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
$16.24B
Enterprise Value$13.82B
Total Cash (Recent Filing)$7.25B
Total Debt (Recent Filing)$8.22B
Price to Earnings (P/E)17.5
Beta0.94
Next Earnings
Jul 27, 2026EPS Estimate
0.66Next Dividend Ex-DateN/A
Dividend Yield4.07%
Share Statistics
EPS (TTM)0.58
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 Cap0.85
Enterprise Value/Revenue2.96
Enterprise Value/Gross Profit3.56
Enterprise Value/Ebitda20.99
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.36
Revenue Forecast (FY)$5.46B
Bulls Say, Bears Say
Bulls Say
Scale In AUMRecord AUM and rising client assets increase recurring fee revenue and deepen client relationships. A larger AUM base smooths fee income through cycles, supports product cross-sell, and underpins long-term revenue stability given wealth-management fee economics and Julius Baer’s international private-banking footprint.
Capital And Liquidity StrengthMaterial CET1 cushion and very strong liquidity metrics provide long-term financial resilience. High CET1 and LCR reduce regulatory and funding risk, support risk-taking within limits, and give management flexibility for organic growth, RM hiring, and potential distributions once regulatory conditions permit.
Demonstrated Cost DisciplineAchieving CHF130m of gross savings and improving cost/income shows execution on efficiency programs, which supports margin durability. Structural savings and a clear program to reach sub-67% cost/income by 2028 can sustainably lift profitability and fund strategic investments without relying solely on revenue shocks.
Bears Say
Weak Cash GenerationVery low operating cash flow vs reported net income and a negative free cash flow weaken earnings quality and financial flexibility. Inconsistent historic cash conversion raises risk that reported profits may not translate into sustainable distributable cash, constraining buybacks, dividends, or opportunistic investment.
Legacy Credit LossesSubstantial net credit losses and higher loan loss allowances highlight legacy asset quality issues. These provisions directly reduce profitability, can reoccur if underwriting or portfolio mix remains stressed, and increase capital consumption, making earnings and capital planning less predictable over the medium term.
Relationship-Manager Headcount RiskDeclines in relationship managers reduce distribution capacity and pressure net new money growth; ambitious hiring to rebuild RMs creates execution, onboarding, and cost risks. RM quality and retention are critical for client flows, so headcount volatility can materially affect revenue durability and NNM targets.
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 $16.24B.
When is Julius Baer Group’s upcoming earnings report date?
Julius Baer Group’s upcoming earnings report date is Jul 27, 2026 which is in 88 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 0.66.
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 $0.582 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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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, 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
Ameriprise Financial
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Bank of New York Mellon
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State Street
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Blackstone Group
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Ares Management
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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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