Trade Baloise Holding AG - BALN CFD
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- Historical Data
- Events
- Income Statement
- Balance Sheet
- Cash Flow
Spread | 1.7 | ||||||||
Long position overnight fee
Long position overnight fee
Go to platform | -0.015668% | ||||||||
Short position overnight fee
Short position overnight fee
Go to platform | -0.006555% | ||||||||
Overnight fee time | 21:00 (UTC) | ||||||||
Min traded quantity | 1 | ||||||||
Currency | CHF | ||||||||
Margin | 5% | ||||||||
Stock exchange | Switzerland | ||||||||
Commission on trade | 0% |
*Information provided by Capital.com
Baloise Holding AG ESG Risk Ratings
‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.
Prev. Close* | 141.5 |
Open* | 141 |
1-Year Change* | 2.1% |
Day's Range* | 139.9 - 141.4 |
52 wk Range | 126.00-158.90 |
Average Volume (10 days) | 96.08K |
Average Volume (3 months) | 1.80M |
Market Cap | 6.16B |
P/E Ratio | 13.03 |
Shares Outstanding | 45.28M |
Revenue | 6.83B |
EPS | 10.31 |
Dividend (Yield %) | 5.50595 |
Beta | 1.12 |
Next Earnings Date | Mar 26, 2024 |
All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com
- Last Week
- Last Month
- Last Year
- Last two Years
- Max
- Daily
- Weekly
- Monthly
Date | Close | Change | Change (%) | Open | High | Low |
---|---|---|---|---|---|---|
Mar 28, 2024 | 140.0 | -0.4 | -0.28% | 140.4 | 141.4 | 139.8 |
Mar 27, 2024 | 141.5 | 2.7 | 1.95% | 138.8 | 141.6 | 138.7 |
Mar 26, 2024 | 138.9 | 2.7 | 1.98% | 136.2 | 139.7 | 134.1 |
Mar 25, 2024 | 138.9 | -2.3 | -1.63% | 141.2 | 141.7 | 138.3 |
Mar 22, 2024 | 142.5 | -1.4 | -0.97% | 143.9 | 144.4 | 142.0 |
Mar 21, 2024 | 144.5 | -0.5 | -0.34% | 145.0 | 145.4 | 143.8 |
Mar 20, 2024 | 143.7 | 1.4 | 0.98% | 142.3 | 144.0 | 141.3 |
Mar 19, 2024 | 143.1 | 0.8 | 0.56% | 142.3 | 143.2 | 141.2 |
Mar 18, 2024 | 142.7 | -2.4 | -1.65% | 145.1 | 145.1 | 141.8 |
Mar 15, 2024 | 145.9 | 1.1 | 0.76% | 144.8 | 145.9 | 144.2 |
Mar 14, 2024 | 144.9 | 0.5 | 0.35% | 144.4 | 144.9 | 142.8 |
Mar 13, 2024 | 145.7 | -0.3 | -0.21% | 146.0 | 146.3 | 145.1 |
Mar 12, 2024 | 146.0 | 1.6 | 1.11% | 144.4 | 146.0 | 144.4 |
Mar 11, 2024 | 145.0 | 1.8 | 1.26% | 143.2 | 145.1 | 143.2 |
Mar 8, 2024 | 144.7 | 0.4 | 0.28% | 144.3 | 144.7 | 143.6 |
Mar 7, 2024 | 144.0 | 2.2 | 1.55% | 141.8 | 144.8 | 141.8 |
Mar 6, 2024 | 142.7 | 3.0 | 2.15% | 139.7 | 143.4 | 139.7 |
Mar 5, 2024 | 142.2 | 0.1 | 0.07% | 142.1 | 142.7 | 141.1 |
Mar 4, 2024 | 142.5 | 1.4 | 0.99% | 141.1 | 142.7 | 141.1 |
Mar 1, 2024 | 142.6 | 1.3 | 0.92% | 141.3 | 143.1 | 140.5 |
Baloise Holding AG Events
Time (UTC) | Country | Event |
---|---|---|
Friday, April 26, 2024 | ||
Time (UTC) 10:59 | Country CH
| Event Baloise Holding AG Annual Shareholders Meeting Baloise Holding AG Annual Shareholders MeetingForecast -Previous - |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Total revenue | 7657.5 | 9020.6 | 8251.6 | 9317.4 | 7529.9 |
