BankUnited (BKU) is down 5.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The drop appears tied to BankUnited’s second-quarter earnings release, which showed improving profitability and credit trends but still came in light versus market expectations on EPS and revenue. Investors also may be reacting to muted overall loan growth, suggesting that stronger deposits and margin expansion were not enough to offset concern about top-line momentum. ([finviz.com](https://finviz.com/news/370875/bankunited-inc-reports-2q-2026-net-income-of-71-million-097-diluted-eps))
Details:
Sources:
BankUnited, Zacks, Finviz
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BKU Insider Trading Activity
$BKU insiders have traded $BKU stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BKU stock by insiders over the last 6 months:
- JAY D. RICHARDS (Officer of Subsidiary) has made 0 purchases and 2 sales selling 7,506 shares for an estimated $369,383.
- KEVIN A. MALCOLM sold 3,447 shares for an estimated $162,388
- JOHN N. DIGIACOMO sold 1,000 shares for an estimated $45,970
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BKU Hedge Fund Activity
We have seen 151 institutional investors add shares of $BKU stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 2,281,306 shares (-72.3%) from their portfolio in Q1 2026, for an estimated $103,023,778
- DRIEHAUS CAPITAL MANAGEMENT LLC added 919,035 shares (+inf%) to their portfolio in Q1 2026, for an estimated $41,503,620
- UBS GROUP AG removed 914,356 shares (-78.1%) from their portfolio in Q1 2026, for an estimated $41,292,316
- BALYASNY ASSET MANAGEMENT L.P. removed 836,388 shares (-54.2%) from their portfolio in Q1 2026, for an estimated $37,771,282
- QUBE RESEARCH & TECHNOLOGIES LTD added 682,601 shares (+670.3%) to their portfolio in Q1 2026, for an estimated $30,826,261
- ARTEMIS INVESTMENT MANAGEMENT LLP added 564,693 shares (+34.2%) to their portfolio in Q1 2026, for an estimated $25,501,535
- CITADEL ADVISORS LLC removed 453,016 shares (-42.8%) from their portfolio in Q1 2026, for an estimated $20,458,202
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BKU Price Targets
Multiple analysts have issued price targets for $BKU recently. We have seen 6 analysts offer price targets for $BKU in the last 6 months, with a median target of $53.5.
Here are some recent targets:
- Jared Shaw from Barclays set a target price of $52.0 on 07/07/2026
- Benjamin Gerlinger from Citigroup set a target price of $45.0 on 06/30/2026
- Wood Lay from Keefe, Bruyette & Woods set a target price of $50.0 on 04/23/2026
- Robert Rutschow from Wells Fargo set a target price of $55.0 on 03/30/2026
- Dave Rochester from Cantor Fitzgerald set a target price of $56.0 on 03/03/2026
- David Chiaverini from Jefferies set a target price of $60.0 on 02/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
