Latest On Julius Bär Gruppe AG (JBARF):
| Date/Time | Type | Description | Signal | Details |
|---|---|---|---|---|
| 2024-04-15 06:00 EST | Dividend | A dividend of $2.6 has been announced on Feb 1, 2024. It will be paid Apr 17, 2024 with an ex-dividend date of Apr 15, 2024. | Neutral |  |
| 2023-04-17 06:02 EST | Dividend | A dividend of $2.6 has been announced on Feb 2, 2023. It will be paid Apr 19, 2023 with an ex-dividend date of Apr 17, 2023. | Neutral | |
| 2023-02-03 02:36 EST | News | Julius Bär Gruppe AG (JBARF) Q4 2022 Earnings Call Transcript | N/A | |
| 2023-02-02 12:39 EST | News | Julius Baer Group GAAP EPS of CHF4.56 | N/A | |
| 2022-07-25 21:42 EST | News | Julius Baer Group GAAP EPS of CHF2.27, revenue of CHF1.86B | N/A | |
| 2022-07-25 21:42 EST | News | Julius Bär Gruppe AG 2022 Q2 - Results - Earnings Call Presentation | N/A | |
| 2022-07-25 21:42 EST | News | Julius Bär Gruppe AG (JBARF) CEO Philipp Rickenbacher on Q2 2022 Results - Earnings Call Transcript | N/A | |
| 2022-04-18 05:59 EST | Dividend | A dividend of $1.5 has been announced on Feb 2, 2022. It will be paid Apr 20, 2022 with an ex-dividend date of Apr 18, 2022. | Neutral | |
| 2022-02-03 05:01 EST | News | Julius Bär Gruppe AG 2021 Q4 - Results - Earnings Call Presentation | N/A | |
| 2022-02-02 12:14 EST | News | Julius Baer Group GAAP EPS of CHF5.06, net interest income of CHF627M | N/A | |
| 2022-02-02 12:14 EST | News | Julius Bär Gruppe AG (JBARF) CEO Philipp Rickenbacher on Q4 2021 Results - Earnings Call Transcript | N/A | |
| 2021-07-30 06:10 EST | News | Julius Baer: Another Solid Quarter As The Medium-Term Investment Case Remains Intact | N/A | |
| 2021-07-22 13:13 EST | News | Julius Bär Gruppe AG (JBARF) CEO Philipp Rickenbacher on Q2 2021 Results - Earnings Call Transcript | N/A | |
| 2021-04-16 06:01 EST | Dividend | A dividend of $0.64 has been announced on Feb 1, 2021. It will be paid Apr 20, 2021 with an ex-dividend date of Apr 16, 2021. | Neutral | |
| 2021-02-02 17:17 EST | Financials | Company financials have been released. | Neutral | |
| 2021-02-02 00:36 EST | News | Julius Bär Gruppe AG (JBARF) CEO Philipp Rickenbacher on Q4 2020 Results - Earnings Call Transcript | N/A | |
| 2021-02-01 06:35 EST | News | Julius Bär Gruppe AG 2020 Q4 - Results - Earnings Call Presentation | N/A | |
| 2021-02-01 06:35 EST | News | Julius Baer Group reports FY results | N/A | |
| 2020-11-26 22:57 EST | Financials | Company financials have been released. | Neutral | |
| 2020-11-08 01:58 EST | Financials | Company financials have been released. | Neutral | |
| 2020-11-07 18:21 EST | Financials | Company financials have been released. | Neutral | |
| 2020-11-04 05:00 EST | Dividend | A dividend of $0.38 has been announced on Sep 16, 2020. It will be paid Nov 6, 2020 with an ex-dividend date of Nov 4, 2020. | Neutral | |
| 2020-09-26 15:13 EST | Financials | Company financials have been released. | Neutral | |
| 2020-09-17 07:20 EST | Financials | Company financials have been released. | Neutral | |
| 2020-08-14 11:16 EST | Financials | Company financials have been released. | Neutral | |
| 2020-08-06 14:51 EST | Financials | Company financials have been released. | Neutral | |
| 2020-08-06 10:36 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-30 19:01 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-30 06:59 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-29 23:12 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-28 18:24 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-27 14:51 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-23 19:38 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-21 05:34 EST | News | Julius Bär Gruppe AG 2020 Q2 - Results - Earnings Call Presentation | N/A | |
