Vontobel Holding (VONN) Stock Overview
Provides various financial services to private and institutional clients in Switzerland and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for VONN from our risk checks.
VONN Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Vontobel Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 69.90 |
| 52 Week High | CHF 72.60 |
| 52 Week Low | CHF 58.20 |
| Beta | 0.59 |
| 1 Month Change | 5.59% |
| 3 Month Change | 2.49% |
| 1 Year Change | 11.13% |
| 3 Year Change | 18.47% |
| 5 Year Change | -2.92% |
| Change since IPO | 535.45% |
Recent News & Updates
Analysis Article • May 28
Vontobel Holding (VTX:VONN) Ticks All The Boxes When It Comes To Earnings Growth
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narrative Update • May 15
VONN: Neutral Outlook Will Rely On Discount Rate And P E Assumptions
Analysts have maintained their CHF 68.75 price target for Vontobel Holding, using a slightly lower discount rate and marginally adjusted long term assumptions on revenue growth, profit margin and future P/E to support the unchanged valuation. Valuation Changes Fair Value: CHF 68.75 remains unchanged, so the updated assumptions still point to the same indicative value.Narrative Update • Apr 27
VONN: Neutral View Will Depend On Discount Rate And P E Repricing
Analysts have trimmed their CHF price target on Vontobel Holding by CHF 0.38 to reflect updated assumptions for slightly lower revenue growth, a modestly compressed profit margin, and a higher P/E multiple under a higher discount rate. Analyst Commentary Recent Street research on Vontobel Holding has included both upward and downward adjustments to price targets, with analysts reacting to updated assumptions on growth, profitability, and valuation multiples.Narrative Update • Apr 13
VONN: Neutral Stance Will Hinge On Discount Rate And P E Fine Tuning
Analysts have reduced their Vontobel Holding price target by CHF 1, reflecting recent Street research adjustments while keeping fair value estimates broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the earlier CHF 2 increase in the price target as a sign that the fundamental valuation framework for Vontobel Holding still holds, with only fine tuning rather than a major reset.Narrative Update • Mar 28
VONN: Neutral View Will Depend On Discount Rate And P E Assumptions
Analysts have trimmed their price target for Vontobel Holding by CHF 1, reflecting updated assumptions around the discount rate and forward P/E while keeping fair value and key profitability inputs broadly unchanged. Analyst Commentary Recent research updates on Vontobel Holding show analysts fine tuning their views rather than radically changing them, with modest moves in price targets that reflect adjustments to inputs such as discount rate and forward P/E.Recent updates
Analysis Article • May 28
Vontobel Holding (VTX:VONN) Ticks All The Boxes When It Comes To Earnings Growth
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Narrative Update • May 15
VONN: Neutral Outlook Will Rely On Discount Rate And P E Assumptions
Analysts have maintained their CHF 68.75 price target for Vontobel Holding, using a slightly lower discount rate and marginally adjusted long term assumptions on revenue growth, profit margin and future P/E to support the unchanged valuation. Valuation Changes Fair Value: CHF 68.75 remains unchanged, so the updated assumptions still point to the same indicative value.Narrative Update • Apr 27
VONN: Neutral View Will Depend On Discount Rate And P E Repricing
Analysts have trimmed their CHF price target on Vontobel Holding by CHF 0.38 to reflect updated assumptions for slightly lower revenue growth, a modestly compressed profit margin, and a higher P/E multiple under a higher discount rate. Analyst Commentary Recent Street research on Vontobel Holding has included both upward and downward adjustments to price targets, with analysts reacting to updated assumptions on growth, profitability, and valuation multiples.Narrative Update • Apr 13
VONN: Neutral Stance Will Hinge On Discount Rate And P E Fine Tuning
Analysts have reduced their Vontobel Holding price target by CHF 1, reflecting recent Street research adjustments while keeping fair value estimates broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the earlier CHF 2 increase in the price target as a sign that the fundamental valuation framework for Vontobel Holding still holds, with only fine tuning rather than a major reset.Narrative Update • Mar 28
VONN: Neutral View Will Depend On Discount Rate And P E Assumptions
Analysts have trimmed their price target for Vontobel Holding by CHF 1, reflecting updated assumptions around the discount rate and forward P/E while keeping fair value and key profitability inputs broadly unchanged. Analyst Commentary Recent research updates on Vontobel Holding show analysts fine tuning their views rather than radically changing them, with modest moves in price targets that reflect adjustments to inputs such as discount rate and forward P/E.Narrative Update • Mar 12
VONN: Neutral View Will Rely On Discount Rate Resilience And Execution
Analysts have trimmed their price target on Vontobel Holding by CHF 1 to reflect slightly higher discount rate assumptions, while keeping fair value and key profitability and growth inputs broadly unchanged. Analyst Commentary Bullish analysts focus on the relatively small CHF 1 adjustment to the price target and see it as a technical recalibration tied to discount rate assumptions rather than a shift in the underlying view of Vontobel Holding's earnings power.Narrative Update • Feb 25
VONN: Neutral Outlook Will Rely On Future Earnings Execution Balance
Analysts have adjusted their price target on Vontobel Holding to CHF 69.13 from CHF 66.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent Street research that included both a CHF 1 trim and a CHF 2 lift in published targets. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent CHF 2 upward adjustment in the target as a sign that, under updated assumptions, they see room for the shares to move closer to their view of fair value.Analysis Article • Feb 12
