BAER Dividend History & Analysis | 4.4% Yield

BAER has a dividend yield of 4.4% and paid 2.6 CHF per share in the last 12M. Complete payout history, full analyses and peer comparison.

Yield 12m 4.36%
Payout Ratio 57.8%
Growth Rate CAGR 5y 18.8%
Consistency Lifetime 98%
Yield on Cost 5y 5.4%
Payout FCF -
Streak Years 4
Dividend Rating 70.2%
Chowder Number yield + growth 23.2% meets 12% target for healthy growth
Yield vs Average 5y +1.4% avg 4.3% vs now 4.36%
Debt / EBITDA leverage 2.4x healthy
Income per 10k invested 436 CHF per year
Dividends Cash Amount per Share Yearly BAER annual dividends paid per share, showing the total cash Julius Baer Gruppe distributed to shareholders each year.
Dividend Growth Year over Year BAER year-over-year dividend growth rate, showing how Julius Baer Gruppe's dividend per share increased or decreased each year compared to the prior year.
Price and Yield per Payout History BAER dividend yield history versus share price over the past 5 years, showing how Julius Baer Gruppe's payout yield moved at each dividend payment relative to its stock price.
┅┅ Payout Yield (right) Price (left)

Top Dividend Payers in Asset Management & Custody Banks

Top 10 Dividend Yields of Peer-Group
SYMBOL MARKET CAP USD YIELD TTM YIELD ON COST 5y
ECAT NYSE
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1,532 M 21.46% 33.43%
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1,618 M 21.15% 29.30%
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993 M 13.17% 27.05%
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586 M 11.70% 28.68%
BCSF NYSE
Bain Capital Specialty
802 M 14.24% 21.92%
MSIF NYSE
MSC Income Fund
495 M 9.47% 29.69%
Top 10 Dividend Growth Rates of Peer-Group
SYMBOL MARKET CAP USD GROWTH RATE CONSISTENCY
ECAT NYSE
BlackRock ESG Capital
1,532 M 46.20% 91.7%
ASA NYSE
ASA Gold Precious Metals
904 M 43.50% 99.2%
MSIF NYSE
MSC Income Fund
495 M 42.57% 100.0%
BCAT NYSE
BlackRock Capital
1,618 M 38.58% 100.0%
KBDC NYSE
Kayne Anderson BDC
892 M 35.03% 100.0%
SLRC NASDAQ
SLR Investment
706 M 35.11% 98.3%
VCTR NASDAQ
Victory Capital Holdings
6,078 M 24.64% 100.0%
STEP NASDAQ
Stepstone
5,370 M 23.52% 98.9%
BXSL NYSE
Blackstone Secured Lending
5,542 M 25.33% 90.8%
ARES NYSE
Ares Management
41,455 M 21.11% 100.0%

BAER Dividend History

Dividend Monthly Return EX date, 4.2 years of data

Jan - -
Feb - -
Mar - -
Apr 4.29% 100
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

Average monthly dividend return by ex-dividend date. The score below shows reliability based on how consistently dividends were paid in that month.

Last 5 Payments (CHF) as of July 2026
EX-DATE RECORD PAYMENT PERIOD DIV/SHARE GROWTH PAYOUT YIELD
2026-04-13 2026-04-15 Interim 2.6 0% 4.36%
2025-04-14 2025-04-16 Final 2.6 0% 5.39%
2024-04-15 2024-04-17 Final 2.6 0% 5.24%
2023-04-17 2023-04-19 Final 2.6 +136.4% 4.18%
2022-04-14 2022-04-20 Final 1.1 0% 2.27%

BAER Dividend FAQ

What is the Dividend Yield of BAER?

As of July 2026, BAER's dividend yield is 4.36%. This is calculated by dividing the trailing 12-month dividend rate (TTM rate) of 2.60 CHF by the current share price of 70.54.

Does BAER pay a dividend?

As of July 2026, BAER paid a dividend of 2.60 CHF in the last 12 months. The last dividend was paid on 2026-04-13 and the payout was 2.6 CHF.

How often does BAER pay dividends?

BAER pays dividends annually. Over the last 12 months, BAER has issued 1 dividend payments. The last dividend payment was made on 2026-04-13.

BAER dividend forecast

Based on historical data, the forecasted dividend per share for BAER for the next payment is 2.599 (0.0%). This suggests the dividend will remain relatively stable. The expected Yield for the next 12 months is about 3.68%.

