Every 8-K that Bankunited, Inc. (BKU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BKU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BKU filings page.
BankUnited, Inc. reported second‑quarter 2026 results with net income of $70.7 million and diluted EPS of $0.97, up from $61.9 million and $0.83 in the prior quarter and $68.8 million and $0.91 a year earlier. Pre‑provision net revenue was $109.9 million. Net interest income rose to $255.3 million and net interest margin improved to 3.06% from 2.99% in the first quarter and 2.93% a year ago, helped by record non‑interest‑bearing deposits and lower funding costs.
Asset quality strengthened. Non‑performing loans fell 19% sequentially and 40% year over year, bringing the non‑performing loan ratio down to 0.94% and non‑performing assets to 0.66% of total assets. The allowance for credit losses covered 97.14% of non‑performing loans, while annualized net charge‑offs were 0.11%. Capital remained robust, with a CET1 ratio of 12.3%, a tangible common equity ratio of 8.4% and tangible book value per share of $40.48, up 6% year over year. The company repurchased about 1.1 million shares for $50.1 million in the quarter.
BankUnited, Inc. reported results from its annual shareholder meeting and approval of an amended equity incentive plan. Shareholders approved the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan, increasing shares available by 1,500,000 to a total of 2,301,549 common shares and extending the plan termination date to May 21, 2036. The company may grant a broad range of equity and cash awards under this plan and intends to register plan shares on Form S-8. Shareholders also elected nine directors, ratified Deloitte & Touche LLP as independent auditor, approved executive compensation on an advisory basis, and approved the amended equity plan with 36,175,265 votes in favor and 23,906,092 against.
BankUnited, Inc. updated the change-in-control protections for its Chief Financial Officer, James Mackey. The Compensation Committee approved an amended and restated letter agreement that replaces his prior change in control retention bonus with a double-trigger severance benefit.
Under the new terms, if a change in control occurs and Mr. Mackey’s employment is terminated by the company without “cause” or by him for “good reason” during the two-year period following that change in control, he will receive a lump-sum cash payment equal to two times his annual base salary, subject to an effective release of claims in favor of the company. The new agreement supersedes and replaces his July 22, 2025 letter agreement.
BankUnited, Inc. reported first-quarter 2026 net income of $61.9 million, or $0.83 diluted EPS, down from the prior quarter but higher than a year ago. Net interest income was $249.0 million with a net interest margin of 2.99%, reflecting typical first‑quarter seasonality.
Total assets reached $35.4 billion, while non-brokered deposits grew $1.4 billion year over year and $277 million from the prior quarter, helping reduce higher-cost wholesale funding. Credit quality improved as non-performing assets fell to 0.79% of total assets and the allowance-to-non-performing loans coverage ratio rose to 75.90%.
The bank maintained strong capital with a 12.2% CET1 ratio and tangible book value per share of $40.05, up 7% year over year. Management returned $60.0 million to shareholders through repurchasing approximately 1.3 million shares and increased the quarterly common dividend to $0.33 per share.
BankUnited, Inc. furnished an investor presentation highlighting its recent performance and strategy as a Florida-focused commercial bank with national reach. As of 4Q25, the bank reports $35.0 billion in assets, $29.4 billion in deposits and $24.3 billion in loans, with loans equal to 83% of deposits.
The presentation cites 4Q25 metrics including 0.78% return on average assets and a 12.3% CET1 capital ratio. Management emphasizes a diverse, relationship-based deposit base in which 74% of total deposits are in Florida and non-time deposits represent 87% of total deposits.
From FY2019 to FY2025 the bank reports an improved deposit mix, higher noninterest-bearing demand deposits, disciplined expense management and diversified fee income. Between FY2023 and FY2025, diluted EPS grew 15% and book value per share plus cumulative dividends also increased, while the company notes consistent outperformance of a regional banking index on total shareholder return over multiple time horizons.
BankUnited, Inc. filed a current report after releasing its financial results for the quarter and year ended December 31, 2025, with a detailed press release and supplemental slide deck furnished as exhibits. The company’s Board of Directors also authorized a new share repurchase program of up to $200 million of its outstanding common stock, approved on January 20, 2026.
This new authorization sits on top of $55.5 million that remained available under a previously announced repurchase program as of December 31, 2025. Repurchases may be made from time to time in open market or private transactions, with no set expiration date, and the company can suspend or discontinue the program at any time based on market conditions, capital levels, regulatory requirements, and other considerations.
BankUnited, Inc. filed an 8-K describing a transition agreement with former Chief Financial Officer Leslie Lunak. She previously stepped down as CFO on November 10, 2025 and will remain employed as Executive Advisor through January 2, 2026, keeping her current base salary, employee benefits, participation in the 2025 annual incentive plan, and continued vesting of outstanding equity awards during that period.
From January 3, 2026 through December 31, 2027, Ms. Lunak will serve as a non-employee Special Advisor. During this advisory term, any unvested performance share units with performance periods ending after January 2, 2026 remain outstanding and may vest based on actual performance, with accelerated vesting if a change in control occurs, in line with existing award terms. She has reaffirmed and agreed to expanded non-competition and non-solicitation covenants through December 31, 2027. The agreement also outlines that, if the company ends her role without cause, she remains eligible for the described equity and 2025 incentive treatment, while other terminations limit her to only vested or legally required amounts.
BankUnited, Inc. appointed James G. Mackey as Chief Financial Officer effective November 10, 2025. Mackey joined in July and served as Senior EVP of Finance from August 15 to November 10, 2025. Leslie N. Lunak, CFO since 2013, stepped down on the effective date and will serve as Executive Advisor through January 2026.
The company previously disclosed Mackey’s succession plan and related agreements in a prior 8‑K, which are incorporated by reference. A press release announcing the appointment was furnished as Exhibit 99.1 under Item 7.01.
BankUnited, Inc. (BKU) filed a Form 8-K announcing quarterly results. On October 22, 2025, the company reported results for the quarter ended September 30, 2025. A press release and supplemental slides were furnished as Exhibits 99.1 and 99.2 and incorporated by reference under Item 2.02 (Results of Operations and Financial Condition). The report was signed by Chief Financial Officer Leslie N. Lunak.
BankUnited, Inc. has fully redeemed its 4.875% Senior Notes due 2025. The company paid $400,000,000 aggregate principal amount of these senior notes, plus accrued and unpaid interest, on August 22, 2025, in line with its prior notice to the trustee under the 2015 Indenture.
This transaction terminates the related debt obligation under the Indenture and removes these notes from the company’s outstanding borrowings, reflecting a significant repayment of senior debt on schedule at 100% of principal.