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

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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?

Some companies that are related to Swiss Helvetia Fund include Liberty All-Star Equity Fund (USA), Apollo Investment (AINV), Boulder Growth & Income Fund (BIF), Hercules Technology Growth Capital (HTGC), Alliance World Dollar Government Fund II (AWF), Pimco High Income Fund (PHK), General American Investors (GAM), Solectron (SLRC), Templeton Global Income Fund (GIM), Tekla Healthcare (HQH), Blackrock Muniyield Insured Fund (MYI), Invesco Van Kampen Municpl Opprtnty Trst (VMO), Goldman Sachs BDC (GSBD), Templeton Dragon Fund (TDF) and John Hancock Bank And Thrift O (BTO).

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 ( )
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.

Swiss Helvetia Fund (NYSE:SWZ) Analyst Ratings History

Date	Brokerage	Action	Rating	Price Target	Impact on Share Price	Details

(Data available from 4/25/2016 forward)

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

Announced	Period	Amount	Yield	Ex-Dividend Date	Record Date	Payable Date
12/5/2017	semiannual	$0.12	1.9%	12/14/2017	12/15/2017	12/22/2017
6/27/2017	semiannual	$0.01	0.16%	7/12/2017	7/14/2017	7/21/2017
12/6/2016	semiannual	$0.12	2.42%	12/19/2016	12/21/2016	12/29/2016
6/27/2016	special	$0.1850		7/6/2016	7/8/2016	8/12/2016
12/9/2015	special	$0.4050	0.61%	12/18/2015	12/22/2015	1/26/2016
6/26/2015	special	$0.2050	0.02%	7/1/2015	7/6/2015	7/31/2015
12/4/2014	special	$2.1950	0.57%	12/15/2014	12/17/2014	1/23/2015

(Data available from 1/1/2013 forward)

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)

Swiss Helvetia Fund (NYSE SWZ) Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/20/2018	Andrew Dakos	Director	Buy	6,200	$12.75	$79,050.00	792
2/16/2018	Andrew Dakos	Director	Buy	500	$12.84	$6,420.00	792
2/13/2018	Andrew Dakos	Director	Buy	11,200	$12.35	$138,320.00	292
2/5/2018	Andrew Dakos	Director	Buy	6,442	$12.88	$82,972.96	292
2/1/2018	Andrew Dakos	Director	Buy	1,353	$13.40	$18,130.20
1/30/2018	Andrew Dakos	Director	Buy	5,042	$13.45	$67,814.90	292
1/19/2018	Andrew Dakos	Director	Buy	16,103	$13.15	$211,754.45	292
1/9/2018	Andrew Dakos	Director	Buy	9,982	$12.93	$129,067.26	292
1/4/2018	Andrew Dakos	Director	Buy	9,483	$12.84	$121,761.72
12/28/2017	Andrew Dakos	Director	Buy	33,636	$12.64	$425,159.04
12/27/2017	Andrew Dakos	Director	Buy	19,600	$12.63	$247,548.00
12/20/2017	Andrew Dakos	Director	Buy	6,463	$12.48	$80,658.24
11/30/2017	Andrew Dakos	Director	Buy	5,156	$12.68	$65,378.08
11/21/2017	Andrew Dakos	Director	Buy	13,060	$12.60	$164,556.00
11/15/2017	Andrew Dakos	Director	Buy	1,394	$12.34	$17,201.96
6/7/2017	Fred J Ricciardi	Director	Buy	4,000	$12.60	$50,400.00	4,000
12/30/2016	Joseph S Calhoun III	Director	Buy	550	$10.11	$5,560.50	300
11/18/2015	Brian A Berris	Director	Buy	5,000	$10.88	$54,400.00	10,000
9/4/2014	Alan M Mandel	Insider	Buy	1,000	$14.21	$14,210.00
9/12/2012	Brian A Berris	Director	Buy	5,000	$10.81	$54,050.00

(Data available from 1/1/2013 forward)

Swiss Helvetia Fund (NYSE SWZ) News Headlines

Source:

Date	Headline
	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 MN www.americanbankingnews.com - February 25 at 2:08 PM
	Swiss 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 Shares www.americanbankingnews.com - February 14 at 6:32 PM
	Insider 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 Stock www.americanbankingnews.com - February 5 at 7:16 PM
	Swiss 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 Stock www.americanbankingnews.com - January 23 at 12:28 PM
	Andrew 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 Andrew www.streetinsider.com - January 6 at 3:55 PM
	Andrew 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 Stock www.americanbankingnews.com - January 1 at 4:56 AM
	Swiss 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 Shares www.americanbankingnews.com - December 21 at 5:52 PM
	Swiss 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 Program finance.yahoo.com - December 5 at 12:47 PM
	Swiss 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) Stock www.americanbankingnews.com - November 24 at 1:28 PM
	Swiss 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 Meeting finance.yahoo.com - July 8 at 2:31 PM
	Swiss 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 dividend seekingalpha.com - June 29 at 7:11 AM
	BRIEF-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' Slate www.nasdaq.com - June 19 at 9:21 AM
	BRIEF-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 Registrant's Certifying Accountant biz.yahoo.com - December 23 at 8:14 PM
	BRIEF-Swiss Helvetia Fund Inc - board voted to amend Fund's charter www.reuters.com - November 7 at 8:40 PM
	Pros, Cons of Swiss Stocks www.wsj.com - November 7 at 11:52 AM
	Options For Alpha In Activist-Driven Yield Plays seekingalpha.com - November 1 at 7:55 PM
	A 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 Disclosure biz.yahoo.com - October 27 at 6:02 AM

Swiss Helvetia Fund (NYSE:SWZ) SEC Filings

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

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