fee income growth, the analyst tells investors in a research note.
Barclays
Equal Weight
maintain
$47 -> $55
2026-01-22
Reason
Barclays
Price Target
$47 -> $55
2026-01-22
maintain
Equal Weight
Reason
Barclays raised the firm's price target on BankUnited to $55 from $47 and keeps an Equal Weight rating on the shares post the Q4 report. The company posted stronger results than expected with 2026 guidance showing positive growth trends, the analyst tells investors in a research note.
About BKU
BankUnited, Inc. is a bank holding company of BankUnited (the Bank). The Bank provides a full range of commercial lending and both commercial and consumer deposit services through banking centers located in Florida, the New York metropolitan area and Dallas, Texas, and a comprehensive suite of wholesale products to customers through an Atlanta office focused on the Southeast region. The Bank’s lending products include commercial loans, commercial real estate loans, residential mortgages and other consumer loans. It offers traditional deposit products including commercial and consumer checking accounts, money market deposit accounts, savings accounts and certificates of deposit with a variety of terms and rates, as well as a robust suite of treasury, payments and cash management services. The Bank provides certain commercial lending and deposit products through national platforms and certain consumer deposit products through an online channel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
