BALN 📈 Baloise Holding - Overview

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0012410517

BALN: Insurance, Banking, Asset Management

Baloise Holding AG is a diversified financial services company with a long history dating back to 1863, operating primarily in Switzerland, Germany, Belgium, and Luxembourg. Through its various subsidiaries, the company engages in a wide range of activities, including insurance and banking, which are organized into distinct segments such as Non-Life, Life, Asset Management & Banking, and Other Activities. This structure allows Baloise to cater to a broad spectrum of clients, from individuals to small and medium-sized enterprises and industrial clients, offering them a comprehensive suite of financial products and services.

In the insurance sector, Baloise Holding AG provides an extensive array of non-life insurance products. These include accident, health, general liability, motor, fire, and other property insurance, as well as more specialized products like marine, credit protection, and legal expenses insurance. This diverse portfolio is designed to protect clients against various risks, ensuring they have the financial security they need. On the life insurance side, the company offers a range of products, including endowment policies that can be conventional or unit-linked, group life insurance, term insurance, annuities, and policy riders, which are tailored to meet the long-term financial planning needs of its clients.

Beyond insurance, Baloise Holding AG is also active in the banking sector, particularly in Switzerland, where it provides banking services to its clients. Additionally, the company offers asset management services, helping clients to manage and grow their wealth effectively. Its interests extend to equity investment companies, real-estate firms, and financing companies, further diversifying its portfolio and revenue streams. With a strong foundation built over more than 150 years, Baloise Holding AG is headquartered in Basel, Switzerland, and is listed with the ISIN CH0012410517 as a common stock, classified under the GICS Sub Industry of Multi-line Insurance.

The company's web presence can be found at https://www.baloise.com, offering a gateway to its wide range of services, products, and corporate information. Through its digital channels, Baloise aims to enhance customer experience, provide easy access to its services, and maintain transparency in its operations. With a commitment to innovation and customer satisfaction, Baloise Holding AG continues to evolve, adapting to the changing needs of the market and its clients, while maintaining its position as a leading financial services provider in the regions it serves.

Additional Sources for BALN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

BALN Stock Overview

Market Cap in USD 8,481m
Sector Financial Services
Industry Insurance - Diversified
GiC Sub-Industry Multi-line Insurance
IPO / Inception

BALN Stock Ratings

Growth 5y 37.1%
Fundamental 29.6%
Dividend 63.5%
Rel. Strength Industry 3.39
Analysts -
Fair Price Momentum 160.63 CHF
Fair Price DCF 250.61 CHF

BALN Dividends

Dividend Yield 12m 4.75%
Yield on Cost 5y 5.54%
Annual Growth 5y 4.28%
Payout Consistency 86.3%

BALN Growth Ratios

Growth Correlation 3m -86.5%
Growth Correlation 12m 93.1%
Growth Correlation 5y 52.7%
CAGR 5y 3.12%
CAGR/Mean DD 5y 0.26
Sharpe Ratio 12m 1.52
Alpha 9.94
Beta 0.70
Volatility 15.48%
Current Volume 175.3k
Average Volume 20d 80.5k
What is the price of BALN stocks?
As of December 21, 2024, the stock is trading at CHF 162.20 with a total of 175,343 shares traded.
Over the past week, the price has changed by -0.55%, over one month by -2.70%, over three months by -4.87% and over the past year by +29.65%.
Is Baloise Holding a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Baloise Holding is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 29.58 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BALN as of December 2024 is 160.63. This means that BALN is currently overvalued and has a potential downside of -0.97%.
Is BALN a buy, sell or hold?
Baloise Holding has no consensus analysts rating.
What are the forecast for BALN stock price target?
According to ValueRays Forecast Model, BALN Baloise Holding will be worth about 173.5 in December 2025. The stock is currently trading at 162.20. This means that the stock has a potential upside of +6.96%.
Issuer Forecast Upside
Wallstreet Target Price 168.5 3.9%
Analysts Target Price - -
ValueRay Target Price 173.5 7%