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Julius Baer Group (JBAXY)
OTHER OTC:JBAXY
Earnings Data
Report Date
Jul 22, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.49Last Year’s EPS
0.53Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 03, 2025
|% Change Since: -2.68%
|Next Earnings Date:Jul 22, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed performance for Julius Bär in 2024. While the company achieved record assets under management and exceeded cost-saving targets, it struggled with a high cost-income ratio and a significant decline in net interest income. The lack of client re-leveraging poses challenges for future growth. Despite some positive developments, ongoing operational challenges suggest a cautious outlook.Company Guidance
In the Julius Bär 2024 earnings call, the company provided guidance with a focus on achieving sustainable growth and margin resiliency. The bank reported record assets under management of nearly CHF 0.5 trillion, driven by CHF 14.2 billion in net inflows and strong market conditions. They achieved an adjusted profit before tax of CHF 1.1 billion and a net profit of CHF 1 billion, benefiting from tax impacts. The cost-income ratio stood at 70.9%, indicating room for improvement towards the target of below 64% by 2025. The Chief Executive Officer, Stefan Bollinger, emphasized priorities such as client focus, disciplined entrepreneurship, and streamlining operations. The company announced an extension of their 2023 to 2025 cost program, targeting an additional CHF 110 million in cost savings by 2025. The CET1 capital ratio was reported at 17.8%, with a pro forma impact under Basel III final of 14.2%. The Board proposed a stable dividend of CHF 2.60 per share. Looking ahead, the company plans to maintain momentum in high-quality net new money generation and address operational efficiencies.Record Assets Under Management
Julius Bär reported record assets under management of nearly CHF 497 billion, driven by CHF 14.2 billion in net inflows, boosted by strong equity markets and currency tailwinds.
Strong Profit and Capital Ratios
The company achieved an adjusted profit before tax of CHF 1.1 billion and a return on CET1 capital of 32%, exceeding their target of 30%. The CET1 capital ratio stood at 17.8%.
Cost Savings Exceeded Targets
The cost reduction program exceeded its initial target, delivering CHF 140 million in gross cost savings. An extension aims to deliver an additional CHF 110 million by the end of 2025.
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JBAXY 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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JBAXY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 03, 2025 | $14.16 | $12.32 | -12.99% |
| Jul 25, 2024 | $11.76 | $10.74 | -8.67% |
| Feb 01, 2024 | $10.69 | $10.74 | +0.47% |
| Jul 24, 2023 | $12.61 | $13.67 | +8.41% |
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 (JBAXY) report earnings?
Julius Baer Group (JBAXY) is schdueled to report earning on Jul 22, 2025, TBA Not Confirmed.
What is Julius Baer Group (JBAXY) earnings time?
Julius Baer Group (JBAXY) 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 JBAXY EPS forecast?
JBAXY EPS forecast for the fiscal quarter 2025 (Q2) is 0.49.
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