Julius Baer Group (JBAXY)
OTHER OTC:JBAXY
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JBAXY Stock Chart & Stats
$16.33
$0.01(0.08%)
At close: 4:00 PM EST
$16.33
$0.01(0.08%)
Day’s Range― - ―
52-Week Range$12.60 - $17.71
Previous CloseN/A
Volume31.49K
Average Volume (3M)5.32K
Market Cap
$16.80B
Enterprise Value$14.09B
Total Cash (Recent Filing)$7.25B
Total Debt (Recent Filing)$8.22B
Price to Earnings (P/E)17.6
Beta0.94
Next Earnings
Jul 21, 2026EPS Estimate
0.76Next Dividend Ex-DateN/A
Dividend Yield4.07%
Share Statistics
EPS (TTM)0.74
Shares Outstanding1,030,008,900
10 Day Avg. Volume0
30 Day Avg. Volume5,321
Financial Highlights & Ratios
PEG Ratio-0.60
Price to Book (P/B)1.76
Price to Sales (P/S)2.25
P/FCF Ratio-90.37
Enterprise Value/Market Cap0.84
Enterprise Value/Revenue3.01
Enterprise Value/Gross Profit3.63
Enterprise Value/Ebitda21.41
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.42
Revenue Forecast (FY)$5.52B
Bulls Say, Bears Say
Bulls Say
Record AUM And Solid Net New MoneySustained AUM scale and healthy net new money underpin recurring fee revenue and client stickiness. Large AUM provides fee diversification and cross-sell potential, supporting durable revenue streams even if markets fluctuate. Management targets higher NNM to 4–5% by 2028, indicating a structural growth runway.
Operational Efficiency And Delivered Cost SavingsMaterial, repeatable cost savings enhance operating leverage and margin durability once fully realized. The bank has a structured efficiency program with further CHF 130m target and multi-year timeline to push cost/income below 67%, improving long-term profitability resilience despite near-term front-loaded investments.
Strong Capital And Liquidity MetricsElevated CET1 and ample liquidity provide a durable buffer against credit and market stress and support business growth and regulatory flexibility. Lower leverage versus prior years and strong LCR reduce refinancing risk and permit continued client lending and dividend maintenance absent systemic shocks.
Bears Say
Weak And Inconsistent Cash GenerationPoor cash conversion and negative free cash flow undermine earnings quality and limit internal funding for investments, dividends, or buybacks. Historical volatility in operating cash flow (negative in multiple years) raises structural concerns about sustainability of reported profits and financial flexibility over the medium term.
Relationship-manager Attrition And Hiring Execution RiskRMs are the core distribution engine for AUM and NNM; attrition requires aggressive hiring and onboarding, creating execution risk, higher short-term costs and potential productivity lags. Failure to restore RM productivity would impair medium-term growth and fee-generation targets.
Regulatory And Capital-distribution UncertaintyOngoing regulatory scrutiny and pending approvals constrain management's ability to return capital and may delay buybacks/dividend actions. Regulatory uncertainty can limit strategic flexibility, influence capital planning and investor returns, and impose compliance-related costs over an extended horizon.
Julius Baer Group News
JBAXY FAQ
What was Julius Baer Group’s price range in the past 12 months?
Julius Baer Group lowest stock price was $12.60 and its highest was $17.71 in the past 12 months.
What is Julius Baer Group’s market cap?
Julius Baer Group’s market cap is $16.80B.
When is Julius Baer Group’s upcoming earnings report date?
Julius Baer Group’s upcoming earnings report date is Jul 21, 2026 which is in 45 days.
How were Julius Baer Group’s earnings last quarter?
Julius Baer Group released its earnings results on Feb 02, 2026. The company reported $0.582 earnings per share for the quarter, beating the consensus estimate of $0.563 by $0.019.
Is Julius Baer Group overvalued?
According to Wall Street analysts Julius Baer Group’s price is currently Overvalued.
Does Julius Baer Group pay dividends?
Julius Baer Group pays a Annually dividend of $0.637 which represents an annual dividend yield of 4.07%. See more information on Julius Baer Group dividends here
What is Julius Baer Group’s EPS estimate?
Julius Baer Group’s EPS estimate is 0.76.
How many shares outstanding does Julius Baer Group have?
Julius Baer Group has 1,030,008,900 shares outstanding.
What happened to Julius Baer Group’s price movement after its last earnings report?
Julius Baer Group reported an EPS of $0.582 in its last earnings report, beating expectations of $0.563. Following the earnings report the stock price went down -0.384%.
Which hedge fund is a major shareholder of Julius Baer Group?
Currently, no hedge funds are holding shares in JBAXY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Julius Baer Group Stock Smart Score
Neutral
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Technicals
SMA
Positive
20 days / 200 days
Momentum
26.26%
12-Months-Change
Fundamentals
Return on Equity
10.94%
Trailing 12-Months
Asset Growth
17.02%
Trailing 12-Months
Company Description
Julius Baer Group
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
JBAXY Company Deck
JBAXY Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call presented a strong operational performance with record AUM, solid net new money, improved underlying revenue and meaningful cost discipline, alongside substantial capital rebuilding. Management completed important remediation (credit review, governance upgrades) and launched a clear strategic cycle with targeted growth, efficiency and technology programs. Key challenges include CHF 213 million of net credit losses, a sharp decline in net interest income, currency headwinds from a weaker USD and near-term cost/income pressure from front-loaded investments and RM headcount dynamics. Overall, the positives — notably the robust AUM growth, net new money, operating leverage and CET1 strengthening — outweigh the headwinds, while management has laid out milestones and targets to address the issues.View all JBAXY earnings summariesTechnical Analysis
Ownership Overview
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Insiders
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Mutual Funds
0.02% Other Institutional Investors
99.98% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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