Bâloise Holding AG

Bâloise Holding AG

BLHEF
Bâloise Holding AGUS flagOther OTC
236.05
USD
-10.79
- -
10.71BMarket Cap
2012 Y
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
Revenue per Share
186.74
196.65
206.94
186.31
181.07
181.13
169.6
199.38
178.54
196.03
-47.57
153.7
140.2
Basic EPS, GAAP
10.24
9.65
15.15
10.96
11.53
11.5
11.14
15.02
9.64
13.06
5.49
5.29
8.48
Free Cash Flow per Basic Share
10.78
12.03
5.76
5.79
14.46
10.9
22.33
7.85
0.21
9.49
-9.56
9.7
1.27
Dividend per Share
4.52
4.52
5
5.02
5
5.22
5.62
6.03
6.38
6.4
7.01
7.4
7.69
Book Value per Share
100.16
105.16
115.49
121.74
129.16
129.23
136.77
148.08
155.18
109.76
108.53
106.25
106.91
Tangible Book Value per Share
76.07
81.59
104.89
98.78
106.46
113.48
105.73
122.91
129.47
86.97
70.39
67.21
75.69
Basic Weighted Avg Shares
47
47
47
47
46
48
47
46
45
45
45
45
45
Sales/Revenue/Turnover
8,746
9,222
9,710
8,704
8,398
8,629
7,968
9,215
8,040
8,834
-2,149
6,962
6,364
Operating Margin (%)
6.36
6.6
9.12
7.8
8.14
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
110
99
70
70
63
83
67
91
97
102
79
76
74
Net Income, GAAP
480
453
711
512
535
548
523
694
434
588
248
240
385
Effective Tax Rate (%)
12.86
25.11
19.57
24.76
17.3
18.14
25.04
- -
24.67
16.42
28.93
25.74
27.13
Profit Margin (%)
5.48
4.91
7.32
5.88
6.37
6.35
6.57
7.53
5.4
6.66
-11.53
3.44
6.05
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
3,352
3,190
3,469
3,638
3,788
1,743
1,744
4,412
4,774
4,998
4,884
5,248
5,749
Total Equity
4,641
4,906
5,831
5,454
5,774
6,409
6,008
6,716
6,986
4,185
3,417
3,259
3,636
Return on Invested Capital (%)
7.59
5.07
7.31
4.97
5.48
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
9.8
6.83
9.45
6.38
6.32
6.98
7.02
- -
4.15
5.76
2.7
2.64
3.95
Return on Common Equity (%)
10.52
9.41
13.73
9.22
9.16
9.02
8.32
10.46
6.28
9.86
5.03
4.93
7.96

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-3.16%
-9.49%
11.57%
Free Cash Flow
- -
762.82%
-86.86%
Net Income, GAAP
0.45%
-0.51%
60.6%
Sales/Revenue/Turnover
-56.29%
-111.95%
-8.59%
Total Cash Common Dividend
- -
4.66%
4.12%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
6,962
2024
- -
- -
- -
- -
6,364
2025
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
5.29
2024
- -
- -
- -
- -
8.48
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
7.4
2024
- -
- -
- -
- -
7.69
2025
- -
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Michael Muller
Full Time Employees
7,997
Sector
Financial Services
Industry
Insurance - Diversified
Address
Aeschengraben 21 Basel Switzerland 4002
IPO Date
Oct 23, 2009
Business
Bâloise Holding AG, a Swiss insurance holding company headquartered in Basel and founded in 1863, provides a comprehensive range of insurance, pension, banking, and asset management products and services across Switzerland, Germany, Belgium, and Luxembourg. Its core offerings encompass non-life insurance including accident, health, liability, motor, property, marine, household, building, electric car, e-bike, and natural hazard coverage; life insurance such as endowment policies, term insurance, investment-linked products, and private placement solutions; banking services through Baloise Bank Ltd featuring insurbanking and asset management with assets under management reaching CHF 16.8 billion; and additional financial services like pensions and real estate investments. The company serves individuals, businesses, and institutional clients, emphasizing sustainable and innovative products such as those aligned with Minergie standards and climate risk protection. In April 2025, Bâloise Holding AG announced a merger of equals with Helvetia Holding AG, valued at approximately CHF 8.4 billion, to form Switzerland's second-largest insurer, Helvetia Baloise Holding Ltd; shareholders approved the transaction in May 2025, all regulatory approvals were secured by November 2025, and the merger completes on 5 December 2025 with Baloise shares delisted thereafter. Recent operational developments include successful expansion of insurbanking in Switzerland, growth in assets under management, implementation of a refocusing strategy targeting improved profitability and cost/income ratios by 2027, and a group-wide rebranding in 2022-2023 under Baloise Holding Ltd.

Company News

APIChatGPT
  • Swiss insurer Helvetia Baloise to cut up to 2,600 jobs following merger

  • Baloise Holding AG (BLHEY) Q2 2025 Earnings Call Transcript

  • Top Baloise Investor Cevian Sells Stake to Helvetia Shareholder Ahead of Merger Deal

  • Baloise says Patria acquires 9.35% stake from Cevian ahead of merger with Helvetia

  • Helvetia, Baloise to Merge to Create Switzerland's Second-Largest Insurer

  • Helvetia and Baloise to merge, creating Switzerland's second-biggest insurance group

  • Swiss insurers Baloise, Helvetia explore merger, Bloomberg News reports

  • Baloise Holding: Strong Cash Remittance Covers The 5% Dividend Yield