Stock info Julius Baer | Filter  Basic-Info

Stock: Julius Baer (Swiss large cap), ISIN: CH0029758650

Last Price 47.91 Max Price 64.18
Min Price 43.90 1 Year return -11.05
Avg. Target 62.40 Expected Return 30.24 %
Sector Financials Subsector Financial services
Sell 0 Rating Star full 12x12Star full 12x12Star full 12x12Star half 12x12
Hold 3 Concensus Cons holdCons buy
Buy 2
Annual report 2015

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Contact info:City: ZürichCountry: SwitzerlandPhone: 41 (0)58 888 52Website: www.juliusbaer.comCEO: Boris F.J. CollardiCFO: Dieter Enkelmann

Sector Review Julius Baer

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Year Turnover Total sector Market share
2019 0 101,161,107,354 0.00 %
2020 0 1,378,400 0.00 %
2021 0 1,497,637 0.00 %
2022 0 1,431,845 0.00 %
2023 0 0 0.00 %

Advice Julius Baer

Date Label Bank Label Stock Label Advice Label Price Label Diff Label
March 10, 2024 Morgan Stanley Julius Baer Hold 57.00 15.95 %
November 21, 2023 JP Morgan Julius Baer Buy 64.00 25.14 %
November 21, 2023 HSBC Julius Baer Buy 62.00 22.73 %
November 21, 2023 Citigroup Julius Baer Hold 65.00 26.29 %
November 21, 2023 Barclays Julius Baer Hold 64.00 25.14 %
May 23, 2023 Morgan Stanley Julius Baer Hold 69.00 30.57 %
February 21, 2023 HSBC Julius Baer Buy 74.00 36.01 %
February 09, 2023 Citigroup Julius Baer Hold 73.00 36.45 %
February 09, 2023 Jefferies & Co. Julius Baer Buy 70.00 33.73 %
February 06, 2023 RBC Capital Markets Julius Baer Buy 73.00 33.93 %
January 18, 2023 Citigroup Julius Baer Hold 67.50 29.72 %
January 16, 2023 UBS Julius Baer Buy 73.00 35.34 %
January 13, 2023 Barclays Julius Baer Hold 58.00 18.62 %
January 06, 2023 Credit Suisse Julius Baer Buy 62.00 24.44 %
November 22, 2022 HSBC Julius Baer Buy 64.00 23.39 %
November 22, 2022 Citigroup Julius Baer Hold 64.50 23.98 %
June 20, 2022 Deutsche Bank Julius Baer Buy 60.00 4.20 %
May 20, 2022 Credit Suisse Julius Baer Buy 65.00 5.48 %
May 17, 2022 RBC Capital Markets Julius Baer Buy 65.00 4.25 %
May 13, 2022 Morgan Stanley Julius Baer Hold 63.00 1.21 %
April 07, 2022 Deutsche Bank Julius Baer Buy 68.00 9.76 %
April 01, 2022 Credit Suisse Julius Baer Buy 68.00 9.65 %
February 23, 2022 Jefferies & Co. Julius Baer Buy 69.00 10.93 %
February 23, 2022 Deutsche Bank Julius Baer Hold 69.00 10.93 %
February 03, 2022 RBC Capital Markets Julius Baer Buy 75.00 22.13 %
February 03, 2022 Credit Suisse Julius Baer Buy 70.00 16.57 %
January 21, 2022 Morgan Stanley Julius Baer Hold 74.00 21.27 %
January 18, 2022 Citigroup Julius Baer Hold 75.00 22.29 %
December 01, 2021 Deutsche Bank Julius Baer Hold 62.00 13.32 %
November 26, 2021 Bank of America Merrill Lynch Julius Baer Hold 65.00 17.32 %
November 24, 2021 Jefferies & Co. Julius Baer Buy 70.00 23.23 %
November 23, 2021 Morgan Stanley Julius Baer Hold 70.00 24.91 %
November 23, 2021 Citigroup Julius Baer Hold 74.00 28.97 %
July 22, 2021 Credit Suisse Julius Baer Buy 72.00 37.71 %
July 22, 2021 Kepler Capital Markets Julius Baer Hold 75.00 40.20 %
July 22, 2021 RBC Capital Markets Julius Baer Buy 74.00 39.39 %
July 07, 2021 Deutsche Bank Julius Baer Hold 60.00 26.60 %
July 07, 2021 RBC Capital Markets Julius Baer Buy 70.00 37.09 %
June 30, 2021 Morgan Stanley Julius Baer Hold 75.00 38.89 %
May 20, 2021 Jefferies & Co. Julius Baer Buy 72.00 31.96 %



News Julius Baer

Analysts expect over 2020 decreasing revenue Julius Baer

On Monday the Swiss company Julius Baer will publish its past quarters results. Over the current book year the company from Zuerich's total revenue could be around 3.56 billion CHF (consensus estimates). This is slightly lower than 2019's revenue of 3.61 billion...

Analysts foresee less revenue Julius Baer, relatively high dividend

On Monday the Swiss Julius Baer will report its past quarters results. Over the current book year the total revenue will be 3,4 billion CHF (consensus estimates). This is slightly lower than 2019's revenue of 3,61 billion CHF. Historical revenues and resultsJulius...

High dividend yield Julius Baer

Investors in Julius Baer can expect a huge dividend payment. Based on the recent analysts' consensus the stock now has one of the highest dividend returns of the Swiss market. Per share the analysts expect a dividend of 1,56 CHF per share. Thus the dividend yield...

