UBS Group AG $UBS Holdings Trimmed by ARGA Investment Management LP

Key Points

• ARGA Investment Management cut its UBS stake by 36.4% in the third quarter, selling 27,394 shares and retaining 47,907 shares valued at about $2.3 million.
• Analysts’ consensus rating is “Moderate Buy,” with an average price target of $60.30; ratings include six Buys, three Holds, and two Sells.
• UBS reported quarterly revenue of $13.39 billion, above expectations and up 9.7% year over year, while EPS of $0.85 missed estimates. Separately, the bank said it expects to exceed its 2026 profitability target.

ARGA Investment Management LP trimmed its position in UBS Group AG (NYSE:UBS - Free Report) by 36.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 47,907 shares of the bank's stock after selling 27,394 shares during the period. ARGA Investment Management LP's holdings in UBS Group were worth $2,309,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UBS. SEB Asset Management AB bought a new stake in shares of UBS Group in the 1st quarter worth approximately $44,326,000. Allspring Global Investments Holdings LLC bought a new position in UBS Group during the first quarter valued at $1,740,000. Quantinno Capital Management LP grew its holdings in UBS Group by 30.4% during the first quarter. Quantinno Capital Management LP now owns 618,683 shares of the bank's stock valued at $24,172,000 after purchasing an additional 144,200 shares during the period. Mediolanum International Funds Ltd increased its position in UBS Group by 8.8% in the first quarter. Mediolanum International Funds Ltd now owns 588,312 shares of the bank's stock worth $21,739,000 after buying an additional 47,444 shares during the last quarter. Finally, Tidal Investments LLC purchased a new stake in UBS Group in the second quarter worth $8,299,000.

Wall Street Analyst Weigh In

UBS has been the topic of a number of recent research reports. DZ Bank reaffirmed a "buy" rating on shares of UBS Group in a research report on Thursday, July 30th. JPMorgan Chase & Co. reissued a "buy" rating on shares of UBS Group in a report on Wednesday, September 23rd. Citigroup restated a "neutral" rating on shares of UBS Group in a research note on Monday, July 20th. Bank of America reaffirmed a "buy" rating on shares of UBS Group in a report on Tuesday, September 1st. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of UBS Group in a research report on Thursday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $60.30.

UBS Group News Summary

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

• Positive Sentiment: UBS reported 16.7% underlying return on CET1 capital in the third quarter and said it expects to exceed its 2026 profitability target. Revenue growth and cost savings exceeding expectations underpin the improved outlook, which may support investor confidence in earnings and returns. Article: UBS Boosts Profitability Ambitions as Cost Savings Exceed Expectations
• Neutral Sentiment: UBS announced a change to its executive leadership, naming Aleksandar Ivanovic president of its asset-management division. The report did not provide details indicating a change in strategy or financial outlook. Article: UBS Group Announces Changes to its Executive Board
• Neutral Sentiment: CEO Sergio Ermotti said cyber risks now rival traditional banking threats. The comments reinforce the importance of managing operational and technology risks but did not identify a specific incident or financial impact at UBS. Article: UBS CEO Ermotti Says Cyber Risks Rival Traditional Bank Threats

UBS Group Stock Down 1.0%

NYSE:UBS opened at $48.00 on Wednesday. The stock has a market cap of $149.94 billion, a P/E ratio of 16.00, a PEG ratio of 0.72 and a beta of 1.19. The business's 50-day moving average price is $50.02 and its two-hundred day moving average price is $47.13. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99.

UBS Group (NYSE:UBS - Get Free Report) last announced its earnings results on Wednesday, October 28th. The bank reported $0.85 earnings per share for the quarter, missing analysts' consensus estimates of $0.91 by ($0.06). The company had revenue of $13.39 billion during the quarter, compared to analysts' expectations of $13.07 billion. UBS Group had a net margin of 13.36% and a return on equity of 10.77%. The company's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.76 earnings per share. On average, equities research analysts expect that UBS Group AG will post 3.63 EPS for the current fiscal year.

UBS Group Company Profile

UBS Group AG is a Switzerland-based global financial services company serving private, institutional and corporate clients. The company provides wealth management, asset management, investment banking and personal and corporate banking services. Its offerings include investment advice, portfolio management, lending, securities and foreign exchange services, financial planning, and banking products for individuals and businesses.

UBS operates through four principal business areas: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.

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