Bellevue Group（BBN）株式概要ベルビュー・グループAGは、スイス、英国、ドイツをはじめ、世界各国で資産運用サービスを提供している。 詳細BBN ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より49.7%で取引されている 過去1年間で収益は81.3%増加しました リスク分析過去5年間で収益は年間47.6%減少しました。 不安定な配当実績 すべてのリスクチェックを見るBBN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW470,156 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA470,156 investors already sharing narrativesYour Fair ValueCHF Current PriceCHF 7.48311.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0135m2016201920222025202620282031Revenue CHF 16.9mEarnings CHF 1.1mAdvancedSet Fair ValueView all narrativesBellevue Group AG 競合他社nebag agSymbol: SWX:NBENMarket cap: CHF 58.4mRealUnit SchweizSymbol: BRSE:REALUMarket cap: CHF 45.3mAlpine SelectSymbol: SWX:ALPNMarket cap: CHF 77.9mVP BankSymbol: SWX:VPBNMarket cap: CHF 587.2m価格と性能株価の高値、安値、推移の概要Bellevue Group過去の株価現在の株価CHF 7.4852週高値CHF 12.4052週安値CHF 6.68ベータ0.871ヶ月の変化3.31%3ヶ月変化-0.27%1年変化-6.50%3年間の変化-70.95%5年間の変化-83.41%IPOからの変化-79.65%最新ニュースReported Earnings • Jul 28First half 2026 earnings released: EPS: CHF0.13 (vs CHF0.014 in 1H 2025)First half 2026 results: EPS: CHF0.13 (up from CHF0.014 in 1H 2025). Revenue: CHF26.1m (up 3.9% from 1H 2025). Net income: CHF1.77m (up CHF1.58m from 1H 2025). Profit margin: 6.8% (up from 0.7% in 1H 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Barbara Pavik was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 26Bellevue Group Ag Approves an Ordinary Dividend, Payable on March 30, 2026At the Annual General Meeting on March 24, 2026, the shareholders of Bellevue Group AG approved An ordinary dividend of CHF 0.15 per share will be paid. Bellevue Group shares will trade ex-dividend on March 26, 2026. The payment is made on March 30, 2026, including the deduction of 35% withholding tax.Upcoming Dividend • Mar 20Upcoming dividend of CHF0.15 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 30 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (3.5%).Declared Dividend • Mar 06Dividend of CHF0.15 announcedShareholders will receive a dividend of CHF0.15. Ex-date: 26th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. However, EPS has declined by 39% over the last 5 years so the company would need to reverse this trend.お知らせ • Mar 05Bellevue Group AG, Annual General Meeting, Mar 24, 2026Bellevue Group AG, Annual General Meeting, Mar 24, 2026, at 16:00 W. Europe Standard Time.最新情報をもっと見るRecent updatesReported Earnings • Jul 28First half 2026 earnings released: EPS: CHF0.13 (vs CHF0.014 in 1H 2025)First half 2026 results: EPS: CHF0.13 (up from CHF0.014 in 1H 2025). Revenue: CHF26.1m (up 3.9% from 1H 2025). Net income: CHF1.77m (up CHF1.58m from 1H 2025). Profit margin: 6.8% (up from 0.7% in 1H 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Barbara Pavik was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 26Bellevue Group Ag Approves an Ordinary Dividend, Payable on March 30, 2026At the Annual General Meeting on March 24, 2026, the shareholders of Bellevue Group AG approved An ordinary dividend of CHF 0.15 per share will be paid. Bellevue Group shares will trade ex-dividend on March 26, 2026. The payment is made on March 30, 2026, including the deduction of 35% withholding tax.Upcoming Dividend • Mar 20Upcoming dividend of CHF0.15 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 30 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (3.5%).Declared Dividend • Mar 06Dividend of CHF0.15 announcedShareholders will receive a dividend of CHF0.15. Ex-date: 26th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. However, EPS has declined by 39% over the last 5 years so the company would need to reverse this trend.お知らせ • Mar 05Bellevue Group AG, Annual General Meeting, Mar 24, 2026Bellevue Group AG, Annual General Meeting, Mar 24, 2026, at 16:00 W. Europe Standard Time.New Risk • Mar 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (486% payout ratio). Profit margins are more than 30% lower than last year (3.6% net profit margin).Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF9.08, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 72% over the past three years.お知らせ • Feb 25Bellevue Group AG to Report First Half, 2026 Results on Jul 23, 2026Bellevue Group AG announced that they will report first half, 2026 results on Jul 23, 2026New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by earnings (486% payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).分析記事 • Dec 23Bellevue Group AG (VTX:BBN) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryDespite an already strong run, Bellevue Group AG ( VTX:BBN ) shares have been powering on, with a gain of 27% in the...お知らせ • Dec 22Bellevue Group AG to Report Fiscal Year 2025 Results on Feb 24, 2026Bellevue Group AG announced that they will report fiscal year 2025 results at 7:00 AM, Central European Standard Time on Feb 24, 2026Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CHF10.25, the stock trades at a trailing P/E ratio of 71.1x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 67% over the past three years.お知らせ • Oct 11The management of adbodmer ag acquired adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction.The management of adbodmer ag acquired adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction on October 9, 2025. Bellevue will continue to benefit from adbodmer's expertise. The management of adbodmer ag completed the acquisition of adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction on October 9, 2025.分析記事 • Oct 02Bellevue Group AG's (VTX:BBN) Share Price Is Matching Sentiment Around Its RevenuesBellevue Group AG's ( VTX:BBN ) price-to-sales (or "P/S") ratio of 1.9x might make it look like a buy right now...