NYSE:SWZ - Swiss Helvetia Fund Stock Price, Price Target & More

$12.26 +0.02 (+0.16 %)
(As of 04/25/2018 08:37 AM ET)
Previous Close$12.24
Today's Range$12.25 - $12.29
52-Week Range$11.68 - $13.74
Volume42,500 shs
Average Volume23,155 shs
Market Capitalization$309.83 million
P/E RatioN/A
Dividend Yield1.06%
Beta0.73

About Swiss Helvetia Fund (NYSE:SWZ)

There is no company description available for Swiss Helvetia Fund Inc.

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Industry, Sector and Symbol

Industry Investment offices, not elsewhere classified
Sub-IndustryN/A
SectorFinance
SymbolNYSE:SWZ
CUSIPN/A
WebN/A
PhoneN/A

Debt

Debt-to-Equity RatioN/A
Current RatioN/A
Quick RatioN/A

Price-To-Earnings

Trailing P/E RatioN/A
Forward P/E RatioN/A
P/E GrowthN/A

Sales & Book Value

Annual Sales$7.22 million
Price / Sales42.98
Cash Flow$0.2943 per share
Price / Cash41.66
Book ValueN/A
Price / BookN/A

Profitability

EPS (Most Recent Fiscal Year)N/A
Net IncomeN/A
Net MarginsN/A
Return on EquityN/A
Return on AssetsN/A

Miscellaneous

EmployeesN/A
Outstanding Shares25,310,000

How to Become a New Pot Stock Millionaire

Swiss Helvetia Fund (NYSE:SWZ) Frequently Asked Questions

What is Swiss Helvetia Fund's stock symbol?

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

How often does Swiss Helvetia Fund pay dividends? What is the dividend yield for Swiss Helvetia Fund?

Swiss Helvetia Fund declared a semiannual dividend on Tuesday, December 5th. Shareholders of record on Friday, December 15th will be paid a dividend of $0.12 per share on Friday, December 22nd. This represents a yield of 1.9%. The ex-dividend date of this dividend is Thursday, December 14th. This is a positive change from Swiss Helvetia Fund's previous semiannual dividend of $0.01. View Swiss Helvetia Fund's Dividend History.

Who are some of Swiss Helvetia Fund's key competitors?

Who are Swiss Helvetia Fund's key executives?

Swiss Helvetia Fund's management team includes the folowing people:
  • Mark A. Hemenetz, President, Principal Executive Officer (Age 60)
  • David Marshall, Chief Financial Officer, Treasurer, Director (Age 45)
  • Shanak Patnaik, Chief Compliance Officer (Age 49)
  • Carin Muhlbaum, Vice President (Age 54)
  • William P. Sauer, Vice President (Age 53)
  • Reid B. Adams, Chief Legal Officer Secretary, Director (Age 39)
  • Brian A. Berris, Independent Director (Age 73)
  • Jay S. Calhoun, Independent Director (Age 61)
  • Claus Helbig, Independent Director (Age 75)
  • Jean E. Hoysradt, Independent Director (Age 66)

Has Swiss Helvetia Fund been receiving favorable news coverage?

Media coverage about SWZ stock has been trending somewhat positive on Wednesday, according to Accern Sentiment Analysis. The research firm rates the sentiment of news coverage by analyzing more than twenty million news and blog sources in real-time. Accern ranks coverage of publicly-traded companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Swiss Helvetia Fund earned a media sentiment score of 0.12 on Accern's scale. They also assigned news stories about the closed-end fund an impact score of 46.68 out of 100, indicating that recent news coverage is somewhat unlikely to have an effect on the company's share price in the next few days.

Who are Swiss Helvetia Fund's major shareholders?

Swiss Helvetia Fund's stock is owned by a variety of of retail and institutional investors. Top institutional shareholders include BULLDOG INVESTORS, LLC (8.42%) and BULLDOG INVESTORS, LLC (8.42%). Company insiders that own Swiss Helvetia Fund stock include Andrew Dakos, Fred J Ricciardi and Joseph S Calhoun III. View Institutional Ownership Trends for Swiss Helvetia Fund.

