BKU BankUnited, Inc. Common Stock
NYSE · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$43.38
· of 52w range
· above low
· to high
$35.1052w low
$52.1152w high
Market Cap (MRQ)
$3.14B
P/E (TTM)
11.9
EPS (TTM)
$3.65
Revenue (TTM)
$24M
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52W Range
$35–$52
Analyst Rating
BUY
Price Target
$49
P/E
11.9
ROE
9.2%
Net Profit Margin
1154.5%
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BKU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$43.38
Market Cap (MRQ)
$3.14B
P/E (TTM)
11.9
EPS (TTM)
$3.65
Revenue (TTM)
$24M
Div Yield
2.9%
ROE (TTM)
9.2%
52W Range
$35–$52
BKU Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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About BankUnited, Inc. Common Stock Company overview from Wikipedia
BankUnited, Inc. is the bank holding company of BankUnited, N.A., a national bank founded in 1984 and headquartered in Miami Lakes, Florida. The company operates in Florida; the regions in and around Atlanta, Georgia; Dallas, Texas; Morristown, New Jersey; Charlotte, North Carolina; and in the New York metropolitan area. BankUnited also offers certain commercial lending and deposit products through national platforms and has total assets of $34.9 billion as of June 30, 2026.
BankUnited, Inc. was organized by a management team led by John A. Kanas and was initially capitalized with $945.0 million by a group of investors including W.L. Ross, Blackstone Group, The Carlyle Group, and Centerbridge Partners. On May 21, 2009, BankUnited acquired substantially all of the assets and assumed all of the non-brokered deposits and substantially all other liabilities of BankUnited, FSB, from the FDIC in the FSB Acquisition. On February 2, 2011, the Company completed its IPO.
The bank offers a broad range of online services, treasury management tools for businesses and traditional depository and lending products.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancials
industryBanking
employees1,785
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$22M2017-12-31 → 2025-12-31
EPS$3.532016-12-31 → 2025-12-31
Net margin1154.5%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BKU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 11.95Y avg ≈11.5 | ≈11.5 | 13.3 | Fair value | |
| P/S (TTM) | 132.35Y avg ≈138.0 | ≈138.0 | 4.4 | Overvalued | |
| P/B (MRQ) | 1.05Y avg ≈1.1 | ≈1.1 | 1.2 | Fair value | |
| Price / Cash Flow | 9.05Y avg ≈4.9 | ≈4.9 | 10.0 | Undervalued | |
| Price / Tangible Book | 1.15Y avg ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio | ≈1.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BKU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 234.8%5Y avg ≈313.4% | ≈313.4% | 4.1% | Top tier | |
| Pretax Margin (TTM) | 1535.1%5Y avg ≈1599.5% | ≈1599.5% | 38.9% | Top tier | |
| Net Profit Margin (TTM) | 1154.5%5Y avg ≈1267.9% | ≈1267.9% | 29.5% | Top tier | |
| ROA (TTM) | 0.78%5Y avg ≈0.77% | ≈0.77% | 0.86% | Weak | |
| ROE (TTM) | 9.2%5Y avg ≈9.9% | ≈9.9% | 8.9% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BKU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.4%5Y avg ≈6.5% | ≈6.5% | · | · | |
| Revenue CAGR 3Y | -1.2%5Y avg ≈1.6% | ≈1.6% | · | · | |
| Revenue CAGR 5Y | 5.7% | · | · | · | |
| EPS YoY | 14.6%5Y avg ≈21.8% | ≈21.8% | · | · | |
| Net Income YoY | 15.4%5Y avg ≈17.3% | ≈17.3% | · | · | |
| EPS CAGR 3Y | -0.09%5Y avg ≈-2.4% | ≈-2.4% | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | |
| Net Income CAGR 3Y | -2.0%5Y avg ≈-7.6% | ≈-7.6% | · | · | |
| Net Income CAGR 5Y | 6.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BKU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Weak | |
| Revenue / Employee | ≈$12.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.9%
Payout Ratio34.2%
Annualized Payout≈$1.32
5Y Div CAGR≈6.2%
Growth Streak≈6
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 10, 2026 | $0.33 | USD | ≈2.7% |
