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BankUnited: 3 Key Takeaways for Long-Term Investors

Disciplined pricing over volume growth is expanding margins while buybacks reduce share count, a rare combination that rewards patient shareholders.

  • BankUnited's net interest margin exceeded target at 3.16% in Q3 2026
  • Commercial lending limited to protect profitability and maintain pricing discipline
  • Capital returns through buybacks and dividends reduced share count to 12.1% CET1 ratio

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