Erste Group Bank Forecasts Lower Earnings for UBS Group

UBS Group AG (NYSE:UBS) – Equities researchers at Erste Group Bank cut their FY2027 earnings per share (EPS) estimates for shares of UBS Group in a research note issued to investors on Wednesday, February 18th. Erste Group Bank analyst S. Lingnau now forecasts that the bank will post earnings of $3.95 per share for the year, down from their previous forecast of $4.00. The consensus estimate for UBS Group’s current full-year earnings is $1.90 per share.

UBS has been the topic of several other research reports. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and increased their price target for the stock from $44.00 to $60.30 in a report on Tuesday, December 16th. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Finally, Zacks Research cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Stock Performance

NYSE:UBS opened at $41.20 on Monday. The company’s 50-day moving average is $45.89 and its two-hundred day moving average is $41.93. UBS Group has a 1-year low of $25.75 and a 1-year high of $49.36. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. The firm has a market capitalization of $128.69 billion, a price-to-earnings ratio of 17.46, a PEG ratio of 0.40 and a beta of 1.12.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the firm posted $0.23 earnings per share. UBS Group’s quarterly revenue was up 10.3% on a year-over-year basis.

UBS Group Announces Dividend

The business also recently disclosed a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be given a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd. UBS Group’s dividend payout ratio is currently 14.83%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Navalign LLC purchased a new stake in shares of UBS Group during the fourth quarter worth approximately $32,000. Flagship Wealth Advisors LLC acquired a new position in UBS Group during the 3rd quarter worth approximately $29,000. Larson Financial Group LLC increased its position in shares of UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after purchasing an additional 445 shares during the last quarter. Private Trust Co. NA raised its holdings in shares of UBS Group by 75.2% in the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after purchasing an additional 366 shares in the last quarter. Finally, Prosperity Bancshares Inc purchased a new stake in shares of UBS Group during the 4th quarter worth $40,000.

UBS Group News Roundup

Here are the key news stories impacting UBS Group this week:

• Positive Sentiment: UBS promoted Lisa Golia to lead U.S. wealth-management advisers, reinforcing leadership continuity in its core wealth franchise — a constructive operational development for revenue and client coverage. UBS promotes Golia to lead wealth management advisers in US
• Neutral Sentiment: UBS research continues visible market activity: analysts highlighted oil-price outlook (Brent $67 by Mar 2027) and wider WTI discount — useful for energy-sector clients but not a direct driver for UBS stock. UBS sees modest oil pullback; sets Brent at $67 by March 2027, widens WTI discount
• Neutral Sentiment: UBS research appears in retail/market pieces (e.g., software sector calls and analyst reiterations on companies like Broadcom and Diamondback) — these underscore UBS’s research franchise and revenue potential from advisory/flows but are background news for UBS shares. 3 Cheap Software Stocks to Buy on the Dip Now
• Neutral Sentiment: UBS disclosed it has exited a substantial shareholder position in Vault Minerals — a portfolio/positioning move that is likely immaterial to UBS’s core results but notable for holdings transparency. UBS Exits Substantial Shareholder Position in Vault Minerals
• Negative Sentiment: Erste Group publicly expects weaker earnings for UBS Group, which feeds investors’ near-term profit concerns and likely contributed to selling pressure. Erste Group Bank Expects Weaker Earnings for UBS Group
• Negative Sentiment: Commentary arguing UBS’s valuation premium to European peers is unjustified may be amplifying multiple-compression risk — a valuation headwind for the shares. UBS: The Valuation Premium Over European Peers Is Unjustified
• Neutral Sentiment: UBS cut coverage on Elia Group to neutral, saying the share rally already prices regulatory upside — reflects analyst caution but is about a third party rather than UBS itself. UBS cuts Elia Group to “neutral” as share rally prices in regulatory upside

UBS Group Company Profile

UBS Group AG is a Swiss multinational financial services firm that provides a broad range of banking and capital markets services to private, institutional and corporate clients. Headquartered in Zurich, UBS operates as a universal bank with a primary focus on wealth management, asset management, investment banking and retail and commercial banking in Switzerland. The firm serves high-net-worth and ultra-high-net-worth individuals, pension funds, corporations and institutional investors through a global network of offices.

Key business activities include global wealth management—offering financial planning, investment advisory, discretionary portfolio management and custody services—alongside asset management products for institutional and retail investors.