UBS Reiterates Reckitt Benckiser Group plc

UBS has reiterated a "Buy" recommendation for Reckitt Benckiser Group plc (OTCPK:RBGLY), projecting an average one-year price target of $16.49 per share, which implies a 46.82% upside from its latest closing price of $11.23. This positive outlook is underpinned by anticipated annual revenue growth of 16.96% to 16,355MM and a non-GAAP EPS of $3.96. Fund sentiment also shows increasing institutional interest, with the number of funds reporting positions up 24.14% and total institutional shares owned rising 31.28% in the last quarter.

Analysis

UBS reiterated a "Buy" recommendation for Reckitt Benckiser Group plc (OTCPK:RBGLY) on October 17, 2025, setting an average one-year price target of $16.49 per share. This target implies a significant 46.82% upside from the latest closing price of $11.23, reflecting strong analyst confidence.

The optimistic outlook is underpinned by robust financial projections, including an anticipated annual revenue of 16,355MM, a 16.96% year-over-year increase. The projected annual non-GAAP EPS stands at $3.96, indicating solid profitability expectations for RBGLY.

Institutional investor sentiment shows a clear positive trend, with the number of funds reporting positions in RBGLY increasing by 24.14% to 36 in the last quarter. Total institutional shares owned surged by 31.28% to 3,033K shares, and the average portfolio weight dedicated to RBGLY rose by 36.41%.

Specific institutional activity reinforces this conviction, with Ramirez Asset Management notably increasing its stake by 99.85% and its portfolio allocation by 47,953.10%. Other firms like Altrius Capital Management and APIE also increased their shares and portfolio allocations, signaling broad institutional interest.

Key Decisions for Investors

• Given the reiterated "Buy" rating, substantial price target upside of 46.82%, and positive fundamental projections (16.96% revenue growth, $3.96 EPS), investors may consider establishing or increasing a long position in RBGLY.
• The significant increase in institutional ownership (31.28% rise in shares, 24.14% more funds) and portfolio allocations suggests growing professional conviction, which warrants close monitoring for continued accumulation trends.
• Investors should evaluate RBGLY's projected growth and valuation metrics against its consumer staples sector peers to ensure relative attractiveness within their portfolio strategy.