Other Revenue, Total | 1553.7 | -1216.2 | -284.5 | -1394.4 | 802.1 |
Total Operating Expense | 6952.2 | 8298.1 | 7648.7 | 8593.5 | 6792.4 |
Selling/General/Admin. Expenses, Total | 867 | 856.7 | 831.6 | 816 | 810.8 |
Depreciation / Amortization | 91.9 | 102 | 98.2 | 90.8 | 67.2 |
Interest Expense (Income) - Net Operating | 15.2 | 20.1 | 23.7 | 25.7 | 27.5 |
Unusual Expense (Income) | 6 | -0.5 | -1.4 | -31.5 | -1.3 |
Other Operating Expenses, Total | 205.7 | 195.7 | 202.2 | 207.8 | -56.3 |
Operating Income | 705.3 | 722.5 | 602.9 | 723.9 | 737.5 |
Interest Income (Expense), Net Non-Operating | -22.4 | -24.7 | -34.3 | -37.7 | -39.9 |
Net Income Before Taxes | 682.9 | 697.9 | 568.6 | 686.2 | 697.6 |
Net Income After Taxes | 544.5 | 583.3 | 428.3 | 689.5 | 522.9 |
Minority Interest | 3.5 | 5.1 | 6.1 | 4.7 | 0.3 |
Net Income Before Extra. Items | 548 | 588.4 | 434.4 | 694.2 | 523.2 |
Net Income | 548 | 588.4 | 434.4 | 694.2 | 523.2 |
Income Available to Common Excl. Extra. Items | 548 | 588.4 | 434.3 | 694.2 | 523.2 |
Income Available to Common Incl. Extra. Items | 548 | 588.4 | 434.3 | 694.2 | 523.2 |
Dilution Adjustment | |||||
Diluted Net Income | 548 | 588.4 | 434.3 | 694.2 | 523.2 |
Diluted Weighted Average Shares | 45.1968 | 45.1009 | 45.1137 | 46.2966 | 47.041 |
Diluted EPS Excluding Extraordinary Items | 12.1248 | 13.0463 | 9.62679 | 14.9946 | 11.1222 |
Dividends per Share - Common Stock Primary Issue | 7.4 | 7 | 6.4 | 6.4 | 6 |
Diluted Normalized EPS | 12.2306 | 13.0371 | 9.60342 | 14.5524 | 11.1015 |
Total Premiums Earned | 6921.7 | 7220.2 | 6885.2 | 7455.8 | 6658.5 |
Net Investment Income | 1171.4 | 1172.4 | 1249.8 | 1279.3 | 1120.7 |
Realized Gains (Losses) | -1989.3 | 1844.2 | 401.1 | 1976.7 | -1051.4 |
Losses, Benefits, and Adjustments, Total | 5169.8 | 6468.5 | 5913.1 | 6930.1 | 5408.7 |
Amort. Of Policy Acquisition Costs | 596.6 | 655.6 | 581.3 | 554.6 | 535.8 |
Total Adjustments to Net Income | -0.1 | ||||
Other, Net | 0.1 |
Jun 2023 | Dec 2022 | Jun 2022 | Dec 2021 | Jun 2021 | |
---|---|---|---|---|---|
Total revenue | 2871.3 | 3522.7 | 2874.8 | 3935.6 | 5065.2 |
Other Revenue, Total | -1356.4 | -14.7 | 5290.2 | -273.4 | -942.8 |
Total Operating Expense | 2604.1 | 3171.2 | 2577.4 | 3578.6 | 4699.7 |
Selling/General/Admin. Expenses, Total | 432.1 | 435 | 421.7 | ||
Interest Expense (Income) - Net Operating | 27.3 | 4.3 | 5.4 | 1.8 | 6.5 |
Other Operating Expenses, Total | 335.1 | 159.9 | 306.2 | 141.8 | 147.4 |
Operating Income | 267.2 | 351.5 | 297.4 | 357 | 365.5 |
Interest Income (Expense), Net Non-Operating | -14.5 | -11.6 | -10.8 | -10.6 | -14.1 |
Other, Net | -0.1 | 0.1 | |||
Net Income Before Taxes | 252.7 | 339.8 | 286.6 | 346.5 | 351.4 |
Net Income After Taxes | 203.6 | 258.9 | 213.7 | 283 | 300.3 |
Minority Interest | 2.1 | 2 | 0.9 | 3 | 2.1 |