| Apr 10, 2026 | $0.33 | USD | ≈2.7% |
| Jan 9, 2026 | $0.31 | USD | ≈2.7% |
| Oct 10, 2025 | $0.31 | USD | ≈3.2% |
| Jul 11, 2025 | $0.31 | USD | ≈3.2% |
| Apr 11, 2025 | $0.31 | USD | ≈4.0% |
| Jan 10, 2025 | $0.29 | USD | ≈3.1% |
| Oct 11, 2024 | $0.29 | USD | ≈3.1% |
| Jul 12, 2024 | $0.29 | USD | ≈3.5% |
| Apr 11, 2024 | $0.29 | USD | ≈4.3% |
| Jan 11, 2024 | $0.27 | USD | ≈3.6% |
| Oct 12, 2023 | $0.27 | USD | ≈4.8% |
| Jul 13, 2023 | $0.27 | USD | ≈4.3% |
| Apr 11, 2023 | $0.27 | USD | ≈4.8% |
| Jan 12, 2023 | $0.25 | USD | ≈2.8% |
| Oct 13, 2022 | $0.25 | USD | ≈2.7% |
| Jul 13, 2022 | $0.25 | USD | ≈2.8% |
| Apr 13, 2022 | $0.25 | USD | ≈2.2% |
| Jan 13, 2022 | $0.23 | USD | ≈2.0% |
| Oct 13, 2021 | $0.23 | USD | ≈2.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
2.1%
Next Report
Oct 15, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 16, 2026 | $0.97 | $1.02 | -5.0% |
| March 31, 2026 | $0.83 | $0.97 | -14.5% | |
| Dec. 31, 2025 | $0.94 | $0.89 | 5.4% | |
| Sept. 30, 2025 | $0.95 | $0.89 | 6.6% | |
| June 30, 2025 | $0.91 | $0.79 | 15.4% | |
| March 31, 2025 | $0.78 | $0.75 | 4.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $22M | $20M | $21M | $23M | $22M | $16M | $17M | $14M | $13M | |
| Interest Expense | · | · | $984M | $317M | $164M | $316M | $529M | $399M | $254M | |
| Interest Income | $1.79B | $1.93B | $1.86B | $1.23B | $959M | $1.07B | $1.28B | $1.45B | $1.20B | |
| Pretax Income | $362M | $316M | $237M | $375M | $449M | $249M | $404M | $416M | $404M | |
| Income Tax | $93M | $84M | $58M | $90M | $34M | $52M | $91M | $91M | $-210M | |
| Net Income | $268M | $232M | $179M | $285M | $415M | $198M | $313M | $325M | $614M | |
| EPS (Basic) | $3.55 | $3.10 | $2.39 | $3.55 | $4.52 | $2.06 | $3.14 | $3.01 | $5.60 | |
| EPS (Diluted) | $3.53 | $3.08 | $2.38 | $3.54 | $4.52 | $2.06 | $3.13 | $2.99 | $5.58 | |
| Shares (Basic) | 73,923,833 | 73,596,258 | 73,325,894 | 78,807,788 | 90,400,188 | 91,706,256 | 95,454,015 | 103,744,871 | 105,470,413 | |
| Shares (Diluted) | 74,304,473 | 73,978,301 | 73,523,335 | 78,807,882 | 90,400,322 | 91,730,864 | 95,656,905 | 104,077,376 | 105,857,487 | |
| EBITDA | $51M | $60M | $74M | $78M | $78M | $73M | $72M | $64M | $62M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $218M | $491M | $588M | $573M | $315M | $398M | $215M | $382M | $195M | |
| PP&E (Net) | $61M | $61M | $65M | $66M | $57M | $60M | $58M | $66M | $79M | |
| PP&E (Gross) | $274M | $257M | $248M | $237M | $220M | $213M | $203M | $197M | $200M | |
| Accum. Depreciation | $213M | $196M | $183M | $171M | $164M | $153M | $145M | $131M | $121M | |
| Goodwill | · | · | · | · | · | · | $78M | · | $78M | |
| Total Assets | $35.04B | $35.24B | $35.76B | $37.03B | $35.82B | $35.01B | $32.87B | $32.16B | $30.35B | |
| Total Liabilities | $31.99B | $32.43B | $33.18B | $34.59B | $32.78B | $32.03B | $29.89B | $29.24B | $27.32B | |
| Long-term Debt | $297M | $684M | $682M | $693M | $691M | $690M | $395M | $394M | $394M | |
| Common Stock | $741.0K | $747.0K | $744.0K | $757.0K | $856.0K | $931.0K | $951.0K | $991.0K | $1M | |
| Paid-in Capital | $272M | $302M | $284M | $322M | $708M | $1.02B | $1.08B | $1.22B | $1.50B | |
| Retained Earnings | $2.97B | $2.80B | $2.65B | $2.55B | $2.35B | $2.01B | $1.93B | $1.70B | $1.47B | |
| AOCI | $-190M | $-285M | $-357M | $-438M | $-16M | $-49M | $-32M | $5M | $55M | |
| Stockholders' Equity | $3.05B | $2.81B | $2.58B | $2.44B | $3.04B | $2.98B | $2.98B | $2.92B | $3.03B | |
| Liabilities + Equity | $35.04B | $35.24B | $35.76B | $37.03B | $35.82B | $35.01B | $32.87B | $32.16B | $30.35B | |
| Shares Outstanding | 74,138,066 | 74,748,370 | 74,372,505 | 75,674,587 | 85,647,986 | 93,067,500 | 95,128,231 | 99,141,374 | 106,848,185 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $60M | $74M | $78M | $78M | $73M | $72M | $64M | $62M | |
| Stock-based Comp | $20M | $22M | $20M | $21M | $16M | $20M | $23M | $23M | $23M | |
