文章核心观点 - 预计BankUnited公司在2024年第三季度的收益将同比增长,主要由于收入增加 [1] - 公司实际业绩如果超出预期,股价可能会上涨,反之则可能下跌 [1] - 公司管理层在财报电话会议上对业务状况的讨论将决定股价的持续变化和未来收益预期 [1] 根据相关目录分别进行总结 预期业绩 - 公司预计将在下次财报中每股收益为0.73美元,同比增长15.9% [2] - 预计收入为2.5693亿美元,同比增长5.9% [2] 预期变化趋势 - 分析师过去30天内将该季度每股收益预期下调了0.9% [3] - 这反映了分析师对公司业绩的集体预期调整 [3] 业绩预测 - 分析师在财报发布前对预期的修订可以反映该期业务状况 [4] - 正的收益预测偏差(ESP)可以预示实际收益会超出共识预期,但负的ESP不能可靠预测错过预期 [5] 公司历史业绩 - 公司上一季度的实际每股收益为0.72美元,超出预期10.77% [8] - 过去4个季度,公司2次超出共识每股收益预期 [8] 行业内其他公司 - 同行Comerica公司预计本季度每股收益为1.18美元,同比下降35.9% [10] - Comerica公司收益预测偏差为负,加上Zacks评级3,也难以确定会超出预期 [10]

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a ...

BankUnited Inc.'s (BKU) shares have soared 58.1% in the past year and outperformed its industry. Also, the stock has performed much better than its close peers Bank OZK (OZK) and Hilltop Holdings Inc. (HTH) . One-Year Price Performance Image Source: Zacks Investment Research Technical indicators also suggest sustained strength for BankUnited. At present, the stock is trading above its 50-day and 200-day moving average, indicating a bullish trend. 50-Day & 200-Day Moving Average Image Source: Zacks Investmen ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and invest ...

文章核心观点 - 公司二季度业绩表现良好 存款表现强劲 净利差有望持续改善 [3] - 公司存款结构改善 非计息存款占比提升 有助于降低资金成本 [3][4] - 公司贷款增长较存款增长更为谨慎 资产负债表流动性较高 [3][4] - 公司商业房地产贷款质量较好 虽然面临一定压力但整体风险可控 [4] - 公司资本充足 有能力进一步支持业务增长 [5][6] 公司表现 - 二季度净利润同比增长 主要得益于净利差改善 [3] - 存款总额环比增长7.36亿美元 非计息存款增加8.26亿美元 [3][4] - 贷款总额环比增长4亿美元 主要集中在商业贷款 [4] - 资产负债表流动性较高 贷款存款比下降90个基点至88.7% [4] 资产质量 - 商业房地产贷款占比24% 整体贷款质量较好 [4] - 商业房地产贷款平均债务服务覆盖率1.77倍 平均贷款价值比56% [4] - 纽约地区商业房地产和多户住宅贷款质量相对较弱但仍有较强缓冲 [4] - 不良贷款率0.39% 拨备覆盖率0.92% 略低于行业标准 [5][6] 未来展望 - 预计未来一年内将适度增加拨备以应对潜在风险 [5][6] - 在利率下降和存款成本下降的情况下 公司盈利能力有望进一步提升 [7] - 公司资本充足 有能力支持未来业务增长 [6][7] - 预计未来一年内公司股价有7-8%的上涨空间 [7]

文章核心观点 - 公司BankUnited(BKU)被评级为Zacks Rank 1(强烈买入),这表明其未来盈利前景有所改善[1][2][3] - 股价变动与公司未来盈利能力密切相关,机构投资者会根据盈利预测调整对公司的估值[3] - Zacks Rank评级系统能有效捕捉盈利预测变化,历史表现良好,能为投资者提供有价值的投资建议[4][7] 公司情况总结 - 公司预计2024财年每股收益为2.88美元,同比增长1.8%[5] - 过去3个月内,分析师对公司的盈利预测不断上调,上调幅度达3.1%[5] 评级系统总结 - Zacks Rank评级系统维持买入和卖出评级的平衡,只有top 5%的股票获得强烈买入评级[6][7] - 公司被评为Zacks Rank 1,位于前5%,表明其盈利预测修正情况优于大多数同行,未来股价有望上涨[7]

BankUnited Inc.'s (BKU) shares have skyrocketed 45% in the past six months and are currently trading just 3.8% below its 52-week high of $39.51 touched on July 31. The stock has outperformed the industry, the S&P 500 Index and its close peers Fifth Third Bancorp (FITB) , Huntington Bancshares Incorporated (HBAN) and Hilltop Holdings Inc. (HTH) . Image Source: Zacks Investment Research Image Source: Zacks Investment Research Six-Month Price Performance Chart BKU's sustained emphasis on improving the deposit ...

Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Has BankUnited, Inc. (BKU) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. BankUnited, Inc. is a member of our Finance group, which includes 860 different companies and currently sits at #2 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks wit ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yiel ...