Helvetia Holding AG
Helvetia Holding AG
Your view on HLVTY
Overview
What the company does, where it operates, and who runs it.
About Helvetia Holding AG
- Industry
- Insurance - Diversified
- Sector
- Financial Services
- CEO
- Fabian Joachim Rupprecht
- Headquarters
- Dufourstrasse 40, Sankt Gallen, CH
- Industry
- Insurance - Diversified
- Sector
- Financial Services
- CEO
- Fabian Joachim Rupprecht
- Headquarters
- Dufourstrasse 40, Sankt Gallen, CH
Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally.
It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Helvetia Holding AG, and the rating behind it. HLVTY last traded at $6.35, 20.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Helvetia Holding AG. Starting points for Helvetia Holding AG: P/E 20.5, EPS $0.27, beta 0.38 — an Insurance - Diversified name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Helvetia Holding AG. Helvetia Holding AG does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Helvetia Holding AG. Trailing twelve-month EPS for Helvetia Holding AG stands at $0.27. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Helvetia Holding AG. Helvetia Holding AG has reported as a listed company since 2023. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Helvetia Holding AG valued side by side against its closest peers. Helvetia Holding AG is measured against Insurance - Diversified peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Helvetia Holding AG, and how their positions are changing. At a $13.44B market value, institutional positions materially move Helvetia Holding AG's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Helvetia Holding AG executives and directors. Shares of Helvetia Holding AG have traded between $4.06 and $6.50 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Helvetia Holding AG. Helvetia Holding AG is a $13.44B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Helvetia Holding AG. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Helvetia Holding AG. Coverage tracks Helvetia Holding AG within Insurance - Diversified (Financial Services). Press releases and market coverage, newest first.