24,500 Shares in UBS Group AG $UBS Acquired by U S Global Investors Inc.

Key Points

• U.S. Global Investors bought a new position of 24,500 shares of UBS Group in Q4, valued at approximately $1.135 million.
• UBS beat expectations for the quarter with $0.37 EPS (vs. $0.25 expected) and revenue of $12.20 billion, up 10.3% year-over-year.
• The bank paid a special dividend of $0.55 on April 23 and carries a MarketBeat consensus rating of "Hold" with an average price target of $60.30.

U S Global Investors Inc. bought a new position in shares of UBS Group AG (NYSE:UBS - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 24,500 shares of the bank's stock, valued at approximately $1,135,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Flagship Wealth Advisors LLC bought a new position in shares of UBS Group in the 3rd quarter valued at $29,000. Larson Financial Group LLC boosted its stake in shares of UBS Group by 118.4% during the third quarter. Larson Financial Group LLC now owns 821 shares of the bank's stock valued at $34,000 after purchasing an additional 445 shares in the last quarter. Private Trust Co. NA grew its holdings in shares of UBS Group by 75.2% during the third quarter. Private Trust Co. NA now owns 853 shares of the bank's stock worth $35,000 after purchasing an additional 366 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of UBS Group in the third quarter valued at approximately $37,000. Finally, YANKCOM Partnership acquired a new position in shares of UBS Group in the fourth quarter valued at approximately $47,000.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on UBS shares. Barclays upgraded shares of UBS Group from an "underweight" rating to an "equal weight" rating in a report on Monday. Morgan Stanley reaffirmed an "underweight" rating on shares of UBS Group in a research report on Thursday. Citigroup restated a "neutral" rating on shares of UBS Group in a research report on Thursday. Zacks Research downgraded shares of UBS Group from a "strong-buy" rating to a "hold" rating in a research report on Thursday, January 15th. Finally, Weiss Ratings upgraded UBS Group from a "buy (b)" rating to a "buy (b+)" rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $60.30.

UBS Group Stock Performance

Shares of UBS stock opened at $41.07 on Friday. UBS Group AG has a 52 week low of $29.33 and a 52 week high of $49.36. The firm's 50-day simple moving average is $40.14 and its two-hundred day simple moving average is $41.68. The firm has a market cap of $128.31 billion, a price-to-earnings ratio of 17.40, a P/E/G ratio of 0.79 and a beta of 1.16. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.19 and a current ratio of 1.19.

UBS Group (NYSE:UBS - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, beating analysts' consensus estimates of $0.25 by $0.12. The firm had revenue of $12.20 billion for the quarter, compared to analysts' expectations of $9.88 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The business's revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.23 EPS. As a group, equities analysts forecast that UBS Group AG will post 3.18 earnings per share for the current year.

UBS Group Announces Dividend

The business also recently declared a special dividend, which was paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd were issued a $0.55 dividend. The ex-dividend date of this dividend was Wednesday, April 22nd. UBS Group's dividend payout ratio is presently 15.25%.

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.

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