Will BAER pay dividends in 2026?

The latest dividend paid per share was 2.6 CHF with an Ex-Dividend Date of 2026-04-13. The next Ex-Dividend date for Julius Baer Gruppe (BAER) is currently unknown.

What is the next Ex-Dividend Date for BAER?

The next Ex-Dividend date for Julius Baer Gruppe (BAER) is currently unknown. We automatically update the next Ex-Dividend date when it is announced.

What is the Dividend Growth of BAER?

BAER's average dividend growth rate over the past 5 years is 18.8% per year. Strong growth: BAER's dividend growth is outpacing inflation.

What is the Yield on Cost of BAER?

BAER's 5-Year Yield on Cost is 5.36%. If you bought BAER's shares at 48.54 CHF five years ago, your current annual dividend income (2.60 CHF per share, trailing 12 months) equals 5.36% of your original purchase price.

What is the Payout Consistency of BAER?

BAER Payout Consistency is 98.0%. The payout consistency is a proprietary measure of how consistently a company has paid dividends over its lifetime and blends growth rate, number of dividend payments, interruptions or lowering dividends into one number. Very consistent: Julius Baer Gruppe has a strong track record of consistent dividend payments over its lifetime.

Does BAER have a good Dividend Yield?

BAER's 4.36% Dividend Yield is considered as good. Make sure the dividend is sustainable: Check the Payouts-Ratio over time.

What is the Dividend Payout Ratio of BAER?

The Dividend Payout Ratio of BAER is 57.8%. Healthy - Leaves room for growth and provides some protection to maintain dividends even in a recession.

What is the Dividend Rating of BAER?

BAER's Overall Dividend Rating is 70.24%. Ratings surpassing 65% are regarded as acceptable, exceeding 75% are favorable and surpassing 85% are strong.

BAER Outstanding Shares Analysis

The Chart shows the outstanding shares over time per year.
What is the Trend in BAER's Outstanding Shares?

Julius Baer Gruppe's outstanding shares have decreased by approximately 1.61% annually over the past 3 years (Trend Reliability: -74.9%). Slightly positive: The company is modestly reducing its share count through buybacks. This provides a small tailwind to earnings per share and dividend sustainability.

Has BAER ever had a Stock Split?

Yes, the last stock split was on Oct 10, 2012 with a ratio of 1517:1482. This was a forward split: Each share became 1.02 shares, lowering the price proportionally. The dividend per share was also adjusted downward by the same ratio, so total dividend income remained unchanged.

YEAR NUMBER OF SHARES ANNUAL GROWTH RATE
2004 57,989,500 0%
2005 114,655,700 +97.72%
2006 227,422,000 +98.35%
2007 211,882,700 -6.83%
2008 211,564,400 -0.15%
2009 210,854,900 -0.34%
2010 207,621,500 -1.53%
2011 202,461,400 -2.49%
2012 214,241,800 +5.82%
2013 218,451,700 +1.97%
2014 218,613,500 +0.07%
2015 217,404,900 -0.55%
2016 216,902,000 -0.23%
2017 217,977,400 +0.5%
2018 217,017,400 -0.44%
2019 216,928,800 -0.04%
2020 215,032,400 -0.87%
2021 213,206,900 -0.85%
2022 206,604,900 -3.1%
2023 206,124,200 -0.23%
2024 205,936,400 -0.09%
2025 205,549,100 -0.19%
2026 205,552,600 0%

Key Metric Definitions

Dividend Yield

Annual dividend per share divided by current share price.

Payout Ratio

Percentage of earnings paid as dividends. Below 60% = safe, above 100% = unsustainable.

Payout FCF

Percentage of Free Cash Flow paid as dividends. More reliable than Payout Ratio since it measures actual cash.

Growth Rate (CAGR)

Compound annual growth rate of dividends over the last 5 years.

Consistency

Reliability of dividend payments over lifetime. Penalizes cuts and pauses.

Yield on Cost

Your effective yield if you bought 5 years ago. Shows dividend growth impact over time.

Streak

Consecutive years of dividend payments. 25+ years = Dividend Aristocrat.

Dividend Rating

Proprietary score (0-100) combining yield, growth, safety and consistency.

Last update: 2026-07-20 02:06 UTC