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF8.40, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 68% over the past three years.Reported Earnings • Jul 28First half 2025 earnings released: EPS: CHF0.014 (vs CHF0.56 in 1H 2024)First half 2025 results: EPS: CHF0.014 (down from CHF0.56 in 1H 2024). Revenue: CHF25.2m (down 32% from 1H 2024). Net income: CHF185.0k (down 98% from 1H 2024). Profit margin: 0.7% (down from 20% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.New Risk • Jul 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 179% Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CHF8.04, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 74% over the past three years.分析記事 • Mar 29Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%Bellevue Group AG ( VTX:BBN ) shares have had a horrible month, losing 33% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CHF10.00, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 69% over the past three years.Upcoming Dividend • Mar 14Upcoming dividend of CHF0.70 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 24 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.8%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (3.1%).New Risk • Mar 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 179% Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).Declared Dividend • Feb 28Dividend reduced to CHF0.70Dividend of CHF0.70 is 39% lower than last year. Ex-date: 20th March 2025 Payment date: 24th March 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (295% cash payout ratio). The dividend has increased by an average of 1.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CHF0.69 (vs CHF1.15 in FY 2023)Full year 2024 results: EPS: CHF0.69 (down from CHF1.15 in FY 2023). Revenue: CHF70.2m (down 14% from FY 2023). Net income: CHF9.16m (down 40% from FY 2023). Profit margin: 13% (down from 19% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Feb 27+ 1 more updateBellevue Group AG, Annual General Meeting, Mar 18, 2025Bellevue Group AG, Annual General Meeting, Mar 18, 2025, at 16:00 W. Europe Standard Time.お知らせ • Feb 25Bellevue Group AG to Report First Half, 2025 Results on Jul 24, 2025Bellevue Group AG announced that they will report first half, 2025 results on Jul 24, 2025New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).New Risk • Jan 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (3.8% average weekly change).Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CHF13.90, the stock trades at a trailing P/E ratio of 12.5x. Average forward P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 62% over the past three years.お知らせ • Dec 03Bellevue Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025Bellevue Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025New Risk • Jul 28New major risk - Revenue and earnings growthEarnings have declined by 4.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 172% Earnings have declined by 4.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).Upcoming Dividend • Mar 15Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 22 March 2024. Payment date: 26 March 2024. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.7%).Declared Dividend • Feb 29Dividend of CHF1.15 announcedShareholders will receive a dividend of CHF1.15. Ex-date: 22nd March 2024 Payment date: 26th March 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio) nor is it covered by cash flows (192% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS has declined by 3.6% over the last 5 years so the company would need to reverse this trend.New Risk • Feb 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 192% Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).お知らせ • Sep 28+ 1 more updateBellevue Group AG to Report Fiscal Year 2023 Final Results on Feb 27, 2024Bellevue Group AG announced that they will report fiscal year 2023 final results at 7:00 AM, Central European Standard Time on Feb 27, 2024お知らせ • Aug 30Bellevue Group AG Announces CEO ChangesBellevue Group AG has hired Gebhard Giselbrecht as new CEO as of January 1, 2024. He succeeds André Rüegg, who will leave the Group by mutual agreement after 15 years, eight of which as CEO. The Board of Directors and CEO André Rüegg have jointly come to the conclusion that new impulses and ideas will be beneficial for the further sustainable development of Bellevue Group. André Rüegg will ensure a professional handover to Gebhard Giselbrecht. Gebhard Giselbrecht has extensive experience in Swiss and international asset management in the areas of strategy, sales, management/COO and the development of new business areas. During his long career in asset management at Credit Suisse, he successfully held various key positions, including Head of Client Coverage Switzerland/EMEA, COO and Head Strategy Switzerland/EMEA, Head Asset Management in Singapore, COO Asset Management Asia Pacific as well as Business Development and M&A. Prior to his career at Credit Suisse, he worked for McKinsey & Company in Munich and Zurich in the financial sector. Gebhard Giselbrecht holds a degree from the University of St. Gallen and an MBA/MBI from the Rotterdam School of Management.New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 97% Minor Risk Profit margins are more than 30% lower than last year (21% net profit margin).お知らせ • Jul 25Bellevue Group AG, Annual General Meeting, Mar 20, 2024Bellevue Group AG, Annual General Meeting, Mar 20, 2024, at 16:00 Central European Standard Time.Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CHF31.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 21%.Price Target Changed • Jul 02Price target decreased by 30% to CHF29.00Down from CHF41.50, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of CHF26.55. Stock is down 18% over the past year. The company posted earnings per share of CHF1.90 last year.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF32.25, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 12x in the Capital Markets industry in Switzerland. Total returns to shareholders of 77% over the past three years.Upcoming Dividend • Mar 16Upcoming dividend of CHF2.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 27 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (3.6%).