UBS Group (NYSE:UBS) Shares Acquired Rep. Bruce Westerman

Representative Bruce Westerman (R-Arkansas) recently bought shares of UBS Group AG (NYSE:UBS). In a filing disclosed on April 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in UBS Group stock on March 3rd. The trade occurred in the Representative’s “FISHER IRA” account.

Representative Bruce Westerman also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTCMKTS:LVMUY) on 4/2/2025.
• Purchased $1,001 – $15,000 in shares of Sony Group (NYSE:SONY) on 3/24/2025.
• Purchased $1,001 – $15,000 in shares of Mitsubishi UFJ Financial Group (NYSE:MUFG) on 3/21/2025.
• Purchased $1,001 – $15,000 in shares of BP (NYSE:BP) on 3/21/2025.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 3/20/2025.
• Sold $1,001 – $15,000 in shares of Medtronic (NYSE:MDT) on 3/20/2025.
• Purchased $1,001 – $15,000 in shares of ASML (NASDAQ:ASML) on 3/20/2025.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 3/20/2025.
• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 3/20/2025.
• Sold $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 3/20/2025.

UBS Group Stock Up 0.5 %

UBS stock traded up $0.15 during midday trading on Friday, hitting $27.96. The company’s stock had a trading volume of 3,102,303 shares, compared to its average volume of 2,274,366. The company has a debt-to-equity ratio of 3.76, a current ratio of 1.06 and a quick ratio of 1.05. The company’s fifty day moving average price is $31.63 and its 200 day moving average price is $32.02. The stock has a market capitalization of $89.65 billion, a P/E ratio of 18.40 and a beta of 1.16. UBS Group AG has a twelve month low of $25.75 and a twelve month high of $35.84.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Tuesday, February 4th. The bank reported $0.23 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.08). UBS Group had a net margin of 6.93% and a return on equity of 5.93%. The company had revenue of $11.06 billion during the quarter, compared to analyst estimates of $10.90 billion. During the same period in the previous year, the company posted ($0.09) EPS. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. As a group, equities research analysts predict that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Increases Dividend

The firm also recently disclosed an annual dividend, which was paid on Thursday, April 17th. Stockholders of record on Wednesday, April 16th were issued a $0.90 dividend. The ex-dividend date of this dividend was Wednesday, April 16th. This is an increase from UBS Group’s previous annual dividend of $0.23. This represents a dividend yield of 2.1%. UBS Group’s dividend payout ratio (DPR) is 14.47%.

Hedge Funds Weigh In On UBS Group

Hedge funds have recently bought and sold shares of the company. City Holding Co. acquired a new position in shares of UBS Group in the 1st quarter valued at about $25,000. Berbice Capital Management LLC acquired a new position in UBS Group in the fourth quarter valued at approximately $27,000. Grove Bank & Trust acquired a new stake in shares of UBS Group during the 1st quarter worth approximately $28,000. Rakuten Securities Inc. bought a new stake in shares of UBS Group in the 4th quarter valued at $30,000. Finally, Headlands Technologies LLC acquired a new position in shares of UBS Group during the 4th quarter valued at $33,000.

Analysts Set New Price Targets

Several research analysts have weighed in on UBS shares. Bank of America cut UBS Group from a “neutral” rating to an “underperform” rating in a research report on Thursday, March 27th. BNP Paribas upgraded shares of UBS Group from a “neutral” rating to an “outperform” rating in a research report on Friday, January 3rd. Morgan Stanley lowered UBS Group from an “overweight” rating to an “equal weight” rating in a research note on Thursday, February 20th. StockNews.com downgraded UBS Group from a “buy” rating to a “hold” rating in a research note on Wednesday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft raised shares of UBS Group from a “hold” rating to a “buy” rating in a report on Monday, February 10th. One analyst has rated the stock with a sell rating, three have assigned a hold rating and three have given a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold”.

About Representative Westerman

Bruce Westerman (Republican Party) is a member of the U.S. House, representing Arkansas’ 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Westerman (Republican Party) is running for re-election to the U.S. House to represent Arkansas’ 4th Congressional District. He declared candidacy for the 2026 election.

Westerman earned his BSBAGE in biological and agricultural engineering from the University of Arkansas in 1990 and his MF in forestry from Yale University in 2001. His professional experience includes working as a plant engineer for Riceland Foods and an engineer/forester for Mid-South Engineering Company.

About UBS Group

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions.