Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF | Market Cap | 14.20B +29.3% |
| Revenue (ttm) | 4.23B +13.4% |
| Net Income | 1.14B +31.8% |
| EPS | 5.55 +31.7% |
| Shares Out | 205.76M |
| PE Ratio | 12.44 |
| Forward PE | 11.20 |
| Dividend | 2.60 (3.77%) |
| Ex-Dividend Date | Apr 13, 2026 |
| Volume | 502,929 |
| Open | 69.70 |
| Previous Close | 69.70 |
| Day's Range | 68.54 - 69.70 |
| 52-Week Range | 53.08 - 78.22 |
| Beta | 0.87 |
| Analysts | Buy |
| Price Target | 76.79 (+11.29%) |
| Earnings Date | Feb 1, 2027 |
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 76.79, which is an increase of 11.29% from the latest price.
News
Julius Baer Launches Share Buy-Back
(RTTNews) - Julius Baer Group Ltd. (JGE.F, BAER.SW) said it will launch its previously announced share buy-back programme of up to a total value of 600 million Swiss francs on 2 November 2026. This pr...
Julius Baer CIO: Balance AI bets with 'anti-AI' trade
Julius Baer Global CIO Yves Bonzon's advice to investors is to pair AI bets with anti-AI trades due to the volatility and uncertainty around how the technology could play out. He believes major hypers...
Julius Baer CIO: Balance AI bets with 'anti-AI' trade
Julius Baer Global CIO Yves Bonzon's advice to investors is to pair AI bets with anti-AI trades due to the volatility and uncertainty around how the technology could play out. He believes major hypers...
Swiss bank Julius Baer announces $723 million share buyback program
Julius Baer on Friday announced a share buyback program of up to 600 million Swiss francs ($723 million), days after Swiss regulator FINMA concluded enforcement proceedings against the Swiss ...
Julius Baer upgraded to Equal Weight from Underweight at Morgan Stanley
Morgan Stanley analyst Giulia Aurora Miotto upgraded Julius Baer (JBAXY) to Equal Weight from Underweight with a price target of CHF 81, up from CHF 67. The firm cites the…
Julius Baer seriously breached risk and money laundering rules, Swiss regulator says
Swiss private bank Julius Baer committed serious violations of supervisory provisions related to risk management and anti-money laundering obligations, financial regulator FINMA said on Tuesday,...
Treasury's ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer
The Treasury Department's doubling of planned U.S. debt buybacks has intensified debate about bond market intervention and has revived the USD debasement trade, with gold and silver benefiting from a ...
Julius Baer price target raised to CHF 80 from CHF 79 at JPMorgan
JPMorgan raised the firm’s price target on Julius Baer (JBAXY) to CHF 80 from CHF 79 and keeps an Overweight rating on the shares.
Julius Baer price target lowered to CHF 80.50 from CHF 81 at Citi
Citi analyst Nicholas Herman lowered the firm’s price target on Julius Baer (JBAXY) to CHF 80.50 from CHF 81 and keeps a Buy rating on the shares. Published first on…
Julius Baer price target raised to CHF 67 from CHF 66 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Julius Baer (JBAXY) to CHF 67 from CHF 66 and keeps an Underweight rating on the shares.
Julius Baer price target raised to CHF 81 from CHF 76 at Deutsche Bank
Deutsche Bank raised the firm’s price target on Julius Baer (JBAXY) to CHF 81 from CHF 76 and keeps a Buy rating on the shares.
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%.
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…