| Deferred Tax | $-5M | $-44M | $-47M | $1M | $-9M | $-28M | $25M | $68M | $58M | |
| Other Non-cash | $24M | $164M | $432M | $905M | $712M | $601M | $202M | $344M | $-438M | |
| Operating Cash Flow | $359M | $434M | $657M | $1.29B | $1.22B | $864M | $636M | $824M | $319M | |
| Investing Cash Flow | $-214M | $410M | $981M | $-2.12B | $-1.64B | $-2.62B | $-1.08B | $-2.04B | $-2.45B | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $45M | $0 | $55M | $401M | $318M | $101M | $154M | $300M | $0 | |
| Net Stock Activity | $-45M | $0 | $-55M | $-401M | $-318M | $-101M | $-154M | $-300M | · | |
| Dividends Paid | $92M | $86M | $79M | $79M | $86M | $87M | $84M | $91M | $92M | |
| Financing Cash Flow | $-418M | $-941M | $-1.62B | $1.08B | $335M | $1.94B | $272M | $1.40B | $1.88B | |
| Net Change in Cash | $-273M | $-97M | $16M | $258M | $-83M | $183M | $-167M | $187M | $-254M | |
| Taxes Paid | $148M | $102M | $49M | $-109M | $248M | $9M | $229.0K | $-288M | $69M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1234.8% | 1149.3% | 824.1% | 1217.7% | 1913.7% | 1199.4% | 1893.1% | 27.5% | 55.4% | |
| Pretax Margin | 1664.6% | 1564.1% | 1093.5% | 1603.0% | 2072.3% | 1511.6% | 2442.7% | 35.2% | 36.5% | |
| EBITDA Margin | 234.8% | 297.2% | 341.6% | 331.7% | 362.0% | 439.6% | 437.9% | 5.4% | 5.5% | |
| ROA | 0.76% | 0.65% | 0.49% | 0.78% | 1.2% | 0.58% | 0.96% | · | 2.1% | |
| ROE | 8.9% | 8.3% | 7.0% | 11.6% | 13.5% | 6.8% | 10.6% | · | 21.8% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $41.19 | $37.65 | $34.66 | $32.19 | $35.47 | · | $31.33 | · | $28.32 | |
| Revenue / Share | $0.29 | $0.27 | $0.29 | $0.30 | $0.24 | $0.18 | $0.17 | $11.36 | $10.47 | |
| Cash Flow / Share | $4.83 | $5.86 | $8.94 | $16.42 | $13.50 | $9.42 | $6.65 | $7.92 | $3.01 | |
| Cash / Share | $2.94 | $6.57 | $7.91 | $7.57 | $3.68 | · | $2.26 | · | $1.82 | |
| Dividend / Share | $1.24 | $1.16 | $1.08 | $1.00 | $0.92 | $0.92 | $0.84 | $0.84 | $0.84 | |
| EPS (TTM) | $3.53 | $3.08 | $2.38 | $3.54 | $4.52 | $2.06 | $3.13 | $2.99 | $5.58 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.4% | -3.2% | -7.1% | 3.8% | 31.5% | · | · | · | · | |
| Revenue CAGR 3Y | -1.2% | -2.3% | 8.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.7% | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.6% | 29.4% | -32.8% | -21.7% | 119.4% | · | · | · | · | |
| EPS CAGR 3Y | -0.09% | -12.0% | 4.9% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 15.4% | 30.1% | -37.3% | -31.3% | 109.7% | · | · | · | · | |
| Net Income CAGR 3Y | -2.0% | -17.6% | -3.3% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $22M | $20M | $21M | $23M | $22M | $16M | $17M | $14M | $13M | |
| Net Income TTM | $268M | $232M | $179M | $285M | $415M | $198M | $313M | $325M | $614M | |
| Market Cap | $3.30B | $2.85B | $2.41B | $2.57B | $3.62B | · | $3.48B | · | $4.35B | |
| P/E | 12.6 | 12.4 | 13.6 | 9.6 | 9.4 | 16.9 | 11.7 | 10.0 | 7.3 | |
| P/S | 152.0 | 141.1 | 115.4 | 114.2 | 167.1 | · | 210.3 | · | 330.1 | |
| P/B | 1.1 | 1.0 | 0.9 | 1.1 | 1.2 | · | 1.2 | · | 1.4 | |
| P / Tangible Book | 1.1 | 1.0 | 0.9 | 1.1 | 1.2 | · | · | · | · | |
| P / Cash Flow | 9.2 | 6.6 | 3.7 | 2.0 | 3.0 | · | 5.5 | · | 13.7 | |
| Dividend Yield | 2.8% | 3.0% | 3.3% | 3.1% | 2.4% | · | 2.4% | · | 2.1% | |
| Earnings Yield | 7.9% | 8.1% | 7.3% | 10.4% | 10.7% | 5.9% | 8.6% | 10.0% | 13.7% | |
| Payout Ratio | 34.2% | 36.8% | 44.3% | 27.9% | 20.7% | 43.7% | 26.9% | 28.1% | 14.9% | |
| Annual Payout | $92M | $86M | $79M | $79M | $86M | $87M | $84M | $91M | $92M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $5M | $6M | |
| Interest Expense | · | · | · | · | · | · | · | $258M | $257M | $267M | $266M | $256M | $250M | $213M | $158M | $90M | |
| Interest Income | $427M | $422M | $442M | $453M | $454M | $444M | $468M | $492M | $483M | $481M | $483M | $471M | $463M | $440M | $401M | $326M | |
| Pretax Income | $94M | $82M | $90M | $98M | $94M | $80M | $93M | $83M | $73M | $67M | $24M | $62M | $79M | $72M | $82M | $117M | |
