Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF | Market Cap | 14.57B +27.7% |
| Revenue (ttm) | 4.23B +13.4% |
| Net Income | 1.14B +31.8% |
| EPS | 5.55 +31.7% |
| Shares Out | 205.76M |
| PE Ratio | 12.76 |
| Forward PE | 11.60 |
| Dividend | 2.60 (3.67%) |
| Ex-Dividend Date | Apr 13, 2026 |
| Volume | 566,549 |
| Open | 70.62 |
| Previous Close | 70.80 |
| Day's Range | 69.20 - 70.68 |
| 52-Week Range | 51.76 - 75.42 |
| Beta | 0.87 |
| Analysts | Buy |
| Price Target | 73.44 (+4.85%) |
| Earnings Date | Jul 21, 2026 |
About Julius Bär Gruppe AG
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. [Read more]
Financial Performance
In 2025, Julius Bär Gruppe AG's revenue was 3.76 billion, a decrease of -2.60% compared to the previous year's 3.86 billion. Earnings were 763.70 million, a decrease of -25.28%.
Financial StatementsAnalyst Summary
According to 17 analysts, the average rating for BAER stock is "Buy." The 12-month stock price target is CHF 73.44, which is an increase of 4.85% from the latest price.
News
Half Year 2026 Julius Baer Gruppe AG Earnings Presentation Transcript
Half Year 2026 Julius Baer Gruppe AG Earnings Presentation Transcript
Swiss Bank Julius Baer Reports Record Half-Year Profit of 673 Million CHF
Swiss Bank Julius Baer Reports Record Half-Year Profit of 673 Million CHF
Julius Baer (JBAXY) Reports Strong 1H Earnings and Record Assets Under Management
Julius Baer (JBAXY) Reports Strong 1H Earnings and Record Assets Under Management
Julius Bär Gruppe AG Earnings Call Transcript: H1 2026
Record net profit and AUM were achieved, with strong revenue growth and improved cost efficiency. De-risking continues to weigh on net new money, with normalization expected by 2028, while capital and liquidity positions remain robust.
Julius Bär Gruppe AG Slides: H1 2026
Julius Bär Gruppe AG has posted slides in relation to its H1 2026 quarterly earnings report, which was published on July 21, 2026.
Julius Bär Gruppe AG Quarterly report: H1 2026
Julius Bär Gruppe AG has published its H1 2026 quarterly earnings report on July 21, 2026.
Julius Bär Gruppe AG Earnings release: H1 2026
Julius Bär Gruppe AG released its H1 2026 earnings on July 21, 2026, summarizing the period's financial results.
Julius Baer beats net new money forecast, says de-risking impact to persist
Swiss bank Julius Baer said on Tuesday net new money for the first six months of the year reached 5.7 billion Swiss francs ($7.04 billion), or annualised growth of 2.2%, beating expectations after a...
Julius Baer Net Profit More Than Doubles to Record High
The Zurich-based lender's operating income jumped 26% reflecting higher net commission and fee income, which grew 12%.
Hong Kong drops to 4th costliest city for wealthy amid change in luxury spending
Hong Kong now ranks lower among the costliest cities for rich people "living well", with Singapore the most expensive for a fourth consecutive year, according to Swiss private bank Julius Baer.
Singapore holds top spot as world’s costliest city for the rich, Hong Kong slips to 4th
Hong Kong now ranks lower among the costliest cities for rich people “living well”, with Singapore the most expensive for a fourth consecutive year, according to Swiss private bank Julius Baer. This y...
Julius Baer price target raised to CHF 79 from CHF 78 at JPMorgan
JPMorgan analyst Amit Ranjan raised the firm’s price target on Julius Baer (JBAXY) to CHF 79 from CHF 78 and keeps an Overweight rating on the shares. Published first on…
Julius Baer price target raised to CHF 81 from CHF 71 at Citi
Citi raised the firm’s price target on Julius Baer (JBAXY) to CHF 81 from CHF 71 and keeps a Buy rating on the shares.
Julius Baer appoints Peter Burrill as CFO
Swiss bank Julius Baer on Friday announced the appointment of Peter Burrill as chief financial officer and a member of its executive board, effective August 17 and subject to final regulatory app...
Julius Baer price target raised to CHF 76 from CHF 73 at Deutsche Bank
Deutsche Bank analyst Benjamin Goy raised the firm’s price target on Julius Baer (JBAXY) to CHF 76 from CHF 73 and keeps a Buy rating on the shares. Published first…
Julius Baer price target raised to CHF 66 from CHF 62 at Morgan Stanley
Morgan Stanley analyst Giulia Aurora Miotto raised the firm’s price target on Julius Baer (JBAXY) to CHF 66 from CHF 62 and keeps an Underweight rating on the shares. Published…
Julius Baer downgraded to Underperform from Market Perform at Keefe Bruyette
Keefe Bruyette downgraded Julius Baer (JBAXY) to Underperform from Market Perform with a price target of CHF 70, down from CHF 74. The firm believes elevated expectations create the risk…
Julius Baer price target raised to CHF 62 from CHF 59 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Julius Baer (JBAXY) to CHF 62 from CHF 59 and keeps an Underweight rating on the shares.
Julius Baer upgraded to Buy from Neutral at Citi
Citi upgraded Julius Baer (JBAXY) to Buy from Neutral with a price target of CHF 71, down from CHF 72. Shares are off about 8%-9% post the 4M26 update and…
Julius Baer Expects Client Activity to Slow After Strong Start
The private banking group said the pace of net new money flows has slowed due to its revised risk framework and uncertainty amid the conflict in the Middle East.
Julius Bär Gruppe AG Transcript: Trading update
Record AUM and operating income were achieved, with strong capital generation and improved cost efficiency. Net new money growth was slower due to de-risking and geopolitical factors, but confidence remains in reaching midterm targets. RM hiring and strategic investments are progressing well.
Julius Bär Gruppe AG Earnings release: Trading update
Julius Bär Gruppe AG released its earnings on May 22, 2026, summarizing the period's financial results.
Julius Baer brings in $3.8 bln in net new money, missing forecasts
Swiss bank Julius Baer BAER.S on Friday reported net new money inflows of 3 billion Swiss francs ($3.8 billion) for the first four months of 2026, missing analyst expectations of 5.7 billion ...
Julius Baer price target raised to CHF 72 from CHF 70 at RBC Capital
RBC Capital raised the firm’s price target on Julius Baer (JBAXY) to CHF 72 from CHF 70 and keeps an Outperform rating on the shares.
Julius Baer price target raised to CHF 78 from CHF 76 at JPMorgan
JPMorgan raised the firm’s price target on Julius Baer (JBAXY) to CHF 78 from CHF 76 and keeps an Overweight rating on the shares.