UBS AG Company Profile (NYSE:UBS)

About UBS AG

UBS AG logoUBS Group AG (UBS) is a holding company. The Company provides a range of financial services, including advisory services, underwriting, financing, market-making, asset management and brokerage on a global level, and retail banking in Switzerland. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Its Corporate Center comprises Services, Group Asset and Liability Management (Group ALM) and Non-core and Legacy Portfolio. Services includes the Company's control functions, such as finance, risk control (including compliance) and legal. In addition, it provides all logistics and support services, including operations, information technology, human resources, regulatory relations and strategic initiatives, communications and branding, corporate services, physical security, information security, as well as outsourcing, nearshoring and offshoring.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Foreign Money Center Banks
  • Sub-Industry: N/A
  • Exchange: NYSE
  • Symbol: UBS
  • CUSIP:
Key Metrics:
  • Previous Close: $15.84
  • 50 Day Moving Average: $16.35
  • 200 Day Moving Average: $15.01
  • 52-Week Range: $11.93 - $17.44
  • Trailing P/E Ratio: 18.53
  • Foreward P/E Ratio: 11.15
  • P/E Growth: 1.89
  • Market Cap: $58.45B
  • Outstanding Shares: 3,690,000,000
  • Beta: 1.36
Profitability:
  • Net Margins: 9.26%
  • Return on Equity: 6.03%
  • Return on Assets: 0.34%
Debt:
  • Debt-to-Equity Ratio: 1.91%
  • Current Ratio: 1.13%
  • Quick Ratio: 1.14%
Additional Links:
Companies Related to UBS AG:

Analyst Ratings

Consensus Ratings for UBS AG (NYSE:UBS) (?)
Ratings Breakdown: 3 Sell Ratings, 5 Hold Ratings, 5 Buy Ratings
Consensus Rating:Hold (Score: 2.15)
Consensus Price Target: $16.46 (3.88% upside)

Analysts' Ratings History for UBS AG (NYSE:UBS)
Show:
DateFirmActionRatingPrice TargetDetails
2/7/2017Bank of America CorpUpgradeUnderperform -> NeutralView Rating Details
1/31/2017Keefe, Bruyette & WoodsUpgradeUnderperform -> OutperformView Rating Details
1/11/2017Societe GeneraleUpgradeHold -> BuyView Rating Details
12/12/2016J P Morgan Chase & CoUpgradeUnderweight -> NeutralView Rating Details
12/6/2016Morgan StanleyUpgradeEqual Weight -> OverweightView Rating Details
10/25/2016Citigroup Inc.Reiterated RatingBuyView Rating Details
10/5/2016Royal Bank Of CanadaUpgradeUnderperform -> Sector PerformView Rating Details
10/5/2016RBC Capital MarketsUpgradeUnderperform -> Sector PerformView Rating Details
9/19/2016Credit Suisse GroupInitiated CoverageNeutralView Rating Details
9/12/2016BNP ParibasReiterated RatingSellView Rating Details
9/11/2016Barclays PLCReiterated RatingBuyView Rating Details
7/11/2016Sanford C. BernsteinInitiated CoverageUnderperformView Rating Details
7/5/2016MacquarieDowngradeNeutral -> UnderperformView Rating Details
2/9/2016Kepler Capital MarketsReiterated RatingBuy -> HoldView Rating Details
2/2/2016Sarasin & PartnersDowngradeBuy -> NeutralView Rating Details
12/17/2015Bankhaus LampeUpgradeHoldView Rating Details
9/17/2015NomuraDowngradeBuy -> NeutralView Rating Details
9/15/2015Deutsche Bank AGDowngradeBuy -> HoldView Rating Details
9/15/2015Goldman Sachs Group, Inc. (The)DowngradeBuy -> NeutralView Rating Details
7/2/2015Mediobanca SpAReiterated RatingOutperformView Rating Details
4/2/2015NatixisDowngradeNeutralView Rating Details
(Data available from 2/22/2015 forward)