| Income Tax | $24M | $20M | $21M | $26M | $25M | $22M | $24M | $22M | $19M | $19M | $3M | $15M | $21M | $19M | $18M | $29M | |
| Net Income | $71M | $62M | $69M | $72M | $69M | $58M | $69M | $61M | $54M | $48M | $21M | $47M | $58M | $53M | $64M | $88M | |
| EPS (Basic) | $0.97 | $0.83 | $0.91 | $0.96 | $0.91 | $0.78 | $0.92 | $0.82 | $0.72 | $0.64 | $0.27 | $0.63 | $0.78 | $0.71 | $0.81 | $1.13 | |
| EPS (Diluted) | $0.97 | $0.83 | $0.90 | $0.95 | $0.91 | $0.78 | $0.91 | $0.81 | $0.72 | $0.64 | $0.27 | $0.63 | $0.78 | $0.70 | $0.81 | $1.12 | |
| Shares (Basic) | 71,449,628 | 73,379,871 | · | 74,110,349 | 74,097,884 | 73,817,342 | · | 73,674,190 | 73,652,265 | 73,381,269 | · | 73,251,593 | 73,241,592 | 73,561,121 | · | 76,690,349 | |
| Shares (Diluted) | 71,791,807 | 73,891,548 | · | 74,825,466 | 74,621,696 | 74,379,830 | · | 74,492,056 | 74,018,253 | 73,637,093 | · | 73,788,823 | 73,420,910 | 74,008,702 | · | 77,123,821 | |
| EBITDA | · | $9M | · | · | · | $14M | · | · | · | $17M | · | · | · | $19M | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $368M | $385M | $218M | $560M | $801M | $444M | $491M | $890M | $433M | $421M | · | $392M | $301M | $904M | · | $726M | |
| PP&E (Net) | · | · | $61M | · | · | · | $61M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $274M | · | · | · | $257M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $213M | · | · | · | $196M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $34.88B | $35.36B | $35.04B | $35.08B | $35.46B | $34.83B | $35.24B | $35.78B | $35.43B | $35.11B | · | $35.39B | $35.87B | $37.19B | · | $36.59B | |
| Total Liabilities | $31.88B | $32.34B | $31.99B | $32.04B | $32.51B | $31.93B | $32.43B | $32.98B | $32.73B | $32.47B | · | $32.87B | $33.35B | $34.71B | · | $34.11B | |
| Long-term Debt | · | · | $297M | $297M | · | · | $684M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $722.0K | $734.0K | $741.0K | $752.0K | $752.0K | $752.0K | $747.0K | $747.0K | $748.0K | $748.0K | · | $744.0K | $744.0K | $744.0K | · | $776.0K | |
| Paid-in Capital | $164M | $209M | $272M | $311M | $306M | $301M | $302M | $296M | $291M | $286M | · | $280M | $274M | $269M | · | $381M | |
| Retained Earnings | $3.06B | $3.01B | $2.97B | $2.93B | $2.88B | $2.83B | $2.80B | $2.75B | $2.71B | $2.68B | · | $2.65B | $2.62B | $2.59B | · | $2.51B | |
| AOCI | $-217M | $-203M | $-190M | $-205M | $-231M | $-236M | $-285M | $-238M | $-302M | $-324M | · | $-407M | $-373M | $-375M | · | $-408M | |
| Stockholders' Equity | $3.00B | $3.02B | $3.05B | $3.03B | $2.95B | $2.90B | $2.81B | $2.81B | $2.70B | $2.64B | · | $2.52B | $2.53B | $2.48B | $2.44B | $2.48B | |
| Liabilities + Equity | $34.88B | $35.36B | $35.04B | $35.08B | $35.46B | $34.83B | $35.24B | $35.78B | $35.43B | $35.11B | · | $35.39B | $35.87B | $37.19B | · | $36.59B | |
| Shares Outstanding | 72,276,530 | 73,354,206 | 74,138,066 | 75,242,935 | 75,218,911 | 75,242,048 | 74,748,370 | 74,749,012 | 74,758,609 | 74,772,706 | · | 74,413,059 | 74,429,948 | 74,423,365 | · | 77,599,408 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $9M | $11M | $13M | $13M | $14M | $14M | $18M | $12M | $17M | $17M | $19M | $19M | $19M | $20M | $20M | |
| Stock-based Comp | $5M | $6M | $6M | $5M | $5M | $5M | $6M | $5M | $5M | $6M | $4M | $5M | $5M | $5M | $8M | $2M | |
| Deferred Tax | $-12M | $18M | $-6M | $-4M | $-8M | $13M | $-7M | $-12M | $-19M | $-6M | $-29M | $-20M | $-7M | $9M | $-12M | $-2M | |
| Other Non-cash | · | $-76M | · | · | · | $-75M | · | · | · | $1M | · | · | · | $54M | · | · | |
| Operating Cash Flow | $129M | $18M | $125M | $100M | $118M | $16M | $186M | $46M | $136M | $66M | $64M | $170M | $282M | $141M | $-23M | $262M | |
| Investing Cash Flow | $260M | $10M | $-553M | $253M | $-186M | $272M | $129M | $19M | $-226M | $487M | $-169M | $459M | $594M | $96M | $-475M | $-218M | |