分析記事 • Mar 15It's Unlikely That Bellevue Group AG's (VTX:BBN) CEO Will See A Huge Pay Rise This YearKey Insights Bellevue Group's Annual General Meeting to take place on 21st of March CEO André Rüegg's total...Buying Opportunity • Dec 06Now 22% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be CHF46.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 30%.Buying Opportunity • Nov 16Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CHF45.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 30%.Price Target Changed • Nov 16Price target decreased to CHF35.00Down from CHF42.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of CHF36.75. Stock is down 14% over the past year. The company posted earnings per share of CHF3.24 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 01First half 2022 earnings released: EPS: CHF1.07 (vs CHF1.69 in 1H 2021)First half 2022 results: EPS: CHF1.07 (down from CHF1.69 in 1H 2021). Revenue: CHF46.3m (down 37% from 1H 2021). Net income: CHF14.3m (down 36% from 1H 2021). Profit margin: 31% (in line with 1H 2021). Over the next year, revenue is expected to shrink by 4.8% compared to a 7.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 30Bellevue Group AG, Annual General Meeting, Mar 21, 2023Bellevue Group AG, Annual General Meeting, Mar 21, 2023, at 16:00 Central European Standard Time.お知らせ • Jul 29+ 1 more updateBellevue Group AG to Report First Half, 2023 Results on Jul 27, 2023Bellevue Group AG announced that they will report first half, 2023 results on Jul 27, 2023分析記事 • Jun 17With EPS Growth And More, Bellevue Group (VTX:BBN) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jun 15Bellevue Group Provides Earnings Guidance for the First Half of 2022Based on the currently available internal May figures, Bellevue Group expected a significantly lower business result for the first half of 2022 compared to the previous year. The slowdown in business development is in particular due to the market turbulence resulting from the departure from the expansive monetary policy, rising inflation fears and acute geopolitical uncertainties in the first half of the year. In addition, the reduced demand for small and medium-sized companies with great innovative strength in the healthcare sector - Bellevue's recognized investment expertise - that was already noticeable in the fourth quarter of 2021 continued in the first half of 2022. The reduced customer assets due to the very challenging market environment will lead to an approximately 15-20% lower operating result in the first half of 2022. In addition, the half-year result will be reduced by approximately 20% year-on-year due to non-recurring, unrealized losses on investments in proprietary products and financial investments for participation programs. This loss is due to the ongoing market dislocations in the healthcare sector, after gains were made on these investments in the previous year. These developments add up to an expected lower half-year result for Bellevue in 2022 of around 35% to 40%. Bellevue's customer base remained very stable even in this exceptional environment. In view of the persistently uncertain geopolitical situation and the continuing very high market volatility, Bellevue expects business to remain subdued for the rest of the year. The very stable and broad-based customer base forms a solid foundation for long-term business development. The medium to long-term growth prospects based on clear positioning remain intact.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 17Upcoming dividend of CHF2.70 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 28 March 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 6.4%. Within top quartile of Swiss dividend payers (3.7%). Higher than average of industry peers (2.5%).分析記事 • Mar 15Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)CEO André Rüegg has done a decent job of delivering relatively good performance at Bellevue Group AG ( VTX:BBN...Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CHF3.24 (up from CHF1.72 in FY 2020). Revenue: CHF140.3m (up 27% from FY 2020). Net income: CHF43.1m (up 87% from FY 2020). Profit margin: 31% (up from 21% in FY 2020). The increase in margin was driven by higher revenue. Funds under management (FUM) Beginning of period: CHF12.0b End of period: CHF12.8b Net inflows/outflows: CHF67.0m inflow Revenue missed analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 2.1% compared to a 7.0% growth forecast for the funds industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.Buying Opportunity • Mar 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be CHF45.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% per annum over the last 3 years. Earnings per share has grown by 8.9% per annum over the last 3 years.お知らせ • Mar 03Bellevue Group AG Announces That the Board of Directors Will Propose Dividend At the Annual General Meeting on March 22, 2022Bellevue Group AG announced that the Board of Directors will propose a dividend of CHF 2.70 per share at the Annual General Meeting on March 22, 2022, which corresponds to an increase of 80% from the prior-year dividend of CHF 1.50. The proposed dividend yields 6.6%.お知らせ • Jan 28+ 2 more updatesBellevue Group AG to Report Fiscal Year 2021 Results on Mar 01, 2022Bellevue Group AG announced that they will report fiscal year 2021 results on Mar 01, 2022Price Target Changed • Oct 04Price target increased to CHF43.00Up from CHF40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CHF38.50. Stock is up 65% over the past year.Reported Earnings • Aug 03First half 2021 earnings released: EPS CHF1.69 (vs CHF0.46 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF73.6m (up 51% from 1H 2020). Net income: CHF22.5m (up 262% from 1H 2020). Profit margin: 31% (up from 13% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 19Bellevue Group AG Announces Earnings Guidance for the First Half of 2021Bellevue Group AG announced earnings guidance for the first half of 2021. For the period, the company expects to report a significant increase in its profits for the first half of 2021. Consolidated net profit for the first half will tentatively exceed the CHF 20 million mark.