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Helvetia Holding AG (XSWX:HELN) Retained Earnings : CHF3,514 Mil (As of Dec. 2023)


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What is Helvetia Holding AG Retained Earnings?

Retained earnings is the accumulated portion of net income that is not distributed to shareholders. Helvetia Holding AG's retained earnings for the quarter that ended in Dec. 2023 was CHF3,514 Mil.

Helvetia Holding AG's quarterly retained earnings declined from Dec. 2022 (CHF3,546 Mil) to Jun. 2023 (CHF3,480 Mil) but then increased from Jun. 2023 (CHF3,480 Mil) to Dec. 2023 (CHF3,514 Mil).

Helvetia Holding AG's annual retained earnings increased from Dec. 2021 (CHF3,187 Mil) to Dec. 2022 (CHF3,546 Mil) but then declined from Dec. 2022 (CHF3,546 Mil) to Dec. 2023 (CHF3,514 Mil).


Helvetia Holding AG Retained Earnings Historical Data

The historical data trend for Helvetia Holding AG's Retained Earnings 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.

* Premium members only.

Helvetia Holding AG Retained Earnings Chart

Helvetia Holding AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Retained Earnings
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3,505.50 3,097.20 3,186.80 3,545.60 3,513.70

Helvetia Holding AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Retained Earnings 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 3,186.80 3,470.60 3,545.60 3,480.20 3,513.70

Helvetia Holding AG Retained Earnings Calculation

Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.

Of course, if a company loses, it is called retained losses, or accumulated losses.


Helvetia Holding AG  (XSWX:HELN) Retained Earnings Explanation

Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.

For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.

If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.

Of course, many companies with negative retained earnings have indeed lost money in the past.

Retained Earnings: Warren Buffett's Secret.

One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.

If the company loses more than it has accumulated, retained earnings is negative.

If a company isn't adding to its retained earnings, it isn't growing its net worth.

Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.

Microsoft is negative because it chose to buyback stock and pay dividends.

The more earnings retained, the faster it grows and increases growth rate for future earnings.


Helvetia Holding AG (XSWX:HELN) Business Description

Traded in Other Exchanges
Address
Dufourstrasse 40, Saint Gallen, CHE, CH-9001
Helvetia Holding AG is a diversified insurance company. The company operates multiple segments including life, nonlife, and other activities. The company's life segment offers life insurance, pension plans, and annuities and generates most of the company's revenue. Helvetia derives the vast majority of its revenue within Switzerland, followed by Germany and Italy. Helvetia's business focuses on retail customers, as well as corporations of all sizes. It considers merger and acquisition investment as a component of its operational growth strategy.

Helvetia Holding AG (XSWX:HELN) Headlines

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