Julius Bär Gruppe AG (JBAXY) Stock Price & Analysis
Julius Bär Gruppe AG (JBAXY) — price $16.53 (+1.16%), as of the Oct 26, 2026 trading session; market cap $17.0B. Expected results Feb 4, 2027.
Educational signal · not a buy or sell recommendation · How to read this
Julius Bär Gruppe AG · JBAXY · Financial Services · Asset Management
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.
Price as of Oct 26, 2026
Key Statistics
MoonshotScore is not published for this security.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $16.53 | |
| Change on the day | +1.16% | |
| 52-week range | $13.16 – $18.93 | |
| Market capitalisation | $17.0B | |
| Price / earnings (trailing) | 12.32 | |
| Shares traded on the day | 417 | |
| Beta (volatility vs the S&P 500) | 0.87 | |
| Dividends per share (last 12 months) | $0.66 | |
| Dividend yield (last 12 months) | 4.07% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Julius Bär Gruppe AG (JBAXY): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 26, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 27, 2026, except a card that shows its own read date.
Watch the JBAXY film — every key number, told as a short cinematic story
~2 min · open the film
What is Julius Bär Gruppe AG (JBAXY), and what does it report?
Short answer · as of
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. Julius Bär Gruppe AG (JBAXY) is classified as Financial Services / Asset Management. SEC filing business address: C/O Patterson Belknap C/O H. Raspe, 1133 Avenue OF THE Americas, NEW York, NY, 10036. It employs 7,390 people and is led by Stefan Bollinger. In Q2 FY2026 it reported revenue of $3.83B and net income of $830M. The market values it at $17.0B.
What do the latest results show for Julius Bär Gruppe AG (JBAXY)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $3.83B. Against analyst estimates the company has EPS beat 4 of 8 reports.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $2.80B Jul 21, 2026
- Latest report · revenue estimate
- $2.85B Jul 21, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 21, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 21, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 21, 2026 | $2.80B | $2.85B | $0.8050 | $0.7920 |
| Feb 2, 2026 | $2.50B | $2.39B | $0.5860 | $0.4618 |
| Jul 22, 2025 | $2.40B | $2.38B | $0.4978 | $0.4998 |
| May 21, 2025 | $2.10B | $2.23B | $0.6270 | $0.4921 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $3.83B | $830M | $0.81 (diluted) |
| Q4 FY2025 | $3.46B | $561M | $0.54 (diluted) |
| Q2 FY2025 | $2.19B | $357M | $0.35 (diluted) |
| Q4 FY2024 | $2.36B | $689M | $0.66 (diluted) |
What are the financial strengths and risks for Julius Bär Gruppe AG (JBAXY)?
Short answer
The distress and quality screens read Altman Z 0.34 · Piotroski F 5. Trailing ratios: ROE 15.6% · ROA 1.0% · current ratio 20.89 · earnings yield 7.9% · free-cash-flow yield 0.3%.
What should you watch next at Julius Bär Gruppe AG (JBAXY)?
Short answer · as of
The next earnings report is expected on Feb 4, 2027.
What the records here don't tell us
- Detailed statement figures are not shown because their conversion to USD has not been verified.
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
JBAXY Financial Services Stock FAQ
Research dated 2026-09-12; the full attribution is under Sources. The last question is answered from this page's own dated data, not from the research.
What does Julius Bär’s open product platform add to its private-wealth model?
It places investment selection within a wider relationship covering advice, discretionary management, execution, private markets, planning and family-office services. Julius Bär therefore sells an integrated wealth service rather than relying solely on proprietary fund manufacturing.
Is the JBAXY dividend becoming more generous?
The latest distribution increased from the prior payment and stands above the recent sequence, although that sequence also contains a decline. The pattern supports recent growth, not an uninterrupted progression.
What is the JBAXY stock price today?