| Stock Repurchased | $51M | $60M | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $132.0K | $55M | $65M | $11M | |
| Net Stock Activity | · | $-60M | · | · | · | · | · | · | · | $0 | · | · | · | $-55M | · | · | |
| Dividends Paid | $24M | $24M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $21M | $20M | $20M | $20M | $19M | $19M | $19M | |
| Financing Cash Flow | $-406M | $138M | $86M | $-594M | $426M | $-336M | $-714M | $391M | $103M | $-721M | $301M | $-538M | $-1.48B | $94M | $345M | $168M | |
| Net Change in Cash | $-17M | $167M | $-342M | $-242M | $358M | $-47M | $-399M | $456M | $12M | $-167M | $196M | $91M | $-603M | $331M | $-153M | $212M | |
| Taxes Paid | $11M | $25M | $18M | $100M | $670.0K | $29M | $30M | $25M | $10M | $37M | $27M | $13M | $-120.0K | $9M | $8M | $5M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1119.9% | 994.9% | · | 1333.8% | 1291.9% | 1117.0% | · | 1225.1% | 1094.6% | 872.5% | · | 869.7% | 1084.2% | 953.7% | · | 1448.7% | |
| Pretax Margin | 1495.4% | 1314.3% | · | 1817.9% | 1764.1% | 1529.5% | · | 1658.4% | 1486.3% | 1222.2% | · | 1155.6% | 1470.0% | 1295.6% | · | 1930.8% | |
| EBITDA Margin | · | 140.2% | · | · | · | 268.8% | · | · | · | 313.0% | · | · | · | 350.4% | · | · | |
| ROA | 0.20% | 0.18% | · | 0.20% | 0.19% | 0.17% | · | 0.17% | 0.15% | 0.13% | · | 0.13% | 0.16% | 0.14% | · | 0.24% | |
| ROE | 2.4% | 2.1% | · | 2.5% | 2.4% | 2.1% | · | 2.3% | 2.1% | 1.9% | · | 1.9% | 2.3% | 2.0% | · | 3.1% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $41.55 | $41.11 | · | $40.30 | $39.26 | $38.51 | · | $37.56 | $36.11 | $35.31 | · | $33.92 | $33.94 | $33.34 | · | $31.97 | |
| Revenue / Share | $0.09 | $0.08 | · | $0.07 | $0.07 | $0.07 | · | $0.07 | $0.07 | $0.07 | · | $0.07 | $0.07 | $0.07 | · | $0.08 | |
| Cash Flow / Share | · | $0.25 | · | · | · | $0.22 | · | · | · | $0.90 | · | · | · | $1.91 | · | · | |
| Cash / Share | $5.09 | $5.25 | · | $7.44 | $10.65 | $5.90 | · | $11.90 | $5.80 | $5.63 | · | $5.27 | $4.05 | $12.15 | · | $9.36 | |
| Dividend / Share | $0.33 | $0.33 | $0.31 | $0.31 | $0.31 | $0.31 | $0.29 | $0.29 | $0.29 | $0.29 | $0.27 | $0.27 | $0.27 | $0.27 | $0.25 | $0.25 | |
| EPS (TTM) | $3.65 | $3.59 | · | $3.55 | $3.41 | $3.22 | · | $2.44 | $2.26 | $2.32 | · | $2.92 | $3.41 | $3.45 | · | $4.14 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $24M | $23M | · | $21M | $21M | $20M | · | $20M | $20M | $21M | · | $21M | $21M | $22M | · | $24M | |
| Net Income TTM | $274M | $272M | · | $268M | $258M | $243M | · | $184M | $170M | $174M | · | $222M | $263M | $271M | · | $346M | |
| Market Cap | $3.50B | $3.31B | · | $2.87B | $2.68B | $2.59B | · | $2.72B | $2.19B | $2.09B | · | $1.69B | $1.60B | $1.68B | · | $2.65B | |
| P/E | 13.3 | 12.6 | · | 10.7 | 10.4 | 10.7 | · | 14.9 | 13.0 | 12.1 | · | 7.8 | 6.3 | 6.5 | · | 8.3 | |
| P/S | 147.7 | 145.8 | · | 137.2 | 130.2 | 128.6 | · | 134.7 | 107.3 | 101.3 | · | 82.4 | 75.0 | 76.1 | · | 111.7 | |
| P/B | 1.2 | 1.1 | · | 0.9 | 0.9 | 0.9 | · | 1.0 | 0.8 | 0.8 | · | 0.7 | 0.6 | 0.7 | · | 1.1 | |
| P / Tangible Book | 1.2 | 1.1 | · | 0.9 | 0.9 | 0.9 | · | 1.0 | 0.8 | 0.8 | · | 0.7 | 0.6 | 0.7 | · | 1.1 | |
| P / Cash Flow | · | 180.7 | · | · | · | 158.0 | · | · | · | 31.5 | · | · | · | 11.9 | · | · | |
| Dividend Yield | 2.7% | 2.8% | · | 3.1% | 3.3% | 3.4% | · | 3.1% | 3.8% | 3.8% | · | 4.6% | 4.8% | 4.7% | · | 3.0% | |
| Earnings Yield | 7.5% | 8.0% | · | 9.3% | 9.6% | 9.3% | · | 6.7% | 7.7% | 8.3% | · | 12.9% | 15.8% | 15.3% | · | 12.1% | |
| Payout Ratio | · | 38.9% | · | · | · | 37.9% | · | · | · | 43.2% | · | · | · | 36.6% | · | · | |
| Annual Payout | $95M | $94M | · | $90M | $89M | $87M | · | $84M | $82M | $80M | · | $78M | $78M | $79M | · | $81M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $22M | $20M | $21M | $23M | $22M |
| Net Income | $268M | $232M | $179M | $285M | $415M |
| Diluted EPS | $3.53 | $3.08 | $2.38 | $3.54 | $4.52 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 364 filers · $3.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
