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Baloise Holding (BALN) Stock Overview
Primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, and Luxembourg. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for BALN from our risk checks.
BALN Community Fair Values
Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Baloise Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 198.00 |
| 52 Week High | CHF 217.80 |
| 52 Week Low | CHF 160.20 |
| Beta | 0.45 |
| 1 Month Change | -1.88% |
| 3 Month Change | -1.39% |
| 1 Year Change | 20.00% |
| 3 Year Change | 37.98% |
| 5 Year Change | 31.13% |
| Change since IPO | 120.00% |
Recent News & Updates
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.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.Recent updates
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.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.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.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.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.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.
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.Shareholder Returns
| BALN | CH Insurance | CH Market | |
|---|---|---|---|
| 7D | -5.8% | -2.6% | -3.5% |
| 1Y | 20.0% | 2.7% | 11.0% |
Return vs Industry: BALN exceeded the Swiss Insurance industry which returned 8.6% over the past year.
Return vs Market: BALN exceeded the Swiss Market which returned 7.6% over the past year.
Price Volatility
| BALN volatility | |
|---|---|
| BALN Average Weekly Movement | 2.4% |
| Insurance Industry Average Movement | 1.8% |
| Market Average Movement | 3.9% |
| 10% most volatile stocks in CH Market | 7.5% |
| 10% least volatile stocks in CH Market | 2.0% |
Stable Share Price: BALN has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: BALN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1863 | 7,569 | Michael Muller | www.baloise.com |
Baloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, and Luxembourg. It operates through Non-Life, Life, Asset Management & Banking, and Other Activities segments. The Non-Life segment offers accident and health insurance, as well as liability, motor, property, and marine insurance.
Baloise Holding AG Fundamentals Summary
| BALN fundamental statistics | |
|---|---|
| Market cap | CHF 8.98b |
| Earnings (TTM) | CHF 440.90m |
| Revenue (TTM) | CHF 6.09b |
Is BALN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BALN income statement (TTM) | |
|---|---|
| Revenue | CHF 6.09b |
| Cost of Revenue | CHF 4.82b |
| Gross Profit | CHF 1.27b |
| Other Expenses | CHF 825.40m |
| Earnings | CHF 440.90m |
Last Reported Earnings
Jun 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 9.72 |
| Gross Margin | 20.81% |
| Net Profit Margin | 7.24% |
| Debt/Equity Ratio | 68.8% |
How did BALN perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/12/05 14:01 |
| End of Day Share Price | 2025/12/05 00:00 |
| Earnings | 2025/06/30 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 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.
| Analyst | Institution |
|---|---|
| Guenther Hollfelder | Baader Helvea Equity Research |
| Michael Huttner | Berenberg |
| Thomas Bateman | Berenberg |