Every material Form 8-K BankUnited filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
BankUnited reported third-quarter 2026 net income of $72.2 million, or $1.01 per diluted share, up from $70.7 million and $0.97 in the prior quarter and from $71.9 million and $0.95 a year earlier. Net interest margin rose to 3.16%, but the company booked a $2.3 million securities loss and tangible book value per share fell to $39.10 from $40.48 in the prior quarter.
Net income $72.2 million and diluted EPS $1.01 for the quarter ended September 30, 2026, versus $0.97 in Q2 2026 and $0.95 in Q3 2025
Excluding securities sales, adjusted diluted EPS was $1.03 and adjusted net income was $73.9 million
Net interest margin 3.16%, up from 3.06% in Q2 2026 and 3.00% a year earlier; about 2.1 million shares repurchased for $97.0 million
Tangible book value per share $39.10, down from $40.48 in the prior quarter; CET1 ratio 12.1%
BankUnited, Inc. reported results for the quarter ended June 30, 2026, with net income of $70.7 million and diluted EPS of $0.97, up from $68.8 million and $0.91 a year earlier. Both headline measures also rose from the prior quarter, when net income was $61.9 million and diluted EPS was $0.83, and the company reported lower nonperforming loans and a higher ratio of non-interest-bearing deposits.
Net income was $70.7 million, compared with $61.9 million in Q1 2026 and $68.8 million in Q2 2025.
Diluted EPS was $0.97, compared with $0.83 in Q1 2026 and $0.91 in Q2 2025.
Ending non-interest demand deposits rose $991 million, or 11%, from the prior quarter, to 34.4% of total deposits.
Nonperforming loans fell $51 million, or 19%, from the prior quarter, and about 1.1 million shares were repurchased for $50.1 million.
At its May 21, 2026 annual meeting, BankUnited shareholders approved an amended and restated 2023 Omnibus Equity Incentive Plan that raises the share pool by 1,500,000 shares to 2,301,549 and extends the plan's termination date to May 21, 2036. All nine director nominees were also elected, and the company's auditor ratification and say-on-pay proposals were voted on at the same meeting.
Equity plan approved; share reserve increased by 1,500,000 shares to 2,301,549 shares of common stock
Plan termination date extended from May 16, 2033 to May 21, 2036
Equity plan vote: 36,175,265 for, 23,906,092 against, 993,760 abstentions, 6,891,801 broker non-votes
All nine director nominees elected, including Tere Blanca and Sanjiv Sobti, Ph.D.
BankUnited, Inc. entered into an amended letter agreement with Chief Financial Officer James Mackey on May 11, 2026. The amendment changes his change-in-control retention bonus into a double-trigger severance benefit, so payment requires both a change in control and a qualifying termination.
Amended letter with CFO James Mackey dated May 11, 2026, approved by the Compensation Committee
Severance applies if he is terminated without cause or resigns for good reason within two years after a change in control
Lump sum severance equals two times his annual base salary, subject to an effective release of claims
Replaces his prior letter agreement dated July 22, 2025
BankUnited, Inc. reported first-quarter 2026 net income of $61.9 million, or $0.83 per diluted share, up from $58.5 million and $0.78 a year earlier but down from $69.3 million and $0.90 in the prior quarter. The company attributed the quarter-over-quarter decline to typical first-quarter seasonality and said credit quality improved, while its board raised the quarterly dividend to $0.33 per share from $0.31.
Net income $61.9 million and diluted EPS $0.83, versus $69.3 million and $0.90 in Q4 2025 and $58.5 million and $0.78 in Q1 2025.
Net interest margin 2.99%, up 18 basis points from Q1 2025 but down 7 basis points from Q4 2025.
Criticized and classified loans fell $146 million, or 12%, from the prior quarter; provision for credit losses was $24.6 million.
Board raised the common stock dividend to $0.33 per share from $0.31; the company repurchased about 1.3 million shares for $60.0 million in Q1.
BankUnited reported fourth-quarter 2025 net income of $69.3 million, or $0.90 per diluted share, down from $0.95 in the prior quarter and roughly flat with a year earlier, while full-year 2025 net income rose 15% to $268.4 million. The board also authorized up to $200 million in additional share repurchases and a $0.02 increase in the quarterly dividend to $0.33 per share, which adds to shareholder capital returns.
Fourth-quarter net income was $69.3 million, or $0.90 diluted EPS, including a $3.8 million software write-down; third-quarter 2025 was $71.9 million, or $0.95.
Full-year 2025 net income was $268.4 million, or $3.53 diluted EPS, up 15% from 2024.
On January 20, 2026, the board authorized repurchases of up to $200 million of common stock, in addition to $55.5 million remaining at December 31, 2025.
The quarterly dividend will increase $0.02 per share to $0.33 from $0.31.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every BankUnited filing is on SEC EDGAR ↗. 8-K briefs of other companies →