分析記事 • Mar 30Bullish: This Analyst Just Lifted Their Bellevue Group AG (VTX:BBN) Outlook For This YearShareholders in Bellevue Group AG ( VTX:BBN ) may be thrilled to learn that the covering analyst has just delivered a...Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF35.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Capital Markets industry in Switzerland. Total returns to shareholders of 110% over the past three years.お知らせ • Mar 25Bellevue Group AG Approves Special Dividend, Payable on March 29, 2021At the Annual General Meeting on March 23, 2021, the shareholders of Bellevue Group AG approved a special dividend of CHF 2.50 per share will be paid. Bellevue Group shares will trade ex-dividend on March 25, 2021. The payment is made on March 29, 2021, including the deduction of 35% withholding tax.分析記事 • Mar 21Is It Smart To Buy Bellevue Group AG (VTX:BBN) Before It Goes Ex-Dividend?Readers hoping to buy Bellevue Group AG ( VTX:BBN ) for its dividend will need to make their move shortly, as the stock...Upcoming Dividend • Mar 18Upcoming Dividend of CHF4.00 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 25th of March. The trailing yield of 9.7% is in the top quartile of Swiss dividend payers (3.6%), and it is higher than industry peers (2.5%).分析記事 • Mar 16Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)CEO André Rüegg has done a decent job of delivering relatively good performance at Bellevue Group AG ( VTX:BBN...Reported Earnings • Mar 05Full year 2020 earnings released: EPS CHF1.72 (vs CHF1.26 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CHF109.9m (up 5.2% from FY 2019). Net income: CHF23.0m (up 37% from FY 2019). Profit margin: 21% (up from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.5% while theCapital Markets industry in Switzerland is not expected to grow.Is New 90 Day High Low • Feb 24New 90-day high: CHF39.00The company is up 34% from its price of CHF29.10 on 26 November 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 8.0% over the same period.分析記事 • Feb 24What Type Of Shareholders Make Up Bellevue Group AG's (VTX:BBN) Share Registry?Every investor in Bellevue Group AG ( VTX:BBN ) should be aware of the most powerful shareholder groups. Institutions...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF35.90, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.9x. This compares to an average P/E of 19x in the Capital Markets industry in Switzerland. Total returns to shareholders over the past three years are 81%.Is New 90 Day High Low • Jan 30New 90-day high: CHF34.90The company is up 45% from its price of CHF24.10 on 30 October 2020. The Swiss market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 29% over the same period.お知らせ • Jan 29Bellevue Group AG to Report First Half, 2021 Results on Jul 29, 2021Bellevue Group AG announced that they will report first half, 2021 results on Jul 29, 2021分析記事 • Jan 12Did You Participate In Any Of Bellevue Group's (VTX:BBN) Fantastic 261% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...Is New 90 Day High Low • Jan 04New 90-day high: CHF31.30The company is up 33% from its price of CHF23.60 on 06 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 18% over the same period.分析記事 • Dec 17Is Bellevue Group AG (VTX:BBN) A Risky Dividend Stock?Dividend paying stocks like Bellevue Group AG ( VTX:BBN ) tend to be popular with investors, and for good reason - some...Is New 90 Day High Low • Dec 16New 90-day high: CHF30.10The company is up 27% from its price of CHF23.70 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 13% over the same period.分析記事 • Nov 26Is Bellevue Group AG (VTX:BBN) Popular Amongst Insiders?If you want to know who really controls Bellevue Group AG (VTX:BBN), then you'll have to look at the makeup of its...Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to CHF29.70, the stock is trading at a trailing P/E ratio of 29.5x, up from the previous P/E ratio of 25.3x. This compares to an average P/E of 16x in the Capital Markets industry in Switzerland. Total returns to shareholders over the past three years are 61%.Is New 90 Day High Low • Nov 11New 90-day high: CHF26.20The company is up 16% from its price of CHF22.50 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 2.0% over the same period.Is New 90 Day High Low • Oct 22New 90-day high: CHF24.50The company is up 1.0% from its price of CHF24.20 on 24 July 2020. The Swiss market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 2.0% over the same period.お知らせ • Sep 06Bellevue Group AG to Report Fiscal Year 2020 Results on Mar 03, 2021Bellevue Group AG announced that they will report fiscal year 2020 results on Mar 03, 2021お知らせ • Jul 31Quintet Private Bank (Europe) S.A. completed the acquisition of Bank am Bellevue AG from Bellevue Group AG (SWX:BBN).KBL European Private Bankers S.A. agreed to acquire Bank am Bellevue AG from Bellevue Group AG (SWX:BBN) on August 20, 2019. KBL European Private Bankers S.A. will take over the Bank with its current staff of 22 and assets under management of CHF 1.7 billion. This transaction will not affect the asset management and private market business of Bellevue Group AG, which will be continued without any change. As on September 1, 2019, Dagmar Kamber Borens will serve as Chief Executive Officer of Swiss business of KBL European Private Bankers S.A. The deal is subject to regulatory approval. The closing of the transaction is expected by the first quarter of 2020. The proceeds from this transaction will accelerate the further development of Bellevue Group AG. Daniel Hasler and Benjamin Leisinger of Homburger AG acted as legal advisor to KBL European Private Bankers S.A. Markus Pfenninger, Mark A. Reutter. Ueli Sommer and Daniel Zimmerli of Walder Wyss Ltd. acted as legal advisor to Bellevue Group. Quintet Private Bank (Europe) S.A. completed the acquisition of Bank am Bellevue AG from Bellevue Group AG (SWX:BBN) on April 30, 2020. The workforce and its client relationships of Bank am Bellevue AG along with underlying assets of CHF 1.6 billion have been transferred to Quinte as a part of the transaction. The transaction received regulatory approval.