Free Trial
NYSE:SWZ

Total Return Securities (SWZ) Stock Price, News & Analysis

Total Return Securities logo
$6.17 +0.04 (+0.65%)
As of 12:42 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

About Total Return Securities Stock (NYSE:SWZ)

Key Stats

Today's Range
$6.11
$6.19
50-Day Range
$6.02
$6.37
52-Week Range
$6.00
$9.43
Volume
23,654 shs
Average Volume
62,254 shs
Market Capitalization
$80.15 million
P/E Ratio
N/A
Dividend Yield
6.81%
Price Target
N/A
Consensus Rating
N/A

Company Overview

Total Return Securities Stock Analysis - MarketRank™

See Top-Rated MarketRank™ Stocks
51st Percentile Overall Score

SWZ MarketRank™: 

Total Return Securities scored higher than 51% of companies evaluated by MarketBeat, and ranked 655th out of 922 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

  • Consensus Rating

    There is not enough analysis data for Total Return Securities.

  • Price to Book Value per Share Ratio

    Total Return Securities has a P/B Ratio of 0.69. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

  • Percentage of Shares Shorted

    0.16% of the outstanding shares of Total Return Securities have been sold short.
  • Short Interest Ratio / Days to Cover

    Total Return Securities has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.
  • Change versus previous month

    Short interest in Total Return Securities has recently increased by 4.00%, indicating that investor sentiment is decreasing.
  • Dividend Leadership

    Total Return Securities is a leading dividend payer. It pays a dividend yield of 6.85%, putting its dividend yield in the top 25% of dividend-paying stocks.

  • Dividend Growth

    Total Return Securities does not have a long track record of dividend growth.

  • Read more about Total Return Securities' dividend.
  • Percentage of Shares Shorted

    0.16% of the outstanding shares of Total Return Securities have been sold short.
  • Short Interest Ratio / Days to Cover

    Total Return Securities has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.
  • Change versus previous month

    Short interest in Total Return Securities has recently increased by 4.00%, indicating that investor sentiment is decreasing.
  • News Sentiment

    Total Return Securities has a news sentiment score of 1.85. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.75 average news sentiment score of Finance companies.
  • News Coverage This Week

    MarketBeat has tracked 2 news articles for Total Return Securities this week, compared to 1 article on an average week.
  • Search Interest

    1 people have searched for SWZ on MarketBeat in the last 30 days.
  • MarketBeat Follows

    1 people have added Total Return Securities to their MarketBeat watchlist in the last 30 days.
  • Insider Buying vs. Insider Selling

    In the past three months, Total Return Securities insiders have bought more of their company's stock than they have sold. Specifically, they have bought $11,507.00 in company stock and sold $0.00 in company stock.

  • Percentage Held by Insiders

    Only 0.03% of the stock of Total Return Securities is held by insiders.

  • Percentage Held by Institutions

    41.12% of the stock of Total Return Securities is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

  • Read more about Total Return Securities' insider trading history.
Receive SWZ Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for Total Return Securities and its competitors with MarketBeat's FREE daily newsletter.

SWZ Stock News Headlines

Total Return Securities Fund, Inc. Makes Announcement
Shocked one of my clients with this
Trump Schedules Controversial 'Market Reset' for September 30 Behind closed doors, the White House has ordered a historic reset of the U.S. economy that will affect 65 million Americans and half of all U.S. stocks... including Nvidia, Microsoft, and Google. By law, this MUST happen on or before September 30, 2025.
TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT
TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT
Swiss Helvetia Closed Fund
See More Headlines

SWZ Stock Analysis - Frequently Asked Questions

Total Return Securities' stock was trading at $7.49 at the beginning of the year. Since then, SWZ stock has decreased by 17.8% and is now trading at $6.16.

Top institutional shareholders of Total Return Securities include Shaker Financial Services LLC (1.08%), Uncommon Cents Investing LLC (0.95%), Uhlmann Price Securities LLC (0.81%) and Beverly Hills Private Wealth LLC (0.15%).
View institutional ownership trends
.

Shares of SWZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Based on aggregate information from My MarketBeat watchlists, some other companies that Total Return Securities investors own include Intelsat (I), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO).

Company Calendar

Today
8/08/2025
Fiscal Year End
12/31/2025

Industry, Sector and Symbol

Stock Exchange
NYSE
Sector
Finance
Industry
FIN - INVEST FUND
Sub-Industry
Financial Services
Current Symbol
NYSE:SWZ
CIK
813623
Fax
N/A
Employees
N/A
Year Founded
N/A

Profitability

EPS (Trailing Twelve Months)
N/A
Trailing P/E Ratio
N/A
Forward P/E Ratio
N/A
P/E Growth
N/A
Net Income
N/A
Net Margins
N/A
Pretax Margin
N/A
Return on Equity
N/A
Return on Assets
N/A

Debt

Debt-to-Equity Ratio
N/A
Current Ratio
11.51
Quick Ratio
11.51

Sales & Book Value

Annual Sales
$3.34 million
Price / Sales
24.05
Cash Flow
N/A
Price / Cash Flow
N/A
Book Value
$8.94 per share
Price / Book
0.69

Miscellaneous

Outstanding Shares
12,990,000
Free Float
12,987,000
Market Cap
$80.33 million
Optionable
Not Optionable
Beta
0.76

Social Links

 The Best Nuclear Energy Stocks to Buy Cover

Nuclear energy stocks are roaring. It's the hottest energy sector of the year. Cameco Corp, Paladin Energy, and BWX Technologies were all up more than 40% in 2024. The biggest market moves could still be ahead of us, and there are seven nuclear energy stocks that could rise much higher in the next several months. To unlock these tickers, enter your email address below.

Get This Free Report

This page (NYSE:SWZ) was last updated on 8/8/2025 by MarketBeat.com Staff
From Our Partners