Vontobel Holding (VTX:VONN) Is Due To Pay A Dividend Of CHF3.00
The board of Vontobel Holding AG ( VTX:VONN ) has announced that it will pay a dividend on the 20th of April, with...Narrative Update • Feb 10
VONN: Neutral Stance Will Depend On Earnings Visibility And Execution Risk
Analysts have adjusted their price target on Vontobel Holding slightly higher to CHF 66.75 from CHF 65.50, reflecting updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E assumptions following recent Street research. Analyst Commentary Recent Street research around Vontobel Holding has focused on fine tuning fair value assumptions rather than making wholesale changes to the investment case.Narrative Update • Jan 26
VONN: Neutral View Will Rely On Adjusted Discount Rate Assumptions
Analysts have lifted their price target on Vontobel Holding from CHF 64.00 to CHF 65.50, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Valuation Changes Fair Value: Fair value estimate adjusted from CHF 64.00 to CHF 65.50.Narrative Update • Jan 09
VONN: Neutral Stance And Slightly Higher Price View Will Guide Near-Term Expectations
Analysts have raised their price target for Vontobel Holding to CHF 64.50 from CHF 63.30, reflecting updated views on the shares while maintaining a Neutral stance overall. Analyst Commentary Analysts have fine tuned their view on Vontobel Holding, reflected in the new CHF 64.50 price target while keeping a Neutral stance, which signals a more balanced risk and reward profile at current levels.Narrative Update • Dec 14
VONN: Higher Price Expectations Will Shape A Cautious Yet Balanced Near-Term Outlook
Analysts have raised their price target on Vontobel Holding to CHF 64.50 from CHF 63.30, reflecting expectations for stronger revenue growth and slightly improved profitability, along with a modestly lower future valuation multiple. Analyst Commentary Analysts remain balanced in their outlook on Vontobel Holding, with the higher price target reflecting incremental confidence in the firm’s earnings trajectory, but not enough conviction to warrant a more positive rating shift.Narrative Update • Nov 28
VONN: Measured Market Improvements And Neutral Outlook Will Influence Near-Term Performance
Analysts have raised their price target for Vontobel Holding from CHF 63.30 to CHF 64.50, citing incremental improvements in market outlook and updated financial assumptions. Analyst Commentary Analysts have provided further insight into the updated price target for Vontobel Holding, highlighting both supportive factors and areas of concern that shape their valuation and outlook on the company.Narrative Update • Nov 10
VONN: Revenue Momentum And Risk Dynamics Will Shape Market Outlook
Vontobel Holding's analyst price target has been increased by CHF 1.37 to CHF 64.50. Analysts cite slightly higher revenue growth expectations and a lower discount rate as supporting factors for the update.Narrative Update • Sep 10
Digital Transformation And Wealth Demand Will Drive Long-Term Success
Following a negative market reaction to Vontobel Holding’s first-half earnings miss and a shift to more balanced valuation after the share price drop, analysts have modestly reduced the consensus price target from CHF63.32 to CHF61.10. Analyst Commentary Market reaction to first half results was sharply negative, driven by a significant earnings miss and investor positioning.
New Narrative • Feb 09
Investments In AI And Ancala Acquisition Will Support Future Earnings Through Operational Efficiencies And Stable Cash Flows
In-sourcing U.S. fund distribution and infrastructure acquisitions aim to enhance control, revenue, and stable cash flows.Shareholder Returns
| VONN | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 1.2% | -0.7% | 0.6% |
| 1Y | 11.1% | 19.1% | 9.2% |
Return vs Industry: VONN underperformed the Swiss Capital Markets industry which returned 19.1% over the past year.
Return vs Market: VONN exceeded the Swiss Market which returned 9.2% over the past year.
Price Volatility
| VONN volatility | |
|---|---|
| VONN Average Weekly Movement | 2.7% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in CH Market | 8.2% |
| 10% least volatile stocks in CH Market | 2.4% |
Stable Share Price: VONN has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: VONN's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1924 | 2,203 | Georg Franz Schubiger | www.vontobel.com |
Vontobel Holding AG, together with its subsidiaries, provides various financial services to private and institutional clients in Switzerland and internationally. The company offers fixed advances, current account overdrafts, guarantees, and margin requirements for derivative transactions. It also offers private equity and credit, and venture capital; investment solutions for equities, fixed income, quantitative, multi asset, and private markets; and structured solutions.
Vontobel Holding AG Fundamentals Summary
| VONN fundamental statistics | |
|---|---|
| Market cap | CHF 3.90b |
| Earnings (TTM) | CHF 280.10m |
| Revenue (TTM) | CHF 1.43b |
13.9x
P/E Ratio2.7x
P/S RatioIs VONN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VONN income statement (TTM) | |
|---|---|
| Revenue | CHF 1.43b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 1.43b |
| Other Expenses | CHF 1.15b |
| Earnings | CHF 280.10m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Jul 24, 2026
| Earnings per share (EPS) | 5.02 |
| Gross Margin | 100.00% |
| Net Profit Margin | 19.58% |
| Debt/Equity Ratio | 164.4% |
How did VONN perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield60%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 11:52 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Vontobel Holding AG is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tomasz Grzelak | Baader Helvea Equity Research |
| Eleni Papoula | Berenberg |
| Nicholas Herman | Citigroup Inc |