How do I buy shares of Swiss Helvetia Fund?

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

What is Swiss Helvetia Fund's stock price today?

One share of SWZ stock can currently be purchased for approximately $12.26.

How big of a company is Swiss Helvetia Fund?

Swiss Helvetia Fund has a market capitalization of $309.83 million and generates $7.22 million in revenue each year.


MarketBeat Community Rating for Swiss Helvetia Fund (SWZ)

Community Ranking:  3.1 out of 5 (star star star)
Outperform Votes:  73 (Vote Outperform)
Underperform Votes:  44 (Vote Underperform)
Total Votes:  117
MarketBeat's community ratings are surveys of what our community members think about Swiss Helvetia Fund and other stocks. Vote "Outperform" if you believe SWZ will outperform the S&P 500 over the long term. Vote "Underperform" if you believe SWZ will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Swiss Helvetia Fund (NYSE:SWZ) Analyst Ratings History

DateBrokerageActionRatingPrice TargetImpact on Share PriceDetails
(Data available from 4/25/2016 forward)

Earnings

Dividends

Swiss Helvetia Fund (NYSE:SWZ) Dividend Information

Swiss Helvetia Fund pays an annual dividend of $0.13 per share, with a dividend yield of 1.06%. SWZ's most recent semiannual dividend payment was Friday, December 22.
Most Recent Dividend:12/22/2017
Annual Dividend:$0.13
Dividend Yield:1.06%
Dividend Growth:-52.30% (3 Year Average)
Payout Ratio:N/A
Dividend Payments by Quarter for Swiss Helvetia Fund (NYSE:SWZ)

Swiss Helvetia Fund (NYSE:SWZ) Dividend History by Quarter

AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
12/5/2017semiannual$0.121.9%12/14/201712/15/201712/22/2017
6/27/2017semiannual$0.010.16%7/12/20177/14/20177/21/2017
12/6/2016semiannual$0.122.42%12/19/201612/21/201612/29/2016
6/27/2016special$0.18507/6/20167/8/20168/12/2016
12/9/2015special$0.40500.61%12/18/201512/22/20151/26/2016
6/26/2015special$0.20500.02%7/1/20157/6/20157/31/2015
12/4/2014special$2.19500.57%12/15/201412/17/20141/23/2015
(Data available from 1/1/2013 forward)

Insider Trades

Swiss Helvetia Fund (NYSE SWZ) Insider Trading and Institutional Ownership History

Insider Ownership Percentage: 0.15%
Institutional Ownership Percentage: 49.39%
Insider Trading History for Swiss Helvetia Fund (NYSE:SWZ)
Insider Trading History for Swiss Helvetia Fund (NYSE:SWZ)

Swiss Helvetia Fund (NYSE SWZ) Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/20/2018Andrew DakosDirectorBuy6,200$12.75$79,050.00792View SEC Filing  
2/16/2018Andrew DakosDirectorBuy500$12.84$6,420.00792View SEC Filing  
2/13/2018Andrew DakosDirectorBuy11,200$12.35$138,320.00292View SEC Filing  
2/5/2018Andrew DakosDirectorBuy6,442$12.88$82,972.96292View SEC Filing  
2/1/2018Andrew DakosDirectorBuy1,353$13.40$18,130.20View SEC Filing  
1/30/2018Andrew DakosDirectorBuy5,042$13.45$67,814.90292View SEC Filing  
1/19/2018Andrew DakosDirectorBuy16,103$13.15$211,754.45292View SEC Filing  
1/9/2018Andrew DakosDirectorBuy9,982$12.93$129,067.26292View SEC Filing  
1/4/2018Andrew DakosDirectorBuy9,483$12.84$121,761.72View SEC Filing  
12/28/2017Andrew DakosDirectorBuy33,636$12.64$425,159.04View SEC Filing  
12/27/2017Andrew DakosDirectorBuy19,600$12.63$247,548.00View SEC Filing  
12/20/2017Andrew DakosDirectorBuy6,463$12.48$80,658.24View SEC Filing  
11/30/2017Andrew DakosDirectorBuy5,156$12.68$65,378.08View SEC Filing  
11/21/2017Andrew DakosDirectorBuy13,060$12.60$164,556.00View SEC Filing  
11/15/2017Andrew DakosDirectorBuy1,394$12.34$17,201.96View SEC Filing  
6/7/2017Fred J RicciardiDirectorBuy4,000$12.60$50,400.004,000View SEC Filing  
12/30/2016Joseph S Calhoun IIIDirectorBuy550$10.11$5,560.50300View SEC Filing  
11/18/2015Brian A BerrisDirectorBuy5,000$10.88$54,400.0010,000View 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

