HELNF Stock Chart & Stats
$262.77
$0.00(0.00%)
At close: 4:00 PM EDT
$262.77
$0.00(0.00%)
Day’s Range― - ―
52-Week Range$229.18 - $296.48
Previous CloseN/A
Volume70.00
Average Volume (3M)8.00
Market Cap
$24.40B
Enterprise Value$32.53B
Total Cash (Recent Filing)$4.04B
Total Debt (Recent Filing)$6.65B
Price to Earnings (P/E)25.3
Beta0.24
Next Earnings
Mar 17, 2027EPS Estimate
6.3Next Dividend Ex-DateN/A
Dividend Yield3.83%
Share Statistics
EPS (TTM)8.29
Shares Outstanding99,418,090
10 Day Avg. Volume23
30 Day Avg. Volume8
Financial Highlights & Ratios
PEG Ratio1.37
Price to Book (P/B)0.82
Price to Sales (P/S)1.08
P/FCF Ratio15.44
Enterprise Value/Market Cap1.33
Enterprise Value/Revenue1.76
Enterprise Value/Gross Profit8.74
Enterprise Value/Ebitda20.94
Forecast
1Y Price Target
$297.02Price Target Upside13.03% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)14.15
Revenue Forecast (FY)$15.92B
Bulls Say, Bears Say
Bulls Say
Disciplined UnderwritingStrong technical margins indicate disciplined pricing and risk selection across the insurance portfolio. A 92% non-life combined ratio leaves meaningful underwriting profit before investment income, while the life margin supports durable value creation from new business.
Capital StrengthVery strong capitalization and an A+ stable rating provide resilience against claims volatility and support confidence among policyholders, regulators, and distribution partners. The capital position also gives Helvetia flexibility to sustain investment and dividends while integrating the business.
Synergy ExecutionIntegration benefits are being secured faster than previously expected, improving the likelihood that cost synergies will translate into recurring earnings. Earlier execution can strengthen margins, offset inflationary pressure, and create a more efficient operating platform across the combined group.
Bears Say
Catastrophe ExposureLarge weather-related claims demonstrate the earnings sensitivity of Helvetia’s property and casualty portfolio to natural catastrophes. Although reinsurance limits the net loss, recurring severe events can pressure underwriting results, capital generation, and the sustainability of earnings guidance.
Weak Life VolumesLower life volumes and only flat-to-slightly-positive normalized CSM growth point to limited near-term expansion in the segment’s future profit pool. Shifts toward semi-autonomous and index-linked solutions may require successful product development to restore stronger value-of-new-business growth.
Low And Uneven ReturnsA materially lower return on equity suggests that the enlarged capital base is currently producing modest profitability relative to shareholders’ funds. Combined with historically uneven revenue and cash generation, this reduces confidence that the latest earnings rebound represents a consistently repeatable earnings trajectory.
Helvetia Holding AG News
HELNF FAQ
What was Helvetia Holding AG’s price range in the past 12 months?
Helvetia Holding AG lowest stock price was $229.18 and its highest was $296.48 in the past 12 months.
What is Helvetia Holding AG’s market cap?
Helvetia Holding AG’s market cap is $24.40B.
When is Helvetia Holding AG’s upcoming earnings report date?
Helvetia Holding AG’s upcoming earnings report date is Mar 17, 2027 which is in 153 days.
How were Helvetia Holding AG’s earnings last quarter?
Helvetia Holding AG released its earnings results on Sep 17, 2026. The company reported $7.476 earnings per share for the quarter, missing the consensus estimate of $9.804 by -$2.327.
Is Helvetia Holding AG overvalued?
According to Wall Street analysts Helvetia Holding AG’s price is currently Undervalued.
Does Helvetia Holding AG pay dividends?
Helvetia Holding AG pays a Annually dividend of $9.814 which represents an annual dividend yield of 3.83%. See more information on Helvetia Holding AG dividends here
What is Helvetia Holding AG’s EPS estimate?
Helvetia Holding AG’s EPS estimate is 6.3.
How many shares outstanding does Helvetia Holding AG have?
Helvetia Holding AG has 99,418,090 shares outstanding.
What happened to Helvetia Holding AG’s price movement after its last earnings report?
Helvetia Holding AG reported an EPS of $7.476 in its last earnings report, missing expectations of $9.804. Following the earnings report the stock price went up 5.924%.
Which hedge fund is a major shareholder of Helvetia Holding AG?
Currently, no hedge funds are holding shares in HELNF
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Company Description
Helvetia Holding AG
Helvetia Holding AG functions as a financial services group, leveraging its subsidiaries to deliver a comprehensive suite of life, non-life, and reinsurance products. Its extensive market presence spans Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and various other international regions. The company's diverse product portfolio encompasses life insurance options like investment-linked and group policies, alongside non-life coverage for property, motor vehicles, health and accident, liability, and transport risks. Furthermore, it provides annuity plans and various pension schemes. Established in 1858, the firm's global operations are managed from its headquarters in Sankt Gallen, Switzerland.
HELNF Stock 12 Month Forecast
Average Price Target
$297.02
▲(13.03% Upside)
Technical Analysis
Swiss Life Holding AG
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Zurich Insurance Group
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Cembra Money Bank AG
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Vaudoise Assurances Holding SA
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Ownership Overview
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Insiders
4.46% Mutual Funds
<0.01% Other Institutional Investors
81.64% Public Companies and
Individual Investors