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JBAXY
Stock ticker: OTC
AS OF
Nov 18 closing price
Price
$13.97
Change
-$0.31 (-2.17%)
Capitalization
14.44B

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 Signal:
Gain/Loss:
A.I.Advisor
published price charts
These past five trading days, the stock lost 0.00% with an average daily volume of 0 shares traded.The stock tracked a drawdown of 0% for this period. JBAXY showed earnings on July 22, 2025. You can read more about the earnings report here.
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A.I.Advisor
a Summary for JBAXY with price predictions
Nov 18, 2025

JBAXY saw its Stochastic Oscillator recovers from the overbought zone

The Stochastic Oscillator for JBAXY moved out of overbought territory on November 18, 2025. This could be a bearish sign for the stock and investors may want to consider selling or taking a defensive position. A.I.dvisor looked at 61 similar instances where the indicator exited the overbought zone. In of the 61 cases the stock moved lower. This puts the odds of a downward move at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for JBAXY moved out of overbought territory on November 14, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 40 similar instances where the indicator moved out of overbought territory. In of the 40 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

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 .

JBAXY broke above its upper Bollinger Band on November 07, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

The Aroon Indicator for JBAXY entered a downward trend on October 22, 2025. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 31, 2025. You may want to consider a long position or call options on JBAXY as a result. In of 74 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 October 30, 2025. Looking at past instances where JBAXY's MACD turned positive, the stock continued to rise in of 44 cases over the following month. The odds of a continued upward trend are .

JBAXY moved above its 50-day moving average on November 10, 2025 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for JBAXY crossed bullishly above the 50-day moving average on November 13, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

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 .

Fundamental Analysis (Ratings)

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 (1.687) is normal, around the industry mean (4.908). P/E Ratio (13.180) is within average values for comparable stocks, (29.996). Projected Growth (PEG Ratio) (2.620) is also within normal values, averaging (2.473). Dividend Yield (0.046) settles around the average of (0.082) among similar stocks. P/S Ratio (2.933) is also within normal values, averaging (20.058).

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 Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock slightly 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 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 paid dividends on May 01, 2025

Julius Baer Group Ltd. JBAXY Stock Dividends
А dividend of $0.64 per share was paid with a record date of May 01, 2025, and an ex-dividend date of April 15, 2025. Read more...
A.I.Advisor
published Highlights

Notable companies

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

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 6.92B. The market cap for tickers in the group ranges from 57 to 158.12B. BLK holds the highest valuation in this group at 158.12B. 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 -2%, and the average quarterly price growth was 11%. NATM experienced the highest price growth at 105%, while RBOHF experienced the biggest fall at -64%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 20%. For the same stocks of the Industry, the average monthly volume growth was 42% and the average quarterly volume growth was 188%

Fundamental Analysis Ratings

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

Valuation Rating: 33
P/E Growth Rating: 58
Price Growth Rating: 57
SMR Rating: 67
Profit Risk Rating: 73
Seasonality Score: 18 (-100 ... +100)
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JBAXY
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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