Swiss Helvetia Fund (NYSE SWZ) News Headlines

Source:
DateHeadline
Lazard Asset Management LLC Cuts Position in Swiss Helvetia Fund Inc. (SWZ)Lazard Asset Management LLC Cuts Position in Swiss Helvetia Fund Inc. (SWZ)
www.americanbankingnews.com - March 5 at 11:10 AM
Swiss Helvetia Fund Inc. (SWZ) Position Lifted by Wells Fargo & Company MNSwiss Helvetia Fund Inc. (SWZ) Position Lifted by Wells Fargo & Company MN
www.americanbankingnews.com - February 25 at 2:08 PM
Swiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Acquires 6,200 SharesSwiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Acquires 6,200 Shares
www.americanbankingnews.com - February 21 at 3:22 PM
Swiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Buys 11,200 SharesSwiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Buys 11,200 Shares
www.americanbankingnews.com - February 14 at 6:32 PM
Insider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Buys 6,442 Shares of StockInsider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Buys 6,442 Shares of Stock
www.americanbankingnews.com - February 7 at 11:30 PM
Insider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Buys 1,353 Shares of StockInsider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Buys 1,353 Shares of Stock
www.americanbankingnews.com - February 5 at 7:16 PM
Swiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Purchases 5,042 SharesSwiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Purchases 5,042 Shares
www.americanbankingnews.com - February 1 at 6:28 PM
Swiss Helvetia Fund Inc. (SWZ) Director Buys $211,754.45 in StockSwiss Helvetia Fund Inc. (SWZ) Director Buys $211,754.45 in Stock
www.americanbankingnews.com - January 23 at 12:28 PM
Andrew Dakos Buys 9,982 Shares of Swiss Helvetia Fund Inc. (SWZ) StockAndrew Dakos Buys 9,982 Shares of Swiss Helvetia Fund Inc. (SWZ) Stock
www.americanbankingnews.com - January 10 at 8:00 PM
Form 4 SWISS HELVETIA FUND, For: Jan 03 Filed by: Dakos AndrewForm 4 SWISS HELVETIA FUND, For: Jan 03 Filed by: Dakos Andrew
www.streetinsider.com - January 6 at 3:55 PM
Andrew Dakos Buys 9,483 Shares of Swiss Helvetia Fund Inc. (SWZ) StockAndrew Dakos Buys 9,483 Shares of Swiss Helvetia Fund Inc. (SWZ) Stock
www.americanbankingnews.com - January 5 at 3:14 PM
Insider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Purchases 19,600 Shares of StockInsider Buying: Swiss Helvetia Fund Inc. (SWZ) Director Purchases 19,600 Shares of Stock
www.americanbankingnews.com - January 1 at 4:56 AM
Swiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Purchases 33,636 SharesSwiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Purchases 33,636 Shares
www.americanbankingnews.com - December 29 at 3:28 PM
Swiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Acquires 6,463 SharesSwiss Helvetia Fund Inc. (SWZ) Director Andrew Dakos Acquires 6,463 Shares
www.americanbankingnews.com - December 21 at 5:52 PM
Swiss Helvetia Fund, Inc. (The) (SWZ) Declares Dividend Increase - $0.12 Per ShareSwiss Helvetia Fund, Inc. (The) (SWZ) Declares Dividend Increase - $0.12 Per Share
www.americanbankingnews.com - December 5 at 5:56 PM
The Swiss Helvetia Fund, Inc. Declares Income Distribution And Announces 2018 Stock Repurchase ProgramThe Swiss Helvetia Fund, Inc. Declares Income Distribution And Announces 2018 Stock Repurchase Program
