UBS Group FY2027 EPS Estimate Lowered by Erste Group Bank

UBS Group AG (NYSE:UBS) – Stock analysts at Erste Group Bank cut their FY2027 earnings per share (EPS) estimates for shares of UBS Group in a research report issued to clients and investors on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now forecasts that the bank will post earnings of $3.88 per share for the year, down from their previous forecast of $3.93. The consensus estimate for UBS Group’s current full-year earnings is $1.90 per share.

Other analysts also recently issued reports about the company. Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. The Goldman Sachs Group restated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Stock Performance

UBS opened at $41.32 on Wednesday. The business has a fifty day simple moving average of $40.69 and a 200 day simple moving average of $41.58. The company has a market capitalization of $129.07 billion, a PE ratio of 17.51, a price-to-earnings-growth ratio of 0.74 and a beta of 1.16. UBS Group has a 1 year low of $25.83 and a 1 year high of $49.36. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.19 and a quick ratio of 1.19.

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

Hedge Funds Weigh In On UBS Group

A number of institutional investors have recently modified their holdings of UBS. AQR Capital Management LLC raised its holdings in shares of UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after buying an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of UBS Group by 18.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after buying an additional 708 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after buying an additional 1,267 shares in the last quarter. Focus Partners Wealth increased its holdings in UBS Group by 11.6% in the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after purchasing an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after purchasing an additional 573 shares in the last quarter.

UBS Group Dividend Announcement

The firm 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.

UBS Group News Roundup

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

• Positive Sentiment: UBS is packaging stakes across eight private-credit funds into a debt offering backed by a bond insurer, a move that converts illiquid private assets into insured, marketable debt — freeing liquidity, improving capital efficiency and reducing funding risk. UBS Taps Bond Insurer for Debt Backed by Private Credit Stakes
• Positive Sentiment: UBS joined several Swiss banks in a 2026 sandbox to test a Swiss-franc stablecoin and blockchain payment rails — a strategic step into digital payments that could create new fee streams and lower payment costs over time. UBS partners with five banks for Swiss franc stablecoin sandbox
• Neutral Sentiment: Erste Group trimmed its FY2027 EPS estimate for UBS slightly (from $3.93 to $3.88), a modest revision versus consensus and unlikely to alter the broader positive view from the market. UBS analyst note / MarketBeat
• Neutral Sentiment: UBS research activity — including initiating coverage and raising targets for other companies (e.g., LPL, Micron, Cheniere, Exxon) — highlights its institutional franchise and potential fee/information advantages, but these are indirect for UBS’s own stock. LPL coverage by UBS
• Negative Sentiment: A U.S. judge rejected UBS’s bid to limit liability tied to Nazi-era asset claims, reopening legal and reputational exposure that could translate into costs or further litigation. UBS loses bid to limit liability for Nazi-linked crimes
• Negative Sentiment: Swiss authorities are set to issue tougher, UBS-specific capital rules that could raise required capital levels or influence the bank’s strategic choices (including domicile), a longer-term constraint on returns. Swiss poised to issue capital rules for UBS

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.