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Julius Baer Group Ltd (CH:BAER)
:BAER
Earnings Data
Report Date
Jul 22, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.24Last Year’s EPS
2.32Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 03, 2025
|% Change Since: -6.94%
|Next Earnings Date:Jul 22, 2025
Earnings Call Sentiment|Neutral
Julius Bär's 2024 earnings call highlighted record assets under management, strong net new money growth, and improved profitability and capitalization. However, concerns about a high cost-income ratio, significant declines in net interest income, challenges in private debt wind down, and regulatory impacts on capital remain. The sentiment is balanced, with notable achievements offset by ongoing challenges.Company Guidance
In the Julius Bär 2024 Full Year Results Presentation, CEO Stefan Bollinger emphasized the company's focus on enhancing its financial performance through strategic initiatives such as improving net new money generation, achieving sustainable long-term growth, and maintaining margin resiliency. The company reported a record CHF0.5 trillion in assets under management, driven by CHF14.2 billion in net inflows, and a net profit of CHF1.047 billion, reflecting an 11% increase year-on-year. The CEO announced an extension of the cost reduction program, targeting an additional CHF110 million in savings by 2025, in addition to the CHF140 million already achieved. The company aims to improve its cost-income ratio, currently at 70.9%, with a target of below 64%. Furthermore, Bollinger outlined plans to streamline operations by reducing the Executive Board from 15 to 5 members and reorganizing management structures to enhance accountability and efficiency.Record Assets Under Management
Julius Bär achieved record assets under management of nearly CHF0.5 trillion, driven by CHF14.2 billion in net inflows, aided by a strong equity market and currency tailwinds.
Strong Net New Money Growth
Net new money grew at 4.4% in the second half, with strong contributions from strategic key markets like Singapore, Hong Kong, India, the U.K., Germany, Switzerland, and the UAE.
Improved Profitability and Capitalization
Adjusted profit before tax was CHF1.1 billion, and adjusted net profit reached CHF1 billion, with a return on CET1 capital of 32%, exceeding the target of 30%.
Successful Cost Reduction
The cost reduction program delivered CHF140 million in gross savings on a run rate basis by the end of 2024, exceeding the initial target.
Balance Sheet Strength
The balance sheet remains highly liquid with a loan-to-deposit ratio of 61% and a liquidity coverage ratio (LCR) of 292%.
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CH:BAER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CH:BAER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 03, 2025 | CHF64.30 | CHF56.14 | -12.69% |
| Jul 25, 2024 | CHF51.96 | CHF47.26 | -9.05% |
| Feb 01, 2024 | CHF44.90 | CHF45.30 | +0.89% |
| Jul 24, 2023 | CHF53.47 | CHF57.95 | +8.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Julius Baer Group Ltd (CH:BAER) report earnings?
Julius Baer Group Ltd (CH:BAER) is schdueled to report earning on Jul 22, 2025, TBA Not Confirmed.
What is Julius Baer Group Ltd (CH:BAER) earnings time?
Julius Baer Group Ltd (CH:BAER) earnings time is at Jul 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Julius Baer Group Ltd stock?
The P/E ratio of Julius Baer Group Ltd is N/A.
What is CH:BAER EPS forecast?
CH:BAER EPS forecast for the fiscal quarter 2025 (Q2) is 2.24.
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