364
Value held
$3.9B
New positions
52
Exited positions
29
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 52 (-18 vs prior Q) | 29 (-4 vs prior Q) | 119 (+11 vs prior Q) | 113 (+17 vs prior Q) | -2.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $518,491,680 | 10,701,583 | 13.17% | Shares |
| VANGUARD GROUP INC | $400,631,216 | 8,988,809 | 10.18% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $241,096,551 | 4,976,193 | 6.12% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $227,259,471 | 4,690,584 | 5.77% | Shares |
| STATE STREET CORP | $219,467,654 | 4,529,785 | 5.57% | Shares |
| HoldCo Asset Management, LP | $171,284,413 | 3,535,282 | 4.35% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $158,567,208 | 3,272,801 | 4.03% | Shares |
| AMERICAN CENTURY COMPANIES INC | $133,137,632 | 2,747,938 | 3.38% | Shares |
| Artemis Investment Management LLP | $123,133,107 | 2,541,447 | 3.13% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $105,269,596 | 2,172,422 | 2.67% | Shares |
| CRAMER ROSENTHAL MCGLYNN LLC | $76,130,551 | 1,571,322 | 1.93% | Shares |
| JPMORGAN CHASE & CO | $73,440,537 | 1,514,094 | 1.87% | Shares |
| AMERIPRISE FINANCIAL INC | $65,049,883 | 1,342,619 | 1.65% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62,402,050 | 1,287,968 | 1.58% | Shares |
| Driehaus Capital Management LLC | $57,559,860 | 1,188,026 | 1.46% | Shares |
| Qube Research & Technologies Ltd | $50,748,613 | 1,047,443 | 1.29% | Shares |
| MILLENNIUM MANAGEMENT LLC | $46,694,075 | 963,758 | 1.19% | Shares |
| Bank of New York Mellon Corp | $46,177,160 | 953,089 | 1.17% | Shares |
| NORTHERN TRUST CORP | $42,747,241 | 882,296 | 1.09% | Shares |
| GOLDMAN SACHS GROUP INC | $41,223,209 | 850,840 | 1.05% | Shares |
| MORGAN STANLEY | $38,064,965 | 785,653 | 0.97% | Shares |
| ROYCE & ASSOCIATES LP | $37,988,240 | 784,071 | 0.96% | Shares |
| Nuveen, LLC | $37,583,816 | 775,724 | 0.95% | Shares |
| BANK OF AMERICA CORP /DE/ | $34,830,567 | 718,897 | 0.88% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $34,013,984 | 702,043 | 0.86% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $30,808,774 | 635,888 | 0.78% | Shares |
| Fisher Asset Management, LLC | $29,757,742 | 614,194 | 0.76% | Shares |
| FEDERATED HERMES, INC. | $26,725,450 | 551,609 | 0.68% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $26,146,527 | 539,660 | 0.66% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $23,724,366 | 489,667 | 0.60% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $23,568,018 | 486,440 | 0.60% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $21,782,329 | 449,584 | 0.55% | Shares |
| TWO SIGMA INVESTMENTS, LP | $21,655,600 | 446,968 | 0.55% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18,428,539 | 380,362 | 0.47% | Shares |
| Balyasny Asset Management L.P. | $17,353,433 | 358,172 | 0.44% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $17,032,017 | 351,538 | 0.43% | Shares |
| Kodai Capital Management LP | $16,985,601 | 493,194 | 0.43% | Shares |
| Glenmede Investment Management, LP | $16,228,150 | 425,266 | 0.41% | Shares |
| Aristotle Capital Boston, LLC | $16,224,374 | 334,868 | 0.41% | Shares |
| Empowered Funds, LLC | $16,050,855 | 331,287 | 0.41% | Shares |
| JANE STREET GROUP, LLC | $15,542,760 | 320,800 | 0.39% | Call option |
| BW Gestao de Investimentos Ltda. | $15,261,750 | 315,000 | 0.39% | Shares |
| Schonfeld Strategic Advisors LLC | $15,249,829 | 314,754 | 0.39% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15,213,300 | 314,000 | 0.39% | Call option |
| WELLS FARGO & COMPANY/MN | $14,636,009 | 302,085 | 0.37% | Shares |
| Point72 Asset Management, L.P. | $14,635,049 | 302,065 | 0.37% | Shares |
| Public Sector Pension Investment Board | $14,223,176 | 293,564 | 0.36% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,195,850 | 293,000 | 0.36% | Shares |
