Helvetia

The merged Helvetia Baloise has published figures for its occupational pension (BVG) business and reports growth in semi-autonomous BVG solutions from the previously independent companies. The development brings the stock into focus. » Plus sur finanzen.net

Helvetia Baloise publishes the 2025 financial position report and confirms very strong capitalization. The Helvetia cluster reached an SST ratio of 325% as of 31 December 2025 (2024: 288%) and the Baloise cluster 219% (2024: 204%); the combined pro‑forma SST ratio is estimated at around 260%. The group thus emphasizes its financial strength as a basis for integration, growth and dividend ambitions; the annual general meeting and dividend dates for May 2026 were announced. » Plus sur de.investing.com

The merged Helvetia Baloise Group closed 2025 with robust metrics: combined adjusted pro‑forma result of CHF 1,035 million, pro‑forma SST ratio of around 260% and a gross cash distribution of CHF 966 million (dividend CHF 7.70). Both predecessor companies exceeded their targets with roughly 20% growth each in adjusted earnings. Management plans, by 2028, CHF 650 million run‑rate cost synergies, 10–12% annual adjusted EPS growth, an adjusted return on equity of 16–18%, and total distributions of more than CHF 2.8 billion over three years. » Plus sur de.investing.com