株主還元BBNCH Capital MarketsCH 市場7D4.2%2.4%-0.3%1Y-6.5%22.1%18.5%株主還元を見る業界別リターン: BBN過去 1 年間で22.1 % の収益を上げたSwiss Capital Markets業界を下回りました。リターン対市場: BBNは、過去 1 年間で18.5 % のリターンを上げたSwiss市場を下回りました。価格変動Is BBN's price volatile compared to industry and market?BBN volatilityBBN Average Weekly Movement5.2%Capital Markets Industry Average Movement3.7%Market Average Movement4.2%10% most volatile stocks in CH Market7.8%10% least volatile stocks in CH Market2.2%安定した株価: BBN 、 Swiss市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BBNの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199370n/awww.bellevue.chベルビュー・グループは、スイス、英国、ドイツをはじめ、世界各国で資産運用サービスを提供している。同社は、バイオテクノロジー、医療技術、テーマ別、ヘルスケア・グローバル＆リージョナルなどのヘルスケア投資ソリューションを提供している。また、上場中小型株、プライベート・エクイティ戦略、マルチ・アセット、債券、オルタナティブなどの中小企業家向け投資ソリューションも提供している。さらに、投資ファンドや、機関投資家、仲介業者、個人顧客向けの投資ソリューションも提供している。同社は1993年に設立され、スイスのチューリッヒに本社を置いている。もっと見るBellevue Group AG 基礎のまとめBellevue Group の収益と売上を時価総額と比較するとどうか。BBN 基礎統計学時価総額CHF 99.64m収益（TTM）CHF 3.47m売上高(TTM)CHF 53.80m28.7xPER（株価収益率1.9xP/SレシオBBN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BBN 損益計算書（TTM）収益CHF 53.80m売上原価CHF 0売上総利益CHF 53.80mその他の費用CHF 50.33m収益CHF 3.47m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）0.26グロス・マージン100.00%純利益率6.45%有利子負債／自己資本比率0%BBN の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.0%現在の配当利回り58%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/05 00:58終値2026/08/05 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bellevue Group AG 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Irene RossettoKeefe, Bruyette, & Woods
Reported Earnings • Jul 28First half 2026 earnings released: EPS: CHF0.13 (vs CHF0.014 in 1H 2025)First half 2026 results: EPS: CHF0.13 (up from CHF0.014 in 1H 2025). Revenue: CHF26.1m (up 3.9% from 1H 2025). Net income: CHF1.77m (up CHF1.58m from 1H 2025). Profit margin: 6.8% (up from 0.7% in 1H 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Barbara Pavik was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 26Bellevue Group Ag Approves an Ordinary Dividend, Payable on March 30, 2026At the Annual General Meeting on March 24, 2026, the shareholders of Bellevue Group AG approved An ordinary dividend of CHF 0.15 per share will be paid. Bellevue Group shares will trade ex-dividend on March 26, 2026. The payment is made on March 30, 2026, including the deduction of 35% withholding tax.
Upcoming Dividend • Mar 20Upcoming dividend of CHF0.15 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 30 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (3.5%).
Declared Dividend • Mar 06Dividend of CHF0.15 announcedShareholders will receive a dividend of CHF0.15. Ex-date: 26th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. However, EPS has declined by 39% over the last 5 years so the company would need to reverse this trend.
お知らせ • Mar 05Bellevue Group AG, Annual General Meeting, Mar 24, 2026Bellevue Group AG, Annual General Meeting, Mar 24, 2026, at 16:00 W. Europe Standard Time.
Reported Earnings • Jul 28First half 2026 earnings released: EPS: CHF0.13 (vs CHF0.014 in 1H 2025)First half 2026 results: EPS: CHF0.13 (up from CHF0.014 in 1H 2025). Revenue: CHF26.1m (up 3.9% from 1H 2025). Net income: CHF1.77m (up CHF1.58m from 1H 2025). Profit margin: 6.8% (up from 0.7% in 1H 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Barbara Pavik was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 26Bellevue Group Ag Approves an Ordinary Dividend, Payable on March 30, 2026At the Annual General Meeting on March 24, 2026, the shareholders of Bellevue Group AG approved An ordinary dividend of CHF 0.15 per share will be paid. Bellevue Group shares will trade ex-dividend on March 26, 2026. The payment is made on March 30, 2026, including the deduction of 35% withholding tax.
Upcoming Dividend • Mar 20Upcoming dividend of CHF0.15 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 30 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (3.5%).
Declared Dividend • Mar 06Dividend of CHF0.15 announcedShareholders will receive a dividend of CHF0.15. Ex-date: 26th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. However, EPS has declined by 39% over the last 5 years so the company would need to reverse this trend.
お知らせ • Mar 05Bellevue Group AG, Annual General Meeting, Mar 24, 2026Bellevue Group AG, Annual General Meeting, Mar 24, 2026, at 16:00 W. Europe Standard Time.
New Risk • Mar 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (486% payout ratio). Profit margins are more than 30% lower than last year (3.6% net profit margin).
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF9.08, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 72% over the past three years.
お知らせ • Feb 25Bellevue Group AG to Report First Half, 2026 Results on Jul 23, 2026Bellevue Group AG announced that they will report first half, 2026 results on Jul 23, 2026
New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by earnings (486% payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).
分析記事 • Dec 23Bellevue Group AG (VTX:BBN) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryDespite an already strong run, Bellevue Group AG ( VTX:BBN ) shares have been powering on, with a gain of 27% in the...
お知らせ • Dec 22Bellevue Group AG to Report Fiscal Year 2025 Results on Feb 24, 2026Bellevue Group AG announced that they will report fiscal year 2025 results at 7:00 AM, Central European Standard Time on Feb 24, 2026
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CHF10.25, the stock trades at a trailing P/E ratio of 71.1x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 67% over the past three years.
