Helvetia Baloise Holding AGHLVTY 74 Dividend Yield % is 3.48% as of Jun. 25, 2026, which is 10% below its 10-year median of 3.86. GuruFocus rates HLVTY with a GF Score™ of 74/100 and a GF Value™ of $5.47 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 424 Insurance companies, Helvetia Baloise Holding AG ranks better than 56.84% on this metric.
During the past 12 months, Helvetia Baloise Holding AG's average Dividends Per Share Growth Rate was 6.30% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 6.80% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 6.60% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 6.10% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Helvetia Baloise Holding AG was 14.50% per year. The lowest was 2.20% per year. And the median was 5.70% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
* Please note that "special dividend" is not included in the calculation of dividend per share and related fields.
Helvetia Baloise Holding AG (OTCPK:HLVTY) Dividend Yield % Explanation
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
* 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 Dividend Yield % Chart
HLVTY vs BRK.A, AIG, HIG: Dividend Yield % Comparison
For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's Dividend Yield %, along with its competitors' market caps and Dividend Yield % 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 Dividend Yield % vs Insurance Industry
For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Helvetia Baloise Holding AG's Dividend Yield % falls into.
Helvetia Baloise Holding AG Dividend Yield % Calculation
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Helvetia Baloise Holding AG Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
USD 0.246182
2026-06-05
2026-06-05
2026-06-12
Cash Dividend
annually
USD:USD 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
* 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 (HLVTY) has a Dividend Yield % of 3.48% as of Jun. 25, 2026. Dividend yield is the ratio of company dividends to the share price. View historical data on Helvetia Baloise Holding AG and its competitors. This is 10% below median its historical median of 3.86. Over the past decade, Helvetia Baloise Holding AG's Dividend Yield % has ranged from 2.94 to 6.69. According to the industry distribution chart, Helvetia Baloise Holding AG ranks #183 out of 424 companies in the Insurance industry, placing it in the top 43.2%.
Is Helvetia Baloise Holding AG's Dividend Yield % too high?
Helvetia Baloise Holding AG's current Dividend Yield % of 3.48% is 10% below median its 10-year median of 3.86. Over the past 10 years, this metric has ranged from a low of 2.94 to a high of 6.69. The Insurance industry median Dividend Yield % is 3.28. Helvetia Baloise Holding AG's value of 3.48% is 6.1% above this industry median. Based on the distribution chart, Helvetia Baloise Holding AG ranks #183 out of 424 companies in the Insurance industry, which is above the industry midpoint. Overall, Helvetia Baloise Holding AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's Dividend Yield % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Helvetia Baloise Holding AG ranks #183 out of 424 companies for Dividend Yield %. This puts Helvetia Baloise Holding AG in the upper half of its industry. The industry median Dividend Yield % is 3.28. Helvetia Baloise Holding AG's value of 3.48% is 6.1% above this benchmark. Historically, Helvetia Baloise Holding AG's own Dividend Yield % has ranged from 2.94 to 6.69 over the past decade. While the company's 10-year median is 3.86 vs. the industry median of 3.28, Helvetia Baloise Holding AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Dividend Yield % for an Insurance company?
The median Dividend Yield % among Insurance companies is 3.28, based on 424 companies in the industry. Companies in the top quartile (top 25%) have a Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helvetia Baloise Holding AG's current Dividend Yield % of 3.48% is 6.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Dividend Yield % mean?
A high Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Dividend yield is the ratio of company dividends to the share price. View historical data on Helvetia Baloise Holding AG and its competitors. For the Insurance industry, the median Dividend Yield % is 3.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helvetia Baloise Holding AG's current Dividend Yield % is 3.48%, which is 10% below median its own 10-year median of 3.86. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helvetia Baloise Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Helvetia Baloise Holding AG (HLVTY) is currently considered Modestly Overvalued. The stock's GF Value™ is $5.47, compared to a current price of $7.07 — trading 29.3% above its estimated fair value. The current Dividend Yield % is 3.48%, which is 10% below median its 10-year median of 3.86 and 6.1% above the Insurance industry median of 3.28. Helvetia Baloise Holding AG's overall GF Score™ is 74/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Dividend Yield % calculated?
Dividend Yield % is calculated from a company's financial statements. For Helvetia Baloise Holding AG (HLVTY), the current Dividend Yield % is 3.48% as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Helvetia Baloise Holding AG (HLVTY) Overvalued in 2026?
Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued.
The current stock price of $7.07 is trading 29.3% above its estimated GF Value™ of $5.47.
GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.
Key valuation signals for HLVTY:
Dividend Yield %: 3.48% (10% below median its 10-year median of 3.86)
GF Value™: $5.47 vs. price of $7.07 (29.3% above fair value)
Industry Position: 6.1% above the Insurance median (#183 of 424)
No single metric tells the full story. See the HLVTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
74GF Score
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Dividend Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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