Analysts count on sales decrease Julius Baer, quite high dividend

On Monday the Swiss Julius Baer will publish its past quarters figures. Over the current book year the total revenue will be 3,39 billion CHF (consensus estimates). This is slightly lower than 2018's revenue of 3,62 billion CHF. Historical revenues and results...

Analysts expect sales decline Julius Baer, relatively high dividend

Next Monday the Swiss company Julius Baer will publish its past quarters results. For this year Julius Baer's revenue will be around 3,43 billion CHF. This is according to the average of the analysts' estimates. This is slightly lower than 2017's revenue of 3,65...

Annual reports Julius Baer

2017 2018 2019 2020 2021

Profile Julius Baer

Julius Baer

(CH0029758650)/ BAER

The past year was a profitable year Julius Baer investors

The stock gained over the past 12 months at around 4 percent. Over the past 5 years Julius Baer' stock rose at around 35 percent in value. The net results between 2011 and 2015 were far from constant and fluctuated between 258,14 million CHFF and 128,68 million CHFF.

Julius Baer's headquarter is located in Z�rich. The core activities of Julius Baer are in the financial services sector. Julius Baer is being led by CEO Boris F.J. Collardi. Dieter Enkelmann is as CFO financially responsible for the company. The past 10 years the (international) industry gained at around 15 percent. Measured since 2011 the sector is 38 percent higher and over the past 12 months (December 2015-December 2016) there is a minus of 15 percent.

Over the past 5 years the Swiss company paid out dividends. Julius Baer's dividend return over the period 2011 - 2015 was around 3,89 percent per year. In the period 2011 till 2015 Julius Baer paid it's investors each year a higher dividend per share. Based on the yearly higher dividend payments Julius Baer is a kind of dividend aristocrat.

At the end of 2015 the company had around 5247 thousand people employed.

Healthy financed: not so much debt Julius Baer

At the end of 2015 the financial company's balance sheet equaled 84,12 billion CHFF. 79,18 billion CHFF (94,13 percent of the total balance sheet) was financed by debt. Last year the financial company's price/earnings-ratio (PE) was around 78. So the investors valued the stock at 78 times 2015' earnings per share. We could say that based on her price/earnings-ratio and dividend yield the Swiss stock can be seen as a value stock.

At the end of 2015 the market capitalization (the number of shares outstanding multiplied by the stock price) of the financial company equaled around 10,38 billion CHFF. At the end of 2015 the Swiss company had around 218,61 million stocks listed.

All the annual reports of Julius Baer are available here. More information about Julius Baer can be found it's website. .


Results Julius Baer

Results
2015
2016
2017
2018
2019
2020
Revenue
0
0
0
0
0
Costs
-121
-619
-705
-737
-461
-695
Profit
121
619
705
737
461
695
Margin of profit
0.0
0.0
0.0
0.0
0.0
ROI
2.46
11.62
12.10
12.21
7.46
10.82

Balance Julius Baer

Balance
2015
2016
2017
2018
2019
2020
Equity
4,936
5,330
5,825
6,040
6,180
6,426
Debt
79,180
90,877
92,093
96,858
95,855
102,712
Total assets
84,116
96,207
97,918
102,898
102,035
109,137
Solvency
5.87
5.54
5.95
5.87
6.06
5.89
Cash
0
0
0
0
0
Cashflow
-2,633
10,309
-11,495
9,176
-8,895
6,327
Employees
5,300
6,000
6,200
6,500
0
Revenue per employee
0.0
0.0
0.0
0.0
0.0
Cashflow / Debt
-0.03
0.11
-0.12
0.09
-0.09
0.06

Details Julius Baer

Details
2016
2017
2018
2019
2020
Price
48.66
45.23
59.60
35.01
49.93
Eps
2.85
3.25
3.38
2.13
3.23
Price/earnings-ratio
17.07
13.92
17.63
16.44
14.83
Dividend
1.20
1.40
1.50
1.50
1.75
Dividend %
2.47 %
3.10 %
2.52 %
4.28 %
3.65 %
Payout %
0.42
0.43
0.44
0.70
0.54
Book value
24.51
26.73
27.71
28.49
29.88
Market to book
0.50
0.59
0.46
0.81
0.62
Cashflow per stock
47.41
-52.74
42.10
-41.00
29.43
Stocks
217
218
218
217
215
Market Cap
10.581.73
9.857.16
12.991.01
7.594.68
10.302.18

Dividend Julius Baer


Price info Julius Baer

Date
Price
22 Apr 2024
47.91
18 Apr 2024
47.91
17 Apr 2024
47.64
09 Apr 2024
52.70
05 Apr 2024
53.30
03 Apr 2024
52.26
30 Mar 2024
52.08
22 Mar 2024
51.72
18 Mar 2024
49.78
15 Mar 2024
51.10
12 Mar 2024
51.04
11 Mar 2024
50.28
09 Mar 2024
50.28
07 Mar 2024
48.08
01 Mar 2024
47.28
29 Feb 2024
46.65
27 Feb 2024
46.75
22 Feb 2024
48.11
21 Feb 2024
48.25
20 Feb 2024
48.77
15 Feb 2024
47.35
14 Feb 2024
46.20
13 Feb 2024
47.21
09 Feb 2024
46.39
08 Feb 2024
46.39
07 Feb 2024
45.66
06 Feb 2024
48.00
05 Feb 2024
48.23
01 Feb 2024
47.30
31 Jan 2024
47.30