Helvetia Baloise Holding AG (XSWX:HBAN) Total Payout Ratio: (As of Sep. 20, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:HBAN Helvetia Baloise Holding AG XSWX:HBAN
78 GF Score
Price CHF221.40
GF Value CHF198.25
Valuation Modestly Overvalued
! 5 Warning Signs
View Full Analysis

What is Helvetia Baloise Holding AG Total Payout Ratio?

Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income.

Helvetia Baloise Holding AG's current Total Payout Ratio is .

Helvetia Baloise Holding AG Total Payout Ratio Related Terms

Helvetia Baloise Holding AG Total Payout Ratio Historical Data

* Premium members only.

The historical data trend for Helvetia Baloise Holding AG's Total Payout Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helvetia Baloise Holding AG Total Payout Ratio Chart

Helvetia Baloise Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Payout Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - -

Helvetia Baloise Holding AG Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
Total Payout Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - - -

XSWX:HBAN vs BRK.A, AIG, HIG: Total Payout Ratio Comparison

For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's Total Payout Ratio, along with its competitors' market caps and Total Payout Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Helvetia Baloise Holding AG Total Payout Ratio vs Insurance Industry

For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's Total Payout Ratio distribution charts can be found below:

* The bar in red indicates where Helvetia Baloise Holding AG's Total Payout Ratio falls into.


XSWX:HBAN
78GF Score
Helvetia Baloise Holding AG XSWX:HBAN
Total Payout Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Helvetia Baloise Holding AG Total Payout Ratio Calculation

Total Payout Ratio is a measurement showing the proportion of earnings a company pays shareholders in the form of dividends and net stock repurchases.

Helvetia Baloise Holding AG's Total Payout Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Total Payout Ratio=- (Repurchase of Stock + Issuance of Stock + Cash Flow for Dividends) / Net Income
=- (-35.6 + 24 + -358) / 545.2
=0.68

Helvetia Baloise Holding AG's Total Payout Ratio for the quarter that ended in Jun. 2026 is calculated as

Total Payout Ratio=- (Repurchase of Stock + Issuance of Stock + Cash Flow for Dividends) / Net Income
=- (-56 + 77 + -767.4) / 40.5
=18.43

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Is Helvetia Baloise Holding AG (XSWX:HBAN) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of CHF221.40 is trading 11.7% above its estimated GF Value™ of CHF198.25. GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:HBAN:

  • Total Payout Ratio:
  • GF Value™: CHF198.25 vs. price of CHF221.40 (11.7% above fair value)
  • GF Score™: 78/100 with 5 warning signs

No single metric tells the full story. See the XSWX:HBAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Helvetia Baloise Holding AG Business Description

Address Aeschengraben 21, Basel, CHE, CH-4051
Helvetia Baloise Holding AG is a multi-line insurance company. The company provides pension, specialty insurance and reinsurance services, and other financial solutions. The company represents it's seven reportable segments namely Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, Specialty Markets, and Corporate and other. Company generates majority revenue from Switzerland business segment.
78GF Score

Get the complete analysis for XSWX:HBAN

Total Payout Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF221.40
Price
CHF198.25
GF Value