Julius Baer Fair Value Rises to CHF 75.21 as FINMA Case Ends

Simply Wall St··CHUS·Read original
3▲2 ▼0Impact / 5
Summary · why it matters

Simply Wall St reports that the fair value estimate for Julius Baer Gruppe has been raised to CHF 75.21 from CHF 72.94, following the closure of the FINMA enforcement case. Morgan Stanley moved Julius Baer to Equal Weight from Underweight and raised its target to CHF 81 from CHF 67, directly linking the shift to the end of FINMA enforcement, which it sees as an important reduction in perceived regulatory risk. JPMorgan and Citi both kept positive ratings while lifting their targets into the CHF high 70s to low 80s range, with JPMorgan at CHF 80, Citi at CHF 80.50 and Deutsche Bank at CHF 81. The updated model reduced the revenue growth assumption to 5.53% from 9.50%, adjusted the net profit margin to 27.59% from 26.85%, shifted the future P/E multiple to 14.78x from 14.48x, and changed the discount rate to 8.99% from 9.02%. The article also notes a CHF 130m savings target tied to cost efficiency and digital transformation efforts.

Impact on assets 6

Financials▲ · 3 stocks
Julius Baer Gruppe AG
BAER
▲ PositiveRegulationCapitalrelevance

The FINMA enforcement case against Julius Baer has ended, reducing perceived regulatory risk.

Morgan Stanley
MS
▲ PositiveCapitalrelevance

Morgan Stanley upgraded Julius Baer to Equal Weight from Underweight and raised its target to CHF 81, linking it to the end of FINMA enforcement.

Digital Finance & Tokenization▲ · 2 stocks
Aerospace & Aviation▲ · 1 stocks
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