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JBAXY Stock Chart & Stats
$18.85
$0.01(0.06%)
At close: 4:00 PM EDT
$18.85
$0.01(0.06%)
Day’s Range― - ―
52-Week Range$13.28 - $18.85
Previous CloseN/A
Volume83.66K
Average Volume (3M)3.90K
Market Cap
$17.20B
Enterprise Value$22.35B
Total Cash (Recent Filing)$7.45B
Total Debt (Recent Filing)$11.12B
Price to Earnings (P/E)12.5
Beta0.89
Next Earnings
Feb 04, 2027EPS Estimate
0.66Next Dividend Ex-DateN/A
Dividend Yield3.99%
Share Statistics
EPS (TTM)1.12
Shares Outstanding1,030,008,900
10 Day Avg. Volume0
30 Day Avg. Volume3,897
Financial Highlights & Ratios
PEG Ratio-0.61
Price to Book (P/B)1.76
Price to Sales (P/S)2.25
P/FCF Ratio-90.37
Enterprise Value/Market Cap1.30
Enterprise Value/Revenue3.70
Enterprise Value/Gross Profit4.95
Enterprise Value/Ebitda14.56
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.46
Revenue Forecast (FY)$5.45B
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Client ScaleRecord 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 DisciplineCosts 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 LiquidityHigh 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 ConversionThe 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 FlowsProlonged 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-offCredit 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
JBAXY FAQ
What was Julius Baer Group’s price range in the past 12 months?
Julius Baer Group lowest stock price was $13.28 and its highest was $18.85 in the past 12 months.
What is Julius Baer Group’s market cap?
Julius Baer Group’s market cap is $17.20B.
When is Julius Baer Group’s upcoming earnings report date?
Julius Baer Group’s upcoming earnings report date is Feb 04, 2027 which is in 99 days.
How were Julius Baer Group’s earnings last quarter?
Julius Baer Group released its earnings results on Jul 21, 2026. The company reported $0.805 earnings per share for the quarter, beating the consensus estimate of $0.792 by $0.013.
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 $0.664 which represents an annual dividend yield of 3.99%. See more information on Julius Baer Group dividends here
What is Julius Baer Group’s EPS estimate?
Julius Baer Group’s EPS estimate is 0.66.
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 $0.805 in its last earnings report, beating expectations of $0.792. Following the earnings report the stock price went down -4.211%.
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
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
28.23%
12-Months-Change
Fundamentals
Return on Equity
15.62%
Trailing 12-Months
Asset Growth
9.85%
Trailing 12-Months
Learn more about TipRanks 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.
JBAXY Company Deck
JBAXY Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
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 JBAXY earnings summariesTechnical Analysis
AllianceBernstein
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Ameriprise Financial
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Franklin Resources
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Raymond James Financial
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Northern
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Ownership Overview
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Insiders
0.02% Other Institutional Investors
99.97% Public Companies and
Individual Investors