| Trexquant Investment LP | $13,660,235 | 281,945 | 0.35% | Shares |
| Invesco Ltd. | $12,483,482 | 257,657 | 0.32% | Shares |
Company insiders 33 insiders · 12 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Rajinder P Singh | President and CEO | April 1, 2026 A | 280,407 | 0 | 0 | $0 |
| James G. Mackey | Chief Financial Officer | Aug. 20, 2026 M | 5,420 | 0 | 0 | $0 |
| Leslie Lunak | Chief Financial Officer | May 7, 2025 S | 57,675 | 0 | 0 | $0 |
| Thomas M. Cornish | Chief Operating Officer | April 1, 2026 A | 100,000 | 0 | 0 | $0 |
| Jay D. Richards | Officer of Subsidiary | June 15, 2026 S | 40,502 | 0 | 2 | $-369,384 |
| Rishi Bansal | Officer of Subsidiary | April 1, 2026 A | 19,327 | 0 | 0 | $0 |
| Michael R. Alford | Officer of Subsidiary | March 2, 2020 A | 4,000 | 0 | 0 | $0 |
| Jeffrey Starr | Officer of Subsidiary | March 1, 2019 A | 33,255 | 0 | 0 | $0 |
| Mark Bagnoli | Officer of Subsidiary | March 1, 2019 A | 29,529 | 0 | 0 | $0 |
| Joseph Roberto | Officer of Subsidiary | Feb. 16, 2017 S | 18,889 | 0 | 0 | $0 |
| BOHLSEN JOHN | Chief Lending Officer | June 30, 2013 F | 76,961 | 0 | 0 | $0 |
| Randy R. Melby | Chief Risk Officer | Dec. 10, 2012 A | 38,000 | 0 | 0 | $0 |
| Douglas J Pauls | Director | Aug. 13, 2026 S | 42,472 | 0 | 1 | $-143,700 |
| John N. Digiacomo | Director | June 1, 2026 S | 15,027 | 0 | 1 | $-45,970 |
| Germaine Smith-Baugh | Director | May 21, 2026 A | 9,998 | 0 | 0 | $0 |
| William S. Rubenstein | Director | May 21, 2026 A | 3,545 | 0 | 0 | $0 |
| Lynne Wines | Director | May 21, 2026 A | 24,327 | 0 | 0 | $0 |
| Sanjiv Sobti | Director | May 21, 2026 A | 20,327 | 0 | 1 | $-254,400 |
| Tere Blanca | Director | May 21, 2026 A | 26,327 | 0 | 0 | $0 |
| Michael J. Dowling | Director | May 21, 2026 A | 26,327 | 0 | 0 | $0 |
| Gail A. Prudenti | Director | May 16, 2023 A | 13,862 | 0 | 0 | $0 |
| Eugene F Demark | Director | May 23, 2018 A | 19,000 | 0 | 0 | $0 |
| KANAS JOHN ADAM | Director | May 23, 2018 A | 2,000 | 0 | 0 | $0 |
| Robert A Towbin | Director | May 16, 2017 A | 4,200 | 0 | 0 | $0 |
| Sue M Cobb | Director | April 8, 2014 A | 3,000 | 0 | 0 | $0 |
| Wilbur L Ross JR | Director | March 7, 2014 S | 0 | 0 | 0 | $0 |
| Thomas M Obrien | Director | April 19, 2013 A | 7,000 | 0 | 0 | $0 |
| Richard S Lefrak | Director | March 20, 2013 S | 114,795 | 0 | 0 | $0 |
| Pierre Olivier Sarkozy | Director | Feb. 24, 2012 A | 100 | 0 | 0 | $0 |
| Lance West | Director | Feb. 24, 2012 A | 100 | 0 | 0 | $0 |
| Chinh E. Chu | Director | Feb. 24, 2012 A | 100 | 0 | 0 | $0 |
| WL ROSS & CO LLC | 10% owner | March 20, 2013 S | 8,189,631 | 0 | 0 | $0 |
| Kevin A. Malcolm | · | March 4, 2026 S | 11,500 | 0 | 1 | $-162,388 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 63 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| DPST · Direxion Shares ETF Trust | 0.77% | 70,864 NS | July 31, 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.71% | 4,577 SH | Oct. 2, 2026 | Daily |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.69% | 37,463 SH | Oct. 2, 2026 | Daily |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.68% | 92,667 SH | Oct. 2, 2026 | Daily |
| ESSC · Strategy Shares | 0.56% | 4,299 NS | July 31, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.24% | 9,866 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.24% | 416,192 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.22% | 575 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.22% | 61,682 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.20% | 11,075 SH | Oct. 2, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.20% | 81,740 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.19% | 254,126 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.18% | 54,015 NS | July 31, 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.18% | 40,661 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.15% | 456,256 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.14% | 2,650 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.14% | 20,444 SH | Aug. 19, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.12% | 65,870 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 17,295 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.11% | 52,034 SH | Oct. 2, 2026 | Daily |