| 2020-07-21 05:34 EST | News | Julius Bär Gruppe AG (JBARF) CEO Philipp Rickenbacher on Q2 2020 Results - Earnings Call Transcript | N/A | |
| 2020-07-20 04:36 EST | News | Julius Baer Group reports 1H results | N/A | |
| 2020-07-09 11:04 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-01 18:47 EST | Financials | Company financials have been released. | Neutral | |
| 2020-07-01 02:34 EST | Financials | Company financials have been released. | Neutral | |
| 2020-06-19 14:40 EST | Financials | Company financials have been released. | Neutral | |
| 2020-06-14 06:47 EST | Financials | Company financials have been released. | Neutral | |
| 2020-06-12 08:22 EST | Financials | Company financials have been released. | Neutral | |
| 2020-05-27 07:24 EST | Financials | Company financials have been released. | Neutral | |
| 2020-05-21 06:10 EST | Dividend | A dividend of $0.38 has been announced on Feb 3, 2020. It will be paid May 25, 2020 with an ex-dividend date of May 21, 2020. | Neutral | |
| 2020-05-21 02:58 EST | Financials | Company financials have been released. | Neutral | |
| 2020-05-06 07:39 EST | Financials | Company financials have been released. | Neutral | |
| 2020-05-01 18:35 EST | Financials | Company financials have been released. | Neutral | |
| 2020-04-20 06:23 EST | Financials | Company financials have been released. | Neutral | |
| 2020-04-09 22:29 EST | Financials | Company financials have been released. | Neutral | |
| 2020-04-03 22:58 EST | Financials | Company financials have been released. | Neutral | |
About Julius Bär Gruppe AG (JBARF):
Julius Bär Gruppe AG provides private banking products and services to private clients worldwide. Its wealth management solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. The company was founded in 1890 and is headquartered in Zurich, Switzerland.
General
- Name Julius Bär Gruppe AG
- Symbol JBARF
- Type Common Stock
- Exchange PINK
- Currency USD
- Country USA
- SectorFinancial Services
- IndustryAsset Management
- Full Time Employees 6,606
- Fiscal Year EndDecember
- Web URLhttp://www.juliusbaer.com
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Valuation
- Trailing PE 17.06
- Forward PE 14.03
- Price/Sales (Trailing 12 Mt.) 3.47
- Price/Book (Most Recent Quarter) 1.96
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Financials
- Most Recent Quarter 2020-12-31
- Profit Margin 19%
- Return on Assets 1%
- Return on Equity 11%
- Earnings Per Share $3.69
- Revenue Per Share $0
- Gross Profit 3.58 billion
- Quarterly Earnings Growth 2.9%
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ESG Rating
Highlights
- Market Capitalization 13.66 billion
- PEG Ratio 0.87
- Book Value Per Share $26.85
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Share Statistics
- Shares Outstanding 215.03 million
- Shares Float 214.72 million
- % Held by Insiders 14%
- % Held by Institutions 59.85%
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Technicals
- Beta 1.48
- 52 Week High $62.85
- 52 Week Low $30.77
- 50 Day Moving Average 59.85
- 200 Day Moving Average 52.82
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Dividends
- Forward Annual Dividend Rate $3.56
- Forward Annual Dividend Yield 5.67%
- Payout Ratio 120%
- Dividend Date 2018-04-17
- ExDividend Date 2021-04-16
- Dividend Per Share $1.41
- Dividend Yield 0%
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Julius Bär Gruppe AG (JBARF) Dividend Calendar:
JBARF's last dividend payment was made to shareholders on April 17, 2018.
