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Helvetia Baloise Holding AG (HBAN.SW)

219.00 +1.20 (+0.55%)
At close: October 30 at 5:30:30 PM GMT+1
Chart Range Bar
Loading chart for HBAN.SW
  • Previous Close 217.80
  • Open 219.80
  • Bid --
  • Ask --
  • Day's Range 217.00 - 220.00
  • 52 Week Range 183.40 - 226.60
  • Volume 153,063
  • Avg. Volume 125,259
  • Market Cap (intraday) 21.684B
  • Beta (5Y Monthly) 0.33
  • PE Ratio (TTM) 41.87
  • EPS (TTM) 5.23
  • Earnings Date Sep 17, 2026
  • Forward Dividend & Yield 7.70 (3.54%)
  • Ex-Dividend Date May 27, 2026
  • 1y Target Est 232.74

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 Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, France, and internationally The company was formerly known as Helvetia Holding AG and changed its name to Helvetia Baloise Holding AG in April 2022. Helvetia Baloise Holding AG was incorporated in 2017 and is headquartered in Basel, Switzerland.

www.helvetia-baloise.com

20,597

Full Time Employees

December 31

Fiscal Year Ends

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

HBAN.SW
8.58%
MSCI WORLD (^990100-USD-STRD)
9.06%

1-Year Return

HBAN.SW
13.86%
MSCI WORLD (^990100-USD-STRD)
9.89%

3-Year Return

HBAN.SW
106.97%
MSCI WORLD (^990100-USD-STRD)
0.00%

5-Year Return

HBAN.SW
149.38%
MSCI WORLD (^990100-USD-STRD)
53.16%

Analyst Insights

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Analyst Price Targets

193.90 Low
232.74 Average
219.00 Current
267.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    2.25%

  • Return on Assets (ttm)

    0.61%

  • Return on Equity (ttm)

    3.93%

  • Revenue (ttm)

    13.92B

  • Net Income Avi to Common (ttm)

    307.22M

  • Diluted EPS (ttm)

    5.23

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    44.49B

  • Total Debt/Equity (mrq)

    136.82%

  • Levered Free Cash Flow (ttm)

    -10.41B

Company Insights

Research Reports

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