UBS Group FY2026 EPS Estimate Reduced by Erste Group Bank

UBS Group AG (NYSE:UBS) – Analysts at Erste Group Bank lowered their FY2026 EPS estimates for UBS Group in a note issued to investors on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now anticipates that the bank will earn $3.18 per share for the year, down from their prior estimate of $3.23. The consensus estimate for UBS Group’s current full-year earnings is $1.90 per share.

UBS has been the subject of a number of other research reports. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and increased their target price for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. Finally, Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Trading Up 4.4%

Shares of UBS opened at $41.32 on Thursday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 3.63. UBS Group has a 12-month low of $25.83 and a 12-month high of $49.36. The firm has a 50-day moving average price of $40.69 and a 200 day moving average price of $41.58. The firm has a market capitalization of $129.07 billion, a P/E ratio of 17.51, a P/E/G ratio of 0.74 and a beta of 1.16.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the firm posted $0.23 earnings per share. UBS Group’s quarterly revenue was up 10.3% on a year-over-year basis.

UBS Group Dividend Announcement

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd will be paid a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of UBS. MidFirst Bank purchased a new position in shares of UBS Group in the fourth quarter valued at approximately $30,000. Navalign LLC purchased a new position in shares of UBS Group in the fourth quarter valued at approximately $32,000. Flagship Wealth Advisors LLC purchased a new position in shares of UBS Group in the third quarter valued at approximately $29,000. Larson Financial Group LLC boosted its stake 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 valued at $34,000 after purchasing an additional 445 shares during the period. Finally, Private Trust Co. NA boosted its stake in shares of UBS Group by 75.2% in the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after purchasing an additional 366 shares during the period.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS is packaging stakes across eight private-credit funds into a debt offering backed by a bond insurer, a move that converts illiquid private assets into insured, marketable debt — freeing liquidity, improving capital efficiency and reducing funding risk. UBS Taps Bond Insurer for Debt Backed by Private Credit Stakes
• Positive Sentiment: UBS joined several Swiss banks in a 2026 sandbox to test a Swiss-franc stablecoin and blockchain payment rails — a strategic step into digital payments that could create new fee streams and lower payment costs over time. UBS partners with five banks for Swiss franc stablecoin sandbox
• Neutral Sentiment: Erste Group trimmed its FY2027 EPS estimate for UBS slightly (from $3.93 to $3.88), a modest revision versus consensus and unlikely to alter the broader positive view from the market. UBS analyst note / MarketBeat
• Neutral Sentiment: UBS research activity — including initiating coverage and raising targets for other companies (e.g., LPL, Micron, Cheniere, Exxon) — highlights its institutional franchise and potential fee/information advantages, but these are indirect for UBS’s own stock. LPL coverage by UBS
• Negative Sentiment: A U.S. judge rejected UBS’s bid to limit liability tied to Nazi-era asset claims, reopening legal and reputational exposure that could translate into costs or further litigation. UBS loses bid to limit liability for Nazi-linked crimes
• Negative Sentiment: Swiss authorities are set to issue tougher, UBS-specific capital rules that could raise required capital levels or influence the bank’s strategic choices (including domicile), a longer-term constraint on returns. Swiss poised to issue capital rules for UBS

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.