Jefferies Financial Group Inc. Buys 168,793 Shares of UBS Group AG $UBS

Key Points

• Jefferies Financial Group sharply increased its UBS stake by 416.2% in the fourth quarter, buying 168,793 additional shares and bringing its total holding to 209,349 shares worth about $9.75 million.
• UBS recently beat Wall Street expectations in its latest earnings report, posting $0.94 EPS versus $0.85 expected and revenue of $13.64 billion versus $13.16 billion anticipated.
• Analyst sentiment remains mixed but generally cautious: UBS has a consensus Hold rating with a $60.30 price target, even as some firms recently raised or reiterated bullish views.

Jefferies Financial Group Inc. boosted its stake in UBS Group AG (NYSE:UBS - Free Report) by 416.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 209,349 shares of the bank's stock after purchasing an additional 168,793 shares during the period. Jefferies Financial Group Inc.'s holdings in UBS Group were worth $9,751,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Navalign LLC bought a new stake in shares of UBS Group during the 4th quarter valued at $32,000. Larson Financial Group LLC grew its position in shares of UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank's stock valued at $34,000 after acquiring an additional 445 shares during the period. JPL Wealth Management LLC bought a new stake in shares of UBS Group during the 3rd quarter valued at $37,000. Cornerstone Planning Group LLC grew its position in shares of UBS Group by 1,013.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank's stock valued at $46,000 after acquiring an additional 882 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in shares of UBS Group by 62.0% during the 1st 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 during the period.

Analysts Set New Price Targets

UBS has been the subject of a number of recent research reports. The Goldman Sachs Group reissued a "neutral" rating on shares of UBS Group in a research report on Friday, February 6th. Royal Bank Of Canada reissued an "outperform" rating on shares of UBS Group in a research report on Thursday, May 7th. Weiss Ratings downgraded shares of UBS Group from a "buy (b+)" rating to a "buy (b)" rating in a research report on Monday, May 4th. Citigroup reissued a "neutral" rating on shares of UBS Group in a research report on Thursday, April 23rd. Finally, Barclays raised shares of UBS Group from an "underweight" rating to an "equal weight" rating in a research report on Monday, April 20th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $60.30.

UBS Group Trading Down 0.1%

Shares of UBS Group stock opened at $46.94 on Monday. The company has a market capitalization of $146.62 billion, a P/E ratio of 16.82, a P/E/G ratio of 0.81 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. The company has a fifty day moving average of $41.68 and a 200 day moving average of $42.51. UBS Group AG has a fifty-two week low of $30.36 and a fifty-two week high of $49.36.

UBS Group (NYSE:UBS - Get Free Report) last issued its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. On average, sell-side analysts anticipate that UBS Group AG will post 3.25 earnings per share for the current fiscal year.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: Deutsche Bank raised its price target on UBS Group AG and kept a Buy rating, signaling continued analyst confidence in the bank’s earnings power and valuation. Deutsche Bank Raises PT on UBS Group (UBS), Keeps a Buy Rating
• Positive Sentiment: UBS Global Wealth Management lifted its S&P 500 target to 7,900, citing AI infrastructure spending and resilient consumer demand, reinforcing a constructive outlook from the firm’s own strategists. UBS Boosts S&P 500 Forecast to 7,900 on AI Infrastructure and Consumer Resilience
• Positive Sentiment: UBS analysts also highlighted ASML as the best bet among European chip stocks, which supports the bank’s reputation for strong market calls and may reflect positively on UBS’s research franchise. Why UBS Says ASML Is the Best Bet Among European Chip Stocks
• Neutral Sentiment: UBS disclosed a 2.87% voting stake in Qiagen, and Qiagen separately said the regulator notified it of UBS’s 3.15% stake. This is a routine holdings disclosure with limited direct impact on UBS shares. UBS Group Discloses 2.87% Voting Stake in Qiagen
• Negative Sentiment: Reuters reported that Switzerland’s finance minister said stricter capital rules are needed to protect taxpayers from another bailout risk, keeping regulatory pressure on UBS in focus. UBS capital rules needed to shield Swiss taxpayers, finance minister says
• Negative Sentiment: UBS also drew attention for hitting back at a Nazi-accounts probe amid Senate pressure, adding another legal/reputational overhang for investors to watch. UBS Hits Back Over Nazi-Accounts Probe Amid Senate Pressure

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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