1. Switzerland Stocks

  2. •

    Financial Services

  3. •

    Insurance - Diversified
Bâloise Holding AG

Bâloise Holding AG

BLHEY
Bâloise Holding AGUS flagOther OTC
23.50
USD
-4.45
- -
1.07BMarket Cap
Bâloise Holding AG
BLHEY
(Other OTC)

Recent

price

23.50

P/E

ratio

- -

div

yld

- -

ROIC.AI

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
FRC
19.92
20.22
17
18.67
19.66
20.69
18.63
18.11
18.11
16.96
19.94
17.85
19.6
-4.76
15.37
14.02
Revenue per Share
0.88
0.93
0.13
1.02
0.97
1.51
1.1
1.15
1.15
1.11
1.5
0.96
1.31
0.55
0.53
0.85
Basic EPS, GAAP
2.09
0.49
0.48
1.08
1.2
0.58
0.58
1.45
1.09
2.23
0.78
0.02
0.95
-0.96
0.97
0.13
Free Cash Flow per Basic Share
0.45
0.46
0.45
0.45
0.45
0.5
0.5
0.5
0.52
0.56
0.6
0.64
0.64
0.7
0.74
0.77
Dividend per Share
9.28
9.95
9.43
10.02
10.52
11.55
12.17
12.92
12.92
13.68
14.81
15.52
10.98
10.85
10.62
10.69
Book Value per Share
6.15
5.95
5.33
7.61
8.16
10.49
9.88
10.65
11.35
10.57
12.29
12.95
8.7
7.04
6.72
7.57
Tangible Book Value per Share
479
469
469
468
469
469
467
464
476
470
462
450
451
452
453
454
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
- -
- -
- -
- -
0.53
2024
- -
- -
- -
- -
0.85
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.74
2024
- -
- -
- -
- -
0.77
2025
- -
- -
- -
- -
- -
Similar Companies
Helvetia Holding AG (HLVTY)
Doha Insurance Group Q.P.S.C. (DOHI.QA)
Tryg A/S (TGVSF)
Swiss Life Holding AG (SLHN.SW)
iA Financial Corporation Inc. (IAF-PI.TO)
Tune Protect Group Berhad (5230.KL)
Business
Bâloise Holding AG operates as a Switzerland-based insurance group primarily engaged in providing insurance and pension solutions. The company offers a wide range of products and services, including life insurance, non-life insurance, and pension solutions tailored for private customers, small and medium-sized enterprises, and corporate clients. Its insurance product categories cover motor insurance, property insurance, liability insurance, legal expenses insurance, and accident insurance. Bâloise also delivers pension fund management and investment services. The company operates mainly in Switzerland, Germany, and Luxembourg. Founded in 1863, Bâloise Holding AG is headquartered in Basel, Switzerland. It serves its target markets through a multi-channel distribution network consisting of agents, brokers, and direct channels. The company positions itself within the financial services and insurance industry segments with a focus on personalized and comprehensive risk solutions. In recent years, Bâloise has pursued strategic initiatives to enhance its digital capabilities and customer experience. Notably, in the past 1-2 years, it has expanded its technological offerings and formed strategic partnerships aiming to integrate more digital solutions in its insurance and pension services. Furthermore, it has launched new product innovations oriented towards digitalization and climate-related risks. These efforts reflect Bâloise’s commitment to modernization while reinforcing its core insurance operations in its key markets. There was no public record of recent major acquisitions or name changes within this timeframe. Overall, Bâloise Holding AG continues to focus on strengthening its financial services portfolio through diversified insurance offerings and advances in digital innovation across its European operational footprint. The company remains a significant player in the insurance sector with a history spanning over 160 years.

Company News

APIChat

  • reuters.com

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

  • defenseworld.net

    Bâloise (OTCMKTS:BLHEY) Stock Price Down 1.3% – Should You Sell?

  • 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