Julius Baer Gruppe AG (MEX:BAERN) Forward Dividend Yield %: 0.00% (As of Jun. 25, 2026)


MEX:BAERN Julius Baer Gruppe AG MEX:BAERN
76 GF Score
Price MXN990.76
GF Value MXN918.74
! 7 Warning Signs
View Full Analysis

What is Julius Baer Gruppe AG Forward Dividend Yield %?

Julius Baer Gruppe AG MEX:BAERN 76 Forward Dividend Yield % is 0.00% as of Jun. 25, 2026. GuruFocus rates MEX:BAERN with a GF Score™ of 76/100 and a GF Value™ of MXN918.74. The stock has 7 warning signs investors should review. Among 1,107 Asset Management companies, Julius Baer Gruppe AG ranks worse than 69.92% on this metric.

As of today (2026-06-25), the Forward Annual Dividend Yield of Julius Baer Gruppe AG is 0.00%.

As of today (2026-06-25), the Trailing Annual Dividend Yield of Julius Baer Gruppe AG is 0.00%.

MEX:BAERN's Forward Dividend Yield % is not ranked *
in the Asset Management industry.
Industry Median: 6.19
* Ranked among companies with meaningful Forward Dividend Yield % only.

Julius Baer Gruppe AG's Dividends per Share for the six months ended in Dec. 2025 was MXN0.00.

During the past 5 years, the average Dividends Per Share Growth Rate was 11.90% per year.

During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Julius Baer Gruppe AG was 22.40% per year. The lowest was 0.00% per year. And the median was 11.90% per year.

The growth rate is calculated with least square regression.

For more information regarding to dividend, please check our Dividend Page.


Julius Baer Gruppe AG  (MEX:BAERN) Forward Dividend Yield % Explanation

Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.

Dividends may also qualify a lower tax rate for investors.

In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.

You can find the stocks that owned most by Gurus here. Or you can check out Warren Buffett's highest dividend stocks here.


Julius Baer Gruppe AG Forward Dividend Yield % Related Terms


MEX:BAERN vs BLK, BX, KKR: Forward Dividend Yield % Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Julius Baer Gruppe AG Forward Dividend Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Forward Dividend Yield % distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Forward Dividend Yield % falls into.


MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Forward Dividend Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Julius Baer Gruppe AG Forward Dividend Yield % Calculation

Dividend Yield measures how much a company pays out in dividends each year relative to its share price.

Julius Baer Gruppe AG Recent Full-Year* Dividend History

Amount Ex-date Record Date Pay Date Type Frequency Forex Rate
CHF 2.6000002026-04-142026-04-142026-04-15Cash DividendannuallyCHF:MXN 21.921069

* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.

Julius Baer Gruppe AG's Trailing Annual Dividend Yield (%) for Today is calculated as

Trailing Annual Dividend Yield=Most Recent Full Year Dividend/Current Share Price
=56.9947794/990.76
=5.75 %

Current Share Price is MXN990.76.
Julius Baer Gruppe AG's Dividends per Share for the trailing twelve months (TTM) ended in Today is MXN56.9947794.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Dividend Yield % of 0.00% mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Forward Dividend Yield % of 0.00% as of Jun. 25, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #774 out of 1107 companies in the Asset Management industry, placing it in the top 69.9%.
Is Julius Baer Gruppe AG's Forward Dividend Yield % too high?
Julius Baer Gruppe AG's current Forward Dividend Yield % is 0.00%. Based on the distribution chart, Julius Baer Gruppe AG ranks #774 out of 1107 companies in the Asset Management industry, which is below the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Forward Dividend Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #774 out of 1107 companies for Forward Dividend Yield %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Forward Dividend Yield % is 6.19. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for an Asset Management company?
The median Forward Dividend Yield % among Asset Management companies is 6.19, based on 1,107 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Forward Dividend Yield % is 6.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Forward Dividend Yield % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Julius Baer Gruppe AG stock overvalued right now?
Julius Baer Gruppe AG (MEX:BAERN) has a current Forward Dividend Yield % of 0.00%. The stock's GF Value™ is MXN918.74, compared to a current price of MXN990.76 — trading 7.8% above its estimated fair value. The current Forward Dividend Yield % is 0.00%. Julius Baer Gruppe AG's overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Forward Dividend Yield % is 0.00% as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Julius Baer Gruppe AG (MEX:BAERN) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of MXN990.76 is trading 7.8% above its estimated GF Value™ of MXN918.74.

Key valuation signals for MEX:BAERN:

  • Forward Dividend Yield %: 0.00%
  • GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the MEX:BAERN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Julius Baer Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, Zurich, CHE, 8010
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. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
76GF Score

Get the complete analysis for MEX:BAERN

Forward Dividend Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN990.76
Price
MXN918.74
GF Value