Swiss Infrastructure Stock News

SWX:ZUGER
SWX:ZUGERBanks

Assessing Zuger Kantonalbank (SWX:ZUGER) Valuation After Digital Pension Launch Earnings Update And Dividend Increase

Zuger Kantonalbank (SWX:ZUGER) has drawn fresh attention after launching the fully digital Vaudoise InvestPlus pension solution with Vaudoise, alongside reporting full year 2025 earnings and announcing an annual dividend of CHF 230 per share. See our latest analysis for Zuger Kantonalbank. The recent Vaudoise InvestPlus launch, together with full year 2025 results and a higher dividend, has coincided with firming momentum. This includes a 30 day share price return of 8.35% and a 1 year total...
SWX:NOVN
SWX:NOVNPharmaceuticals

Novartis Kidney Data And Actinium Deal Shape Long Term Growth Story

Novartis (SWX:NOVN) reported positive final Phase III ALIGN results for Vanrafia in IgA nephropathy, indicating meaningful benefits in kidney function. The company also signed a long term supply agreement with Niowave for Actinium 225 to support its radioligand therapy portfolio. For investors watching SWX:NOVN, these updates come against a backdrop of solid recent share performance. The stock closed at CHF125.14 and is up 4.3% over the past week, 7.8% over the past month, 15.3% year to...
SWX:SCHN
SWX:SCHNMachinery

Schindler Holding (SWX:SCHN) Margin Improvement Tests Premium Valuation Narratives

Schindler Holding (SWX:SCHN) has wrapped up FY 2025 with fourth quarter revenue of CHF 2.8b and basic EPS of CHF 2.44, alongside trailing twelve month revenue of CHF 10.9b and EPS of CHF 9.48 that sit against earnings growth of 12.9% over the past year. The company has seen quarterly revenue move from CHF 2.9b in Q4 2024 to CHF 2.8b in Q4 2025, while basic EPS shifted from CHF 1.81 to CHF 2.44 over the same period, setting up a story where investors will be weighing solid earnings progress...
SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation As Baby Formula Recall Drives 24 Hour Production

Nestlé (SWX:NESN) is in focus after a global baby formula recall linked to the cereulide toxin pushed the company to run five European factories 24 hours a day to support supply and consumer confidence. See our latest analysis for Nestlé. The recent safety driven ramp up in baby formula output comes after a period where momentum has been fairly muted. The share price return is 4.1% year to date, but the three year total shareholder return has declined by 20.1%, pointing to a company still...
SWX:UBSG
SWX:UBSGCapital Markets

Is UBS Group (SWX:UBSG) Trading Legal Risks for Efficiency in Its India Expansion Strategy?

In recent days UBS Group has moved to reshape its operations, announcing plans to build out a new global capability centre in Hyderabad, India that is expected to hire close to 3,000 professionals, alongside workforce reductions in Switzerland linked to the Credit Suisse integration, while also facing a US$5.5 million arbitration payout to former client Kyle Blackmon. Together, this expansion of UBS’s technology and operations footprint in India and the legal setback in the Blackmon case...
SWX:LOGN
SWX:LOGNTech

How Logitech’s New Value Wireless Headset Launch At Logitech International (SWX:LOGN) Has Changed Its Investment Story

Earlier this month, Logitech International launched the Logitech G325 LIGHTSPEED Wireless Gaming Headset, a US$79.99 wireless device featuring LIGHTSPEED connectivity, 24-bit audio, and cross-platform support for PC, console, and mobile. By packaging higher-end wireless performance, software customization through G HUB, and AI-powered noise reduction into a lower-priced headset, Logitech is targeting value-conscious gamers who still want advanced features. We’ll now examine how this...
SWX:DAE
SWX:DAEMachinery

A Look At Dätwyler Holding (SWX:DAE) Valuation After Earnings Rebound And Affirmed Dividend

Why Dätwyler Holding’s latest earnings and dividend move matter Dätwyler Holding (SWX:DAE) just posted its full year 2025 results, with sales at CHF 1,100.5 million and net income at CHF 80.8 million, alongside an affirmed annual dividend of CHF 3.20 per share. See our latest analysis for Dätwyler Holding. The earnings rebound and affirmed dividend appear to sit behind a recent pick up in momentum, with a 90 day share price return of 20.8% and a 1 year total shareholder return of 27.65%, even...
SWX:SGSN
SWX:SGSNProfessional Services

SGS (SWX:SGSN) Margin Uplift And 15% EPS Growth Test Premium Valuation Narratives

SGS (SWX:SGSN) has wrapped up FY 2025 with second half revenue of CHF3.5b and basic EPS of CHF1.83, while the trailing 12 month figures sit at CHF6.9b of revenue and EPS of CHF3.48, giving investors a clear read on the current earnings run rate. The company has seen revenue move from CHF3.5b and EPS of CHF1.65 in the second half of 2024 to CHF3.4b and EPS of CHF1.64 in the first half of 2025, before landing at the latest CHF3.5b and CHF1.83 print. This sets up a story where profit margins and...
SWX:SCMN
SWX:SCMNTelecom

