/JBAXY
JBAXY Stock - Julius Bär Gruppe AG
Financial Services|Asset ManagementOTC
$15.61+0.71%
+$0.11 (+0.71%) • Dec 19
74
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.BUY
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.86
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.88
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $17.17
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ENTRY ZONE$15.45 – $15.77
TARGET (TP)$17.95
STOP LOSS$14.36
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.80
52W High$15.70
52W Low$11.05
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $3.90B | $3.24B | $4.30B | $4.00B | $3.58B |
| Gross Profit | $3.90B | $813.40M | $3.85B | $3.87B | $3.58B |
| Gross Margin | 100.0% | 25.1% | 89.6% | 96.7% | 100.0% |
| Operating Income | $1.07B | $655.90M | $1.30B | $1.26B | $1.23B |
| Net Income | $1.02B | $454.00M | $949.60M | $1.08B | $698.00M |
| Net Margin | 26.2% | 14.0% | 22.1% | 27.1% | 19.5% |
| EPS | $0.99 | $0.44 | $0.91 | $1.01 | $0.65 |
Company Overview
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Visit WebsiteRating Distribution
Strong Buy
0%
Buy / Outperform
0%
Hold / Neutral
2
100%
Sell / Underperform
0%
Analyst Consensus🔴 Bearish
0 Bullish2 Neutral/Bearish
Price Targets
No price targets available
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| July 10th 2024 | HSBC Securities | Downgrade | Hold | - |
| April 14th 2023 | Barclays | Upgrade | Overweight | - |
| December 9th 2022 | Credit Suisse | Downgrade | Neutral | - |
Earnings History & Surprises
JBAXYBeat Rate
83%
Last 12 quarters
Avg Surprise
+250.7%
EPS vs Estimate
Beats / Misses
10/2
Last 12 quarters
Latest EPS
$0.36
Q3 2025
EPS Surprise History
Q1 22
+360.7%
$2.46vs$0.53
Q3 22
+361.9%
$2.24vs$0.48
Q1 23
+364.4%
$2.61vs$0.56
Q2 23
+376.8%
$2.88vs$0.60
Q1 24
-222.4%
$-0.44vs$0.36
Q3 24
+376.7%
$2.45vs$0.51
Q2 25
+519.8%
$3.05vs$0.49
Q3 25
-27.6%
$0.36vs$0.50
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q1 2026 | Feb 2, 2026 | — | — | — | — |
Q3 2025 | Jul 22, 2025 | $0.50 | $0.36 | -27.6% | ✗ MISS |
Q2 2025 | May 21, 2025 | $0.49 | $3.05 | +519.8% | ✓ BEAT |
Q3 2024 | Jul 25, 2024 | $0.51 | $2.45 | +376.7% | ✓ BEAT |
Q1 2024 | Feb 1, 2024 | $0.36 | $-0.44 | -222.4% | ✗ MISS |
Q2 2023 | Jun 30, 2023 | $0.60 | $2.88 | +376.8% | ✓ BEAT |
Q1 2023 | Feb 2, 2023 | $0.56 | $2.61 | +364.4% | ✓ BEAT |
Q3 2022 | Jul 25, 2022 | $0.48 | $2.24 | +361.9% | ✓ BEAT |
Q1 2022 | Feb 2, 2022 | $0.53 | $2.46 | +360.7% | ✓ BEAT |
Q2 2021 | Jun 30, 2021 | $0.65 | $3.04 | +368.4% | ✓ BEAT |
Q4 2020 | Dec 31, 2020 | $0.47 | $1.09 | +134.0% | ✓ BEAT |
Q2 2020 | Jun 30, 2020 | $0.54 | $2.41 | +346.3% | ✓ BEAT |
Q4 2019 | Dec 31, 2019 | $0.39 | $0.57 | +49.0% | ✓ BEAT |
Q2 2019 | Jun 30, 2019 | — | $1.60 | — | — |
Q4 2018 | Dec 31, 2018 | — | $1.37 | — | — |
Q2 2018 | Jun 30, 2018 | — | $2.04 | — | — |
Q4 2017 | Dec 31, 2017 | — | $1.64 | — | — |
Q2 2017 | Jun 30, 2017 | — | $1.70 | — | — |
Q4 2016 | Dec 31, 2016 | — | $1.15 | — | — |
Q2 2016 | Jun 30, 2016 | — | $1.70 | — | — |
Latest News
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Frequently Asked Questions about JBAXY
What is JBAXY's current stock price?
Julius Bär Gruppe AG (JBAXY) is currently trading at $15.61 per share. The stock has moved +0.71% today.
What is the analyst price target for JBAXY?
No analyst price targets are currently available for this stock.
What sector is Julius Bär Gruppe AG in?
Julius Bär Gruppe AG operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the OTC exchange.
What is JBAXY's market cap?
Julius Bär Gruppe AG has a market capitalization of $16.04 billion, making it a large-cap company.
Does JBAXY pay dividends?
No, Julius Bär Gruppe AG does not currently pay a dividend to shareholders.
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