WCM Investment Management LLC reduced its holdings in shares of UBS Group AG (NYSE:UBS - Free Report) by 0.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,185,333 shares of the bank's stock after selling 8,419 shares during the period. WCM Investment Management LLC owned 0.16% of UBS Group worth $158,982,000 as of its most recent SEC filing.
Other large investors have also recently bought and sold shares of the company. Ritholtz Wealth Management grew its holdings in UBS Group by 16.6% during the 4th quarter. Ritholtz Wealth Management now owns 206,803 shares of the bank's stock worth $6,270,000 after acquiring an additional 29,367 shares during the period. M.E. Allison & CO. Inc. acquired a new stake in shares of UBS Group in the 4th quarter valued at about $354,000. Park Avenue Securities LLC grew its stake in shares of UBS Group by 21.7% in the 4th quarter. Park Avenue Securities LLC now owns 37,205 shares of the bank's stock valued at $1,128,000 after buying an additional 6,638 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in shares of UBS Group by 1.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 106,019 shares of the bank's stock valued at $3,277,000 after buying an additional 1,114 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of UBS Group by 17.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 220,042 shares of the bank's stock valued at $6,801,000 after buying an additional 33,089 shares during the period.
UBS Group stock opened at $33.43 on Friday. UBS Group AG has a 52 week low of $26.00 and a 52 week high of $35.84. The company's 50 day moving average price is $32.54 and its two-hundred day moving average price is $31.40. The company has a quick ratio of 1.05, a current ratio of 1.06 and a debt-to-equity ratio of 3.76. The stock has a market cap of $107.17 billion, a P/E ratio of 21.99 and a beta of 1.16.
UBS Group (NYSE:UBS - Get Free Report) last posted its earnings results on Tuesday, February 4th. The bank reported $0.23 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.08). The firm had revenue of $11.06 billion for the quarter, compared to the consensus estimate of $10.90 billion. UBS Group had a return on equity of 5.93% and a net margin of 6.93%. UBS Group's quarterly revenue was up 1.9% compared to the same quarter last year. During the same period in the prior year, the business earned ($0.09) EPS. On average, equities analysts predict that UBS Group AG will post 1.95 earnings per share for the current year.
The business also recently declared an annual dividend, which will be paid on Thursday, April 17th. Investors of record on Wednesday, April 16th will be issued a $0.90 dividend. This represents a dividend yield of 2.1%. The ex-dividend date is Wednesday, April 16th. This is a boost from UBS Group's previous annual dividend of $0.23. UBS Group's payout ratio is 15.13%.
Several brokerages have recently commented on UBS. StockNews.com downgraded UBS Group from a "buy" rating to a "hold" rating in a research note on Wednesday, January 22nd. BNP Paribas upgraded UBS Group from a "neutral" rating to an "outperform" rating in a research note on Friday, January 3rd. Finally, Kepler Capital Markets upgraded UBS Group from a "hold" rating to a "buy" rating in a research note on Friday, January 10th. Three equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy".
Check Out Our Latest Stock Analysis on UBS
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions.
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