Swisscom (SWX:SCMN) Margin Compression To 8.4% Tests Bullish Earnings Narratives

Swisscom (SWX:SCMN) closed out FY 2025 with fourth quarter revenue of CHF 3,873 million and basic EPS of CHF 5.45, while trailing twelve month EPS sat at CHF 24.54 on total revenue of CHF 15,048 million. Over recent periods the company has seen quarterly revenue range from CHF 3,687 million to CHF 3,873 million in 2025, with EPS moving between CHF 5.00 and CHF 7.08. This gives investors a clear read on how the top line and per share earnings are tracking into the latest print. With trailing...
SWX:RSGN
SWX:RSGNElectrical

R&S Group Holding (SWX:RSGN) Valuation After New Growth Guidance And Confirmed Dividend Decision

Why R&S Group Holding’s latest guidance and dividend decision matter R&S Group Holding (SWX:RSGN) has set fresh expectations for FY2025, pairing new earnings guidance for organic net sales growth of 8 to 12% over the cycle with a confirmed proposed dividend of CHF 0.50 per share. For you as an investor, this combination of quantified growth ambitions and a specific cash payout level provides clearer signals on how management is thinking about balancing reinvestment in the business with direct...
SWX:LISN
SWX:LISNFood

A Look At Lindt & Sprüngli (SWX:LISN) Valuation As DubaiStyle Chocolate Returns To Canada

Chocoladefabriken Lindt & Sprüngli (SWX:LISN) is back in focus after reintroducing its DubaiStyle Chocolate to Canadian shelves and adding a new 40g snack bar, highlighting ongoing product momentum. See our latest analysis for Chocoladefabriken Lindt & Sprüngli. The latest DubaiStyle Chocolate relaunch comes as Chocoladefabriken Lindt & Sprüngli’s 1 month share price return of 7.83% and year to date share price return of 7.64% contrast with a flat 3 month period. At the same time, a 1 year...
SWX:BCVN
SWX:BCVNBanks

A Look At Banque Cantonale Vaudoise (SWX:BCVN) Valuation After Softer 2025 Earnings And Recent Share Price Strength

Banque Cantonale Vaudoise (SWX:BCVN) has released its full year 2025 earnings, reporting net interest income of CHF 529 million and net income of CHF 429.7 million, both lower than the prior year. See our latest analysis for Banque Cantonale Vaudoise. Despite the softer 2025 earnings, Banque Cantonale Vaudoise’s share price has climbed to CHF110.9, with a 30 day share price return of 9.8% and a 1 year total shareholder return of 23.61%. This suggests recent momentum alongside solid long term...
SWX:SCHN
SWX:SCHNMachinery

Schindler Holding (SWX:SCHN) Valuation After Strong 2025 Margin Beat Modernization Growth And Extra Dividend Proposal

Why Schindler Holding’s latest earnings matter for shareholders Schindler Holding (SWX:SCHN) has put fresh numbers on the table, reporting a 2025 EBIT margin of 12.6%, stronger modernization activity, and a proposed mix of regular and extraordinary dividends that directly affects shareholder cash returns. See our latest analysis for Schindler Holding. At a share price of CHF273.0, Schindler Holding has seen a 2.63% 1 day share price return after the earnings release, even though the 7 day...
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC) Valuation As Analyst Interest Follows PRECISION7 Launch In Canada

Analyst attention and new product launch put Alcon in focus Alcon (SWX:ALC) has come into the spotlight after RBC Capital and BTIG reiterated positive views and William Blair began coverage, shortly after the company announced its PRECISION7 weekly replacement contact lenses in Canada. See our latest analysis for Alcon. Despite the recent analyst attention and the PRECISION7 launch, Alcon’s 1 year total shareholder return decline of 25.77% and 5 year total shareholder return decline of 4.19%...
SWX:NESN
SWX:NESNFood

Is Nestlé (SWX:NESN) Offering Opportunity After Mixed Long Term Share Performance

If you are wondering whether Nestlé at around CHF79.34 is offering fair value or a potential bargain, you are in the right place for a clear look at what that price really represents. The stock has returned 1.2% over the last 7 days and 5.5% over the last 30 days, although the 1 year return is a 1.8% decline and the 3 year return sits at a 19.3% decline, with a 7.9% decline over 5 years. Recent coverage has focused on how investors are reassessing large consumer staples companies like...
SWX:SGKN
SWX:SGKNBanks

St. Galler Kantonalbank (SWX:SGKN) Net Margin Holds Near 38.5% Supporting Stability Narrative

St. Galler Kantonalbank (SWX:SGKN) just posted its FY 2025 first half results with total revenue of CHF295.4 million and net income of CHF114.1 million, while trailing twelve month revenue sits at CHF589.7 million and net income at CHF227.0 million. The bank has seen revenue move from CHF268.5 million in the first half of 2024 to CHF279.97 million in the second half and then to CHF295.4 million in the latest half, with trailing twelve month net income rising from CHF215.1 million to CHF227.0...