UBS Group AG (NYSE:UBS) Given Consensus Rating of "Hold" by Brokerages

Key Points

• Consensus rating: Thirteen analysts average a "Hold" on UBS with a one‑year price target of $60.30 (breakdown: 1 sell, 6 hold, 5 buy, 1 strong buy).
• Strong Q1 results: UBS beat estimates with $0.94 EPS (vs. $0.85) and $13.64B revenue (vs. $13.16B) and paid a special dividend of $0.55 on April 23.
• Near‑term risks: Management flagged geopolitical exposure (Iran) and noted cooling private‑credit demand among wealthy clients, which could pressure alternative‑asset fee income.

Shares of UBS Group AG (NYSE:UBS - Get Free Report) have earned an average recommendation of "Hold" from the thirteen analysts that are covering the stock, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, six have issued a hold recommendation, five have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $60.30.

A number of equities analysts have weighed in on the company. Weiss Ratings raised UBS Group from a "buy (b)" rating to a "buy (b+)" rating in a research note on Tuesday, April 21st. Citigroup reaffirmed a "neutral" rating on shares of UBS Group in a research note on Thursday, April 23rd. Zacks Research lowered UBS Group from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 15th. Barclays raised shares of UBS Group from an "underweight" rating to an "equal weight" rating in a research report on Monday, April 20th. Finally, Morgan Stanley reissued an "underweight" rating on shares of UBS Group in a report on Thursday, April 23rd.

UBS Group News Summary

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

• Positive Sentiment: UBS reported a strong Q1 with broad‑based profit growth and revenue that beat expectations, underpinning earnings upside and supporting valuation. UBS Q1 profit soars
• Positive Sentiment: Analyst revisions lifted FY2026–FY2027 EPS forecasts (Erste Group nudged estimates higher), which can support share multiple if results persist. (Market research note summarized in coverage.)
• Positive Sentiment: Wealth‑management momentum: multiple UBS advisor teams were named to Forbes’ Best‑in‑State lists and the firm added a senior financial advisor in Boulder — positive signals for client retention and fee income stability. Forbes recognition UBS hire
• Neutral Sentiment: Regulatory/filing updates: UBS AG filed updates on capitalization and its debt profile — important for credit markets and investor transparency but not immediately market‑moving absent new capital actions. SEC filing
• Neutral Sentiment: UBS has exited substantial‑holder positions in several small Australian mining names; these portfolio moves are routine for institutional holders and unlikely to affect UBS’s core fundamentals. Lindian Resources notice Vault Minerals notice
• Negative Sentiment: UBS CEO warned investors about over‑confidence on Iran risk — management caution on geopolitics can knock sentiment and increase perceived risk premiums for the bank. Ermotti warns on Iran
• Negative Sentiment: UBS reports that some wealthy clients are cooling on private credit — a drag on alternative‑asset demand and related fee income for UBS’s wealth and asset management businesses. Private credit demand

UBS Group Stock Performance

UBS opened at $43.65 on Friday. UBS Group has a twelve month low of $30.36 and a twelve month high of $49.36. The firm has a market capitalization of $136.35 billion, a PE ratio of 15.64, a PEG ratio of 0.83 and a beta of 1.19. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The firm's 50-day moving average price is $40.15 and its 200 day moving average price is $41.75.

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. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.The business had revenue of $13.64 billion for the quarter, compared to analysts' expectations of $13.16 billion. As a group, sell-side analysts expect that UBS Group will post 3.21 EPS for the current fiscal year.

UBS Group Dividend Announcement

The company also recently declared a special dividend, which was paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd were issued a dividend of $0.55 per share. The ex-dividend date was Wednesday, April 22nd. UBS Group's dividend payout ratio (DPR) is currently 15.25%.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Whipplewood Advisors LLC purchased a new stake in UBS Group in the first quarter valued at $25,000. Flagship Wealth Advisors LLC acquired a new position in shares of UBS Group in the 3rd quarter valued at $29,000. MidFirst Bank purchased a new position in shares of UBS Group during the 4th quarter worth $30,000. Navalign LLC purchased a new position in shares of UBS Group during the 4th quarter worth $32,000. Finally, Larson Financial Group LLC increased 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 worth $34,000 after purchasing an additional 445 shares during the last quarter.

UBS Group Company Profile

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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