Zacks Research Downgrades UBS Group (NYSE:UBS) to Hold

UBS Group (NYSE:UBS) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a report released on Thursday,Zacks.com reports.

UBS has been the subject of several other reports. Bank of America raised 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. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, October 8th. Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. BNP Paribas cut UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, UBS Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Price Performance

Shares of NYSE:UBS opened at $47.38 on Thursday. UBS Group has a twelve month low of $25.75 and a twelve month high of $48.43. The stock’s 50 day moving average is $42.90 and its 200-day moving average is $40.28. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69. The firm has a market capitalization of $148.01 billion, a price-to-earnings ratio of 21.34, a PEG ratio of 0.44 and a beta of 1.12.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The business had revenue of $12.76 billion during the quarter, compared to analyst estimates of $9.68 billion. During the same quarter in the previous year, the business posted $0.43 EPS. UBS Group’s quarterly revenue was up 4.3% on a year-over-year basis. Sell-side analysts forecast that UBS Group will post 1.9 EPS for the current fiscal year.

Institutional Trading of UBS Group

Several hedge funds have recently added to or reduced their stakes in UBS. AQR Capital Management LLC raised its stake in shares of UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after purchasing an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of UBS Group by 18.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after buying an additional 708 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of UBS Group by 3.1% in the first 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 in the last quarter. Focus Partners Wealth boosted its position in shares of UBS Group by 11.6% in the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after acquiring an additional 1,469 shares during the period. Finally, Geneos Wealth Management Inc. grew its stake in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after acquiring an additional 573 shares in the last quarter.

Trending Headlines about UBS Group

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.