Track Julius Bar Gruppe AG — Monitor price, dividends, and performance in your free portfolio

Start Tracking Free

Julius Bar Gruppe AG BAER.SW Open Julius Bar Gruppe AG in new tab

59.74 CHF
P/E
15.43
EPS
3.71
Yield
4.38%
Safety Score
87
P/B
1.62
ROE
10.87
Beta
0.83
Target Price
67.22 CHF
Loading chart...
Key Metrics
Earnings dateJuly 21, 2026
P/E15.43
EPS3.71
Book Value35.26
Price to Book1.62
% Insiders0.247%
Growth
Revenue Growth0.02%
Earnings Growth-0.18%
Estimates
Forward P/E9.56
Forward EPS5.99
Target Mean Price67.22
Dividend
Dividend Yield4.38%
Annual dividends2.60 CHF
Ex-Div. DateApril 13, 2026
Payout61.89%
5y avg Yield4.07%

DCF Valuation

Tweak assumptions to recompute fair value for Julius Bar Gruppe AG (BAER.SW)
Currency: CHF
DCF Assumptions
Decimal (e.g., 0.10 = 10%). Range allows declines (−50%) to strong growth (+50%).
Decimal (e.g., 0.30 = 30%).
Decimal (e.g., 0.04 = 4%).
Decimal (e.g., 0.20 = 20%).
Percent number (e.g., 3 = 3%).
Percent number (e.g., 10 = 10%).
Percent number (e.g., 5 = 5%).
DCF Result

Fair Value (DCF)
Current Price
Upside
WACC
Terminal PV
Σ PV of FCFs
Note: historical bars show reported FCF (for context); forward bars show PV of projected FCF; if no per-year data, totals are shown.

Julius Bar Gruppe AG Logo Julius Bar Gruppe AG Analysis (BAER.SW)

Switzerland Financials Official Website Stock

Is Julius Bar Gruppe AG a good investment? Julius Bar Gruppe AG (BAER.SW) is currently trading at 59.74 CHF. Market analysts have a consensus price target of 67.22 CHF. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 15.43. This valuation is generally in line with the broader market.

Earnings Schedule: Julius Bar Gruppe AG is expected to release its next earnings report on July 21, 2026. The market consensus estimate for Forward EPS is 5.99.

For income investors, Julius Bar Gruppe AG pays a dividend yield of 4.38%. With a payout ratio of 62%, the dividend appears sustainable.

Investor FAQ

Does Julius Bar Gruppe AG pay a dividend?

Yes, it pays an annual dividend of 2.60 CHF (4.38% yield).

What asset class is Julius Bar Gruppe AG?

Julius Bar Gruppe AG is classified as a Stock. You can compare it against 5 other assets in the "Related Symbols" list on this page.

When is the next earnings date?

The next earnings date is projected to be July 21, 2026. The company currently has a trailing EPS of 3.71.

Company Profile

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.

Exchange Ticker
MEX (Mexico) BAERN.MX
EBS (Ireland) BAERE.SW
FRA (Germany) JGE1.F
PNK (United States) JBARF
EBS (Ireland) BAER.SW
Dividend Yield

4.38% (5y avg: 4.07%)

Annual Dividends

2.60 CHF

Next ex. div date

April 13, 2026

Payout Ratio

61.89%

Historical Dividends
Year Total Dividends
2026 1.69 CHF
2025 2.60 CHF
2024 2.60 CHF
2023 2.60 CHF
2022 2.60 CHF
2021 1.75 CHF
2020 2.25 CHF
2019 1.50 CHF
2018 1.40 CHF
2017 1.20 CHF
2016 1.10 CHF
2015 1.00 CHF
2014 0.60 CHF
2013 0.60 CHF
2012 0.98 CHF
2011 0.60 CHF
2010 0.40 CHF

Yearly aggregated dividends

Dividends

Julius Bar Gruppe AG
Apr 15, 2026 Upcoming
Dividend
1.69 CHF
Julius Bar Gruppe AG
Apr 16, 2025 Paid
Dividend
2.6 CHF

Historical Split Corporate Actions

Split Date Split Ratio to 1
Oct. 10, 2012 1.020000
Trades
Trade History
No trades yet
Explore Premium Features

Unlock detailed news and exclusive insights with our Premium subscription.

See Pricing Plans

Under Construction

This feature will be available soon. Stay tuned!

Follow us on Twitter for updates: @allinvestview

Check out our Roadmap for upcoming features.

Community Discussion