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

UBS Group AG (NYSE:UBS) has been assigned an average recommendation of “Moderate Buy” from the twelve analysts that are covering the company, Marketbeat reports. One research analyst has rated the stock with a sell rating, five have given a hold rating, five have issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $60.30.

A number of equities research analysts have weighed in on the company. 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. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Zacks Research lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Finally, Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd.

Hedge Funds Weigh In On UBS Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of UBS Group in the second quarter valued at approximately $4,878,061,000. Wellington Management Group LLP boosted its holdings in shares of UBS Group by 254.9% in the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after acquiring an additional 45,731,061 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in UBS Group by 21.0% during 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 acquiring an additional 13,417,945 shares during the last quarter. Viking Global Investors LP grew its position in UBS Group by 407.5% during the 3rd quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after acquiring an additional 10,516,148 shares during the last quarter. Finally, Ninety One UK Ltd bought a new position in UBS Group in the 4th quarter valued at $411,917,000.

UBS Group Price Performance

NYSE:UBS opened at $37.35 on Friday. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.19 and a current ratio of 1.19. The company has a 50-day moving average of $43.27 and a 200-day moving average of $41.80. UBS Group has a 52 week low of $25.75 and a 52 week high of $49.36. The company has a market capitalization of $116.66 billion, a price-to-earnings ratio of 15.82, a PEG ratio of 0.36 and a beta of 1.14.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating 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 business 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 earnings per share. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. As a group, equities research analysts anticipate that UBS Group will post 1.9 earnings per share for the current fiscal year.

UBS Group Announces Dividend

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

More UBS Group News

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

• Positive Sentiment: UBS completed migration of former Credit Suisse clients in Switzerland — a major integration milestone that reduces execution risk and supports revenue stability from acquired client relationships. UBS completes migration of Credit Suisse clients in Switzerland
• Positive Sentiment: UBS is near full Credit Suisse integration after finishing a major IT project — another operational box ticked that should lower future integration costs and execution uncertainty. UBS Nears Full Credit Suisse Integration by Finishing IT Project
• Positive Sentiment: UBS research remains constructive on the market — the firm still projects a strong S&P 500 target (7,700 for 2026), which signals bullish macro views from its strategists that could support trading and advisory revenue if markets recover. The S&P 500 Just Broke Below Its 200-Day Moving Average. Why Are Stocks Falling Today?
• Neutral Sentiment: UBS CEO Sergio Ermotti pushed back on “fearmongering” around bank regulation — management is attempting to restore confidence in Swiss banking oversight, but the comment underlines ongoing regulatory scrutiny that investors will watch. UBS CEO attacks ‘fearmongering’ over bank regulations
• Neutral Sentiment: Analyst activity from UBS (downgrades, reiterations and price‑target moves on third‑party stocks) highlights its active research franchise but has limited direct impact on UBS’s own shares. Examples: downgrade of Tencent Music and various UBS coverage actions. UBS downgrades Tencent Music Entertainment Group (TCMEF)
• Negative Sentiment: Broader market pressure: the S&P 500 falling below its 200‑day moving average (cited alongside Middle East/energy incidents and a hawkish Fed stance) is driving risk‑off flows that weigh on banks and trading revenue. That macro swing helps explain the modest decrease in UBS shares. The S&P 500 Just Broke Below Its 200-Day Moving Average. Why Are Stocks Falling Today?
• Negative Sentiment: Rising oil prices and regional tensions are pressuring energy names and prompting UBS to warn of earnings downside for refiners (HPCL/BPCL/IOC) — higher oil and risk‑off can hurt markets and trading volumes, a headwind for banking revenue. HPCL, BPCL & IOC shares fall up to 7% to hover near 52-week lows. Right time to buy?

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.