JBAXY
Julius Bär Gruppe AG
OTC Markets OTCPKUSDEQUITY
Financial Services
DELAYED
Neutral
-7/100
Last price
16.81
▼ 0.63 (3.61%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
Lower pane
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
16.62
Prev close
17.44
Day high
16.83
Day low
16.62
Volume
5.85K
Market cap
$17.29B
P/E (TTM)
12.01
52W range
13.07 – 18.93
Day trading desk
Gap from prior close
-4.70%
Prior close 17.44
VWAP
16.80
+0.04% from price
Relative volume
0.06×
Quiet session
Session range
1.26%
16.62 – 16.83
Position in range
90%
Near session high
ATR (14D)
0.51
3.03% of price
Prior day high
17.58
PDH
Prior day low
17.44
PDL
Bid / ask spread
—
Quote not published
Session volume
5.02K
Avg 87.03K
VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.
Trailing performance
Returnvs SPY
1W
-5.24%
-7.2%
1M
-9.72%
-11.2%
3M
-5.19%
-8.6%
6M
+7.48%
-7.5%
YTD
+7.62%
-6.4%
1Y
+20.59%
+4.9%
3Y
+32.89%
-49.0%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on JBAXY open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
0
Total on file
Fundamentals
Market cap$17.29B
Enterprise value$5.20B
Revenue (TTM)$4.23B
Gross profit$4.23B
EBITDA—
Net income$1.14B
EPS (TTM)$1.40
Free cash flow—
Total cash$46.43B
Total debt$33.68B
Book value / share$8.62
Shares outstanding1.03B
Float1.03B
Short % of float—
Dividend yield3.81%
Beta (5Y)0.87
Valuation & profitability ratios
Trailing P/E12.01
Forward P/E11.27
PEG ratio0.80
Price / sales—
Price / book1.95
EV / revenue1.23
EV / EBITDA—
Gross margin0.00%
Operating margin38.97%
Profit margin26.99%
Return on equity16.17%
Return on assets1.03%
Debt / equity—
Current ratio—
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $4.08B | $3.90B | $3.87B | $3.87B | — | +4.6% |
| Operating revenue | $4.08B | $3.90B | $3.87B | $3.87B | — | +4.6% |
| Selling, general & admin | $197.80M | $205.60M | $208.70M | $196.80M | — | -3.8% |
| Total operating expense | $2.83B | $2.81B | $2.73B | $2.77B | — | +0.5% |
| Pre-tax income | $937.60M | $1.05B | $513.80M | $1.08B | — | -11.1% |
| Tax provision | $173.80M | $31.90M | $60.30M | $134.00M | — | +444.8% |
| Net income | $763.70M | $1.02B | $454.00M | $949.60M | — | -25.3% |
| Net income to common | $763.70M | $1.02B | $454.00M | $949.60M | — | -25.3% |
| Basic EPS | — | 1.00 | 0.44 | 0.91 | 1.01 | — |
| Diluted EPS | — | 0.99 | 0.44 | 0.91 | 1.01 | — |
| Basic shares | — | 1.03B | 1.03B | 1.04B | 1.07B | — |
| Diluted shares | — | 1.03B | 1.03B | 1.04B | 1.07B | — |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $11.82B | $13.78B | $13.54B | $16.04B | -14.2% |
| Property, plant & equipment | $617.30M | $659.40M | $648.70M | $607.70M | -6.4% |
| Goodwill & intangibles | $2.64B | $2.62B | $2.56B | $2.54B | +0.8% |
| Total assets | $107.49B | $105.07B | $96.79B | $105.64B | +2.3% |
| Total debt | $4.29B | $4.06B | $3.73B | $2.99B | +5.7% |
| Total liabilities | $100.26B | $98.24B | $90.62B | $99.35B | +2.1% |
| Retained earnings | $7.81B | $7.58B | $7.11B | $7.54B | +3.1% |
| Shareholder equity | $7.23B | $6.83B | $6.16B | $6.29B | +5.9% |
| Net tangible assets | $4.59B | $4.21B | $3.60B | $3.75B | +9.0% |
| Shares issued | 206.00M | 206.00M | 206.00M | 213.80M | 0.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Net income | $763.80M | $1.02B | $453.40M | $949.10M | — | -25.3% |
| Depreciation & amortisation | $250.10M | $244.80M | $244.80M | $309.60M | — | +2.2% |
| Change in working capital | -$141.50M | $921.50M | -$2.20B | -$3.14B | — | -115.4% |
| Operating cash flow | $1.23B | $2.13B | -$929.10M | -$1.79B | — | -42.0% |
