Compagnie Lombard Odier SCmA Sells 155,526 Shares of UBS Group AG $UBS

Compagnie Lombard Odier SCmA lowered its holdings in shares of UBS Group AG (NYSE:UBS) by 2.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,223,667 shares of the bank’s stock after selling 155,526 shares during the period. UBS Group makes up about 2.4% of Compagnie Lombard Odier SCmA’s holdings, making the stock its 10th biggest position. Compagnie Lombard Odier SCmA owned 0.16% of UBS Group worth $213,440,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Plato Investment Management Ltd increased its stake in UBS Group by 43.2% in the third quarter. Plato Investment Management Ltd now owns 120,920 shares of the bank’s stock valued at $4,905,000 after purchasing an additional 36,462 shares in the last quarter. Smartleaf Asset Management LLC grew its stake in shares of UBS Group by 31.9% in the 3rd quarter. Smartleaf Asset Management LLC now owns 10,125 shares of the bank’s stock valued at $418,000 after buying an additional 2,446 shares during the period. First National Bank of Hutchinson increased its position in UBS Group by 14.9% in the 3rd quarter. First National Bank of Hutchinson now owns 14,802 shares of the bank’s stock valued at $607,000 after buying an additional 1,919 shares in the last quarter. a16z Perennial Management L.P. bought a new stake in UBS Group in the 3rd quarter valued at about $232,000. Finally, Prime Capital Investment Advisors LLC acquired a new position in UBS Group during the 3rd quarter worth approximately $244,000.

Analyst Ratings Changes

UBS has been the topic of a number of recent research reports. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and increased their target price for the stock from $44.00 to $60.30 in a report on Tuesday, December 16th. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Finally, BNP Paribas Exane lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, UBS Group currently has an average rating of “Moderate Buy” and an average target price of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS said it will hire 50 wealth bankers in Hong Kong after a record revenue year, signalling growth in Asia wealth management and potential fee/revenue upside. UBS to hire 50 HK wealth bankers after record revenue year
• Neutral Sentiment: UBS is hosting a Financial Services Conference that is drawing corporate presentations (e.g., Capital One) and asset-manager commentary (MSCI discussing indexing and private-market momentum) — a positive for deal flow, research visibility and trading/IB activity but not an immediate earnings event. Capital One to Present at UBS Financial Services Conference MSCI Talks Indexing and Private Markets Momentum at UBS Conference
• Neutral Sentiment: UBS cleared a disclosure that it has exited a substantial shareholding in Israeli tech firm Elsight — minor portfolio move, limited direct impact on UBS fundamentals. UBS Group Exits Substantial Shareholding in Elsight
• Neutral Sentiment: UBS research published several analyst moves (price-target cuts/raises and rating changes across names such as SoFi, TransDigm, Corteva, Block, Exxon, SLB and Monday.com). These show active flow from the bank’s research desk (supporting trading and investment-banking franchise) but are client-facing activity rather than direct corporate news for UBS itself. UBS Lowers SoFi Technologies (SOFI) PT UBS Cuts Price Target on TransDigm Corteva: Hold Rating from UBS BMO and UBS Raise Exxon Mobil Price Targets SLB Wins $1.5 Billion Kuwait Oil Contract, Jefferies and UBS Lift PT
• Negative Sentiment: UBS CEO Sergio Ermotti said Switzerland had an “emotional” reaction to the 2023 Credit Suisse crisis and described some current Swiss regulatory proposals as “not acceptable” to the bank — remarks that spotlight regulatory friction and could raise political/regulatory risk premium for UBS. Switzerland had emotional reaction to 2023 crisis, UBS CEO says

UBS Group Stock Performance

Shares of UBS stock opened at $44.41 on Tuesday. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.03 and a current ratio of 1.02. The firm has a market cap of $138.74 billion, a price-to-earnings ratio of 18.82, a P/E/G ratio of 0.43 and a beta of 1.12. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. The firm’s 50-day simple moving average is $45.67 and its two-hundred day simple moving average is $41.59.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 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 company had revenue of $12.20 billion for the quarter, compared to analysts’ expectations of $9.88 billion. During the same quarter in the previous year, the firm posted $0.23 EPS. UBS Group’s revenue was up 10.3% on a year-over-year basis. As a group, equities analysts forecast that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The firm also recently disclosed a special dividend, which will be paid on Thursday, April 23rd. Shareholders 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.

UBS Group 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.