1. Switzerland Stocks

  2. •

    Financial Services

  3. •

    Insurance - Diversified
Bâloise Holding AG

Bâloise Holding AG

BLHEF
Bâloise Holding AGUS flagOther OTC
236.05
USD
-10.79
- -
10.71BMarket Cap
Bâloise Holding AG
BLHEF
(Other OTC)

Recent

price

236.05

P/E

ratio

- -

div

yld

- -

ROIC.AI

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
FRC
199.24
202.23
169.96
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
Revenue per Share
8.79
9.31
1.3
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
Basic EPS, GAAP
20.9
4.93
4.77
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
Free Cash Flow per Basic Share
4.51
4.57
4.51
4.52
4.52
5
5.02
5
5.22
5.62
6.03
6.38
6.4
7.01
7.4
7.69
Dividend per Share
92.85
99.51
94.31
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
Book Value per Share
61.53
59.51
53.28
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
Tangible Book Value per Share
48
47
47
47
47
47
47
46
48
47
46
45
45
45
45
45
Basic Weighted Avg Shares
9,545
9,484
7,971
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
Sales/Revenue/Turnover
5.89
6.4
- -
6.36
6.6
9.12
7.8
8.14
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
-10
2
140
110
99
70
70
63
83
67
91
97
102
79
76
74
Depreciation Expense
421
437
61
480
453
711
512
535
548
523
694
434
588
248
240
385
Net Income, GAAP
18.57
21.23
31.05
12.86
25.11
19.57
24.76
17.3
18.14
25.04
- -
24.67
16.42
28.93
25.74
27.13
Effective Tax Rate (%)
4.41
4.6
0.76
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
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
- -
- -
- -
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
LT Debt
4,510
4,134
3,799
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
Total Equity
8.16
9.47
- -
7.59
5.07
7.31
4.97
5.48
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
10
11.34
3.7
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 Capital (%)
9.68
9.58
1.34
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
Return on Common Equity (%)

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
- -
- -
- -
- -
- -
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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

  • reuters.com

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

  • seekingalpha.com

    Baloise Holding AG (BLHEY) Q2 2025 Earnings Call Transcript

  • wsj.com

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

  • reuters.com

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

  • wsj.com

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

  • reuters.com

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

  • reuters.com

    Swiss insurers Baloise, Helvetia explore merger, Bloomberg News reports

  • seekingalpha.com

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