Net Income Before Extra. Items | 205.7 | 260.9 | 214.6 | 286 | 302.4 |
Net Income | 205.7 | 260.9 | 214.6 | 286 | 302.4 |
Total Adjustments to Net Income | 0.2 | 0.1 | -0.1 | ||
Income Available to Common Excl. Extra. Items | 205.7 | 260.9 | 214.8 | 286.1 | 302.3 |
Income Available to Common Incl. Extra. Items | 205.7 | 260.9 | 214.8 | 286.1 | 302.3 |
Diluted Net Income | 205.7 | 260.9 | 214.8 | 286.1 | 302.3 |
Diluted Weighted Average Shares | 45.2903 | 45.2166 | 45.2145 | 45.1294 | 45.0723 |
Diluted EPS Excluding Extraordinary Items | 4.54181 | 5.77 | 4.75069 | 6.33955 | 6.707 |
Dividends per Share - Common Stock Primary Issue | 0 | 7.4 | 0 | 7 | 0 |
Diluted Normalized EPS | 4.56138 | 5.77 | 4.8249 | 6.33955 | 6.707 |
Total Premiums Earned | 2750.9 | 2969.7 | 2750.3 | 3085.4 | 4134.8 |
Net Investment Income | 626.5 | 576 | 591.3 | 567.2 | 597.2 |
Realized Gains (Losses) | 850.3 | -8.3 | -5757 | 556.4 | 1276 |
Losses, Benefits, and Adjustments, Total | 2240.6 | 2276.4 | 2261.3 | 2670.4 | 3798.1 |
Amort. Of Policy Acquisition Costs | 298.5 | 329.6 | 326 | ||
Unusual Expense (Income) | 1.1 | 4.5 |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Cash & Equivalents | 3370.8 | 4073.5 | 4004 | 3988 | 4036.1 |
Total Assets | 77994.6 | 89979 | 88364.5 | 87017.8 | 80854.8 |
Property/Plant/Equipment, Total - Net | 594.6 | 419.5 | 466.2 | 362.8 | 318.3 |
Property/Plant/Equipment, Total - Gross | 926.3 | 962.9 | 839.6 | 801.6 | |
Accumulated Depreciation, Total | -506.9 | -496.6 | -476.8 | -483.3 | |
Goodwill, Net | 99.9 | 103.1 | 80.6 | 78.9 | |
Intangibles, Net | 237.4 | 1080.5 | 1052.3 | 954.1 | 962.3 |
Long Term Investments | 71089.9 | 81013 | 79307.2 | 78302.4 | 72434.5 |
Note Receivable - Long Term | 665.9 | 338 | 342.7 | 354.4 | 386.8 |
Other Long Term Assets, Total | 489 | 79.6 | 95.6 | 103.7 | 80.8 |
Other Assets, Total | 1547 | 2425 | 2477.8 | 2372.9 | 2123.8 |
Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
Other Current Liabilities, Total | 29.9 | 747.3 | 611.6 | 743.7 | 743.3 |
Total Liabilities | 74589.4 | 82693.9 | 81380.8 | 80303.8 | 74884.2 |
Total Long Term Debt | 2609.4 | 2425.7 | 2363.3 | 2368 | 1744.5 |
Long Term Debt | 2609.4 | 2399.2 | 2324.4 | 2325 | 1744.5 |
Deferred Income Tax | 380.6 | 1002 | 1000.4 | 938.5 | 907.8 |
Minority Interest | 12.2 | 14.8 | 2 | 1.6 | 37.6 |
Other Liabilities, Total | 21736.5 | 1190.2 | 1655.1 | 1570.8 | 1506.9 |
Total Equity | 3405.2 | 7285.1 | 6983.7 | 6714 | 5970.6 |
Common Stock | 4.6 | 4.6 | 4.9 | 4.9 | 4.9 |
Retained Earnings (Accumulated Deficit) | 3472.2 | 7186.5 | 7353.2 | 7194.1 | 6772.8 |
Treasury Stock - Common | -71.6 | -84.9 | -578 | -481.8 | -291.8 |
Unrealized Gain (Loss) | 178.9 | 203.7 | -3.2 | -515.4 | |
Total Liabilities & Shareholders’ Equity | 77994.6 | 89979 | 88364.5 | 87017.8 | 80854.8 |
