Update shared on 10 Nov 2025
Fair value Increased 0.64%Narrative Update on Julius Bär Gruppe
Analysts have increased their price target for Julius Bär Gruppe by CHF 3, citing improved revenue growth expectations and a slightly higher fair value assessment, even though changes in the company's profit margin and discount rate have been modest.
Analyst Commentary
Bullish Takeaways
- Bullish analysts have increased their price target to CHF 72, signaling confidence in the company's growth prospects.
- Improved revenue growth expectations are a key driver for the higher valuation. This reflects positive sentiment towards Julius Bär Gruppe's market positioning.
- The Overweight rating suggests analysts believe the shares are poised to outperform peers, driven by robust execution and solid fundamentals.
- Modest changes in profit margins and discount rates are not seen as enough to offset the positive outlook for future earnings and expansion potential.
What's in the News
- Julius Bär Gruppe has received regulatory approvals to open a dedicated presence of Bank Julius Baer Europe Ltd. in Lisbon, Portugal. Operations are set to begin in the fourth quarter of 2025. (Key Developments)
- The new office on Avenida da Liberdade will focus on servicing ultra-high and high-net-worth clients in Portugal, emphasizing client proximity with a locally based team. (Key Developments)
- The existing team will relocate to the new Lisbon premises at the start of January 2026, maintaining the current leadership for operational continuity. (Key Developments)
Valuation Changes
- Fair Value has risen slightly from CHF 60.81 to CHF 61.20.
- Discount Rate has edged up modestly, moving from 8.87% to 8.91%.
- Revenue Growth expectations have increased from 6.32% to 7.10%.
- Net Profit Margin has decreased from 26.68% to 25.23%.
- Future P/E has increased moderately from 13.53x to 14.17x.
Disclaimer
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