Baloise Holding AG logo

BALN - Baloise Holding AG Share Price

CHF160 -1.6  -1.0%

Last Trade - 9:45am

Sector
Financials
Size
Large Cap
Market Cap £5.73bn
Enterprise Value £4.39bn
Revenue £6.45bn
Position in Universe 154th / 1046
Bullish
Bearish
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Momentum
Relative Strength (%)
1m +2.90%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -1.58%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
9,478 8,491 8,171 8,284 7,530 9,035 7,344 7,516 -1.0%
+37.4 -19.1 +4.9 -0.4 -0.8 +31.1 -30.1 +31.8
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the six months ended 30 June 2020, BaloiseHolding AG revenues decreased 21% to SF4.33B. Net incomeapplicable to common stockholders decreased 55% toSF177.7M. Revenues reflect Life segment decrease of 56% toSF2.04B, Other Activities segment decrease of 66% toSF44.3M, Switzerland segment decrease of 25% to SF2.9B,Germany segment decrease of 39% to SF557.7M.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for BALN
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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EPS
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
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Profile Summary

Baloise Holding AG is a Switzerland-based company that offers insurance and retirement solutions to private individuals and companies. The Company combines insurance and banking services and is active in Switzerland, Germany and Serbia, among others. The Company diversifies its activities into Non-life, Life, Banking and Other Activities business segments. The Nonlife segment includes accident and health insurances, as well as products of the liability, motor, property and marine sectors. The Life segment includes capital-forming insurance and risk covers, among others. The Banking segment provides banking services through Baloise Bank SoBa and Deutsche Ring Bausparkasse, as well as asset management services. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.

Directors
Last Annual December 31st, 2019
Last Interim June 30th, 2020
Incorporated November 29, 1962
Public Since July 24, 2001
No. of Shareholders: 21,432
No. of Employees: 7,646
Sector Financials
Industry Insurance
Index FTSE Euromid ,
Exchange SIX Swiss Exchange
Shares in Issue 44,900,596
Free Float (0.0%)
Eligible for
ISAs
SIPPs
BALN Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
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Latest News for BALN
Upcoming Events for BALN
Tuesday 9th March, 2021
Full Year 2020 Baloise Holding AG Earnings Release
Tuesday 9th March, 2021
Full Year 2020 Baloise Holding AG Earnings Call
Tuesday 9th March, 2021
Full Year 2020 Baloise Holding AG Earnings Press Conference
Friday 30th April, 2021
Baloise Holding AG Annual Shareholders Meeting
Frequently Asked Questions for Baloise Holding AG
What is the Baloise Holding AG share price?

As of 9:45am, shares in Baloise Holding AG are trading at CHF160, giving the company a market capitalisation of £5.73bn. This share price information is delayed by 15 minutes.

How has the Baloise Holding AG share price performed this year?

Shares in Baloise Holding AG are currently trading at CHF160 and the price has moved by -3.06% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Baloise Holding AG price has moved by -7.35% over the past year.

What are the analyst and broker recommendations for Baloise Holding AG?

Of the analysts with advisory recommendations for Baloise Holding AG, there are there are currently 1 "buy" , 7 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Baloise Holding AG is Hold. You can view the full broker recommendation list by unlocking its StockReport.

When will Baloise Holding AG next release its financial results?

Baloise Holding AG is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-06-30
What is the Baloise Holding AG dividend yield?

The Baloise Holding AG dividend yield is 3.96% based on the trailing twelve month period.

Does Baloise Holding AG pay a dividend?

Last year, Baloise Holding AG paid a total dividend of 6.4, and it currently has a trailing dividend yield of 3.96%. Looking ahead, Baloise Holding AG has not announced an ex-dividend date yet.

When does Baloise Holding AG next pay dividends?

Baloise Holding AG has yet to annouce their ex-dividend date. The historic dividend yield on Baloise Holding AG shares is currently 3.96%.

How do I buy Baloise Holding AG shares?

To buy shares in Baloise Holding AG you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Baloise Holding AG?

Shares in Baloise Holding AG are currently trading at CHF160, giving the company a market capitalisation of £5.73bn.

Where are Baloise Holding AG shares listed? Where are Baloise Holding AG shares listed?

Here are the trading details for Baloise Holding AG:

Country of listing: Switzerland
Exchange: SWX
Ticker Symbol: BALN
What kind of share is Baloise Holding AG?

Based on an overall assessment of its quality, value and momentum, Baloise Holding AG is currently classified as a Value Trap. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Baloise Holding AG share price forecast 2021?

Shares in Baloise Holding AG are currently priced at CHF160. At that level they are trading at 4.35% discount to the analyst consensus target price of 0.00.

Analysts covering Baloise Holding AG currently have a consensus Earnings Per Share (EPS) forecast of 10.171 for the next financial year.

How can I tell whether the Baloise Holding AG share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Baloise Holding AG. Over the past six months, the relative strength of its shares against the market has been -0.5%. At the current price of CHF160, shares in Baloise Holding AG are trading at 10.7% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Baloise Holding AG PE Ratio?

The Baloise Holding AG PE ratio based on its reported earnings over the past 12 months is 15.49. The shares are currently trading at CHF160.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Baloise Holding AG?

Baloise Holding AG's management team is headed by:

Thomas Sieber - EXB
Andreas Burckhardt - NEC
Andreas Beerli - NVC
Michael Mueller - EXB
Christoph Gloor - NID
Gert De Winter - PRE
Hugo Lasat - NID
Matthias Henny - EXB
Carsten Stolz - CFO
Alexander Bockelmann - CTO
Christoph Mader - NID
Who are the major shareholders of Baloise Holding AG?

Here are the top five shareholders of Baloise Holding AG based on the size of their shareholding:

BlackRock Institutional Trust Company, N.A. Investment Advisor
Percentage owned: 7% (3.42m shares)
LSV Asset Management Investment Advisor
Percentage owned: 3.82% (1.86m shares)
UBS Asset Management (Switzerland) Investment Advisor
Percentage owned: 3.3% (1.61m shares)
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund
Percentage owned: 3.02% (1.47m shares)
Credit Suisse Asset Management Investment Advisor/Hedge Fund
Percentage owned: 3% (1.46m shares)
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