お知らせ • Oct 11The management of adbodmer ag acquired adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction.The management of adbodmer ag acquired adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction on October 9, 2025. Bellevue will continue to benefit from adbodmer's expertise. The management of adbodmer ag completed the acquisition of adbodmer ag from Bellevue Group AG (SWX:BBN) in a management buyout transaction on October 9, 2025.
分析記事 • Oct 02Bellevue Group AG's (VTX:BBN) Share Price Is Matching Sentiment Around Its RevenuesBellevue Group AG's ( VTX:BBN ) price-to-sales (or "P/S") ratio of 1.9x might make it look like a buy right now...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF8.40, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 17x in the Capital Markets industry in Switzerland. Total loss to shareholders of 68% over the past three years.
Reported Earnings • Jul 28First half 2025 earnings released: EPS: CHF0.014 (vs CHF0.56 in 1H 2024)First half 2025 results: EPS: CHF0.014 (down from CHF0.56 in 1H 2024). Revenue: CHF25.2m (down 32% from 1H 2024). Net income: CHF185.0k (down 98% from 1H 2024). Profit margin: 0.7% (down from 20% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
New Risk • Jul 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 179% Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CHF8.04, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 74% over the past three years.
分析記事 • Mar 29Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%Bellevue Group AG ( VTX:BBN ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CHF10.00, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 69% over the past three years.
Upcoming Dividend • Mar 14Upcoming dividend of CHF0.70 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 24 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.8%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (3.1%).
New Risk • Mar 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 179% Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).
Declared Dividend • Feb 28Dividend reduced to CHF0.70Dividend of CHF0.70 is 39% lower than last year. Ex-date: 20th March 2025 Payment date: 24th March 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (295% cash payout ratio). The dividend has increased by an average of 1.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CHF0.69 (vs CHF1.15 in FY 2023)Full year 2024 results: EPS: CHF0.69 (down from CHF1.15 in FY 2023). Revenue: CHF70.2m (down 14% from FY 2023). Net income: CHF9.16m (down 40% from FY 2023). Profit margin: 13% (down from 19% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 27+ 1 more updateBellevue Group AG, Annual General Meeting, Mar 18, 2025Bellevue Group AG, Annual General Meeting, Mar 18, 2025, at 16:00 W. Europe Standard Time.
お知らせ • Feb 25Bellevue Group AG to Report First Half, 2025 Results on Jul 24, 2025Bellevue Group AG announced that they will report first half, 2025 results on Jul 24, 2025
New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).
New Risk • Jan 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (3.8% average weekly change).
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CHF13.90, the stock trades at a trailing P/E ratio of 12.5x. Average forward P/E is 15x in the Capital Markets industry in Switzerland. Total loss to shareholders of 62% over the past three years.
お知らせ • Dec 03Bellevue Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025Bellevue Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025
New Risk • Jul 28New major risk - Revenue and earnings growthEarnings have declined by 4.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 172% Earnings have declined by 4.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).
Upcoming Dividend • Mar 15Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 22 March 2024. Payment date: 26 March 2024. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.7%).
Declared Dividend • Feb 29Dividend of CHF1.15 announcedShareholders will receive a dividend of CHF1.15. Ex-date: 22nd March 2024 Payment date: 26th March 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio) nor is it covered by cash flows (192% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS has declined by 3.6% over the last 5 years so the company would need to reverse this trend.
New Risk • Feb 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 192% Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).
お知らせ • Sep 28+ 1 more updateBellevue Group AG to Report Fiscal Year 2023 Final Results on Feb 27, 2024Bellevue Group AG announced that they will report fiscal year 2023 final results at 7:00 AM, Central European Standard Time on Feb 27, 2024
お知らせ • Aug 30Bellevue Group AG Announces CEO ChangesBellevue Group AG has hired Gebhard Giselbrecht as new CEO as of January 1, 2024. He succeeds André Rüegg, who will leave the Group by mutual agreement after 15 years, eight of which as CEO. The Board of Directors and CEO André Rüegg have jointly come to the conclusion that new impulses and ideas will be beneficial for the further sustainable development of Bellevue Group. André Rüegg will ensure a professional handover to Gebhard Giselbrecht. Gebhard Giselbrecht has extensive experience in Swiss and international asset management in the areas of strategy, sales, management/COO and the development of new business areas. During his long career in asset management at Credit Suisse, he successfully held various key positions, including Head of Client Coverage Switzerland/EMEA, COO and Head Strategy Switzerland/EMEA, Head Asset Management in Singapore, COO Asset Management Asia Pacific as well as Business Development and M&A. Prior to his career at Credit Suisse, he worked for McKinsey & Company in Munich and Zurich in the financial sector. Gebhard Giselbrecht holds a degree from the University of St. Gallen and an MBA/MBI from the Rotterdam School of Management.
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 97% Minor Risk Profit margins are more than 30% lower than last year (21% net profit margin).
お知らせ • Jul 25Bellevue Group AG, Annual General Meeting, Mar 20, 2024Bellevue Group AG, Annual General Meeting, Mar 20, 2024, at 16:00 Central European Standard Time.
Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CHF31.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 21%.
Price Target Changed • Jul 02Price target decreased by 30% to CHF29.00Down from CHF41.50, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of CHF26.55. Stock is down 18% over the past year. The company posted earnings per share of CHF1.90 last year.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF32.25, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 12x in the Capital Markets industry in Switzerland. Total returns to shareholders of 77% over the past three years.
Upcoming Dividend • Mar 16Upcoming dividend of CHF2.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 27 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (3.6%).
