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JBAXY
Stock ticker: OTC
AS OF
Apr 24 closing price
Price
$12.50
Change
+$0.22 (+1.79%)
Capitalization
14.48B

JBAXY stock forecast, quote, news & analysis

Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and global Asset Management from its far larger Swiss rival, UBS... Show more

JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
published price charts
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A.I.Advisor
a Summary for JBAXY with price predictions
Apr 23, 2025

JBAXY's RSI Oscillator ascends from oversold territory

The RSI Indicator for JBAXY moved out of oversold territory on April 09, 2025. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 26 similar instances when the indicator left oversold territory. In of the 26 cases the stock moved higher. This puts the odds of a move higher at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on April 17, 2025. You may want to consider a long position or call options on JBAXY as a result. In of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for JBAXY just turned positive on April 16, 2025. Looking at past instances where JBAXY's MACD turned positive, the stock continued to rise in of 46 cases over the following month. The odds of a continued upward trend are .

JBAXY moved above its 50-day moving average on April 22, 2025 date and that indicates a change from a downward trend to an upward trend.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where JBAXY advanced for three days, in of 315 cases, the price rose further within the following month. The odds of a continued upward trend are .

JBAXY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In of 265 cases where JBAXY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

The 10-day moving average for JBAXY crossed bearishly below the 50-day moving average on April 07, 2025. This indicates that the trend has shifted lower and could be considered a sell signal. In of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where JBAXY declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Fundamental Analysis (Ratings)

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.964) is normal, around the industry mean (2.779). P/E Ratio (13.245) is within average values for comparable stocks, (27.202). Projected Growth (PEG Ratio) (3.197) is also within normal values, averaging (3.172). Dividend Yield (0.042) settles around the average of (0.071) among similar stocks. P/S Ratio (3.247) is also within normal values, averaging (11.704).

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 68, placing this stock better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. JBAXY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

A.I.Advisor
published Dividends

JBAXY is expected to pay dividends on May 01, 2025

Julius Baer Group Ltd. JBAXY Stock Dividends
A dividend of $1.21 per share will be paid with a record date of May 01, 2025, and an ex-dividend date of April 15, 2025. The last dividend of $0.57 was paid on May 01. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), AMTD IDEA Group (NYSE:AMTD), WisdomTree (NYSE:WT).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.99B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 2%. For the same Industry, the average monthly price growth was -4%, and the average quarterly price growth was -4%. EATBF experienced the highest price growth at 56%, while ESIFF experienced the biggest fall at -18%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 2%. For the same stocks of the Industry, the average monthly volume growth was 24% and the average quarterly volume growth was 61%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 38
P/E Growth Rating: 56
Price Growth Rating: 60
SMR Rating: 62
Profit Risk Rating: 67
Seasonality Score: 8 (-100 ... +100)
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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A.I. Advisor
published General Information

General Information

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
Bahnhofstrasse 36
Phone
+41 588881111
Employees
6891
Web
https://www.juliusbaer.com