Earnings

Earnings History for UBS AG (NYSE:UBS)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
2/2/2016Q415$0.39$0.36ViewN/AView Earnings Details
7/27/2015$0.37$0.32$7.51 billionViewN/AView Earnings Details
2/10/2015Q414$0.26$0.26ViewN/AView Earnings Details
10/28/2014Q3$0.34$0.20$6.96 billionViewN/AView Earnings Details
7/29/2014Q2$0.29$0.23$7.03 billion$7.92 billionViewN/AView Earnings Details
5/6/2014Q1$0.21$0.27$7.23 billion$7.23 billionViewN/AView Earnings Details
2/4/2014Q4$0.23$0.24$6.60 billionViewN/AView Earnings Details
10/29/2013Q1$0.18$0.17$6.78 billion$29.00 billionViewN/AView Earnings Details
7/30/2013$0.32$0.18$7.21 billion$7.39 billionViewN/AView Earnings Details
4/30/2013$0.25$0.26$6.78 billion$7.79 billionViewN/AView Earnings Details
2/5/2013$0.13($0.50)$6.04 billion$6.22 billionViewN/AView Earnings Details
10/30/2012$0.29($0.58)ViewN/AView Earnings Details
7/31/2012$0.25$0.11ViewN/AView Earnings Details
5/2/2012$0.35$0.22ViewN/AView Earnings Details
2/7/2012$0.19$0.10ViewN/AView Earnings Details
10/25/2011$0.27ViewN/AView Earnings Details
7/26/2011$0.36$0.26ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for UBS AG (NYSE:UBS)
Current Year EPS Consensus Estimate: $1.26 EPS
Next Year EPS Consensus Estimate: $1.42 EPS

Dividends

Current Dividend Information for UBS AG (NYSE:UBS)
Annual Dividend:$0.63
Dividend Yield:3.98%
Dividend Growth:57.80% (3 Year Average)
Payout Ratio:71.59% (Based on Trailing 12 Months of Earnings)
50.00% (Based on Current Year Consensus EPS Estimate)
44.37% (Based on Next Year Consensus EPS Estimate)
Track Record:4 Years of Consecutive Dividend Growth

Dividend History for UBS AG (NYSE:UBS)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/6/2016$0.895/12/20165/13/20165/17/2016
2/10/2015annual$0.543.19%5/11/20155/12/20155/13/2015
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for UBS AG (NYSE:UBS)
No insider trades for this company have been tracked by MarketBeat.com