Julius Bär Gruppe AG pays out 120% of its earnings out as a dividend.
| Ex-Dividend Date | Payment Date | Record Date | Declared Date | Amount |
|---|
Julius Bär Gruppe AG (JBARF) Earnings History:
Companies typically report earnings on both a quarterly and annual basis. Earnings reported that deviate from analysts' expectations can have a large impact on a stock's price.
| Quarter Date | Report Date | Actual Revenue | Reported EPS | EPS Estimate | Deviation from Estimate |
|---|---|---|---|---|---|
| 2020-09-30 | 2020-12-31 | $N/A | $0.54 | $0.00 | |
| 2020-06-30 | 2020-09-30 | $N/A | $0.52 | $0.00 | |
| 2020-03-31 | 2020-06-30 | $N/A | $1.20 | $0.00 | |
| 2019-12-31 | 2020-03-31 | $841.95 million | $1.18 | $0.00 | |
| 2019-09-30 | 2019-12-31 | $841.95 million | $0.28 | $0.00 | |
| 2019-06-30 | 2019-09-30 | $849.45 million | $0.27 | $0.00 | |
| 2019-03-31 | 2019-06-30 | $849.45 million | $0.80 | $0.00 | |
| 2018-12-31 | 2019-03-31 | $789.45 million | $0.79 | $0.00 | |
| 2018-09-30 | 2018-12-31 | $789.45 million | $0.68 | $0.00 | |
| 2018-06-30 | 2018-09-30 | $894.45 million | $0.68 | $0.00 | |
| 2018-03-31 | 2018-06-30 | $894.45 million | $1.02 | $0.00 | |
| 2017-12-31 | 2018-03-31 | $620.93 million | $1.06 | ||
| 2017-09-30 | 2017-12-31 | $609.72 million | $0.83 | $0.00 | |
| 2017-06-30 | 2017-09-30 | $795.9 million | $0.84 | $0.00 | |
| 2017-03-31 | 2017-06-30 | $795.9 million | $0.85 | $0.00 | |
| 2016-12-31 | 2017-03-31 | $0.81 | $0.00 | ||
| 2016-09-30 | 2016-12-31 | $0.58 | $0.00 | ||
| 2016-06-30 | 2016-09-30 | $0.61 | $0.00 | ||
| 2016-03-31 | 2016-06-30 | $0.85 | $0.00 | ||
| 2015-12-31 | 2016-03-31 | $0.87 | $0.00 | ||
| 2015-09-30 | 2015-12-31 | $0.18 | $0.00 | ||
| 2015-06-30 | 2015-09-30 | $0.19 | $0.00 | ||
| 2015-03-31 | 2015-06-30 | $0.10 | $0.00 | ||
| 2014-12-31 | 2015-03-31 | $0.09 | $0.00 | ||
| 2014-09-30 | 2014-12-31 | $0.43 | $0.00 | ||
| 2014-06-30 | 2014-09-30 | $0.45 | $0.00 | ||
| 2014-03-31 | 2014-06-30 | $0.46 | $0.00 | ||
| 2013-12-31 | 2014-03-31 | $0.46 | $0.00 | ||
| 2013-09-30 | 2013-12-31 | $0.19 | $0.00 | ||
| 2013-06-30 | 2013-09-30 | $0.19 | $0.00 | ||
| 2013-03-31 | 2013-06-30 | $0.28 | $0.00 | ||
| 2012-12-31 | 2013-03-31 | $0.28 | $0.00 | ||
| 2012-09-30 | 2012-12-31 | $0.28 | $0.00 | ||
| 2012-06-30 | 2012-09-30 | $0.27 | $0.00 | ||
| 2012-03-31 | 2012-06-30 | $0.43 | $0.00 | ||
| 2011-12-31 | 2012-03-31 | $0.45 | $0.00 | ||
| 2011-09-30 | 2011-12-31 | $0.29 | $0.00 | ||
| 2011-06-30 | 2011-09-30 | $0.30 | $0.00 | ||
| 2011-03-31 | 2011-06-30 | $0.42 | $0.00 | ||
| 2010-12-31 | 2011-03-31 | $0.38 | $0.00 | ||
| 2010-09-30 | 2010-12-31 | $0.43 | $0.00 |
Julius Bär Gruppe AG (JBARF) Company Financial Statements:
Financial statements are reports prepared by a company's management to present their financial performance and position at a point in time. A general-purpose set of financial statements usually includes a balance sheet, income statements, and statement of cash flows.
