Julius Baer Gruppe AG (BAER)

Currency in CHF
71.10
+0.58(+0.82%)
Delayed Data·
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Fair Value
Day's Range
70.7471.52
52 wk Range
51.7678.22
Key Statistics
Bid/Ask
71.08 / 71.12
Prev. Close
70.52
Open
71.18
Day's Range
70.74-71.52
52 wk Range
51.76-78.22
Volume
15.37K
Average Volume (3m)
457.13K
1-Year Change
31.0841%
Fair Value
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Fair Value Upside
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BAER Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
76.74
Upside
+7.93%
Members' Sentiments
Bearish
Bullish
ProTips
Suffers from weak gross profit margins

Julius Baer Gruppe AG News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Buy
Moving Averages
Sell

Analyst Ratings

11 Buy
5 Hold
1 Sell
Ratings:
17 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 76.74
(+7.93% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
UBS
Hold76.00+7.04%57.00Maintain14/10/2026
Morgan Stanley
Hold81.00+14.08%67.00Upgrade30/09/2026
Kepler Cheuvreux
Hold76.00+7.04%73.00Maintain22/07/2026
Citi
Buy80.50+13.38%81.00Maintain22/07/2026
Morgan Stanley
Sell67.00-5.63%66.00Maintain22/07/2026

Julius Baer Gruppe AG Earnings Call Summary for H1/2026

  • Julius Bär posted record H1 2026 net profit of CHF 673M (+32% YoY) and AUM of CHF 547B, though shares fell 2.98% to $71.52 amid growth concerns.
  • Cost-to-income ratio improved to 62.6% from 67.3% as operating income rose 12% to CHF 2.276B while costs increased only 2%, boosting operating leverage.
  • Management expects net new money growth below 2025 levels in 2026 and continued pressure into 2027 due to ongoing de-risking and compliance overhaul efforts.
  • Bank reaffirmed 2028 targets: cost-to-income ratio sustainably below 67%, recurring gross margin of 37-39 bps, and CET1 ratio of 18-20% with 50% dividend payout.
  • Second-half costs expected to rise due to platform renewal and efficiency investments; RM hiring target cut to 120 from 150 for 2026 amid difficult Middle East market.
Last Updated: 21/07/2026, 08:34
Read Full Transcript

Earnings

Latest Release
21/07/2026
EPS / Forecast
3.27 / 2.69
Revenue / Forecast
844M / --
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 5.55
Dividend Yield
3.69%
Industry Median 2.47%
Annualised payout
2.60
Paid annually
5-Years Growth
+8.24%
Growth Streak

Compare BAER to Peers and Sector

Metrics to compare
BAER
Peers
Sector
Relationship
P/E Ratio
12.7x13.2x9.3x
PEG Ratio
0.400.780.03
Price/Book
2.0x1.9x1.0x
Price / LTM Sales
3.4x3.6x2.8x
Upside (Analyst Target)
8.8%18.9%19.5%
Fair Value Upside
Unlock−3.7%3.3%Unlock

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.

Sector
Financial
Employees
7675

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
98.05M47.65%6.95B
Other Institutional Investors
-1.86M-0.90%-131.92M
Public Companies & Retail Investors
109.57M53.25%7.77B
Total
205.76M100.00%14.58B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
UBS Asset Management AG10.03%20,628,7521,462,166
BlackRock, Inc.5.08%10,453,346740,933

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FAQ

What Is the Julius Baer (Switzerland: BAER) Share Price Today?

The Julius Baer stock price today is 71.10 CHF.

What Stock Exchange Does Julius Baer (BAER) Trade On?

Julius Baer is listed and trades on the Switzerland Stock Exchange.

What Is the Ticker (Stock Symbol) for Julius Baer?

The stock symbol (also called a 'ticker') for Julius Baer is "BAER."

Does Julius Baer Pay Dividends? What’s The Current BAER Dividend Yield?

Yes, BAER Pays Dividends to its Shareholders. The current Julius Baer dividend yield is 3.7%%.

What Is the Current Julius Baer Market Capitalisation?

As of today, Julius Baer (Switzerland: BAER) market cap is 14.61B CHF.

What Is Julius Baer's (BAER) Earnings Per Share (TTM)?

The Julius Baer EPS is currently 5.55 (Trailing Twelve Months).

When Is the Next Julius Baer Earnings Date?

Julius Baer's next earnings report will be released on 23/11/2026.

Is BAER a Buy or Sell From a Technical Analyst Perspective?

Based on today's Julius Baer moving averages and other technical indicators, the daily buy/sell signal for BAER stock is Strong Sell.

How Many Times Has Julius Baer Stock Split?

Julius Baer has split 1 times. (See the BAER stock split history page for full effective split date and price information.)

How Many Employees Does Julius Baer Have?

Julius Baer has 7675 employees, based on their latest Companies House report.

What is the current trading status of Julius Baer (Switzerland: BAER)?

As of 16/10/2026, Julius Baer (BAER) is trading at a share price of 71.10 CHF, with a previous close of 70.52 CHF. The stock has fluctuated within a day range of 70.74 CHF to 71.52 CHF, while its 52-week range spans from 51.76 CHF to 78.22 CHF.

What Is Julius Baer (BAER) Price Target According to Analysts?

The average 12-month price target for Julius Baer is 76.74 CHF, with a high estimate of 87 CHF and a low estimate of 56 CHF. 11 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +7.93% Upside potential.
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