Headlines

Latest Headlines for UBS AG (NYSE:UBS)
DateHeadline
marketexclusive.com logoNORTHERN TRUST CORPORATION (NASDAQ:NTRS) Files An 8-K Other Events (NYSE:UBS)
marketexclusive.com - February 21 at 4:30 PM
business.financialpost.com logoFive things you should know before you start your work day on Feb. 20 (NYSE:UBS)
business.financialpost.com - February 21 at 4:30 PM
News IconPanel Slaps UBS with $9 Million Judgment in Puerto Rico Case (NYSE:UBS)
advisorhub.com - February 21 at 4:30 PM
us.rd.yahoo.com logoA top Wall Street bank is looking for the next generation of dealmakers (NYSE:UBS)
us.rd.yahoo.com - February 21 at 4:30 PM
finance.yahoo.com logoThe head of an investment bank explains how Trump, Brexit, and the rest have changed trading (NYSE:UBS)
finance.yahoo.com - February 21 at 4:30 PM
News IconNorthern Trust to take over UBS AM fund administration (NYSE:UBS)
www.investmenteurope.net - February 20 at 7:25 PM
News IconUBS sells fund management services in Switzerland & Luxembourg (NYSE:UBS)
www.customstoday.com.pk - February 20 at 7:25 PM
4-traders.com logoUBS : #17-158 Listing of instrument issued by UBS AG (NYSE:UBS)
www.4-traders.com - February 20 at 7:25 PM
businesswire.com logoNorthern Trust to Acquire Fund Services Units of UBS in Luxembourg and Switzerland - Business Wire (press release) (NYSE:UBS)
www.businesswire.com - February 20 at 8:24 AM
uk.finance.yahoo.com logoNorthern Trust to Acquire Fund Services Units of UBS in Luxembourg and Switzerland (NYSE:UBS)
uk.finance.yahoo.com - February 20 at 8:24 AM
finance.yahoo.com logoNorthern Trust buys UBS Asset Management administration units (NYSE:UBS)
finance.yahoo.com - February 20 at 8:24 AM
finance.yahoo.com logoHow Does A Bank Exec Turned Fintech CEO Plan Out A Workday? (NYSE:UBS)
finance.yahoo.com - February 19 at 8:24 AM
business.financialpost.com logoFamous Swiss bank whistleblower wonders why Canada gave up so easily on $1 billion in unpaid taxes (NYSE:UBS)
www.financialpost.com - February 18 at 7:23 PM
News IconDividend Growth of UBS AG(UBS) - Highland Mirror (NYSE:UBS)
www.highlandmirror.com - February 17 at 4:55 PM
finance.yahoo.com logoUBS declares quarterly coupon payments on Exchange Traded Notes: AMU and AMUB (NYSE:UBS)
finance.yahoo.com - February 17 at 4:55 PM
bloomberg.com logoChina's $9 Trillion Bond Market to Come of Age This Year, Says ... - Bloomberg (NYSE:UBS)
www.bloomberg.com - February 17 at 5:31 AM
bloomberg.com logoUBS's Asia Investment-Banking Bonus Pool Said to Decline by 15 ... - Bloomberg (NYSE:UBS)
www.bloomberg.com - February 17 at 5:31 AM
News IconImpact of Brokerage Rating on UBS AG(UBS) - Highland Mirror (NYSE:UBS)
www.highlandmirror.com - February 17 at 5:31 AM
bloomberg.com logoUBS France Said to Be Charged With Harassment Amid Tax Probe (NYSE:UBS)
www.bloomberg.com - February 17 at 5:31 AM
finance.yahoo.com logoUBS's Asia Investment-Banking Bonus Pool Said to Decline by 15% (NYSE:UBS)
finance.yahoo.com - February 17 at 5:31 AM
finance.yahoo.com logoUBS's Fiotakis Finds Fed 'In Back Seat' for March Hike (NYSE:UBS)
finance.yahoo.com - February 17 at 5:31 AM
finance.yahoo.com logoDeutsche Bank's Galy Says ECB Deals With Two-Speed Europe (NYSE:UBS)
finance.yahoo.com - February 17 at 5:31 AM
finance.yahoo.com logoThe head of UBS' investment bank on Trump, uncertainty, and challenging trading conditions (NYSE:UBS)
finance.yahoo.com - February 17 at 5:31 AM
cnbc.com logoUBS analyst says he can't understand why Tesla shares are up so much this year, sell the stock (NYSE:UBS)
