Update shared on 13 Dec 2025
Analysts have modestly maintained their price target on Baloise Holding at approximately CHF 229.20, reflecting stable assumptions on discount rate, revenue growth and profit margins that support an unchanged valuation framework.
What's in the News
- Helvetia Holding completed its CHF 8.3 billion merger of equals with Baloise on December 5, 2025, creating Helvetia Baloise Holding Ltd. Newly issued HBAN shares were admitted to trading from December 8, 2025 (Key Developments).
- Baloise shareholders received 1.0119 Helvetia share for each Baloise share, resulting in a combined ownership structure of approximately 53.47 percent Helvetia and 46.53 percent Baloise, subject to diluted share count adjustments (Key Developments).
- Multiple equity indices, including the FTSE All World Index, S&P Global BMI, S&P Europe 350 and related financial and insurance sub indices, and S&P Global 1200 and International 700, removed Baloise as a constituent ahead of its merger related delisting (Key Developments).
- The European Commission and the Swiss Competition Commission cleared the merger following foreign subsidies and antitrust reviews, enabling completion once all regulatory and shareholder approvals were secured (Key Developments).
- Baloise announced that Chief Financial Officer Carsten Stolz will step down effective December 31 to pursue a new opportunity outside the group (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Fair value remains unchanged at approximately CHF 229.20, indicating a stable long term valuation view for Baloise Holding.
- Discount Rate: The discount rate is effectively unchanged at about 3.86 percent, suggesting no material shift in perceived risk profile or cost of capital.
- Revenue Growth: Forecast revenue growth is stable at roughly 13.74 percent, with no meaningful revision to top line expectations.
- Net Profit Margin: Projected net profit margin remains broadly unchanged at around 5.89 percent, reflecting consistent assumptions on profitability.
- Future P/E: The future price to earnings multiple is steady at about 21.41x, indicating no significant change in the market valuation multiple applied to expected earnings.
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