Baloise Holding AG

SWX:BALN Stock Report

Market Cap: CHF 9.0b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Baloise Holding Dividends and Buybacks

Dividend criteria checks 6/6

Baloise Holding is a dividend paying company with a current yield of 4.09% that is well covered by earnings.

Key information

4.1%

Dividend yield

-0.2%

Buyback Yield

Total Shareholder Yield3.9%
Future Dividend Yield4.9%
Dividend Growth5.2%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio83%

Recent dividend and buyback updates

Recent updates

Narrative Update Dec 13

BALN: Merger Integration Will Likely Unlock Further Upside For Shares

Analysts have modestly maintained their price target on Baloise Holding at approximately CHF 229.20, reflecting stable assumptions on discount rate, revenue growth and profit margins that support an unchanged valuation framework. What's in the News Helvetia Holding completed its CHF 8.3 billion merger of equals with Baloise on December 5, 2025, creating Helvetia Baloise Holding Ltd.
Narrative Update Nov 29

BALN: Revised Outlook Will Likely Support Current Fair Valuation

Analysts have raised their price target for Baloise Holding from CHF 218.15 to CHF 229.20. This adjustment is based on stronger projected revenue growth, even though there is a slight decrease in expected profit margin.
Narrative Update Nov 15

BALN: Stable Outlook Will Likely Sustain Current Market Position

Analysts have maintained their price target for Baloise Holding at CHF 218.15. They cite stable expectations for growth, profitability, and valuation metrics based on recent reviews.
Narrative Update Nov 01

BALN: Stable Forecasts Signal Balanced Opportunities And Ongoing Risks Ahead

Baloise Holding Price Target Adjusted Analysts have maintained their price target for Baloise Holding at CHF 218.15. They cited stable forecasts for revenue growth, profit margins, and valuation metrics as the basis for their unchanged outlook.
Narrative Update Oct 17

Swiss Group Life Semi-Autonomy Will Face Risks Yet Deliver Savings

Analysts have maintained their price target for Baloise Holding at CHF 218.15, citing steady forecasts for growth, profitability, and valuation metrics. They made only marginal adjustments to underlying financial assumptions.
Narrative Update Oct 03

Swiss Group Life Semi-Autonomy Will Face Risks Yet Deliver Savings

Analysts have raised their price target for Baloise Holding from CHF 212.35 to CHF 218.15. They cite improved revenue growth expectations and a lower discount rate as key factors supporting the upgrade.
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New Narrative Feb 09

Commitment To 80% Cash Payout Will Make Stock More Attractive

Baloise's refocusing strategy prioritizes profitability and streamlined operations, potentially boosting revenue growth and net margins in core markets.

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: BALN's dividends per share have been stable in the past 10 years.

Growing Dividend: BALN's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

Baloise Holding Dividend Yield vs Market
How does BALN dividend yield compare to the market?
SegmentDividend Yield
Company (BALN)4.1%
Market Bottom 25% (CH)2.0%
Market Top 25% (CH)3.7%
Industry Average (Insurance)4.5%
Analyst forecast (BALN) (up to 3 years)4.9%

Notable Dividend: BALN's dividend (4.09%) is higher than the bottom 25% of dividend payers in the Swiss market (1.97%).

High Dividend: BALN's dividend (4.09%) is in the top 25% of dividend payers in the Swiss market (3.9%)


Earnings Payout to Shareholders

Earnings Coverage: At its current payout ratio (83.4%), BALN's payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (43%), BALN's dividend payments are well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/05 17:33
End of Day Share Price 2025/12/05 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Baloise Holding AG is covered by 10 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Guenther HollfelderBaader Helvea Equity Research
Michael HuttnerBerenberg
Thomas BatemanBerenberg