www.cnbc.com - February 16 at 10:54 AM
bloomberg.com logoHere’s How UBS Wealth Sees the Aramco IPO Changing Middle East Markets (NYSE:UBS)
www.bloomberg.com - February 16 at 3:49 AM
News IconUBS Quality Growth at a Reasonable Price Stocks Already Surging in 2017 (NYSE:UBS)
feedproxy.google.com - February 15 at 10:49 AM
feeds.benzinga.com logoHubSpot Delivers With Beat And Raise In Q4 Report (NYSE:UBS)
feeds.benzinga.com - February 15 at 9:43 AM
marketwatch.com logoEuropean stocks stomp toward highest close since 2015 as banks rally (NYSE:UBS)
www.marketwatch.com - February 15 at 6:44 AM
News IconKerkorian’s Tracinda selling nearly $500M worth of MGM stock to UBS (NYSE:UBS)
www.cdcgamingreports.com - February 15 at 6:44 AM
finance.yahoo.com logoBanks fight for $40 million fee pot in advising on Vodafone India merger (NYSE:UBS)
in.finance.yahoo.com - February 15 at 6:43 AM
us.rd.yahoo.com logoTS Lombard Points to Japan, Not China, as FX Manipulator (NYSE:UBS)
us.rd.yahoo.com - February 14 at 6:46 AM
us.rd.yahoo.com logoUBS's Fiotakis Sees Fed Delivering Less Than Expected (NYSE:UBS)
us.rd.yahoo.com - February 14 at 6:46 AM
cnbc.com logoUBS Chairman Axel Weber gives his top risks for 2017 (NYSE:UBS)
www.cnbc.com - February 14 at 2:44 AM
bloomberg.com logoValentine’s Chocolate Gets Cheaper as Global Cocoa Supply Swells (NYSE:UBS)
www.bloomberg.com - February 13 at 1:55 AM
cnbc.com logoIt’s no flash in the pan; stay long on gold: UBS (NYSE:UBS)
www.cnbc.com - February 12 at 11:15 PM
bloomberg.com logoUBS Said to Put Salary Increases for Investment Bankers on Hold ... - Bloomberg (NYSE:UBS)
www.bloomberg.com - February 11 at 6:04 AM
bloomberg.com logoUBS Said to Put Salary Increases for Investment Bankers on Hold (NYSE:UBS)
www.bloomberg.com - February 11 at 6:04 AM
cnbc.com logoHere are 5 stock ideas with strong dividend growth track records, UBS says (NYSE:UBS)
www.cnbc.com - February 10 at 4:41 PM
investorplace.com logoPlay the Momentum with These 4 Hot Stocks (YELP, MKSI, WDC, UBSH) (NYSE:UBS)
investorplace.com - February 10 at 11:38 AM
bloomberg.com logoUBS Sees Russian Deal Growth Even Without a Trump-Putin Detente - Bloomberg (NYSE:UBS)
www.bloomberg.com - February 10 at 6:18 AM
News IconAnalyst's Report Recap: UBS Group AG (USA) (NYSE:UBS) - Post Registrar (NYSE:UBS)
postregistrar.com - February 10 at 6:18 AM
News IconForward Earnings Estimate of UBS AG(UBS) - Highland Mirror (NYSE:UBS)
www.highlandmirror.com - February 10 at 6:18 AM
bloomberg.com logoUBS Counts on Russia Revival Even Without Trump-Putin Thaw (NYSE:UBS)
www.bloomberg.com - February 10 at 6:18 AM
cnbc.com logoAnother management shakeup is not what Twitter needs, said UBS analyst (NYSE:UBS)
www.cnbc.com - February 9 at 1:40 PM
News IconUBS Makes First Big 2017 Addition to Dividend Rulers Stocks List (NYSE:UBS)
feedproxy.google.com - February 9 at 12:09 PM
News IconKalmar secures orders for 708 terminal tractors in the Americas (NYSE:UBS)
www.finanzen.net - February 9 at 6:21 AM
trustnet.com logoNotice of Reference Obligation Valuations (NYSE:UBS)
www.trustnet.com - February 9 at 6:21 AM
reuters.com logoSingtel confirms DBS, Morgan Stanley, UBS to handle broadband unit IPO (NYSE:UBS)
www.reuters.com - February 9 at 6:21 AM
cnbc.com logoEuro can extend bullish run despite existential political risk: UBS analysts - CNBC (NYSE:UBS)
www.cnbc.com - February 8 at 11:51 AM
News IconUBS AG (UBS) Stock Up After Upgrade at Bank of America Corporation - The Ledger Gazette (NYSE:UBS)
ledgergazette.com - February 8 at 8:16 AM