| RSSL · Global X Funds | 0.11% | 35,764 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 429,862 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.10% | 6,487 SH | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.10% | 1,764,276 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.09% | 8,883 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 283,856 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 1,058,359 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.06% | 34,850 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.05% | 1,705 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 833,298 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 1,667,306 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.04% | 119,949 SH | Aug. 19, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.04% | 19,508 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 4,405 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.03% | 4,510 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 14,062 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.02% | 538 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 177,133 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 56,032 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 11,310 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 31,682 SH | Oct. 2, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 295,356 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,374 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 16,592 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 3,601 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 17,609 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 23,664 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 20,108 SH | Sept. 9, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 85,211 SH | Sept. 9, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,312,574 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 52,222 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,042 SH | Aug. 19, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| IJR · iShares Trust | · | 4,368,801 SH | Sept. 8, 2026 | Daily |
| IJT · iShares Trust | · | 291,306 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 329,667 SH | Aug. 31, 2026 | Daily |
| IWN · iShares Trust | · | 637,417 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 6,182 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 6,712 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 2,817 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 13,909 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 164,363 SH | Sept. 9, 2026 | Daily |
BKU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 15 analysts
HOLD
Median target
$49.00
+13.0%
2 13.3%
Strong Buy
6 40.0%
Buy
5 33.3%
Hold
1 6.7%
Sell
1 6.7%
Strong Sell
12-Month Price Target
11 analysts · 2026-10-03Mean target $49.27 +13.6%
Now
Current price $43.38
Low$42.00
Mean$49.27
High$55.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BKU | $3.30B | 12.6 | 7.4% | 1234.8% | 8.9% | · |
| TOWN | · | · | · | · | · | · |
| SFNC | $2.73B | -6.4 | -86.7% | -385.1% | -11.4% | · |
| CBU | $3.03B | 14.5 | 9.6% | 25.7% | 10.8% | · |
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | · |
| CLBK | · | 30.5 | 43.8% | · | · | · |
| FHB | $3.10B | 11.5 | 8.9% | 31.4% | 10.1% | · |
| PFS | $2.58B | 8.9 | 7.1% | 398.2% | 10.5% | · |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | · |
| BOH | $2.72B | 14.8 | -0.14% | 168.9% | 11.5% | · |
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Source: SEC 10-Q filed Aug 6, 2026