Julius Bär Gruppe (JBAXY) Stock Price, News & Analysis

Company Overview

Julius Bär Gruppe (OTCMKTS: JBAXY) is a Swiss global wealth manager headquartered in Zurich. The group specialises in private banking and asset management services for high-net-worth individuals and families. With a client-centric approach, Julius Bär offers tailored investment solutions designed to preserve and grow clients’ wealth over the long term.

The firm’s core services include discretionary and advisory portfolio management, wealth planning, lending and credit facilities, customised trading solutions and family office services. Julius Bär also provides strategic advice on succession planning, philanthropy and alternative investments, supported by its proprietary research capabilities and digital banking platforms.

Julius Bär operates through a network of offices across Europe, Asia-Pacific, Latin America and the Middle East. Key markets include Switzerland, Germany, Italy, Singapore, Hong Kong, Dubai, Brazil and Mexico. This geographic diversification enables the group to serve an international client base and to provide local expertise backed by global resources.

Founded in 1890, the bank traces its roots to Zurich’s private banking traditions. Over the years, Julius Bär has expanded its footprint through strategic acquisitions and partnerships, evolving into one of the world’s leading wealth managers. The group is led by CEO Philipp Rickenbacher and overseen by Chairman Hans de Gier, who guide its focus on sustainable growth, innovation and client service excellence.

Key Stats

• Today's Range: $17.51 to $17.71
• 50-Day Range: $15.78 to $18.58
• 52-Week Range: $13.07 to $18.62
• Volume: 48,181 shs
• Average Volume: 109,827 shs
• Market Capitalization: N/A
• P/E Ratio: 66.08
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: Moderate Buy

Julius Bär Gruppe Stock Analysis - MarketRank™

Julius Bär Gruppe scored higher than 12% of companies evaluated by MarketBeat. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.8 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Julius Bär Gruppe has received a consensus rating of Moderate Buy. The company's average rating score is 2.75, and is based on 2 strong buy ratings, no buy ratings, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Julius Bär Gruppe has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 0.0 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Julius Bär Gruppe is 66.08, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 40.27.

Price to Earnings Ratio vs. Sector

The P/E ratio of Julius Bär Gruppe is 66.08, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 28.78.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

Short Interest Ratio / Days to Cover

Julius Bär Gruppe has a short interest ratio ("days to cover") of 0.14, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Julius Bär Gruppe has recently increased by 304.12%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: Weak

Dividend Yield

Julius Bär Gruppe does not currently pay a dividend.

Dividend Growth

Julius Bär Gruppe does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Julius Bär Gruppe is 134.33%. Payout ratios above 75% are not desirable because they may not be sustainable.

News and Social Media

• Score: 1.6 / 5
• News Sentiment: N/A

News Sentiment

Julius Bär Gruppe has a news sentiment score of 0.59. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.81 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Julius Bär Gruppe this week, compared to 1 article on an average week.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Julius Bär Gruppe insiders have not sold or bought any company stock.

Percentage Held by Institutions

1.18% of the stock of Julius Bär Gruppe is held by institutions.

Industry, Sector and Symbol

• Stock Exchange: OTCMKTS
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: OTCMKTS:JBAXY
• Previous Symbol: NASDAQ:JBAXY
• CIK: 1475011
• Web: www.juliusbaer.com
• Phone: (158) 888-1111
• Fax: N/A
• Employees: 7,425
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: 66.08
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: N/A
• Free Float: N/A
• Market Cap: N/A
• Optionable: Not Optionable
• Beta: N/A