Vontobel Holding AG (CH:VONN)
:VONN
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VONN Stock Chart & Stats
CHF69.80
-CHF0.30(-0.45%)
At close: 4:00 PM EST
CHF69.80
-CHF0.30(-0.45%)
Day’s Range― - ―
52-Week RangeCHF58.20 - CHF72.60
Previous CloseN/A
Volume10.72K
Average Volume (3M)30.69K
Market Cap
CHF3.93B
Enterprise ValueCHF20.05B
Total Cash (Recent Filing)CHF0.00
Total Debt (Recent Filing)CHF16.16B
Price to Earnings (P/E)17.7
Beta0.72
Next Earnings
Jul 24, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield4.66%
Share Statistics
EPS (TTM)3.98
Shares Outstanding56,875,000
10 Day Avg. Volume33,209
30 Day Avg. Volume30,692
Financial Highlights & Ratios
PEG Ratio2.67
Price to Book (P/B)1.46
Price to Sales (P/S)2.35
P/FCF Ratio2.55
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)5.01
Revenue Forecast (FY)CHF1.42B
Bulls Say, Bears Say
Bulls Say
Capital And Liquidity CushionsVery strong regulatory capital (CET1 19.7%) and high liquidity (LCR 150%, ~CHF25bn liquid assets) provide durable buffers against market stress, support risk-taking in higher-margin products, and reduce the need for distressed capital actions over the medium term.
Efficiency Program MomentumMaterial execution on a CHF100m efficiency program with ~CHF84m exit‑rate savings realized improves structural cost competitiveness. Sustained cost discipline can lower the cost/income baseline and make future revenue variability less damaging to profitability and cash generation.
Strong Cash Generation And AUM InflowsHigh absolute free cash flow and renewed revenue growth alongside positive net new money and AUM expansion support durable funding of dividends, reinvestment and selective M&A. Consistent cash generation underpins strategic flexibility even if flows are lumpy across segments.
Bears Say
Sharp Leverage Step‑upA sudden material increase in leverage meaningfully raises refinancing and interest rate risks, constrains strategic optionality, and reduces balance-sheet flexibility. Higher leverage increases vulnerability to adverse market or regulatory shocks over the medium term.
Institutional And Boutique OutflowsPersistent outflows from institutional clients and specific boutiques signal franchise concentration and product positioning risks. If outflows continue, fee income and scale advantages could erode, pressuring operating income and requiring further repositioning or investment in capabilities.
Margin Pressure And Net Interest Income DeclineA sizable decline in net interest income and compressed operating margins reflect structural revenue mix headwinds and weaker operating leverage. Sustained margin pressure reduces retained earnings and may force either higher volumes, repricing, or further cost cuts to preserve returns.
Vontobel Holding AG News
VONN FAQ
What was Vontobel Holding AG’s price range in the past 12 months?
Vontobel Holding AG lowest stock price was CHF58.20 and its highest was CHF72.60 in the past 12 months.
What is Vontobel Holding AG’s market cap?
Vontobel Holding AG’s market cap is CHF3.93B.
When is Vontobel Holding AG’s upcoming earnings report date?
Vontobel Holding AG’s upcoming earnings report date is Jul 24, 2026 which is in 44 days.
How were Vontobel Holding AG’s earnings last quarter?
Vontobel Holding AG released its earnings results on Feb 06, 2026. The company reported CHF2.42 earnings per share for the quarter, beating the consensus estimate of N/A by CHF2.42.
Is Vontobel Holding AG overvalued?
According to Wall Street analysts Vontobel Holding AG’s price is currently Overvalued.
Does Vontobel Holding AG pay dividends?
Vontobel Holding AG pays a Annually dividend of CHF3 which represents an annual dividend yield of 4.66%. See more information on Vontobel Holding AG dividends here
What is Vontobel Holding AG’s EPS estimate?
Vontobel Holding AG’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Vontobel Holding AG have?
Vontobel Holding AG has 56,875,000 shares outstanding.
What happened to Vontobel Holding AG’s price movement after its last earnings report?
Vontobel Holding AG reported an EPS of CHF2.42 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 3.834%.
Which hedge fund is a major shareholder of Vontobel Holding AG?
Currently, no hedge funds are holding shares in CH:VONN
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
Company Description
Vontobel Holding AG
Vontobel Holding AG provides a comprehensive suite of financial solutions to a diverse clientele, encompassing both private individuals and institutional entities. The company's operations are strategically divided into four key segments: Wealth Management, Asset Management, Platforms & Services, and Digital Investing. The Wealth Management division offers tailored managed portfolios, expert advisory services, and a variety of investment products. It also extends financial and consulting services, including pension, succession, and estate planning, alongside real estate financing and Lombard lending facilities. Through its Asset Management arm, the firm delivers specialized offerings in equities, fixed income instruments, multi-asset strategies, and a range of fund solutions. The Platforms & Services segment features a collection of cutting-edge digital platforms. These include EAMNet, an integrated hub for trading, reporting, and research specifically designed for external asset managers; deritrade, a multi-issuer platform for the creation and distribution of customized structured products; cosmofunding, a money and capital market platform that facilitates the securitization of traditional loans and private placements; investerest, a social investing marketplace; and derifactory, a white-label platform for structured products. This segment further provides electronic trading solutions for professionals, as well as services covering structured investments, funds, investment strategy and research, external asset manager (EAM) support, ESG solutions, and pertinent market insights. Finally, the Digital Investing segment introduces Vontobel Volt, a sophisticated digital wealth management platform. It also offers structured and leveraged investment services and incorporates investerest as a social investing marketplace aimed at consolidating and standardizing a wide array of investment strategies. Founded in 1924, Vontobel Holding AG is headquartered in Zurich, Switzerland.
VONN Company Deck
VONN Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call balanced clear operational and strategic progress—strong profit growth, AUM expansion, robust capital generation, significant efficiency gains, and notable flagship fund inflows—against material macro headwinds (30% decline in net interest income), FX translation losses, and outflows in two boutiques and the institutional segment. Management emphasized that efficiency savings, boutique realignments, and product focus (notably fixed income and structured solutions) position the firm to sustain momentum. Overall, positive execution and capital strength outweigh the near‑term revenue headwinds and selective outflows.View all CH:VONN earnings summariesTechnical Analysis
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Options Prices
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