Helvetia Baloise Holding AG (SWX:HBAN)
Switzerland · Delayed Price · Currency is CHF | Market Cap | 20.76B +82.8% |
| Revenue (ttm) | 10.32B +9.7% |
| Net Income | 545.82M +14.6% |
| EPS | 10.32 +14.8% |
| Shares Out | 99.06M |
| PE Ratio | 20.31 |
| Forward PE | 18.49 |
| Dividend | 7.70 (3.56%) |
| Ex-Dividend Date | May 27, 2026 |
| Volume | 105,066 |
| Open | 209.00 |
| Previous Close | 208.20 |
| Day's Range | 208.60 - 210.20 |
| 52-Week Range | 183.40 - 225.00 |
| Beta | 0.33 |
| Analysts | Buy |
| Price Target | 231.36 (+10.38%) |
| Earnings Date | Sep 17, 2026 |
About SWX:HBAN
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business. It offers life insurance products in the areas of investment-linked, group life, and traditional individual life others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and pure risk, savings, endowment, and annuity insurance products, as well as pension plans and asset management services. The company also provides marine, aviation, and art insurance. It operates in Switzerla... [Read more]
Financial Performance
In 2025, SWX:HBAN's revenue was 10.32 billion, an increase of 9.69% compared to the previous year's 9.41 billion. Earnings were 545.82 million, an increase of 14.83%.
Financial StatementsAnalyst Summary
According to 8 analysts, the average rating for HBAN stock is "Buy." The 12-month stock price target is CHF 231.36, which is an increase of 10.38% from the latest price.
News
Helvetia Baloise Holding AG Transcript: CMD 2026
The group is executing a disciplined integration of Helvetia and Baloise, targeting CHF 650 million in run-rate savings and 10%-12% annual EPS growth through 2028. Strong market positions in Switzerland and Germany, robust capital, and a focus on AI-driven efficiency underpin ambitious financial and operational targets.
Helvetia Baloise Holding AG Slides: FY 2026
Helvetia Baloise Holding AG has posted slides in relation to its FY 2026 quarterly earnings report, which was published on April 15, 2026.
Helvetia Baloise Holding AG Earnings release: H2 2025
Helvetia Baloise Holding AG released its H2 2025 earnings on April 15, 2026, summarizing the period's financial results.
Helvetia Baloise Holding AG Slides: H2 2025
Helvetia Baloise Holding AG has posted slides in relation to its H2 2025 quarterly earnings report, which was published on April 15, 2026.
Helvetia Baloise Holding AG Earnings Call Transcript: H2 2025
Both companies delivered strong 2025 results, each achieving 20% earnings or profit growth and improved combined ratios. The merger led to a robust combined SST ratio of 260% and a proposed dividend increase of 5.54%.
Helvetia Baloise Holding AG Annual report: H2 2025
Helvetia Baloise Holding AG has published its H2 2025 annual report on April 15, 2026.
Helvetia Baloise Holding AG Earnings release: H2 2025
Helvetia Baloise Holding AG released its H2 2025 earnings on April 15, 2026, summarizing the period's financial results.
Helvetia Baloise Holding AG Slides: H2 2025
Helvetia Baloise Holding AG has posted slides in relation to its H2 2025 quarterly earnings report, which was published on April 15, 2026.
Swiss insurer Helvetia Baloise to cut up to 2,600 jobs following merger
Newly created Swiss insurer Helvetia Baloise plans to cut up to 2,600 jobs in the coming years to boost profitability, a person familiar with the matter told Reuters on Tuesday.
Helvetia Baloise Holding AG Transcript: Status Update
The merger has closed with integration progressing smoothly and management teams in place. Significant accounting impacts from IFRS 17 include goodwill and intangible assets, but these do not affect cash or dividends. Synergies of CHF 350 million and a 20% dividend uplift by 2029 are targeted.
Helvetia Baloise Holding AG Press release: Status Update
Helvetia Baloise Holding AG issued a press release on December 8, 2025, disclosing material business information to investors.
Helvetia Baloise Holding AG Slides: Status Update
Helvetia Baloise Holding AG has posted slides in relation to its latest quarterly earnings report, which was published on December 8, 2025.
Helvetia Baloise Holding AG Earnings Call Transcript: H1 2025
Underlying earnings rose 5% to CHF 301 million and net income surged 24% to CHF 320 million, driven by technical excellence and improved non-life underwriting. The group remains on track for its three-year targets and is progressing with the Baloise merger, while maintaining strong capital and operational efficiency.
Helvetia Baloise Holding AG Earnings release: H1 2025
Helvetia Baloise Holding AG released its H1 2025 earnings on September 3, 2025, summarizing the period's financial results.
Helvetia Baloise Holding AG Quarterly report: H1 2025
Helvetia Baloise Holding AG has published its H1 2025 quarterly earnings report on September 3, 2025.
Helvetia Baloise Holding AG Slides: H1 2025
Helvetia Baloise Holding AG has posted slides in relation to its H1 2025 quarterly earnings report, which was published on September 3, 2025.
Top Baloise Investor Cevian Sells Stake to Helvetia Shareholder Ahead of Merger Deal
Cevian Capital sold its 9.4% stake in Baloise to Patria Genossenschaft—which owns 34.1% of Helvetia—in an unconditional deal at an undisclosed price, Baloise said Friday.
Baloise says Patria acquires 9.35% stake from Cevian ahead of merger with Helvetia
Baloise on Friday said that Patria Genossenschaft had acquired a 9.45% stake in the Swiss insurer, which this week announced plans to merge with competitor Helvetia.
Helvetia Baloise Holding AG Transcript: M&A Announcement
The merger creates Switzerland's second largest insurance group, targeting CHF 350 million in annual cost synergies and a 20% uplift in dividend capacity by 2029. Integration is expected to complete by 2028, with strong cultural alignment and a balanced governance structure.
Helvetia Baloise Holding AG Press release: M&A Announcement
Helvetia Baloise Holding AG issued a press release on April 22, 2025, disclosing material business information to investors.
Helvetia Baloise Holding AG Slides: M&A Announcement
Helvetia Baloise Holding AG has posted slides in relation to its latest quarterly earnings report, which was published on April 22, 2025.
Helvetia, Baloise to Merge to Create Switzerland's Second-Largest Insurer
The insurers said the deal would be structured as a merger of equals with a combined market value of $22.38 billion.
Helvetia and Baloise to merge, creating Switzerland's second-biggest insurance group
Helvetia and Baloise said on Tuesday that they plan to merge, creating Switzerland's second-largest insurance group with a combined market share of about 20%.
Swiss insurers Baloise, Helvetia explore merger, Bloomberg News reports
Baloise and Helvetia Holding AG are exploring a potential merger that could create one of Switzerland's largest insurers, Bloomberg News reported on Tuesday, citing people familiar with the matter.