Income Statement:
| Date | Dec 31 2020 | Sep 30 2020 | Jun 30 2020 | Mar 31 2020 | Dec 31 2019 |
|---|---|---|---|---|---|
| Research Development | N/A | N/A | N/A | N/A | N/A |
| Income Before Tax | N/A | N/A | N/A | N/A | 74.35 million |
| Selling General Administrative | N/A | N/A | N/A | N/A | 683.3 million |
| Gross Profit | N/A | N/A | N/A | N/A | 841.95 million |
| Ebit | N/A | N/A | N/A | N/A | N/A |
| Operating Income | N/A | N/A | N/A | N/A | 158.65 million |
| Income Tax Expense | 30.55 million | 30.55 million | 43.1 million | 43.1 million | 13.3 million |
| Total Revenue | N/A | N/A | N/A | N/A | 841.95 million |
| Cost of Revenue | N/A | N/A | N/A | N/A | N/A |
| Total Other Income Expense Net | N/A | N/A | N/A | N/A | -84.3 million |
| Net Income From Continuing Operations | N/A | N/A | N/A | N/A | 61.05 million |
| Net Income Applicable to Common Shares | 103.55 million | 103.55 million | 245.45 million | 245.45 million | 60.85 million |
Cash Flow:
| Date | Jun 30 2020 | Mar 31 2020 | Dec 31 2019 | Sep 30 2019 | Jun 30 2019 |
|---|---|---|---|---|---|
| Investments | N/A | N/A | 1.02 billion | 1.02 billion | -8.15 million |
| Change to Liabilities | N/A | N/A | N/A | N/A | N/A |
| Total Cash Flow from Investing Activities | -1.08 billion | -1.08 billion | 964.9 million | 964.9 million | -55.7 million |
| Net Borrowings | -203.35 million | -203.35 million | 12.9 million | 12.9 million | 183.5 million |
| Total Cash Flow from Financial Activities | N/A | N/A | -250000 | -250000 | -24.05 million |
| Change to Operating Activities | 2.9 billion | 2.9 billion | -1.72 billion | -1.72 billion | -1.02 billion |
| Change in Cash | N/A | N/A | -2.24 billion | -2.24 billion | -1.29 billion |
| Total Cash from Operating Activities | 3.42 billion | 3.42 billion | -3.19 billion | -3.19 billion | -1.25 billion |
| Depreciation | N/A | N/A | 29.2 million | 29.2 million | 61.4 million |
| Other Cash Flow from Investing Activities | -100000 | -100000 | 50000 | 50000 | -50000 |
| Change to Inventory | N/A | N/A | N/A | N/A | N/A |
| Change to Account Receivables | N/A | N/A | N/A | N/A | N/A |
| Other Cash Flow from Financing Activities | -250000 | -250000 | -900000 | -900000 | -900000 |
| Change to Net Income | 22 million | 22 million | 67.5 million | 67.5 million | 6 million |
| Capital Expenditures | N/A | N/A | 49.1 million | 49.1 million | 33.25 million |
Balance Sheet:
| Date | Dec 31 2020 | Sep 30 2020 | Jun 30 2020 | Mar 31 2020 | Dec 31 2019 |
|---|---|---|---|---|---|
| Total Liabailities | N/A | N/A | 101.07 billion | N/A | 95.85 billion |
| Total Stockholder Equity | N/A | N/A | 6.28 billion | N/A | 6.18 billion |
| Other Current Liabilities | 1.11 billion | 1.11 billion | N/A | N/A | 1.01 billion |
| Total Assets | N/A | N/A | 107.36 billion | N/A | 102.04 billion |
| Common Stock | 4.5 million | 4.5 million | 4.5 million | 4.5 million | 4.5 million |
| Other Current Assets | 363.7 million | 363.7 million | N/A | N/A | 1.86 billion |
