Want to see JBAXY full AI Analyst Report?
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$13.20 - $17.71
Previous CloseN/A
Volume31.49K
Average Volume (3M)5.32K
Market Cap
$17.67B
Enterprise Value$14.48B
Total Cash (Recent Filing)$7.25B
Total Debt (Recent Filing)$8.22B
Price to Earnings (P/E)18.8
Beta0.92
Next Earnings
Jul 21, 2026EPS Estimate
0.79Next 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-0.61
Price to Book (P/B)1.76
Price to Sales (P/S)2.25
P/FCF Ratio-90.37
Enterprise Value/Market Cap0.82
Enterprise Value/Revenue3.10
Enterprise Value/Gross Profit3.73
Enterprise Value/Ebitda12.66
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.43
Revenue Forecast (FY)$5.54B
Bulls Say, Bears Say
Bulls Say
Record AUM & Net New MoneySustained AUM scale and positive net new money reinforce a recurring-fee business model and client stickiness. CHF 521bn AUM and CHF 14.4bn NNM provide durable fee income, economies of scale for distribution, and a solid base to fund product expansion and long-term margin improvement.
Strong Capital And Liquidity PositionElevated CET1, ample liquidity and improved leverage materially reduce regulatory and funding risk. A 17.4% CET1 and high LCR support dividend policy, organic growth and buybacks subject to approval, and provide buffer to absorb losses or pursue strategic investments over the medium term.
Efficiency Delivery & Strategic ProgramsConcrete cost savings and technology/organisational upgrades indicate structural expense leverage. Executed CHF 130m savings and ongoing IT and product initiatives should lower long-term cost/income, enhance product distribution, and improve operating margins as benefits accrue by 2028.
Bears Say
Weak And Inconsistent Cash GenerationA large gap between reported earnings and cash flow undermines earnings quality and financial flexibility. Low/negative free cash flow constrains self-funding for dividends, buybacks or growth, increasing reliance on capital markets or balance-sheet adjustments in adverse scenarios.
Material Net Credit Losses From ReviewSubstantial loan-loss provisioning from the credit review reveals material legacy or underwriting risks. Such impairments reduce distributable earnings and capital headroom, and indicate potential for further credit volatility if macro or portfolio trends deteriorate.
Interest Rate & FX SensitivityHeavy sensitivity to rates and currency shifts makes core income volatile: a sustained low-rate environment and USD weakness materially compresses NII and reported AUM, increasing reliance on fees and trading income and limiting predictable long-term revenue growth.
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 $13.20 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 $17.67B.
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 19 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 $0.664 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 0.79.
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
1
2
3
4
5
6
7
8
9
10
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, 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.
Technical Analysis
Ownership Overview
―
Insiders
0.02% Other Institutional Investors
99.97% Public Companies and
Individual Investors
Options Prices
Currently, No data available
---