Morgan Stanley cuts UBS stock rating, lowers price target

Published 20/02/2025, 07:54
Morgan Stanley cuts UBS stock rating, lowers price target

On Thursday, Morgan Stanley (NYSE:MS) adjusted its stance on UBS Group AG (NYSE:UBSG:SW) (NYSE: UBS), downgrading the bank’s stock from Overweight to Equalweight and reducing the price target from CHF 35.00 to CHF 34.00. The revision follows a detailed analysis of the bank’s capital requirements, which suggests an increased need for capital reserves.

The bank’s potential need for more capital—specifically, an additional 200 basis points (bps) as opposed to the previously estimated 150 bps—prompted the reassessment. Morgan Stanley analysts believe that while Swiss regulators are likely to refrain from imposing measures that would significantly hamper UBS’s competitive edge, it remains possible that UBS may need to raise between 200 and 500 bps of extra capital. Despite these concerns, InvestingPro data shows UBS maintains a GOOD overall Financial Health Score, with particularly strong performance in price momentum and relative value metrics.

This higher capital requirement could potentially impact UBS’s ability to execute share buybacks. Share buybacks are often seen as a sign of a company’s financial health and can be a driver of stock performance. The reduction in the likelihood of buybacks is a key factor behind Morgan Stanley’s decision to adjust its rating to Equalweight, signaling a neutral stance as the firm awaits further clarity on UBS’s capital situation.

The analysts at Morgan Stanley highlighted that an outcome towards the lower end of the additional capital range would present a more favorable risk/reward balance for UBS shares and could lead to a more optimistic perspective on the stock. This statement indicates that while the current view is cautious, there is potential for a more positive outlook depending on how the capital needs are addressed by UBS. With impressive revenue growth of 21.32% and trading near its Fair Value according to InvestingPro analysis, investors seeking deeper insights can access the comprehensive Pro Research Report, which offers expert analysis on UBS and 1,400+ other top stocks.

The change in rating and price target reflects Morgan Stanley’s revised expectations for UBS’s financial strategy and its potential impact on the bank’s stock performance. UBS investors will be watching closely for any updates regarding the bank’s capital requirements and the implications for future share buybacks.

In other recent news, UBS Group AG has been the focus of several significant developments. Deutsche Bank (ETR:DBKGn) upgraded UBS’s stock rating from Hold to Buy, raising its price target to CHF 37.00. This decision follows UBS’s strategic reduction of double leverage at the group level and increased capital returns, just two years after acquiring Credit Suisse. Deutsche Bank also raised its earnings projections for UBS by 3% to 12% following the fourth-quarter results. Meanwhile, Kepler Cheuvreux also upgraded UBS’s stock rating to Buy, increasing the price target to CHF 33.00. The firm highlighted UBS’s potential to navigate challenges related to the Swiss Too Big To Fail framework and its Americas wealth management operations. UBS plans to continue its cost-cutting measures, aiming to save an additional $5.5 billion on top of the $7.5 billion already saved since acquiring Credit Suisse. The bank’s workforce has been reduced by approximately 10,000 since the acquisition, with further reductions expected through voluntary departures and retirements. UBS’s efforts to discontinue Credit Suisse’s old IT systems are also part of its strategy to achieve significant savings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.