Julius Baer Gruppe AG (BAER)

Currency in CHF
70.56
+1.70(+2.47%)
Closed·
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Fair Value
Day's Range
68.7670.72
52 wk Range
51.7675.42
Key Statistics
Bid/Ask
68.98 / 70.80
Prev. Close
68.86
Open
68.8
Day's Range
68.76-70.72
52 wk Range
51.76-75.42
Volume
413.06K
Average Volume (3m)
527.92K
1-Year Change
24.3129%
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
74.38
Upside
+5.42%
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
Neutral

Analyst Ratings

10 Buy
5 Hold
2 Sell
Ratings:
17 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 74.38
(+5.42% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Kepler Cheuvreux
Hold76.00+7.71%73.00Maintain22/07/2026
Citi
Buy80.50+14.09%81.00Maintain22/07/2026
Morgan Stanley
Sell67.00-5.05%66.00Maintain22/07/2026
JPMorgan
Buy80.00+13.38%79.00Maintain22/07/2026
Deutsche Bank
Buy81.00+14.80%76.00Maintain22/07/2026

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
3.78%
Industry Median 2.92%
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
12.4x13.8x10.1x
PEG Ratio
0.390.430.03
Price/Book
1.9x1.8x1.0x
Price / LTM Sales
3.4x3.5x2.9x
Upside (Analyst Target)
10.4%7.1%14.9%
Fair Value Upside
Unlock0.5%2.7%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
89.48M43.65%6.27B
Other Institutional Investors
1.54M0.75%107.95M
Public Companies & Retail Investors
113.98M55.60%7.98B
Total
205M100.00%14.36B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
UBS Asset Management AG10.06%20,628,7521,444,838
BlackRock, Inc.5.08%10,423,690730,075

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FAQ

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

The Julius Baer stock price today is 70.56 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 3.71%.

What Is the Current Julius Baer Market Capitalisation?

As of today, Julius Baer (Switzerland: BAER) market cap is 14.50B 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 21/07/2026.

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 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 24/07/2026, Julius Baer (BAER) is trading at a share price of 70.56 CHF, with a previous close of 68.86 CHF. The stock has fluctuated within a day range of 68.76 CHF to 70.72 CHF, while its 52-week range spans from 51.76 CHF to 75.42 CHF.

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

The average 12-month price target for Julius Baer is 74.38 CHF, with a high estimate of 82 CHF and a low estimate of 56 CHF. 10 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an +5.42% Upside potential.
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