Earnings 02 Feb 2026: BAER.SW Julius Bär (SIX) pre-market CHF64.26, watch margins
BAER.SW stock trades at CHF64.26 in pre-market session on 30 Jan 2026, with investors focused on the 02 Feb 2026 earnings release. Julius Bär Gruppe AG reports results that could move shares amid a PE of 15.22 and trailing EPS of 4.21. Volume is elevated at 724,272 shares versus average 517,269, signalling higher attention before the report. We outline expectations, valuation, and near-term triggers for the Swiss-listed wealth manager.
BAER.SW stock: earnings date, guidance and market context
Julius Bär will report results on 02 Feb 2026, after which markets should react to net new money and fee margins. Analysts expect the bank to emphasise recurring advisory revenues over one-off trading gains. Switzerland’s Financial Services sector trades at an average PE of 17.62, putting BAER.SW’s PE 15.22 at a modest discount.
Pre-market activity shows an open of CHF67.30 and a prior close of CHF64.26, indicating price discovery ahead of the release. Watch commentary on client flows in Asia and Lombard lending provisions as immediate catalysts.
Q4 drivers and BAER.SW earnings items to watch
Net new money and discretionary mandates will be the main drivers of the earnings beat or miss. Julius Bär’s revenue per share TTM is 23.88 and net income per share TTM is 4.21, signalling stable profitability. Monitor net interest and securities trading results for signs of margin pressure or recovery.
Management commentary on cost control and the payout ratio of 0.62 will shape dividend expectations. The company reports dividend per share CHF2.60 and a dividend yield near 4.06%, both relevant for income-focused investors.
Valuation, balance sheet and BAER.SW stock financials
Julius Bär shows a market cap near CHF13,127,306,535.00 and book value per share CHF32.80. Key ratios include PB 1.95 and price-to-sales 2.68, reflecting a value tilt within the asset management group. Cash per share is strong at CHF133.72, supporting liquidity.
Debt metrics are a relative concern: interest-bearing debt per share is CHF122.93, and the debt-to-equity ratio is 3.75, above the Financial Services sector average 1.53. That leverage differential is a headline risk to monitor after earnings.
Technical snapshot and BAER.SW stock trading setup
Technicals show a short-term strength picture: RSI 70.66 and MACD histogram 0.34, with 50-day average CHF61.95 above 200-day CHF56.75. The share sits near its 52-week high CHF68.16, while the 52-week low is CHF45.50.
Volume is above average with 724,272 traded versus 517,269 typical. Risk management around earnings should use intraday stops and monitor implied volatility in options if available, given an ADX of 29.56 implying a strong short-term trend.
Meyka AI grade and BAER.SW stock forecast
Meyka AI rates BAER.SW with a score out of 100: 78.15 / B+ | Suggestion: BUY. This grade factors in S&P 500 and sector comparisons, financial growth, key metrics, analyst consensus, and forecasts. These grades are informational only and are not guarantees or investment advice.
Meyka AI’s forecast model projects monthly CHF64.86, yearly CHF60.14, and five-year CHF66.87. Compared with the current price CHF64.26, the model implies a monthly upside of +0.93%, a yearly downside of -6.40%, and a five-year upside of +4.04%. Forecasts are model-based projections and not guarantees.
Risks, sector context and what to watch after the BAER.SW earnings
Immediate risks include weaker-than-expected net new money, margin compression, and any negative surprises on credit or legal provisions. The bank’s debt-to-equity of 3.75 is notably higher than the Financial Services sector average 1.53, increasing sensitivity to funding shifts.
Sector performance has lagged year-to-date, and investors should compare Julius Bär’s results with peer flows and fee trends. Check management’s wording on Asia growth, cost guidance, and capital return to assess the stock’s next directional move.
Final Thoughts
Julius Bär (BAER.SW) arrives to the 02 Feb 2026 earnings announcement trading at CHF64.26, with the report set to clarify recent net new money trends and margin resilience. Valuation metrics such as PE 15.22 and PB 1.95 position BAER.SW stock modestly below sector averages, while high cash per share CHF133.72 supports flexibility. Our Meyka AI forecast model projects yearly CHF60.14, implying a -6.40% downside from today’s price, but a five-year path to CHF66.87 suggests medium-term upside of +4.04%. The proprietary Meyka grade sits at 78.15 (B+, BUY), reflecting a balance of growth and leverage. Traders should size positions for earnings volatility, focus on net new money and margin commentary, and compare outcomes with peer reports. Remember, forecasts and grades are model-based and not investment guarantees. For the pre-market session in Switzerland, watch intraday liquidity and any post-release guidance that could re-rate BAER.SW stock.
FAQs
When does Julius Bär report earnings and why it matters for BAER.SW stock?
Julius Bär reports on 02 Feb 2026. The update matters because net new money, fee margins, and dividend guidance will lift or lower BAER.SW stock volatility and set near-term price direction.
What valuation metrics should investors check in the BAER.SW earnings report?
Key metrics are PE 15.22, PB 1.95, cash per share CHF133.72, and dividend per share CHF2.60. These show earnings power, balance-sheet strength, and income yield for BAER.SW stock.
What is Meyka AI’s short-term forecast for BAER.SW stock?
Meyka AI’s short-term model projects monthly CHF64.86, a +0.93% implied upside versus today’s CHF64.26. This is a model output and not a guarantee.
Which risks could move BAER.SW stock after the report?
Primary risks are weaker net new money, margin declines, and adverse commentary on leverage. Julius Bär’s debt-to-equity 3.75 raises sensitivity to funding and regulatory shifts.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
