Swiss Helvetia Fund, Inc. (The) Company Profile (NYSE:SWZ)

About Swiss Helvetia Fund, Inc. (The)

Swiss Helvetia Fund, Inc. (The) logoSwiss Helvetia Fund, Inc. (the Fund) is a non-diversified, closed-end investment company. The Fund's investment objective is to seek long-term growth of capital through investment in equity and equity-linked securities of Swiss companies. The Fund may also acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The Fund invests in various industries, such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, telecommunications, travel and leisure, and retail. The Fund operates from approximately 40 offices in 30 countries across Europe, the United States, Asia and the Middle East. Schroder Investment Management North America Inc. acts as an investment advisor for the Fund.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Closed-End Fund - Foreign
  • Sub-Industry: N/A
  • Exchange: NYSE
  • Symbol: SWZ
  • CUSIP:
Key Metrics:
  • Previous Close: $10.93
  • 50 Day Moving Average: $10.56
  • 200 Day Moving Average: $10.42
  • Trailing P/E Ratio: N/A
  • P/E Growth: 0.00
  • Market Cap: $N/A
  • Beta: 0.77
Additional Links:
Companies Related to Swiss Helvetia Fund, Inc. (The):

Analyst Ratings

Consensus Ratings for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ) (?)
Ratings Breakdown: No ratings tracked in the last 12 months.
Consensus Rating:N/A (Score: NaN)
Consensus Price Target: N/A

Analysts' Ratings History for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
Show:
No equities research coverage for this company has been tracked by MarketBeat.com

Earnings

Earnings History for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
No earnings announcements for this company have been tracked by MarketBeat.com

Estimates

Earnings Estimates for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
No earnings estimates for this company have been tracked by MarketBeat.com

Dividends

Current Dividend Information for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
Annual Dividend:$0.12
Dividend Yield:1.10%
Dividend Growth:135.10% (3 Year Average)
Payout Ratio:

Dividend History for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
12/6/2016semiannual$0.122.42%12/19/201612/21/201612/29/2016
6/27/2016special$0.197/6/20167/8/20168/12/2016
12/9/2015special$0.410.61%12/18/201512/22/20151/26/2016
6/26/2015special$0.210.02%7/1/20157/6/20157/31/2015
12/4/2014special$2.200.57%12/15/201412/17/20141/23/2015
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
Insider Ownership Percentage: 0.15%
Institutional Ownership Percentage: 48.27%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
12/30/2016Joseph S Calhoun IIIDirectorBuy550$10.11$5,560.50View SEC Filing  
11/18/2015Brian A BerrisDirectorBuy5,000$10.88$54,400.00View SEC Filing  
9/4/2014Alan M MandelInsiderBuy1,000$14.21$14,210.00View SEC Filing  
9/12/2012Brian A BerrisDirectorBuy5,000$10.81$54,050.00View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)
DateHeadline
biz.yahoo.com logoSWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrant's Certifying Accountant (NYSE:SWZ)
biz.yahoo.com - December 23 at 8:14 PM
finance.yahoo.com logoSWISS HELVETIA FUND, INC. Financials (NYSE:SWZ)
finance.yahoo.com - December 2 at 7:43 PM
finance.yahoo.com logoThe Swiss Helvetia Fund, Inc. Announces Decision Not To Call Requested Special Stockholder Meeting (NYSE:SWZ)
finance.yahoo.com - November 11 at 7:28 PM
reuters.com logoBRIEF-Swiss Helvetia Fund Inc - board voted to amend Fund's charter (NYSE:SWZ)
www.reuters.com - November 7 at 8:40 PM
wsj.com logoPros, Cons of Swiss Stocks (NYSE:SWZ)
www.wsj.com - November 7 at 11:52 AM
News IconSwiss Helvetia Fund Inc. (SWZ): Bulldog Investors Raises Stake and Asks for Special Meeting (NYSE:SWZ)
feedproxy.google.com - November 2 at 2:14 PM
seekingalpha.com logoOptions For Alpha In Activist-Driven Yield Plays (NYSE:SWZ)
seekingalpha.com - November 1 at 7:55 PM
4-traders.com logoSwiss Helvetia Fund : Cmt Trading buys $176,999 stake in Swiss Helvetia Fund (SWZ) (NYSE:SWZ)
www.4-traders.com - September 26 at 11:59 AM
4-traders.com logoSwiss Helvetia Fund : Cutler Capital Management buys $1,249,823 stake in Swiss Helvetia Fund (SWZ) (NYSE:SWZ)
www.4-traders.com - September 16 at 7:15 PM
seekingalpha.com logoA Swiss Fund At A Sweet Discount (NYSE:SWZ)
seekingalpha.com - August 25 at 10:55 AM
finance.yahoo.com logoThe Swiss Helvetia Fund, Inc. Declares Capital Gain Distributions and Announces Appointment of New Director (NYSE:SWZ)
finance.yahoo.com - June 23 at 6:29 PM
finance.yahoo.com logoVollgeld: What It Means for Fractional Reserve Banking in Switzerland (NYSE:SWZ)
finance.yahoo.com - March 3 at 2:01 PM
finance.yahoo.com logoThe Swiss Helvetia Fund Inc. (SWZ) (NYSE:SWZ)
finance.yahoo.com - February 3 at 2:40 PM
noodls.com logo• Swiss Market Commentary (Oct. 27, 2015) (NYSE:SWZ)
www.noodls.com - November 6 at 3:34 PM
biz.yahoo.com logoSWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure (NYSE:SWZ)
biz.yahoo.com - October 27 at 6:02 AM
finance.yahoo.com logoThe Swiss Helvetia Fund, Inc. Declares Income And Capital Gains Distributions (NYSE:SWZ)
finance.yahoo.com - June 25 at 5:01 PM
finance.yahoo.com logoThe Swiss Helvetia Fund, Inc. Announces Stock Repurchase Program (NYSE:SWZ)
finance.yahoo.com - March 17 at 5:12 PM
finance.yahoo.com logoThe Swiss Helvetia Fund, Inc. Announces Conference Call To Discuss Recent Market Events (NYSE:SWZ)
finance.yahoo.com - January 22 at 6:26 PM

Social

What is Swiss Helvetia Fund, Inc. (The)'s stock symbol?

Swiss Helvetia Fund, Inc. (The) trades on the New York Stock Exchange (NYSE) under the ticker symbol "SWZ."

How often does Swiss Helvetia Fund, Inc. (The) pay dividends? What is the dividend yield for Swiss Helvetia Fund, Inc. (The)?

Swiss Helvetia Fund, Inc. (The) announced a semiannual dividend on Tuesday, December 6th. Investors of record on Wednesday, December 21st will be paid a dividend of $0.12 per share on Thursday, December 29th. This represents a yield of 2.42%. The ex-dividend date is Monday, December 19th.

How do I buy Swiss Helvetia Fund, Inc. (The) stock?

Shares of Swiss Helvetia Fund, Inc. (The) can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Swiss Helvetia Fund, Inc. (The) stock cost?

One share of Swiss Helvetia Fund, Inc. (The) stock can currently be purchased for approximately $10.93.

Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ) Chart for Monday, February, 20, 2017


Institutional Ownership Chart

Institutional Ownership by Quarter for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)

Earnings History Chart

Earnings by Quarter for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)

Dividend History Chart

Dividend Payments by Quarter for Swiss Helvetia Fund, Inc. (The) (NYSE:SWZ)

Last Updated on 2/20/2017 by MarketBeat.com Staff