The last price recorded on this page for Julius Bär Gruppe AG (JBAXY) is $16.53, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (41 figures)
The 41 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | C/O Patterson Belknap C/O H. Raspe, 1133 Avenue OF THE Americas, NEW York, NY, 10036 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Bahnhofstrasse 36, Zurich, ZH, 8010, CH". The FMP company description names Zurich, Switzerland as the headquarters; this page uses the address in this row. |
FMP — 31 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $16.53 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T20:04:48.513Z. | |
px.change | Change on the day | +1.16% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $17.0B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-26. FMP quote timestamp: 2026-10-26T19:47:45.000Z. Captured from FMP at 2026-10-26T20:04:47.537Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Feb 4, 2027 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
id.business_summary | Business description (FMP excerpt) | Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.19 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 12.32 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 417 | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.87 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Financial Services / Asset Management | FMP | Financial Modeling Prep (FMP) company profile | |
id.employees | Employees | 7,390 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Stefan Bollinger | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q2 FY2026 | $3.83B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | $830M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-07-21.revenue_actual | Revenue · reported — report date 2026-07-21 | $2.80B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.revenue_estimated | Revenue · estimate — report date 2026-07-21 | $2.85B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.eps_actual | EPS · reported — report date 2026-07-21 | $0.8050 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.eps_estimated | EPS · estimate — report date 2026-07-21 | $0.7920 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.revenue_actual | Revenue · reported — report date 2026-02-02 | $2.50B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.revenue_estimated | Revenue · estimate — report date 2026-02-02 | $2.39B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.eps_actual | EPS · reported — report date 2026-02-02 | $0.5860 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.eps_estimated | EPS · estimate — report date 2026-02-02 | $0.4618 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-22.revenue_actual | Revenue · reported — report date 2025-07-22 | $2.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-22.revenue_estimated | Revenue · estimate — report date 2025-07-22 | $2.38B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-22.eps_actual | EPS · reported — report date 2025-07-22 | $0.4978 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-22.eps_estimated | EPS · estimate — report date 2025-07-22 | $0.4998 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-05-21.revenue_actual | Revenue · reported — report date 2025-05-21 | $2.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-05-21.revenue_estimated | Revenue · estimate — report date 2025-05-21 | $2.23B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-05-21.eps_actual | EPS · reported — report date 2025-05-21 | $0.6270 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-05-21.eps_estimated | EPS · estimate — report date 2025-05-21 | $0.4921 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $13.16 – $18.93 | UNRECORDED | Stored company-profile observation — Captured 2026-10-26 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-16 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 0.34 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-26 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 15.6% · ROA 1.0% · current ratio 20.89 · earnings yield 7.9% · free-cash-flow yield 0.3% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.66 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 1 split-adjusted declared dividend with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 4.07% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-21.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.80B) with the recorded estimate ($2.85B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-21.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.8050) with the recorded estimate ($0.7920) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 1 fact from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
gap.statement_currency | Statement currency limitation | Detailed statement figures are not shown because their conversion to USD has not been verified. | OURS | Stock Expert AI currency-basis check |
Fact-family notes
- Earnings-history note. Source series as of 2026-07-21. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-21.revenue_actual,earn.history.depth.2026-07-21.revenue_estimated,earn.history.depth.2026-07-21.revenue_actual.comparison,earn.history.depth.2026-07-21.eps_actual.comparison,earn.history.depth.2026-07-21.eps_actual,earn.history.depth.2026-07-21.eps_estimated,earn.history.depth.2026-02-02.revenue_actual,earn.history.depth.2026-02-02.revenue_estimated,earn.history.depth.2026-02-02.eps_actual,earn.history.depth.2026-02-02.eps_estimated,earn.history.depth.2025-07-22.revenue_actual,earn.history.depth.2025-07-22.revenue_estimated,earn.history.depth.2025-07-22.eps_actual,earn.history.depth.2025-07-22.eps_estimated,earn.history.depth.2025-05-21.revenue_actual,earn.history.depth.2025-05-21.revenue_estimated,earn.history.depth.2025-05-21.eps_actual,earn.history.depth.2025-05-21.eps_estimated.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Ticker / exchange | JBAXY on Other OTC | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-04-14 | FMP | Financial Modeling Prep (FMP) dividend history |
Data provided for informational purposes only.