Total Common Shares Outstanding | 45.2544 | 45.1513 | 45.0495 | 45.5614 | 46.5819 |
Other Equity, Total | -0.1 | 0.1 | |||
Capital Lease Obligations | 26.5 | 38.9 | 43 |
Jun 2023 | Dec 2022 | Jun 2022 | Dec 2021 | Jun 2021 | |
---|---|---|---|---|---|
Cash & Equivalents | 3491.8 | 3370.8 | 4086.6 | 4073.5 | 4430.7 |
Total Assets | 78361.9 | 77994.6 | 83730.8 | 89979 | 91732 |
Property/Plant/Equipment, Total - Net | 647.4 | 594.6 | 400.7 | 419.5 | 446.7 |
Intangibles, Net | 233.3 | 237.4 | 1346.6 | 1180.4 | 1230.9 |
Long Term Investments | 71358 | 71089.9 | 74153.3 | 81013 | 82066.1 |
Note Receivable - Long Term | 768 | 665.9 | 349.7 | 338 | 540 |
Other Long Term Assets, Total | 364.7 | 489 | 468.2 | 79.6 | 269.5 |
Other Assets, Total | 1498.7 | 1547 | 2350.9 | 2425 | 2141.8 |
Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
Other Current Liabilities, Total | 29.6 | 29.9 | 903.9 | 747.3 | 703.3 |
Total Liabilities | 75092.4 | 74589.4 | 78724.6 | 82693.9 | 84648.9 |
Total Long Term Debt | 2394.4 | 2609.4 | 2622.9 | 2425.7 | 2482.1 |
Long Term Debt | 2394.4 | 2609.4 | 2622.9 | 2425.7 | 2482.1 |
Capital Lease Obligations | |||||
Deferred Income Tax | 399.4 | 380.6 | 640.8 | 1002 | 974.2 |
Minority Interest | 10.8 | 12.2 | 14.8 | 14.8 | 17.7 |
Other Liabilities, Total | 22269 | 21736.5 | 1232.9 | 1190.2 | 1601.5 |
Total Equity | 3269.5 | 3405.2 | 5006.2 | 7285.1 | 7083.1 |
Common Stock | 4.6 | 4.6 | 4.6 | 4.6 | 4.9 |
Retained Earnings (Accumulated Deficit) | 3332.4 | 3472.2 | 7162.3 | 7186.5 | 7384.1 |
Treasury Stock - Common | -67.5 | -71.6 | -82 | -84.9 | -580.9 |
Unrealized Gain (Loss) | -2078.6 | 178.9 | 275.1 | ||
Total Liabilities & Shareholders’ Equity | 78361.9 | 77994.6 | 83730.8 | 89979 | 91732 |
Total Common Shares Outstanding | 45.2806 | 45.2544 | 45.1723 | 45.1513 | 45.0333 |
Other Equity, Total | -0.1 | -0.1 |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Net income/Starting Line | 682.9 | 697.9 | 568.6 | 686.2 | 697.6 |
Cash From Operating Activities | -388 | 477 | 80.8 | 444.8 | 1132.6 |
Cash From Operating Activities | 41.5 | 46 | 46.9 | 47.1 | 32.2 |
Amortization | 56.7 | 56 | 50.2 | 43.7 | 34.8 |
Non-Cash Items | -49 | 137.4 | -245.3 | -38.1 | -344.9 |
Cash Taxes Paid | 74.7 | 95.7 | 106.9 | 121 | 136.5 |
Cash Interest Paid | 14.8 | 23.5 | 21.9 | 23.8 | 27.5 |
Changes in Working Capital | -1120.1 | -460.3 | -339.6 | -294.1 | 712.9 |
Cash From Investing Activities | -74.3 | -94.3 | 382.9 | -472.6 | -142.4 |
Capital Expenditures | -45.9 | -49.4 | -71.3 | -82 | -83.4 |
Other Investing Cash Flow Items, Total | -28.4 | -44.9 | 454.2 | -390.6 | -59 |
Cash From Financing Activities | -155.8 | -238.9 | -431.5 | 52.9 | -441.7 |
Financing Cash Flow Items | -21.1 | -25.8 | -37.1 | -38.7 | -44.2 |
Total Cash Dividends Paid | -316.5 | -288.4 | -287.4 | -278.6 | -264 |
Issuance (Retirement) of Stock, Net | 9.2 | 13.6 | -89.8 | -192.6 | -133.5 |
