UBS Group AG (NYSE:UBS) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of UBS Group AG (NYSE:UBS) have received an average rating of “Moderate Buy” from the twelve research firms that are covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, five have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $60.30.

A number of equities analysts have commented on UBS shares. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Finally, Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $44.00 to $60.30 in a research report on Tuesday, December 16th.

UBS Group Price Performance

NYSE:UBS opened at $37.46 on Friday. UBS Group has a 52 week low of $25.75 and a 52 week high of $49.36. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.03 and a current ratio of 1.19. The firm’s 50-day simple moving average is $44.27 and its 200 day simple moving average is $41.90. The firm has a market cap of $117.03 billion, a price-to-earnings ratio of 15.87, a P/E/G ratio of 0.38 and a beta of 1.14.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the business posted $0.23 EPS. The business’s revenue was up 10.3% compared to the same quarter last year. As a group, sell-side analysts predict that UBS Group will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The company also recently declared a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be issued a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: Management hires and an internal reorganisation are pushing UBS toward its revenue goals, according to reporting that says the bank is in a “final stretch” after targeted recruiting and structural changes — a signal that revenue growth and efficiency improvements may be forthcoming. UBS on final stretch to revenue goal after hires and reorganisation
• Neutral Sentiment: UBS research continues to move markets and reflects the strength of its investment banking/research franchise — the bank’s analysts have been active raising price targets and issuing coverage (examples include notes on Rivian, NextEra and Ardagh Metal Packaging), which supports fee generation but has limited immediate impact on the share price. Rivian Is About to Challenge Tesla Where It Hurts Most (UBS)
• Neutral Sentiment: UBS-hosted events and research distribution (e.g., conferences and sector notes) keep the bank centrally placed in corporate access and advisory flows — items like the UBS Global Consumer & Retail Conference and the Global Entrepreneur Report raise the bank’s profile but are background revenue drivers rather than immediate catalysts. Molson Coors Presents at UBS Conference
• Negative Sentiment: UBS faces renewed legal pressure in New York over its historical handling of Nazi-era accounts; a court hearing could increase litigation risk, reputational damage and potential remediation costs. This is a meaningful near-term headline risk for a bank already sensitive to trust and regulatory scrutiny. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times coverage flags potential problems with UBS’s new private equity deal pipeline, suggesting legacy issues and deal-structuring risks may complicate returns and tie up capital — a strategic concern that could weigh on investor sentiment about growth and risk-taking. UBS’s new private equity deals confront an old problem

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in UBS. Bayban bought a new stake in UBS Group during the fourth quarter worth $46,000. Rehmann Capital Advisory Group increased its stake in shares of UBS Group by 26.3% in the 4th quarter. Rehmann Capital Advisory Group now owns 19,659 shares of the bank’s stock valued at $910,000 after purchasing an additional 4,089 shares during the last quarter. SHP Wealth Management bought a new position in shares of UBS Group in the 4th quarter valued at $42,000. EJMK Ventures LLC acquired a new position in shares of UBS Group during the 4th quarter worth $528,000. Finally, Groupama Asset Managment raised its holdings in shares of UBS Group by 6.2% during the 4th quarter. Groupama Asset Managment now owns 153,351 shares of the bank’s stock worth $7,102,000 after buying an additional 8,972 shares in the last quarter.

About UBS Group

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.