CME Group (CME) is likely to see "muted" volume growth of 5% this year, compared with 8% on average for the past five years, UBS Securities said in a note emailed Tuesday.
The brokerage's analysts cut their earnings per share estimate for Q4 of 2025 to $2.73 from $2.78 due to lower transaction revenues, driven by reduced futures volumes and marginally weaker-than-expected pricing trends, according to the note.
CME has not announced fee changes for 2026, given the recent data center outage, the analysts said.
As volumes return to normal in interest rate products, foreign exchange products, and energy products, companies like CME could outperform as they have significant exposure to growing volumes, the analysts added.
UBS maintains a neutral rating on the shares with a price target of $280.
Shares of CME fell 2.3% in recent Tuesday trading.
Price: 268.69, Change: -6.38, Percent Change: -2.32
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