Erste Group Bank Expects Reduced Earnings for UBS Group

UBS Group AG (NYSE:UBS) – Investment analysts at Erste Group Bank lowered their FY2026 EPS estimates for UBS Group in a research note issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now expects that the bank will post earnings of $3.18 per share for the year, down from their previous forecast of $3.23. The consensus estimate for UBS Group’s current full-year earnings is $1.90 per share.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $9.88 billion. During the same period in the previous year, the company earned $0.23 earnings per share. The firm’s quarterly revenue was up 10.3% on a year-over-year basis.

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

UBS Group Stock Up 0.2%

UBS opened at $41.42 on Thursday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 3.63. The firm has a 50 day moving average price of $40.56 and a 200-day moving average price of $41.57. UBS Group has a twelve month low of $26.92 and a twelve month high of $49.36. The stock has a market capitalization of $129.40 billion, a price-to-earnings ratio of 17.55, a PEG ratio of 0.78 and a beta of 1.16.

UBS Group Announces Dividend

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

Institutional Investors Weigh In On UBS Group

Several hedge funds and other institutional investors have recently made changes to their positions in UBS. AQR Capital Management LLC raised its stake in shares of UBS Group by 73.9% in the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after acquiring an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in UBS Group by 18.6% in 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 during the period. NewEdge Advisors LLC increased its stake in UBS Group by 3.1% in 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 during the period. Focus Partners Wealth increased its stake 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 buying an additional 1,469 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake 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 buying an additional 573 shares during the period.

Key UBS Group News

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

• Positive Sentiment: UBS is packaging stakes in private-credit funds into insured, bond-like debt to unlock liquidity and shift risk off the balance sheet — a move that can boost funding flexibility and support fee income/asset-management economics. Read More.
• Positive Sentiment: UBS joined several Swiss banks in a 2026 sandbox to pilot a Swiss‑franc stablecoin and blockchain payment rails — a strategic push into digital payments that may expand transaction flow and product opportunities. Read More.
• Neutral Sentiment: UBS research flagged Anthropic’s Project Glasswing as a potential accelerator of cybersecurity spending — a sector call that highlights UBS’s research activity but is not a direct driver of UBS’s own earnings. Read More.
• Neutral Sentiment: BNP Paribas reportedly hired UBS ECM banker Abhishek Joshi to lead India ECM — a personnel loss for UBS’s investment-banking bench but not an immediate financial swing. Read More.
• Negative Sentiment: Analysts have trimmed UBS earnings/targets: Erste cut FY26/27 EPS forecasts modestly and RBC lowered its price target while keeping an Outperform — analyst downgrades/estimate cuts can pressure multiple and near‑term sentiment.
• Negative Sentiment: A U.S. judge rejected UBS’s attempt to limit liability tied to Nazi‑linked asset claims from a 1999 settlement — an adverse legal ruling that raises potential reputational and litigation overhangs. Read More.

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.