UBS Group (NYSE:UBS) Lowered to Hold Rating by Zacks Research

Zacks Research lowered shares of UBS Group (NYSE:UBS) from a strong-buy rating to a hold rating in a report released on Thursday,Zacks.com reports.

Other equities research analysts also recently issued reports about the company. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, October 8th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Monday, November 3rd. Finally, BNP Paribas downgraded 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 assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, UBS Group currently has an average rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Price Performance

NYSE:UBS opened at $47.38 on Thursday. The stock has a market cap of $148.01 billion, a P/E ratio of 21.34, a PEG ratio of 0.44 and a beta of 1.12. UBS Group has a one year low of $25.75 and a one year high of $48.43. The company has a fifty day moving average price of $42.90 and a 200 day moving average price of $40.28. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The company had revenue of $12.76 billion for the quarter, compared to analyst estimates of $9.68 billion. During the same period last year, the business posted $0.43 EPS. The business’s quarterly revenue was up 4.3% on a year-over-year basis. Analysts anticipate that UBS Group will post 1.9 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Perigon Wealth Management LLC increased its position in shares of UBS Group by 3.9% during the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after purchasing an additional 284 shares in the last quarter. Blue Trust Inc. grew its stake in UBS Group by 3.3% during the fourth quarter. Blue Trust Inc. now owns 24,574 shares of the bank’s stock worth $1,138,000 after buying an additional 791 shares during the last quarter. Banque Pictet & Cie SA increased its holdings in shares of UBS Group by 16.6% during the fourth quarter. Banque Pictet & Cie SA now owns 1,519,854 shares of the bank’s stock worth $70,904,000 after buying an additional 216,866 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in shares of UBS Group by 11.6% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 96,114 shares of the bank’s stock valued at $4,484,000 after acquiring an additional 9,999 shares during the last quarter. Finally, Compagnie Lombard Odier SCmA boosted its holdings in shares of UBS Group by 3.0% in the 4th quarter. Compagnie Lombard Odier SCmA now owns 5,382,437 shares of the bank’s stock worth $251,104,000 after acquiring an additional 158,770 shares in the last quarter.

More UBS Group News

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

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.