Update shared on17 Jul 2025
Fair value Increased 30%Despite a marked decline in revenue growth forecasts, the consensus analyst price target for Baloise Holding has risen sharply, likely driven by higher future earnings multiples, lifting the fair value estimate from CHF163.96 to CHF212.35.
What's in the News
- Helvetia Holding AG agreed to acquire Baloise Holding AG in a CHF 8.3 billion merger of equals, with the combined group to be named "Helvetia Baloise Holding Ltd" and listed on SIX Swiss Exchange under ticker "HBAN".
- The merger will result in a combined Board of Directors of 13 members, with equal representation from both sides, key executive roles split between Helvetia and Baloise, and headquarters based in Basel.
- Patria Società cooperativa and Patria Genossenschaft acquired a combined 9.41% stake in Baloise from Cevian Capital Partners Limited and will support the merger at the Extraordinary General Meeting.
- Baloise and Helvetia shareholders have approved the transaction, which is subject to regulatory and antitrust approval, with expected completion between October and December 2025.
- Following completion, Baloise shares will be delisted and fully integrated into Helvetia, with a break fee of CHF 180 million stipulated if the deal fails to close.
Valuation Changes
Summary of Valuation Changes for Baloise Holding
- The Consensus Analyst Price Target has significantly risen from CHF163.96 to CHF212.35.
- The Consensus Revenue Growth forecasts for Baloise Holding has significantly fallen from 13.7% per annum to 7.5% per annum.
- The Future P/E for Baloise Holding has significantly risen from 16.07x to 20.42x.
Disclaimer
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