Issuance (Retirement) of Debt, Net | 172.6 | 61.7 | -17.2 | 562.8 | 0 |
Foreign Exchange Effects | -85.2 | -74.3 | -16.3 | -73.2 | -63.9 |
Net Change in Cash | -703.3 | 69.5 | 15.9 | -48.1 | 484.6 |
Dec 2022 | Jun 2022 | Dec 2021 | Jun 2021 | Dec 2020 | |
---|---|---|---|---|---|
Net income/Starting Line | 682.9 | 343.1 | 697.9 | 351.4 | 568.6 |
Cash From Operating Activities | -388 | 258.1 | 477 | 625.2 | 80.8 |
Cash From Operating Activities | 98.2 | 43.9 | 102 | 48.5 | 97.1 |
Non-Cash Items | -49 | 26 | 137.4 | 2.5 | -245.3 |
Cash Taxes Paid | 74.7 | 46.6 | 95.7 | 53.9 | 106.9 |
Cash Interest Paid | 14.8 | 8.8 | 23.5 | 10.1 | 21.9 |
Changes in Working Capital | -1120.1 | -154.9 | -460.3 | 222.8 | -339.6 |
Cash From Investing Activities | -74.3 | -45.7 | -94.3 | -38.3 | 382.9 |
Capital Expenditures | -45.9 | -16.8 | -49.4 | -21 | -71.3 |
Other Investing Cash Flow Items, Total | -28.4 | -28.9 | -44.9 | -17.3 | 454.2 |
Cash From Financing Activities | -155.8 | -136.6 | -238.9 | -186.7 | -431.5 |
Financing Cash Flow Items | -21.1 | -11.4 | -25.8 | -11.2 | -37.1 |
Total Cash Dividends Paid | -316.5 | -316.5 | -288.4 | -288.4 | -287.4 |
Issuance (Retirement) of Stock, Net | 9.2 | -2.5 | 13.6 | -5.3 | -89.8 |
Issuance (Retirement) of Debt, Net | 172.6 | 193.8 | 61.7 | 118.2 | -17.2 |
Foreign Exchange Effects | -85.2 | -62.7 | -74.3 | 26.4 | -16.3 |
Net Change in Cash | -703.3 | 13.1 | 69.5 | 426.6 | 15.9 |
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Baloise Company profile
About Baloise Holding AG
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, Belgium and Luxembourg. The Company diversifies its activities into Non-life, Life, Asset Management & 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 Asset Management & Banking operating segment encompasses banking-related areas of asset management as well as the actual banking area. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.
Financial summary
BRIEF: For the fiscal year ended 31 December 2021, Baloise Holding AG revenues increased 9% to SF9B. Net income applicable to common stockholders increased 35% to SF588.4M. Revenues reflect increase in net premium earned. Net income benefited from Expense Ratio - Germany decrease of 3% to 35.5%, Loss Ratio - Luxembourg increase of 9% to 60.3%, Reinsurers share of claims incurred increase from SF236.4M to SF529.6M (income).
Equity composition
7/2001, 10-for-1 stock split, 06/1998, 2:1 Rights Issue in same stock (Corax AF= .335065), 09/1997, 2:1 Complex Capital change (Corax adj factor = .5), 7/2001, 10-for-1 stock split. 06/1998, 2:1 Rights Issue in same stock (CoraxAF= .335065), 09/1997, 2:1 Complex Capital change (CoraxAF= .5)
Industry: | Multiline Insurance & Brokers (NEC) |
Aeschengraben 21
BASEL
BASEL-STADT 4001
CH
Income Statement
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