Social

What is UBS AG's stock symbol?

UBS AG trades on the New York Stock Exchange (NYSE) under the ticker symbol "UBS."

How often does UBS AG pay dividends? What is the dividend yield for UBS AG?

UBS AG announced a dividend on Wednesday, April 6th. Stockholders of record on Friday, May 13th will be paid a dividend of $0.888 per share on Tuesday, May 17th. The ex-dividend date is Thursday, May 12th.

Where is UBS AG's stock going? Where will UBS AG's stock price be in 2017?

13 brokers have issued 12 month price targets for UBS AG's shares. Their forecasts range from $15.91 to $17.00. On average, they expect UBS AG's stock price to reach $16.46 in the next year.

What are analysts saying about UBS AG stock?

Here are some recent quotes from research analysts about UBS AG stock:

  • According to Zacks Investment Research, "UBS Group AG’s shares have significantly underperformed the Zacks categorized Foreign Banks industry over the past one year. We remain apprehensive as the company’s profitability continues to be challenged by negative interest rates and global growth concerns. Also, the company is burdened with many legal hassles and is subject to heightened regulatory supervision. These headwinds may result in escalated costs and generate capital inefficiencies and operational inflexibility. However, the company remains focused on building capital levels and executing restructuring initiatives. Notably, management anticipates achieving CHF 2.1 billion in net cost reductions by the end of 2017. Notably, management targets a pay-out ratio of at least 50% of net profit in the near to long term." (1/11/2017)

  • Morgan Stanley analysts commented, "The best Q for private banking inflows ever was more than offset by soggy revenues, lack of operational leverage & miss in capital ratios," analyst Huw Van Steenis wrote in a note.As of March 2016, UBS achieved cost savings of CHF 1.2 billion, and the bank is on track to achieve CHF 2.1 billion in net cost reductions by the end of 2017. Steenis expressed surprise as the bank did not signal more aggressive cost control to respond to the "paralyzing volatility" of 2016.Related Link: Big Bank Investors Relieved With Dimon Purchase, Deutsche Bank CommentaryUBS's board proposed to shareholders to pay an ordinary dividend of CHF 0.60 per share, as well as a special dividend of CHF 0.25 per share, for the year 2015. The analyst expects a dividend of CHF 0.65 per share (4.3 percent yield) for 2016, down from CHF 0.85 per share last year.Looking Forward"We think UBS has the potential for an appealing yield as it works through its issues-however the environment & capital misses mean the odds for specials in the next three years is remote," Steenis highlighted.In addition, the analyst expects $2.5 billion for DoJ settlement, but the shadow of litigation to impact near-term dividends.Further, the analyst expects UBS's Equities trading results to be 1.5 times worse than for U.S. peers given European and Asian skew."Whilst UBS leading franchise remains intriguing L-T, given headwinds, relative valuation no longer stands out at ~9.5x 18e (vs 9x for peers) & 5 percent 17e yield," Steenis continued."To outperform from here UBS would require a big increase in cost efficiency, client risk appetite improving and sight-raising divis," Steenis added.The analyst also cut the price target to CHF 18.30 from CHF 20.80, saying that the key upside risks to the price target include a sharp and continued recovery in investment banking revenues across the industry and far stronger private banking profits.On the other hand, the main downside risks are "higher book value erosion from risky assets and material client money outflows, as well as greater ongoing marks from de-leveraging, an inability to improve the profitability of the i-bank, and higher litigation charges." (5/3/2016)

Who owns UBS AG stock?

UBS AG's stock is owned by many different of retail and institutional investors. Top institutional investors include Franklin Resources Inc. (1.25%), FMR LLC (0.97%), Allianz Asset Management AG (0.48%), State Street Corp (0.42%), Credit Agricole S A (0.24%) and Russell Investments Group Ltd. (0.24%).

Who sold UBS AG stock? Who is selling UBS AG stock?

UBS AG's stock was sold by a variety of institutional investors in the last quarter, including FIL Ltd, Franklin Resources Inc., AQR Capital Management LLC, State Street Corp, Thornburg Investment Management Inc., Guggenheim Capital LLC and Pinnacle Associates Ltd..

Who bought UBS AG stock? Who is buying UBS AG stock?

UBS AG's stock was acquired by a variety of institutional investors in the last quarter, including Russell Investments Group Ltd., DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main, Capital Guardian Trust Co., FMR LLC, Credit Agricole S A, Allianz Asset Management AG, Renaissance Technologies LLC and NWQ Investment Management Company LLC.

How do I buy UBS AG stock?

Shares of UBS AG can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of UBS AG stock cost?

One share of UBS AG stock can currently be purchased for approximately $15.84.

UBS AG (NYSE:UBS) Chart for Wednesday, February, 22, 2017


Institutional Ownership Chart

Institutional Ownership by Quarter for UBS AG (NYSE:UBS)

Earnings History Chart

Earnings by Quarter for UBS AG (NYSE:UBS)

Dividend History Chart

Dividend Payments by Quarter for UBS AG (NYSE:UBS)

Last Updated on 2/22/2017 by MarketBeat.com Staff