M&T Bank Corp Buys 54,241 Shares of UBS Group AG $UBS

Key Points

• M&T Bank Corp increased its stake in UBS Group by 39.5%, buying 54,241 shares to own 191,650 shares valued at $8.867 million at the end of the quarter.
• UBS beat expectations last quarter with $0.94 EPS vs. $0.85 expected and $13.64 billion in revenue vs. $13.16 billion, and analysts project about 3.21 EPS for the current fiscal year.
• Swiss lawmakers are fast-tracking debate on new capital rules for UBS, a regulatory risk that could raise required capital and weigh on return on equity and dividend flexibility.

M&T Bank Corp grew its stake in shares of UBS Group AG (NYSE:UBS - Free Report) by 39.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 191,650 shares of the bank's stock after buying an additional 54,241 shares during the period. M&T Bank Corp's holdings in UBS Group were worth $8,867,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Flagship Wealth Advisors LLC bought a new position in shares of UBS Group in the third quarter worth approximately $29,000. Larson Financial Group LLC increased its position in shares of UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank's stock worth $34,000 after purchasing an additional 445 shares during the last quarter. JPL Wealth Management LLC bought a new position in shares of UBS Group in the third quarter worth approximately $37,000. YANKCOM Partnership bought a new position in shares of UBS Group in the fourth quarter worth approximately $47,000. Finally, Mather Group LLC. bought a new position in shares of UBS Group in the third quarter worth approximately $46,000.

UBS Group Stock Up 1.7%

Shares of NYSE UBS opened at $44.11 on Wednesday. UBS Group AG has a one year low of $30.36 and a one year high of $49.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19. The firm's 50 day simple moving average is $40.19 and its two-hundred day simple moving average is $41.81. The stock has a market capitalization of $137.79 billion, a P/E ratio of 15.81, a PEG ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating analysts' consensus estimates of $0.85 by $0.09. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The business had revenue of $13.64 billion for the quarter, compared to analysts' expectations of $13.16 billion. As a group, analysts expect that UBS Group AG will post 3.21 EPS for the current fiscal year.

Wall Street Analyst Weigh In

UBS has been the topic of several research analyst reports. The Goldman Sachs Group restated a "neutral" rating on shares of UBS Group in a research report on Friday, February 6th. Barclays upgraded UBS Group from an "underweight" rating to an "equal weight" rating in a report on Monday, April 20th. Morgan Stanley reiterated an "underweight" rating on shares of UBS Group in a report on Thursday, April 23rd. Weiss Ratings upgraded UBS Group from a "buy (b)" rating to a "buy (b+)" rating in a report on Tuesday, April 21st. Finally, Citigroup reiterated a "neutral" rating on shares of UBS Group in a research report on Thursday, April 23rd. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $60.30.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS announced coupon payments for eight ETRACS exchange-traded notes (ETNs), marking regular cash distributions on structured products the bank underwrites — a near-term positive for investor sentiment and fee-related flows into UBS-listed ETNs. UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
• Positive Sentiment: Coverage of UBS-backed gold/covered-call ETN performance shows these products benefit from the recent bullion rally; rising AUM and yield-seeking demand for yield-bearing gold products can boost fees and trading activity. UBS Gold ETN Trades Upside for Monthly Checks as Bullion Surges
• Positive Sentiment: UBS continued recruitment in New York, hiring senior advisors and appointing a Manhattan market director — incremental for wealth-management revenue growth and client retention in a key market. UBS Appoints Jeremy Autry as Market Director in the Manhattan Market UBS Hires Advisors Harlan S. Levinson and Louis F. Vargas in New York City
• Neutral Sentiment: UBS Group filed a Form 6-K updating its Articles of Association and capital-structure framework — corporate governance changes that add transparency but are not immediately earnings- driving. UBS Group AG Updates Articles of Association and Capital Structure Framework
• Neutral Sentiment: A 13F disclosure shows UBS-managed funds materially increased ETF holdings (large additions to IEFA, VO, VUG, etc.), indicating portfolio tilts that reflect client flows and passive exposure decisions rather than direct impact on UBS’s operating earnings. Fund Update: UBS Group AG Just Disclosed New Holdings
• Negative Sentiment: Swiss lawmakers are fast-tracking debate on new capital rules for UBS — quicker regulatory decisions could lead to higher required capital or restrictions that weigh on return on equity and dividend flexibility. This is a key regulatory risk investors are watching. Swiss lawmakers seek to fast-track UBS capital decision as debate begins
• Negative Sentiment: UBS Securities’ macro team highlighted persistent inflation risks amid oil-price moves and lowered India's growth outlook — a reminder of macro volatility that can pressure markets, trading volumes and client activity. Inflation risk more persistent than growth shock, says Tanvee Gupta Jain amid oil price surge

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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