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

Shares of UBS Group AG (NYSE:UBS) have received a consensus recommendation of “Moderate Buy” from the twelve ratings firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, five have assigned a hold rating, five have given a buy rating and one has given a strong buy rating to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $60.30.

A number of equities analysts have recently issued reports on UBS shares. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Keefe, Bruyette & Woods lowered UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, November 7th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $44.00 to $60.30 in a research report on Tuesday, December 16th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st.

Institutional Investors Weigh In On UBS Group

A number of institutional investors and hedge funds have recently modified their holdings of the company. Norges Bank acquired a new position in UBS Group during the second quarter worth $4,878,061,000. Vanguard Group Inc. raised its stake in shares of UBS Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock worth $6,423,207,000 after buying an additional 1,758,287 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of UBS Group by 21.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock worth $3,171,497,000 after buying an additional 13,417,945 shares in the last quarter. Fisher Asset Management LLC boosted its position in shares of UBS Group by 4.8% in the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock worth $2,968,807,000 after buying an additional 2,938,827 shares in the last quarter. Finally, Wellington Management Group LLP grew its stake in UBS Group by 254.9% in the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after acquiring an additional 45,731,061 shares during the last quarter.

UBS Group Stock Down 0.7%

Shares of NYSE:UBS opened at $41.98 on Monday. UBS Group has a fifty-two week low of $25.75 and a fifty-two week high of $49.36. The company has a quick ratio of 1.03, a current ratio of 1.02 and a debt-to-equity ratio of 3.63. The firm’s 50-day simple moving average is $45.94 and its 200-day simple moving average is $41.72. The company has a market cap of $131.13 billion, a price-to-earnings ratio of 17.79, a PEG ratio of 0.41 and a beta of 1.12.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.12. The firm had revenue of $12.20 billion during the quarter, compared to analysts’ expectations of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.23 earnings per share. As a group, equities research analysts predict that UBS Group will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd will be given a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS plans to add up to 3,000 technology and operations staff in India as part of the Credit Suisse integration, which should support cost synergies and expand global delivery capacity. UBS Group to Add 3,000 Jobs in India Amid Credit Suisse Integration
• Positive Sentiment: UBS Asset Management disclosed new large fund positions (e.g., $795M in CB), showing active portfolio management and potential fee/asset-growth signals for UBS’s AM division. Fund Update: New $795.4M $CB stock position opened by UBS AM
• Positive Sentiment: UBS AM also opened sizable positions in other names (e.g., $WTW, $AER), reinforcing that its asset-management unit remains active in positioning for market opportunities. Fund Update: New $284.6M $WTW stock position opened by UBS AM
• Neutral Sentiment: Quiver/13F reports show large reported reductions in some mega-cap tech holdings in UBS-linked filings; this may reflect fund-level rebalancing rather than a clear signal for UBS’s balance sheet. Fund Update: UBS AM Just Disclosed New Holdings
• Neutral Sentiment: UBS research/analyst activity (calls on Nvidia, ratings on software names) is notable for market-moving views but reflects external coverage rather than firm-specific fundamentals. Should You Buy Nvidia Stock Before February 25? UBS Analysts Say ‘Yes.’
• Negative Sentiment: UBS analysts and executives warned that the AI transition is accelerating and could trigger a “shock to the system” in credit markets — specifically increasing the risk of corporate-loan defaults if business models are disrupted. That warning is the primary reason investors are marking down UBS stock today. AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
• Negative Sentiment: Coverage summarizing UBS’s view that AI could drive corporate loan defaults amplified risk-off sentiment across financials; media pieces (TipRanks/CNBC) likely accelerated the intra-day selloff. UBS Warns AI Could Trigger a Wave of Corporate Loan Defaults
• Negative Sentiment: A UBS research note downgrading the U.S. Information Technology sector (Barron’s coverage) signals a more cautious stance on software/capex, which can damp broader market appetite for cyclical/tech-exposed banks. UBS Downgrades U.S. Information Technology Sector on Software, Capex Risks

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.