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Julius Baer stock target cut, maintains buy on lower gross margin

EditorNatashya Angelica
Published 07/08/2024, 11:34 AM
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On Monday, Deutsche Bank adjusted its stock price target for Julius Baer Group (OTC:JBAXY) Ltd. (BAER:SW) (OTC: JBAXY), reducing it to CHF64 from the previous CHF68. The firm upheld its Buy rating on the stock, despite acknowledging unmet expectations regarding the company's performance and strategic developments.

Julius Baer's stock is currently trading at 8.7 times forward earnings, which Deutsche Bank considers inexpensive. The firm's 4M24 statement underscored Julius Baer's significant exposure to rising markets, which could be a potential advantage. Still, anticipated positive changes such as the appointment of a new CEO, an improvement in capital flows, and the initiation of a new share buyback program have not yet occurred.

Instead, Julius Baer has been the subject of unconfirmed merger and acquisition (M&A) reports, which have sparked concerns about the bank's strategy for accelerated capital return. Deutsche Bank has revised its projections for Julius Baer, citing a lower gross margin than expected and slower than anticipated net inflows and share buybacks for the current year.

Despite these adjustments and the removal of Julius Baer from its list of top European bank picks, Deutsche Bank remains optimistic about the bank's prospects. The analyst from Deutsche Bank reaffirmed their Buy rating, expressing confidence in Julius Baer as their preferred Swiss bank and anticipating the delayed realization of the same catalysts that were previously expected to drive the bank's growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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