Julius Baer Group (JGE1) Stock Price & Analysis
JGE1 Stock Chart & Stats
- Day’s Range
- EUR 14.50 - EUR 14.60
- 52-Week Range
- EUR 11.30 - EUR 15.90
- Previous Close
- EUR 14.70
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- EUR 15.38B
- Enterprise Value
- EUR 22.35B
- Total Cash (Recent Filing)
- EUR 7.45B
- Total Debt (Recent Filing)
- EUR 11.12B
- Price to Earnings (P/E)
- 12.4
- Beta
- 0.86
- Next Earnings
- Feb 04, 2027 (Est.)
- EPS Estimate
- 0.62
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.77%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Client Scale
Record AUM and growth in recurring fee income support a durable wealth-management base tied to client relationships and portfolios. This recurring stream can provide earnings resilience and funding for continued investment, while expanding assets increase future fee-generation capacity.
Operating Leverage And Cost Discipline
Costs growing materially slower than revenue demonstrates operating leverage and effective cost control. A lower cost-to-income ratio improves the profitability of incremental revenue and gives Julius Baer a stronger platform to absorb investment spending while pursuing its medium-term efficiency targets.
Strong Capital And Liquidity
High capital and liquidity buffers strengthen the bank’s ability to support client lending, manage balance-sheet volatility, and meet regulatory demands. This financial resilience also preserves strategic flexibility for growth initiatives and reduces the likelihood that funding constraints disrupt wealth-management operations.
Bears Say
Weak Cash Conversion
The large gap between reported profit and operating cash flow weakens confidence in earnings quality and cash conversion. Negative free cash flow also reduces internally generated financial flexibility, making sustained investment, distributions, or balance-sheet growth more dependent on business conditions.
Compliance Implementation Pressures Client Flows
Prolonged compliance implementation is already restricting net new money and could slow the expansion of client assets, a key driver of recurring wealth-management fees. If the disruption persists through 2027, weaker inflows may limit revenue growth even while the underlying franchise remains intact.
Credit Losses And Private-debt Write-off
Credit losses tied mainly to income-producing real estate and the private-debt write-off show that lending and investment exposures can create earnings volatility. Further deterioration in such assets could consume capital or reduce returns, offsetting gains from fee income and operating efficiency.
Julius Baer Group News
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Julius Baer Group Stock Smart Score
Company Description
Julius Baer Group
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
- Sector
- Financial
- Industry
- Asset Management
- CEO
- Stefan Bollinger
- Employees
- 7,390
- Website
- www.juliusbaer.com
- Address
- Bahnhofstrasse 36, Zurich, ZH, 8010, CH
Julius Baer Group (JGE1) Earnings & Revenues
JGE1 Company Deck
JGE1 Earnings Call
Earnings Call SentimentPositive
The call presented a strong operational and financial performance in H1: record AUM, record net profit (like-for-like +32%), double-digit revenue growth (12%), expanded gross margin and improved cost-to-income driven by disciplined cost control and efficiency actions. Capital and liquidity positions are robust (CET1 18.5%, LCR 344%). However, a material caveat is the ongoing implementation of a revised risk and compliance framework that is creating headwinds to net new money and is expected to spill into 2027, along with some credit-related clean-up, one-off write-offs and an expected build of costs in H2 as investments accelerate. On balance, the positive financial momentum, capital strength and clear strategic execution outweigh the near-term derisking-related flow impacts and investment-driven cost increases.
View all DE:JGE1 earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 13 |
| Technical Analysis | 2 | 5 | 3 |
| Moving Averages | 2 | 0 | 10 |