finance.yahoo.com - December 5 at 12:47 PM
Swiss Helvetia Fund, Inc. (The) (SWZ) Director Buys $65,378.08 in StockSwiss Helvetia Fund, Inc. (The) (SWZ) Director Buys $65,378.08 in Stock
www.americanbankingnews.com - December 1 at 10:50 PM
Andrew Dakos Buys 13,060 Shares of Swiss Helvetia Fund, Inc. (The) (SWZ) StockAndrew Dakos Buys 13,060 Shares of Swiss Helvetia Fund, Inc. (The) (SWZ) Stock
www.americanbankingnews.com - November 24 at 1:28 PM
Swiss Helvetia Fund, Inc. (The) (SWZ) Director Purchases $17,201.96 in StockSwiss Helvetia Fund, Inc. (The) (SWZ) Director Purchases $17,201.96 in Stock
www.americanbankingnews.com - November 17 at 9:50 PM
The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2017 Annual Stockholder MeetingThe Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2017 Annual Stockholder Meeting
finance.yahoo.com - July 8 at 2:31 PM
Swiss Helvetia Fund, Inc. (The) (SWZ) Plans Semiannual Dividend of $0.01Swiss Helvetia Fund, Inc. (The) (SWZ) Plans Semiannual Dividend of $0.01
www.americanbankingnews.com - July 7 at 8:28 PM
Swiss Helvetia Fund declares $0.01 dividendSwiss Helvetia Fund declares $0.01 dividend
seekingalpha.com - June 29 at 7:11 AM
BRIEF-Swiss Helvetia Fund reports ISS voting recommendations for 2017 annual stockholder meetingBRIEF-Swiss Helvetia Fund reports ISS voting recommendations for 2017 annual stockholder meeting
www.reuters.com - June 19 at 9:21 AM
Swiss Helvetia Fund Urges Shareholders to Vote Against Bulldog Investors SlateSwiss Helvetia Fund Urges Shareholders to Vote Against Bulldog Investors' Slate
www.nasdaq.com - June 19 at 9:21 AM
BRIEF-Swiss Helvetia Fund announces expiration, preliminary results of one-time cash tender offerBRIEF-Swiss Helvetia Fund announces expiration, preliminary results of one-time cash tender offer
www.reuters.com - April 25 at 7:04 PM
SWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrants Certifying AccountantSWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrant's Certifying Accountant
biz.yahoo.com - December 23 at 8:14 PM
BRIEF-Swiss Helvetia Fund Inc - board voted to amend Funds charterBRIEF-Swiss Helvetia Fund Inc - board voted to amend Fund's charter
www.reuters.com - November 7 at 8:40 PM
Pros, Cons of Swiss StocksPros, Cons of Swiss Stocks
www.wsj.com - November 7 at 11:52 AM
Options For Alpha In Activist-Driven Yield PlaysOptions For Alpha In Activist-Driven Yield Plays
seekingalpha.com - November 1 at 7:55 PM
A Swiss Fund At A Sweet DiscountA Swiss Fund At A Sweet Discount
seekingalpha.com - August 25 at 10:55 AM
SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD DisclosureSWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
biz.yahoo.com - October 27 at 6:02 AM

SEC Filings

Swiss Helvetia Fund (NYSE:SWZ) SEC Filings

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Social Media

Financials

Swiss Helvetia Fund (NYSE:SWZ) Income Statement, Balance Sheet and Cash Flow Statement

Chart

Swiss Helvetia Fund (NYSE SWZ) Stock Chart for Wednesday, April, 25, 2018

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This page was last updated on 4/25/2018 by MarketBeat.com Staff

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