H
Last Price
52 Week Range
CHF143.10 - CHF216.60
Next Earnings Date
Mar 04 2026 (Estimate)
Next Earnings Date
Mar 04 2026 (Est.)
Last Price
Market Cap | - |
EV | - |
Shares Outstanding | - |
Beta | - |
Industry | Insurance - Diversified |
Analyst Rating | OUTPERFORM |
Analyst Target Price | |
Number of Analysts | 3 |
P/E 2025E | 17.79x |
P/B 2025E | 2.67x |
Revenue | |
EBIT | |
EPS | |
BVPS |
Revenue | |
EBIT | |
EPS | |
BVPS |
Ebit Margin 2025E | 8.28% |
Net Profit Margin 2025E | 5.58% |
ROE 2025E | 9.86% |
ROA 2025E | - |
DPS 2025E | CHF7.32 |
Payout Ratio 2025E | 66.30% |
Div. Yield 2025E | 3.71% |
DPS Last 3Y CAGR |
Price
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H
Helvetia Baloise Holding Ltd
HELN
Sector
Financial Services
Industry
Insurance - Diversified
CEO
Rupprecht, Fabian
Employees
Website
www.helvetia-baloise.comIPO Date
1996-08-05
Headquarters
Aeschengraben 21, Basel 4051, Switzerland
The last closing price of Helvetia Baloise Holding (HELN) is CHF197.20, reflecting a +0.00% change from the prior session. Last updated: December 30, 2025 at 11:31 AM Eastern Time
Review the recent HELN stock performance trends:Past 1 Month: Helvetia Baloise Holding (HELN) shares have -5.37%.Past 3 Months: The stock has +1.28%.Past 6 Months: HELN shares have +5.96%. Last updated: January 1, 2026 at 12:03 AM Eastern Time
Over the last year, Helvetia Baloise Holding (HELN) has established a 52-week price range between a high of CHF216.60 and a low of CHF143.10. This metric is essential for assessing the stock's annual volatility. Last updated: January 1, 2026 at 12:03 AM Eastern Time
Based on current HELN analyst forecasts and market assumptions, the consensus price target for Helvetia Baloise Holding (HELN) is CHF213.00 for 2027. Relative to the current price of CHF197.20, this implies a positive upside of +8.01%. Price targets reflect forward-looking estimates based on information available at the time and are inherently subject to change as underlying assumptions, company fundamentals, or market conditions evolve. Last updated: January 1, 2026 at 12:03 AM Eastern Time
A CHF1,000 investment in Helvetia Baloise Holding 5 years ago, when the stock was trading around CHF91.54, would be worth approximately CHF2154.30 today, based solely on share price performance (excluding dividends). This represents a total return of 115.43% over the period, equivalent to a compound annual growth rate (CAGR) of 16.59%. Past performance reflects historical price movements only and does not imply future results. Last updated: January 1, 2026 at 12:03 AM Eastern Time
In the most recently reported quarter, Helvetia Baloise Holding (HELN) generated CHF2.46B in revenue, representing a +0.61% year over year change. Quarterly revenue results and expectations reflect underlying demand trends, pricing dynamics, product or service mix, seasonality, and broader macroeconomic conditions. Actual results may differ from consensus estimates as new information becomes available. Last updated: December 10, 2025 at 2:55 AM Eastern Time
In the most recently reported fiscal year, Helvetia Baloise Holding (HELN) generated net income of CHF481.80M, compared with CHF283.20M in the prior fiscal year, representing a +70.13% year over year change. For the upcoming fiscal year, analyst consensus currently estimates net income of CHF599.02M. Net income may be positive or negative and can fluctuate materially from year to year due to changes in operating performance, non-recurring or one-time items, accounting treatments, capital structure, and broader macroeconomic conditions. Last updated: December 10, 2025 at 2:55 AM Eastern Time
According to its latest quarterly filing, Helvetia Baloise Holding (HELN) reported EBITDA of CHF264.95M, representing a +29.81% year over year change. EBITDA is a non-GAAP measure and does not account for depreciation, amortization, interest expense, taxes, or capital expenditures. As a result, it should be considered alongside other financial metrics when assessing operating performance. Actual results may differ from estimates as company-specific or macroeconomic conditions evolve. Last updated: December 10, 2025 at 2:55 AM Eastern Time
Based on the latest available data, Helvetia Baloise Holding (HELN) is currently trading at a last twelve months (LTM) P/E ratio of 19.34x. The P/E ratio reflects how much investors are willing to pay today for a dollar of earnings and can vary meaningfully over time due to changes in profitability, growth expectations, margin outlook, and earnings volatility. Last updated: December 30, 2025 at 11:31 AM Eastern Time
Helvetia Baloise Holding (HELN) is currently scheduled to report its next earnings results on March 3, 2026. Earnings dates are subject to change and may be updated by the company with limited notice. Investors typically monitor upcoming earnings releases closely, as they can result in increased volatility depending on reported results, forward guidance, and management commentary. Last updated: January 1, 2026 at 12:03 AM Eastern Time
In the most recently reported quarter, Helvetia Baloise Holding (HELN) revenue was CHF2.46B. Earnings per share (EPS) for the quarter were CHF2.88. Revenue and EPS surprises may be positive or negative and can influence near-term stock performance depending on expectations, forward guidance, and broader market and sector conditions. For a detailed history of analyst expectations versus reported results, view the full estimates vs. actuals track record here: 👉 Estimates vs. Actuals Last updated: December 10, 2025 at 2:55 AM Eastern Time
Helvetia Baloise Holding (HELN) does not currently pay a dividend. Over the last twelve months (LTM), the company paid CHF0.00 per share in dividends, and no dividend payments are currently expected over the next twelve months (NTM). Companies that do not pay dividends typically prioritize reinvesting cash into growth initiatives, capital expenditures, debt reduction, or strategic investments, though dividend policy may change in the future. Last updated: December 10, 2025 at 2:55 AM Eastern Time
Analyst assessments of whether Helvetia Baloise Holding (HELN) consensus price target is overvalued or undervalued are generally expressed relative to consensus valuation frameworks and price targets, rather than as an absolute judgment.Current share price: CHF197.20Consensus price target: CHF213.00Implied return: +8.01% An implied return above current levels indicates that, on average, analysts view the stock as trading below their estimated fair value. Conversely, an implied return below current levels suggests the stock may be fully valued or priced above consensus expectations. This content is for informational purposes only and does not constitute investment advice. Last updated: December 30, 2025 at 11:31 AM Eastern Time
Based on the latest available analyst coverage, Helvetia Baloise Holding (HELN) currently carries a Outperform consensus rating. Analysts' average HELN price target is CHF213.00. Relative to the current share price of CHF197.20, this suggests a potential price change of approximately +8.01%. Analyst views are forward-looking estimates and should not be considered investment advice. Last updated: December 30, 2025 at 11:31 AM Eastern Time
Like other publicly traded stocks, Helvetia Baloise Holding (HELN) shares are bought and sold on stock exchanges such as SWX and other supported markets, depending on the listing. The most common way to buy shares is through an online brokerage account. To get started, you typically need to: Open an account with a licensed stock brokerComplete the broker's verification processFund your accountPlace a buy order for Helvetia Baloise Holding (HELN) shares Trading involves risk, and investors should consider their financial objectives and risk tolerance before investing.
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Helvetia Baloise Holding trades under the ticker symbol HELN on the SWX stock exchange. The ticker HELN is used to identify the company's common stock across trading platforms, market data providers, and regulatory filings.
Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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