Jefferies upgrades UBS stock rating amid expected capital clarity

Published 03/06/2025, 07:00
Jefferies upgrades UBS stock rating amid expected capital clarity

On Tuesday, Jefferies analysts upgraded UBS AG (SWX:UBSG) (NYSE:UBS) stock rating from Hold to Buy, citing an anticipated turning point in capital clarity. The analysts set a new price target of CHF37.00, up from CHF22.00. The $98 billion market cap financial institution has shown strong momentum, with InvestingPro data revealing a 9.7% revenue growth in the last twelve months.

The analysts expressed optimism regarding UBS’s earnings trajectory, suggesting earnings are poised to inflect positively. They forecast a return on tangible equity (ROTE) expansion to 15% by 2027, providing confidence in the stock’s potential growth. This optimism is supported by InvestingPro data showing two analysts revising their earnings estimates upward for the upcoming period. The company maintains a solid track record of dividend payments, having raised its dividend for 4 consecutive years.

Jefferies analysts highlighted a substantial margin of safety in UBS shares, attributing this to strong capital generation. The shares are currently reflecting a "worst case" scenario on capital, which has impacted their relative value by approximately $50 billion since April of last year.

The analysts anticipate more clarity on UBS’s capital situation on June 6, which they believe will coincide with the positive earnings outlook. This combination is expected to support the stock’s upward trajectory.

With a projected 41% upside to the new price target, Jefferies analysts upgraded UBS stock to Buy, underscoring their positive outlook on the company’s financial prospects.

In other recent news, UBS Group AG has been the focus of several financial analyses and developments. Fitch Ratings has upgraded the outlook for UBS Group AG from stable to positive, affirming its Long-Term Issuer Default Ratings at ’A’. This decision reflects Fitch’s confidence in UBS’s integration of Credit Suisse, which is expected to enhance profitability and reduce execution risk by the end of 2026. Meanwhile, JPMorgan has maintained its Overweight rating for UBS with a CHF37.00 price target, anticipating significant regulatory developments that could impact the bank’s capital requirements and shareholder returns. RBC Capital Markets has also adjusted its outlook on UBS, raising the price target to CHF31.50 while reiterating an Outperform rating, as they expect forthcoming regulatory clarifications to provide market clarity.

In a separate development, ABB Ltd (SIX:ABBN). has selected UBS Group AG, alongside Bank of America, to assist with a potential deal involving its robotics unit. This move indicates UBS’s active involvement in significant financial transactions. Additionally, UBS has reported on the Swiss National Bank’s (SNB) substantial foreign exchange interventions, which were aimed at counteracting the appreciation of the Swiss franc. These interventions underscore the central bank’s proactive measures to maintain economic stability. Overall, UBS Group AG remains a focal point in various financial and regulatory discussions, reflecting its significant role in the global banking landscape.

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