Helvetia Baloise Holding AG
EURO STOXX 600Last update: May 9, 2026 at 09:32
Dividend Safety Rating
HBAN.SW's dividend appears safe and well-supported. Strengths include a 64.9% earnings payout ratio & 52.5% fcf payout ratio. Areas of concern: 6.3% return on equity. The dividend has been growing at a 6.03% 5-year CAGR. As a financial company, some traditional cash flow metrics are less applicable. The score focuses on earnings-based coverage and profitability.
Based on 9 of 10 metrics
Strengths
- Dividend Streak: 11+ yrsLong, uninterrupted dividend track record.
- Dividend Cut: NoneNo dividend cut in recent history.
- Earnings Stability: GrowingEarnings have been stable and supportive of the dividend.
Risks
- Return on Equity: 6.3%Return on equity is below industry norms.
Payout & Coverage
SafeBalance Sheet
N/AProfitability
CautionDividend Track Record
Very SafeAbout Helvetia Baloise Holding AG
Helvetia Baloise Holding AG is a leading multi-line insurance group headquartered in St. Gallen, Switzerland, recognized as the largest insurer in the country and a key player in the European market. Formed through the merger of Helvetia Holding Ltd. and Baloise, it was renamed in April 2022 and offers a comprehensive range of products including life insurance, non-life insurance, pension solutions, specialty insurance, reinsurance, and asset management services. Operating across Switzerland, Germany, Austria, Spain, Italy, France, and other international markets, the company serves retail customers, businesses, and corporates with tailored risk management and financial security options. Notable features include its subsidiary Helvetia Global Solutions, which specializes in non-life insurance for corporate clients in areas like engineering, property, professional indemnity, space, marine, aviation, and art. Employing over 14,600 people, Helvetia Baloise Holding AG maintains strong financial ratings, such as A+ from S&P, and emphasizes sustainable corporate governance. In the financial services sector, it plays a pivotal role in wealth preservation, pension planning, and diversified insurance solutions, contributing to economic stability across Europe.
Dividend Overview
Dividend Yield
3.19%
Annual Dividend
CHF 6.70
Frequency
Annual
Payout Ratio
64.92%
FCF Payout Ratio
52.49%
Stock Price
CHF 209.60
52-Week Range
CHF 181.60 – CHF 225.00
Dividend History (2016–2025)
HBAN.SW annual dividend per share and yield history
Earnings & Profitability
HBAN.SW earnings per share and net profit margin
Key Dates
Next Ex-Dividend Date
May 27, 2026
Next Payment Date
—
Dividend Growth
3-Year Dividend CAGR
6.80%
5-Year Dividend CAGR
6.03%
10-Year Dividend CAGR
24.99%
3-Year Total Growth
21.82%
5-Year Total Growth
34.00%
10-Year Total Growth
830.56%
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Frequently Asked Questions
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This page is not investment advice. The content is for informational purposes only and should not be construed as a recommendation to buy, sell, or hold any security. Always do your own research and consult a qualified financial advisor before making investment decisions.
Financial data, including dividend history, earnings, balance sheet metrics, and the Dividend Safety Rating, is provided for informational purposes only. Data may be delayed or differ from official filings. Past performance does not guarantee future results. Always verify with official sources before making investment decisions.
Market data provided by Twelve Data.