| Capital expenditure | -$247.30M | -$253.80M | -$239.60M | -$196.70M | — | +2.6% |
| Investing cash flow | $1.03B | $2.86B | -$1.69B | -$4.50B | — | -64.1% |
| Share buybacks | — | — | — | -$226.30M | -$443.00M | — |
| Dividends paid | -$535.60M | -$535.60M | -$535.60M | -$554.10M | — | 0.0% |
| Financing cash flow | -$188.00M | -$409.40M | $79.30M | -$634.30M | — | +54.1% |
| Free cash flow | $984.80M | $1.87B | -$1.17B | -$1.99B | — | -47.4% |
| End cash position | $22.83B | $20.81B | $16.22B | $18.91B | — | +9.7% |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
| Line item | 2025-12-31 | 2025-06-30 | YoY |
|---|---|---|---|
| Cash & equivalents | $11.82B | $13.20B | -10.4% |
| Property, plant & equipment | $617.30M | $626.40M | -1.5% |
| Goodwill & intangibles | $2.64B | $2.60B | +1.4% |
| Total assets | $107.49B | $104.72B | +2.6% |
| Total debt | $4.29B | $3.92B | +9.5% |
| Total liabilities | $100.26B | $97.98B | +2.3% |
| Retained earnings | $7.81B | $7.30B | +7.0% |
| Shareholder equity | $7.23B | $6.74B | +7.3% |
| Net tangible assets | $4.59B | $4.14B | +11.0% |
| Shares issued | 206.00M | 206.00M | 0.0% |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | — | — | $0 | — |
| Next quarter | — | — | $0 | — |
| Current year | 1.49 | 2 | $4.46B | +15.6% |
| Next year | 1.49 | 2 | $4.62B | +3.5% |
Analyst targets & ownership
Mean target$19.50
High target$19.50
Low target$19.49
Implied upside15.98%
Analyst count2
ConsensusNONE
Strong buy / Buy1 / 1
Hold0
Sell / Strong sell0 / 0
Held by insiders0.00%
Held by institutions0.02%
Institutions holding9
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
17.43
-3.55% from price
SMA 20
17.59
-4.45% from price
SMA 50
18.06
-6.91% from price
SMA 100
17.53
-4.12% from price
SMA 200
16.82
-0.08% from price
EMA 12
17.47
-3.76% from price
EMA 26
17.69
-4.97% from price
EMA 50
17.76
-5.36% from price
RSI (14)
39.6
Neutral
MACD (12,26,9)
-0.22
Hist -0.03
ATR (14)
0.51
3.03% of price
Realised vol 30D
32.1%
Annualised
Bollinger upper
18.46
20, 2σ
Bollinger lower
16.72
20, 2σ
50 / 200 cross
Golden
18.06 vs 16.82
Trend bias
Below 200
-0.08%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
0.96
Less volatile than market
Correlation to SPY
0.42
Loosely linked
Realised vol 30D
32.1%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-21.1%
Peak to trough
Max drawdown 5Y
-43.7%
Peak to trough
ATR 14
0.51
3.03% of price
Beta (reported)
0.87
5Y monthly, from filing
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Mar 3, 21 | HSBC | UPGRADE | Hold | Buy |
Dividends & splits
Forward rate$0.66 / yr
Forward yield3.81%
5-year avg yield4.37%
Payout ratio47.90%
Ex-dividend dateApr 14, 2026
Next pay dateApr 29, 2026
Last split—
Split date—
Headlines
Julius Baer names two new board nominees
Private Banker International · 1d ago
One Final Fed Hike This Year? Julius Baer Reportedly Sees December Move As Treasury Yields Hover Near 24-Year Highs
Stocktwits · 1d ago
One Final Rate Hike for Fed This Year
Barrons.com · 1d ago
Julius Baer to buy back up to CHF600 mln in shares after regulatory scrutiny
Investing.com · 6d ago
Julius Baer Gruppe (SWX:BAER) Stock Gets Fair Value Bump After FINMA Case Closed
Simply Wall St. · 6d ago
Morgan Stanley upgrades Julius Baer after FINMA ends AML enforcement action
Investing.com · 7d ago
Swiss regulator concludes Julius Baer bank probe
AFP · 8d ago
Swiss probe into Julius Baer ends with findings of “serious” AML violations
Private Banker International · 8d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.