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
$16.31B
Enterprise Value$14.09B
Total Cash (Recent Filing)$7.25B
Total Debt (Recent Filing)$8.22B
Price to Earnings (P/E)17.0
Beta0.93
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 Cap0.86
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
Scale Of AUMLarge and growing AUM creates durable fee revenue and economies of scale for wealth management. A CHF 521bn asset base supports stable recurring management fees, product distribution leverage and client diversification, reducing sensitivity to single-market swings over the medium term.
Capital And Liquidity StrengthRobust CET1, high LCR and a comfortable leverage ratio provide lasting balance-sheet resilience and regulatory headroom. Strong capital and liquidity support risk-taking, strategic hiring, and consistent dividend policy while reducing the chance of forced capital measures under stress.
Diversified Fee And Trading IncomeBroadening revenue mix—higher commissions, fees and treasury/swap income—lessens dependence on net interest income. This diversification provides structural resilience to interest-rate cycles and supports margins when NII is pressured, improving the sustainability of earnings.
Bears Say
Weak Cash ConversionPoor and volatile cash conversion undermines earnings quality and long-term capital flexibility. Persistent low operating cash flow and negative FCF constrain buybacks, organic investment and buffer for losses, increasing reliance on accounting earnings and raising financing vulnerability.
Credit-Quality ChargesMaterial credit losses from a review indicate underlying asset-quality risk and potential for elevated loan-loss provisioning. Such losses reduce recurring profitability, can erode capital over time and may signal more cyclical sensitivity in the loan portfolio versus peers.
Execution And Cost PressuresAggressive RM hiring and front‑loaded investments create near-term cost inflation and onboarding risk. If recruitment or retention underperforms, revenue gains may lag costs, delaying efficiency targets and compressing medium-term margins despite planned structural savings.
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 $16.31B.
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 39 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 0.76.
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 extensive wealth management services to clients globally, operating across Switzerland, Europe, the Americas, Asia, and other international regions. The firm offers a wide array of solutions, including bespoke discretionary and advisory investment mandates, securities trading and expert guidance, transactions in foreign exchange and precious metals, dedicated family office support, Lombard credit facilities, innovative structured products, secure global custody, real estate consultation and financing, and strategic wealth planning. Furthermore, Julius Bär utilizes an open platform for its diverse range of products and services. Established in 1890, the company 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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