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Julius Bär Gruppe SWX:BAER Stock Report

Last Price

CHF46.75

Market Cap

CHF9.6b

7D

-4.1%

1Y

-25.2%

Updated

26 Feb, 2024

Data

Company Financials +

Julius Bär Gruppe AG Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share PriceCHF46.75
52 Week HighCHF64.70
52 Week LowCHF42.98
Beta1.3
1 Month Change-2.11%
3 Month Change7.37%
1 Year Change-25.20%
3 Year Change-17.55%
5 Year Change5.91%
Change since IPO22.06%

Recent News & Updates

Recent updates

Julius Bär Gruppe (VTX:BAER) Ticks All The Boxes When It Comes To Earnings Growth

Aug 21
Julius Bär Gruppe (VTX:BAER) Ticks All The Boxes When It Comes To Earnings Growth

Do Julius Bär Gruppe's (VTX:BAER) Earnings Warrant Your Attention?

Dec 17
Do Julius Bär Gruppe's (VTX:BAER) Earnings Warrant Your Attention?

Here's Why We Think Julius Bär Gruppe (VTX:BAER) Might Deserve Your Attention Today

Sep 01
Here's Why We Think Julius Bär Gruppe (VTX:BAER) Might Deserve Your Attention Today

Should You Be Adding Julius Bär Gruppe (VTX:BAER) To Your Watchlist Today?

May 19
Should You Be Adding Julius Bär Gruppe (VTX:BAER) To Your Watchlist Today?

Julius Bär Gruppe (VTX:BAER) Is Paying Out A Larger Dividend Than Last Year

Apr 14
Julius Bär Gruppe (VTX:BAER) Is Paying Out A Larger Dividend Than Last Year

Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60

Mar 23
Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60

Julius Bär Gruppe (VTX:BAER) Has Announced That It Will Be Increasing Its Dividend To CHF2.60

Feb 27
Julius Bär Gruppe (VTX:BAER) Has Announced That It Will Be Increasing Its Dividend To CHF2.60

Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60

Feb 05
Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60

What Kind Of Investors Own Most Of Julius Bär Gruppe AG (VTX:BAER)?

Mar 21
What Kind Of Investors Own Most Of Julius Bär Gruppe AG (VTX:BAER)?

Did You Participate In Any Of Julius Bär Gruppe's (VTX:BAER) Respectable 56% Return?

Feb 14
Did You Participate In Any Of Julius Bär Gruppe's (VTX:BAER) Respectable 56% Return?

What Makes Julius Bär Gruppe AG (VTX:BAER) A Great Dividend Stock?

Jan 10
What Makes Julius Bär Gruppe AG (VTX:BAER) A Great Dividend Stock?

Here's What Julius Bär Gruppe AG's (VTX:BAER) Shareholder Ownership Structure Looks Like

Dec 06
Here's What Julius Bär Gruppe AG's (VTX:BAER) Shareholder Ownership Structure Looks Like

Shareholder Returns

BAERCH Capital MarketsCH Market
7D-4.1%1.6%0.2%
1Y-25.2%20.3%-0.3%

Return vs Industry: BAER underperformed the Swiss Capital Markets industry which returned 20.6% over the past year.

Return vs Market: BAER underperformed the Swiss Market which returned 0.7% over the past year.

Price Volatility

Is BAER's price volatile compared to industry and market?
BAER volatility
BAER Average Weekly Movement3.9%
Capital Markets Industry Average Movement3.2%
Market Average Movement3.4%
10% most volatile stocks in CH Market7.2%
10% least volatile stocks in CH Market1.7%

Stable Share Price: BAER has not had significant price volatility in the past 3 months.

Volatility Over Time: BAER's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18907,425Nic Dreckmannhttps://www.juliusbaer.com

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory mandates, discretionary mandates, securities execution and advisory, foreign exchange and precious metals, structured products, family office services, pension, asset servicing, real estate advisory and financing, wealth planning, structured Lombard and equity, and private debt solutions. It also operates an open product and service platform.

Julius Bär Gruppe AG Fundamentals Summary

How do Julius Bär Gruppe's earnings and revenue compare to its market cap?
BAER fundamental statistics
Market capCHF9.58b
Earnings (TTM)CHF454.00m
Revenue (TTM)CHF3.24b

21.1x

P/E Ratio

3.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BAER income statement (TTM)
RevenueCHF3.24b
Cost of RevenueCHF0
Gross ProfitCHF3.24b
Other ExpensesCHF2.79b
EarningsCHF454.00m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Mar 18, 2024

Earnings per share (EPS)2.22
Gross Margin100.00%
Net Profit Margin14.01%
Debt/Equity Ratio398.3%

How did BAER perform over the long term?

See historical performance and comparison

Dividends

5.6%

Current Dividend Yield

118%

Payout Ratio

Does BAER pay a reliable dividends?

See BAER dividend history and benchmarks
When do you need to buy BAER by to receive an upcoming dividend?
Julius Bär Gruppe dividend dates
Ex Dividend DateApr 15 2024
Dividend Pay DateApr 17 2024
Days until Ex dividend48 days
Days until Dividend pay date50 days

Does BAER pay a reliable dividends?

See BAER dividend history and benchmarks
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