| Retained Earnings | 6.93 billion | 6.93 billion | 6.79 billion | 6.79 billion | 6.56 billion |
| Other Liabilities | 848.5 million | 848.5 million | 1.01 billion | 1.01 billion | 366.2 million |
| Other Assets | 53.58 billion | 53.58 billion | 53.21 billion | 53.21 billion | 48.61 billion |
| Cash | N/A | N/A | 22.72 billion | N/A | 18.57 billion |
| Total Current Liabilities | 82.13 billion | 82.13 billion | N/A | N/A | 88.45 billion |
| Other Stockholder Equity | -106.1 million | -106.1 million | -85.3 million | -85.3 million | -18.5 million |
| Property, Plant & Equipment | 580.5 million | 580.5 million | 576 million | 576 million | 612.9 million |
| Total Current Assets | 38.25 billion | 38.25 billion | N/A | N/A | 49.45 billion |
| Long Term Investments | N/A | N/A | 27.63 billion | N/A | 497.8 million |
| Net Tangible Assets | 3.79 billion | 3.79 billion | 3.45 billion | 3.45 billion | 3.31 billion |
| Short Term Investments | N/A | N/A | N/A | N/A | N/A |
| Long Term Debt | N/A | N/A | N/A | N/A | 6.76 billion |
| Inventory | N/A | N/A | N/A | N/A | N/A |
| Accounts Payable | 77.78 billion | 77.78 billion | N/A | N/A | 72.94 billion |
Julius Bär Gruppe AG (JBARF) Chart:
Julius Bär Gruppe AG (JBARF) News:
Below you will find a list of latest news for Julius Bär Gruppe AG (JBARF) from major news sources. You can filter the results to only show news from a specific source.
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Julius Bär Gruppe AG (JBARF) Options:
A stock option is a contract between two parties in which the stock option buyer (holder) purchases the right (but not the obligation) to buy/sell 100 shares of an underlying stock at a predetermined price from/to the option seller (writer) within a fixed period of time.
| Expiration Date | Strike | Last Price | Type | Volume | Open Interest | Implied Volatility | In The Money | Change | Change Percent |
|---|
Julius Bär Gruppe AG (JBARF) SEC Filings:
An SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make regular SEC filings.
| Date | Form Type | Form Name | Link |
|---|---|---|---|
| 2010-01-20 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000101915510000023/0001019155-10-000023-index.htm |
| 2009-10-22 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000119380509002013/0001193805-09-002013-index.htm |
| 2010-12-09 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000119380510003014/0001193805-10-003014-index.htm |
| 2011-08-30 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000119380511001663/0001193805-11-001663-index.htm |
| 2016-03-07 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000119380516002769/0001193805-16-002769-index.htm |
| 2017-09-29 | F-6 POS | Post-effective amendments for immediately effective filing | https://www.sec.gov/Archives/edgar/data/1475011/000119380517003101/0001193805-17-003101-index.htm |
| 2019-11-25 | F-6EF | Registration of American Depository Receipt shares, immediately effective | https://www.sec.gov/Archives/edgar/data/1475011/000119380519001793/0001193805-19-001793-index.htm |