分析記事 • Mar 15It's Unlikely That Bellevue Group AG's (VTX:BBN) CEO Will See A Huge Pay Rise This YearKey Insights Bellevue Group's Annual General Meeting to take place on 21st of March CEO André Rüegg's total...
Buying Opportunity • Dec 06Now 22% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be CHF46.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 30%.
Buying Opportunity • Nov 16Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CHF45.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 30%.
Price Target Changed • Nov 16Price target decreased to CHF35.00Down from CHF42.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of CHF36.75. Stock is down 14% over the past year. The company posted earnings per share of CHF3.24 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 01First half 2022 earnings released: EPS: CHF1.07 (vs CHF1.69 in 1H 2021)First half 2022 results: EPS: CHF1.07 (down from CHF1.69 in 1H 2021). Revenue: CHF46.3m (down 37% from 1H 2021). Net income: CHF14.3m (down 36% from 1H 2021). Profit margin: 31% (in line with 1H 2021). Over the next year, revenue is expected to shrink by 4.8% compared to a 7.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 30Bellevue Group AG, Annual General Meeting, Mar 21, 2023Bellevue Group AG, Annual General Meeting, Mar 21, 2023, at 16:00 Central European Standard Time.
お知らせ • Jul 29+ 1 more updateBellevue Group AG to Report First Half, 2023 Results on Jul 27, 2023Bellevue Group AG announced that they will report first half, 2023 results on Jul 27, 2023
分析記事 • Jun 17With EPS Growth And More, Bellevue Group (VTX:BBN) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jun 15Bellevue Group Provides Earnings Guidance for the First Half of 2022Based on the currently available internal May figures, Bellevue Group expected a significantly lower business result for the first half of 2022 compared to the previous year. The slowdown in business development is in particular due to the market turbulence resulting from the departure from the expansive monetary policy, rising inflation fears and acute geopolitical uncertainties in the first half of the year. In addition, the reduced demand for small and medium-sized companies with great innovative strength in the healthcare sector - Bellevue's recognized investment expertise - that was already noticeable in the fourth quarter of 2021 continued in the first half of 2022. The reduced customer assets due to the very challenging market environment will lead to an approximately 15-20% lower operating result in the first half of 2022. In addition, the half-year result will be reduced by approximately 20% year-on-year due to non-recurring, unrealized losses on investments in proprietary products and financial investments for participation programs. This loss is due to the ongoing market dislocations in the healthcare sector, after gains were made on these investments in the previous year. These developments add up to an expected lower half-year result for Bellevue in 2022 of around 35% to 40%. Bellevue's customer base remained very stable even in this exceptional environment. In view of the persistently uncertain geopolitical situation and the continuing very high market volatility, Bellevue expects business to remain subdued for the rest of the year. The very stable and broad-based customer base forms a solid foundation for long-term business development. The medium to long-term growth prospects based on clear positioning remain intact.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Katrin Wehr-Seiter was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 17Upcoming dividend of CHF2.70 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 28 March 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 6.4%. Within top quartile of Swiss dividend payers (3.7%). Higher than average of industry peers (2.5%).
分析記事 • Mar 15Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)CEO André Rüegg has done a decent job of delivering relatively good performance at Bellevue Group AG ( VTX:BBN...
Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CHF3.24 (up from CHF1.72 in FY 2020). Revenue: CHF140.3m (up 27% from FY 2020). Net income: CHF43.1m (up 87% from FY 2020). Profit margin: 31% (up from 21% in FY 2020). The increase in margin was driven by higher revenue. Funds under management (FUM) Beginning of period: CHF12.0b End of period: CHF12.8b Net inflows/outflows: CHF67.0m inflow Revenue missed analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 2.1% compared to a 7.0% growth forecast for the funds industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.
Buying Opportunity • Mar 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be CHF45.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% per annum over the last 3 years. Earnings per share has grown by 8.9% per annum over the last 3 years.
お知らせ • Mar 03Bellevue Group AG Announces That the Board of Directors Will Propose Dividend At the Annual General Meeting on March 22, 2022Bellevue Group AG announced that the Board of Directors will propose a dividend of CHF 2.70 per share at the Annual General Meeting on March 22, 2022, which corresponds to an increase of 80% from the prior-year dividend of CHF 1.50. The proposed dividend yields 6.6%.
お知らせ • Jan 28+ 2 more updatesBellevue Group AG to Report Fiscal Year 2021 Results on Mar 01, 2022Bellevue Group AG announced that they will report fiscal year 2021 results on Mar 01, 2022
Price Target Changed • Oct 04Price target increased to CHF43.00Up from CHF40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CHF38.50. Stock is up 65% over the past year.
Reported Earnings • Aug 03First half 2021 earnings released: EPS CHF1.69 (vs CHF0.46 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF73.6m (up 51% from 1H 2020). Net income: CHF22.5m (up 262% from 1H 2020). Profit margin: 31% (up from 13% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 19Bellevue Group AG Announces Earnings Guidance for the First Half of 2021Bellevue Group AG announced earnings guidance for the first half of 2021. For the period, the company expects to report a significant increase in its profits for the first half of 2021. Consolidated net profit for the first half will tentatively exceed the CHF 20 million mark.
分析記事 • Mar 30Bullish: This Analyst Just Lifted Their Bellevue Group AG (VTX:BBN) Outlook For This YearShareholders in Bellevue Group AG ( VTX:BBN ) may be thrilled to learn that the covering analyst has just delivered a...
