UBS Group (NYSE:UBS) Cut to Hold at Zacks Research

Zacks Research lowered shares of UBS Group (NYSE:UBS) from a strong-buy rating to a hold rating in a report released on Thursday morning,Zacks.com reports.

Several other analysts also recently commented on UBS. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and increased their target price for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th. BNP Paribas cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $60.30.

UBS Group Stock Down 0.2%

UBS stock opened at $47.38 on Thursday. The firm has a market capitalization of $148.01 billion, a PE ratio of 21.34, a P/E/G ratio of 0.44 and a beta of 1.12. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69. UBS Group has a twelve month low of $25.75 and a twelve month high of $48.43. The stock’s 50 day moving average is $42.90 and its 200-day moving average is $40.32.

UBS Group (NYSE:UBS) last released its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.28. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.The business had revenue of $12.76 billion during the quarter, compared to analyst estimates of $9.68 billion. During the same period in the prior year, the firm posted $0.43 EPS. UBS Group’s quarterly revenue was up 4.3% compared to the same quarter last year. Sell-side analysts expect that UBS Group will post 1.9 EPS for the current fiscal year.

Institutional Trading of UBS Group

Hedge funds have recently made changes to their positions in the company. Parallel Advisors LLC increased its holdings in UBS Group by 1.9% in the 3rd quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock worth $611,000 after acquiring an additional 271 shares during the last quarter. Perigon Wealth Management LLC boosted its position in UBS Group by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after purchasing an additional 284 shares during the period. Checchi Capital Advisers LLC increased its stake in shares of UBS Group by 1.2% in the third quarter. Checchi Capital Advisers LLC now owns 24,868 shares of the bank’s stock worth $1,020,000 after purchasing an additional 287 shares in the last quarter. Allworth Financial LP raised its position in shares of UBS Group by 4.2% in the third quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock valued at $292,000 after purchasing an additional 288 shares during the period. Finally, Coldstream Capital Management Inc. lifted its stake in shares of UBS Group by 1.1% during the 2nd quarter. Coldstream Capital Management Inc. now owns 26,179 shares of the bank’s stock valued at $885,000 after buying an additional 290 shares in the last quarter.

UBS Group News Summary

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

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.