Credit Suisse Consolidation Weighs On UBS, Stock Tanks On Q4 Performance
Portfolio Pulse from Vandana Singh
UBS Group AG reported a Q4 2023 net loss of $279 million, an improvement from Q3's $715 million loss but down from the previous year's $1.6 billion profit. Sales rose 35% Y/Y to $10.9 billion, beating consensus. The consolidation with Credit Suisse contributed to Global Wealth Management's revenue increase and net new assets. UBS plans a $0.70 per share dividend for 2023 and expects to buy back up to $1 billion in shares in 2024. Shares fell 4.73% to $28.38.

February 06, 2024 | 2:48 pm
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UBS reported a Q4 2023 net loss of $279 million with sales up 35% Y/Y to $10.9 billion, surpassing expectations. The Credit Suisse consolidation has positively impacted wealth management revenues and net new assets. UBS announced a $0.70 per share dividend for 2023 and plans a $1 billion share buyback in 2024. However, shares fell 4.73% to $28.38.
The reported net loss and the subsequent drop in share price indicate a negative short-term impact on UBS's stock. However, the successful integration with Credit Suisse and plans for dividends and share buybacks could provide some offsetting positive sentiment. The immediate market reaction was negative, as reflected in the share price decrease.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100