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Profitability potential prompts RBC Capital to lower Julius Baer stock target

EditorAhmed Abdulazez Abdulkadir
Published 07/26/2024, 06:07 AM
JBAXY
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On Friday, RBC Capital revised its price target for Julius Baer Group (OTC:JBAXY) Ltd. (BAER:SW) (OTC: JBAXY), reducing it to CHF60.00 from CHF63.00 while maintaining an Outperform rating on the stock. The adjustment follows an analysis of the company's operational performance and profitability potential.

Julius Baer, a Swiss private banking group, has been recognized for its fundamentally attractive business and potential to enhance operational performance. RBC Capital acknowledges that while some aspects of the company's performance are influenced by external factors beyond its control, there are still opportunities for the bank to improve profitability.

The firm's outlook on Julius Baer remains positive despite the reduced price target. The current valuation of the company's shares is seen as appealing, and the potential for operational improvements is noted as a significant factor in maintaining the Outperform rating.

RBC Capital suggests that the appointment of a new CEO or updates from the Swiss Financial Market Supervisory Authority (FINMA) could serve as catalysts to refresh the investment case for Julius Baer. The bank's strategic direction and regulatory environment are key considerations in assessing its future performance.

In other recent news, Julius Baer Group Ltd . has been the center of various analyst reviews. HSBC downgraded Julius Baer's stock from Buy to Hold, adjusting the price target to CHF58.00 from CHF60.00 due to a cautious outlook on the private banking group's anticipated asset flows.

The bank's assets under management (AuM) stood at CHF471 billion at the end of April, marking a 10% increase since the start of the year. HSBC's estimate for Julius Baer's first-half AuM is CHF476 billion, which is 1% higher than the figure reported at the end of April and 2% above the consensus.

On the other hand, RBC Capital adjusted its price target for Julius Baer shares from CHF66 to CHF63, maintaining an Outperform rating. The firm suggested that the bank's current market price does not fully reflect its earnings potential. Citi raised its price target for Julius Baer from CHF68.50 to CHF71.00, maintaining a Buy rating, following a four-month financial report.

The bank's earnings per share estimates were slightly increased due to larger-than-anticipated forecasted buybacks, reflecting a stronger-than-expected capital position.

Lastly, RBC Capital revised its outlook again, raising the price target from CHF65.00 to CHF66.00. The firm cited favorable market conditions and an increase in Julius Baer's earnings potential as reasons for this adjustment.

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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