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
$17.65B
Enterprise Value$14.87B
Total Cash (Recent Filing)$7.25B
Total Debt (Recent Filing)$8.22B
Price to Earnings (P/E)6.8
Beta0.95
Next Earnings
Jul 21, 2026EPS Estimate
0.69Next 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 Cap0.84
Enterprise Value/Revenue3.18
Enterprise Value/Gross Profit3.83
Enterprise Value/Ebitda22.58
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.41
Revenue Forecast (FY)$5.59B
Bulls Say, Bears Say
Bulls Say
Record AUM And Net New MoneyRecord AUM and steady net new money create a durable fee base: higher recurring management fees and client stickiness support predictable revenue. Management targets raising NNM to 4–5% by 2028, showing a clear growth runway that underpin sustainable AUM-driven earnings over multiple years.
Diversified Fee And Trading RevenueA stronger mix of commissions, fees and trading/treasury income reduces dependence on net interest income. Growth in swap income and product distribution enhances resilience to prolonged low-rate periods and provides multiple, structural revenue streams tied to client activity and product solutions.
Robust Capital And Liquidity MetricsSubstantial CET1, a high LCR and conservative loan/deposit mix materially improve balance-sheet resilience. These capital and liquidity buffers support regulatory flexibility, capacity for measured growth, and the ability to absorb shocks while pursuing the medium-term return and capital-distribution objectives.
Bears Say
Weak And Volatile Cash GenerationPoor cash conversion undermines the quality of reported earnings and limits durable internal funding for investments, hires, buybacks or higher dividends. Historical volatility in operating and free cash flow increases uncertainty around sustainable cash returns and constrains balance-sheet flexibility over the medium term.
Sharp Decline In Net Interest IncomeA material drop in NII reflects structural sensitivity to interest rates, currency moves and a wind-down of higher-yielding private debt. If rates or client mix do not reverse, persistent NII pressure could compress margins and force greater reliance on fee/trading income or cost cuts to preserve profitability.
RM Attrition And Heavy Hiring RequirementAdvisor attrition and the need for large-scale hiring creates execution risk: new RMs take time to onboard, may raise acquisition costs, and client flows can lag. This can delay NNM recovery and revenue growth, making medium-term targets contingent on successful recruitment and retention execution.
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 $17.65B.
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 61 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 0.69.
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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Blogger Sentiment
Neutral
JBAXY Sentiment 100%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
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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