Ninety One UK Ltd Acquires 336,264 Shares of UBS Group AG $UBS

Key Points

• Ninety One UK Ltd increased its UBS Group stake by 4.7% in the third quarter, acquiring 336,264 shares and bringing its total holdings to 7.47 million shares valued at approximately $360.4 million.
• Analyst sentiment remains mixed, with UBS receiving an overall consensus rating of “Hold” and an average price target of $60.30; ratings range from Strong Buy to Sell.
• UBS shares rose 1.0% to $47.64, while the bank’s latest quarterly results missed estimates slightly, reporting $0.87 in EPS versus the $0.90 consensus despite 13.2% year-over-year revenue growth.

Ninety One UK Ltd boosted its holdings in shares of UBS Group AG (NYSE:UBS - Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,469,509 shares of the bank's stock after acquiring an additional 336,264 shares during the period. Ninety One UK Ltd owned approximately 0.24% of UBS Group worth $360,437,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Trust Point Inc. raised its position in UBS Group by 2.1% in the second quarter. Trust Point Inc. now owns 13,926 shares of the bank's stock valued at $690,000 after purchasing an additional 288 shares during the last quarter. Anchyra Partners LLC boosted its stake in shares of UBS Group by 3.3% during the first quarter. Anchyra Partners LLC now owns 9,090 shares of the bank's stock valued at $355,000 after purchasing an additional 294 shares in the last quarter. Cim LLC grew its holdings in shares of UBS Group by 0.7% during the first quarter. Cim LLC now owns 50,095 shares of the bank's stock worth $1,957,000 after purchasing an additional 332 shares during the last quarter. GAMMA Investing LLC grew its holdings in shares of UBS Group by 23.1% during the second quarter. GAMMA Investing LLC now owns 1,983 shares of the bank's stock worth $98,000 after purchasing an additional 372 shares during the last quarter. Finally, Cloverfields Capital Group LP grew its holdings in shares of UBS Group by 0.5% during the first quarter. Cloverfields Capital Group LP now owns 72,127 shares of the bank's stock worth $2,818,000 after purchasing an additional 373 shares during the last quarter.

Analyst Ratings Changes

A number of research analysts recently issued reports on UBS shares. Keefe, Bruyette & Woods lowered shares of UBS Group from a "hold" rating to a "moderate sell" rating in a report on Friday, June 19th. Weiss Ratings reiterated a "buy (b)" rating on shares of UBS Group in a research report on Friday, July 31st. Morgan Stanley reissued an "underweight" rating on shares of UBS Group in a report on Wednesday, September 2nd. DZ Bank restated a "buy" rating on shares of UBS Group in a research report on Thursday, July 30th. Finally, Bank of America reaffirmed a "buy" rating on shares of UBS Group in a research note on Tuesday, September 1st. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: Switzerland’s top court upheld the decision to deny bonuses to some Credit Suisse bankers following UBS’s takeover, potentially limiting UBS’s compensation-related costs and legal exposure. Credit Suisse bankers denied bonuses stripped after UBS takeover
• Neutral Sentiment: UBS is reportedly evaluating whether to move its headquarters from Switzerland if lawmakers impose tougher capital rules. The possibility could give the bank leverage in negotiations and improve strategic flexibility, but relocation would be costly, complex and politically sensitive. UBS weighs moving headquarters from Switzerland if capital rules tighten
• Neutral Sentiment: UBS forecasts that the Federal Reserve will extend its tightening cycle with a March rate increase after an inflation surprise. Higher rates could support net interest income, although they may also weigh on markets, deal activity and wealth-management assets. UBS extends Fed tightening cycle forecast
• Neutral Sentiment: UBS executed an off-market repurchase of 2.64 million Glencore shares. The transaction appears routine and is unlikely to materially change UBS’s earnings outlook. Glencore cancels shares in buyback from UBS
• Negative Sentiment: Swiss lawmakers backed a fee on UBS for access to a public liquidity backstop, adding a potential cost as regulators continue seeking safeguards after the Credit Suisse rescue. Swiss committee backs fee on UBS liquidity backstop
• Negative Sentiment: BNP Paribas hired dealmakers from UBS to expand its U.K. mergers-and-acquisitions advisory business, signaling competitive pressure and possible talent losses. BNP Paribas hires UBS dealmakers
• Negative Sentiment: Erste Group made marginal reductions to its FY2026 and FY2027 EPS forecasts for UBS, reinforcing modest pressure on earnings expectations.

UBS Group Stock Up 1.0%

UBS traded up $0.49 during midday trading on Thursday, hitting $47.64. 1,033,009 shares of the company were exchanged, compared to its average volume of 2,272,637. The firm has a market capitalization of $148.84 billion, a P/E ratio of 16.18, a P/E/G ratio of 0.72 and a beta of 1.21. UBS Group AG has a 1-year low of $36.29 and a 1-year high of $55.99. The firm's 50 day moving average price is $51.77 and its 200-day moving average price is $48.84.

UBS Group (NYSE:UBS - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a net margin of 13.10% and a return on equity of 10.50%. The company had revenue of $13.35 billion during the quarter, compared to analyst estimates of $13.40 billion. During the same period in the previous year, the company posted $0.72 EPS. The company's quarterly revenue was up 13.2% on a year-over-year basis. On average, sell-side analysts predict that UBS Group AG will post 3.59 earnings per share for the current fiscal year.

About UBS Group

UBS Group AG NYSE: UBS is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.

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