Analysts Offer Insights on Financial Companies: BankUnited (NYSE: BKU) and Brookfield Corporation (NYSE: BN)We forecast 5% loan growth in FY26 versus flat growth in 2025. BKU achieved its 3.00% NIM target ahead of schedule in 3Q, and we anticipate 12 bps of expansion by 4Q26. Importantly, NIM expansion is expected to be driven by favorable mix shifts on both sides of the balance sheet, rather than by the path of Fed rate cuts. Deposit trends are also strong, with NIB deposits up 13% YTD through 3Q, and robust pipelines position BKU for another year of solid NIB growth in 2026, in our view.