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF35.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Capital Markets industry in Switzerland. Total returns to shareholders of 110% over the past three years.
お知らせ • Mar 25Bellevue Group AG Approves Special Dividend, Payable on March 29, 2021At the Annual General Meeting on March 23, 2021, the shareholders of Bellevue Group AG approved a special dividend of CHF 2.50 per share will be paid. Bellevue Group shares will trade ex-dividend on March 25, 2021. The payment is made on March 29, 2021, including the deduction of 35% withholding tax.
分析記事 • Mar 21Is It Smart To Buy Bellevue Group AG (VTX:BBN) Before It Goes Ex-Dividend?Readers hoping to buy Bellevue Group AG ( VTX:BBN ) for its dividend will need to make their move shortly, as the stock...
Upcoming Dividend • Mar 18Upcoming Dividend of CHF4.00 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 25th of March. The trailing yield of 9.7% is in the top quartile of Swiss dividend payers (3.6%), and it is higher than industry peers (2.5%).
分析記事 • Mar 16Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)CEO André Rüegg has done a decent job of delivering relatively good performance at Bellevue Group AG ( VTX:BBN...
Reported Earnings • Mar 05Full year 2020 earnings released: EPS CHF1.72 (vs CHF1.26 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CHF109.9m (up 5.2% from FY 2019). Net income: CHF23.0m (up 37% from FY 2019). Profit margin: 21% (up from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.5% while theCapital Markets industry in Switzerland is not expected to grow.
Is New 90 Day High Low • Feb 24New 90-day high: CHF39.00The company is up 34% from its price of CHF29.10 on 26 November 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 8.0% over the same period.
分析記事 • Feb 24What Type Of Shareholders Make Up Bellevue Group AG's (VTX:BBN) Share Registry?Every investor in Bellevue Group AG ( VTX:BBN ) should be aware of the most powerful shareholder groups. Institutions...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF35.90, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.9x. This compares to an average P/E of 19x in the Capital Markets industry in Switzerland. Total returns to shareholders over the past three years are 81%.
Is New 90 Day High Low • Jan 30New 90-day high: CHF34.90The company is up 45% from its price of CHF24.10 on 30 October 2020. The Swiss market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 29% over the same period.
お知らせ • Jan 29Bellevue Group AG to Report First Half, 2021 Results on Jul 29, 2021Bellevue Group AG announced that they will report first half, 2021 results on Jul 29, 2021
分析記事 • Jan 12Did You Participate In Any Of Bellevue Group's (VTX:BBN) Fantastic 261% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
Is New 90 Day High Low • Jan 04New 90-day high: CHF31.30The company is up 33% from its price of CHF23.60 on 06 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 18% over the same period.
分析記事 • Dec 17Is Bellevue Group AG (VTX:BBN) A Risky Dividend Stock?Dividend paying stocks like Bellevue Group AG ( VTX:BBN ) tend to be popular with investors, and for good reason - some...
Is New 90 Day High Low • Dec 16New 90-day high: CHF30.10The company is up 27% from its price of CHF23.70 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 13% over the same period.
分析記事 • Nov 26Is Bellevue Group AG (VTX:BBN) Popular Amongst Insiders?If you want to know who really controls Bellevue Group AG (VTX:BBN), then you'll have to look at the makeup of its...
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to CHF29.70, the stock is trading at a trailing P/E ratio of 29.5x, up from the previous P/E ratio of 25.3x. This compares to an average P/E of 16x in the Capital Markets industry in Switzerland. Total returns to shareholders over the past three years are 61%.
Is New 90 Day High Low • Nov 11New 90-day high: CHF26.20The company is up 16% from its price of CHF22.50 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Oct 22New 90-day high: CHF24.50The company is up 1.0% from its price of CHF24.20 on 24 July 2020. The Swiss market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 2.0% over the same period.
お知らせ • Sep 06Bellevue Group AG to Report Fiscal Year 2020 Results on Mar 03, 2021Bellevue Group AG announced that they will report fiscal year 2020 results on Mar 03, 2021
お知らせ • Jul 31Quintet Private Bank (Europe) S.A. completed the acquisition of Bank am Bellevue AG from Bellevue Group AG (SWX:BBN).KBL European Private Bankers S.A. agreed to acquire Bank am Bellevue AG from Bellevue Group AG (SWX:BBN) on August 20, 2019. KBL European Private Bankers S.A. will take over the Bank with its current staff of 22 and assets under management of CHF 1.7 billion. This transaction will not affect the asset management and private market business of Bellevue Group AG, which will be continued without any change. As on September 1, 2019, Dagmar Kamber Borens will serve as Chief Executive Officer of Swiss business of KBL European Private Bankers S.A. The deal is subject to regulatory approval. The closing of the transaction is expected by the first quarter of 2020. The proceeds from this transaction will accelerate the further development of Bellevue Group AG. Daniel Hasler and Benjamin Leisinger of Homburger AG acted as legal advisor to KBL European Private Bankers S.A. Markus Pfenninger, Mark A. Reutter. Ueli Sommer and Daniel Zimmerli of Walder Wyss Ltd. acted as legal advisor to Bellevue Group. Quintet Private Bank (Europe) S.A. completed the acquisition of Bank am Bellevue AG from Bellevue Group AG (SWX:BBN) on April 30, 2020. The workforce and its client relationships of Bank am Bellevue AG along with underlying assets of CHF 1.6 billion have been transferred to Quinte as a part of the transaction. The transaction received regulatory approval.
