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

Sign in or create an account to add this stock to your watchlist.
$12.30 -0.04 (-0.32 %)
(As of 05/28/2018 01:14 AM ET)
Previous Close$12.30
Today's Range$12.30 - $12.35
52-Week Range$12.07 - $13.74
Volume6,719 shs
Average Volume17,441 shs
Market Capitalization$311.35 million
P/E RatioN/A
Dividend Yield1.06%
Beta0.7

About Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ)

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

Receive SWZ News and Ratings via Email

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

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 / Sales43.12
Cash Flow$0.2938 per share
Price / Cash41.87
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

Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ) Frequently Asked Questions

What is Swiss Helvetia Fund, Inc. Common Stock's stock symbol?

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

How often does Swiss Helvetia Fund, Inc. Common Stock pay dividends? What is the dividend yield for Swiss Helvetia Fund, Inc. Common Stock?

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

Who are some of Swiss Helvetia Fund, Inc. Common Stock's key competitors?

Who are Swiss Helvetia Fund, Inc. Common Stock's key executives?

Swiss Helvetia Fund, Inc. Common Stock'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, Inc. Common Stock been receiving favorable news coverage?

News coverage about SWZ stock has been trending somewhat positive on Monday, according to Accern Sentiment Analysis. The research group scores the sentiment of news coverage by monitoring more than 20 million news and blog sources in real-time. Accern ranks coverage of companies on a scale of negative one to one, with scores nearest to one being the most favorable. Swiss Helvetia Fund, Inc. Common Stock earned a news impact score of 0.18 on Accern's scale. They also gave news headlines about the closed-end fund an impact score of 45.33 out of 100, meaning that recent news coverage is somewhat unlikely to have an impact on the company's share price in the next several days.

Who are Swiss Helvetia Fund, Inc. Common Stock's major shareholders?

Swiss Helvetia Fund, Inc. Common Stock's stock is owned by a variety of of institutional and retail investors. Top institutional investors include Wells Fargo & Company MN (21.20%), 1607 Capital Partners LLC (10.84%), BULLDOG INVESTORS, LLC (8.42%), BULLDOG INVESTORS, LLC (8.42%), Bulldog Investors LLC (8.34%) and City of London Investment Management Co. Ltd. (2.02%). Company insiders that own Swiss Helvetia Fund, Inc. Common Stock stock include Andrew Dakos, Fred J Ricciardi and Joseph S Calhoun III. View Institutional Ownership Trends for Swiss Helvetia Fund, Inc. Common Stock.

Which institutional investors are selling Swiss Helvetia Fund, Inc. Common Stock stock?

SWZ stock was sold by a variety of institutional investors in the last quarter, including 1607 Capital Partners LLC, Commonwealth Equity Services LLC and PNC Financial Services Group Inc.. View Insider Buying and Selling for Swiss Helvetia Fund, Inc. Common Stock.

Which institutional investors are buying Swiss Helvetia Fund, Inc. Common Stock stock?

SWZ stock was purchased by a variety of institutional investors in the last quarter, including City of London Investment Management Co. Ltd., Wells Fargo & Company MN, Bulldog Investors LLC, Relative Value Partners Group LLC, Doliver Capital Advisors LP and Ancora Advisors LLC. Company insiders that have bought Swiss Helvetia Fund, Inc. Common Stock stock in the last two years include Andrew Dakos, Fred J Ricciardi and Joseph S Calhoun III. View Insider Buying and Selling for Swiss Helvetia Fund, Inc. Common Stock.

How do I buy shares of Swiss Helvetia Fund, Inc. Common Stock?

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, Inc. Common Stock's stock price today?

One share of SWZ stock can currently be purchased for approximately $12.30.

How big of a company is Swiss Helvetia Fund, Inc. Common Stock?

Swiss Helvetia Fund, Inc. Common Stock has a market capitalization of $311.35 million and generates $7.22 million in revenue each year.


MarketBeat Community Rating for Swiss Helvetia Fund, Inc. Common Stock (SWZ)

Community Ranking:  3.1 out of 5 (star star star)
Outperform Votes:  76 (Vote Outperform)
Underperform Votes:  46 (Vote Underperform)
Total Votes:  122
MarketBeat's community ratings are surveys of what our community members think about Swiss Helvetia Fund, Inc. Common Stock 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, Inc. Common Stock (NYSE:SWZ) Analyst Ratings History

DateBrokerageActionRatingPrice TargetImpact on Share PriceDetails
(Data available from 5/28/2016 forward)

Earnings

Dividends

Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ) Dividend Information

Swiss Helvetia Fund, Inc. Common Stock 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(s):44.25% (Based on Cash Flow)
N/A
Dividend Payments by Quarter for Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ)

Swiss Helvetia Fund, Inc. Common Stock (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, Inc. Common Stock (NYSE SWZ) Insider Trading and Institutional Ownership History

Insider Ownership Percentage: 0.15%
Institutional Ownership Percentage: 50.65%
Insider Trading History for Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ)
Institutional Ownership by Quarter for Swiss Helvetia Fund, Inc. Common Stock (NYSE:SWZ)

Swiss Helvetia Fund, Inc. Common Stock (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, Inc. Common Stock (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, Inc. Common Stock (NYSE:SWZ) SEC Filings

This page is loading this company's SEC Filings. Please wait...

Social Media

Financials

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

Chart

Swiss Helvetia Fund, Inc. Common Stock (NYSE SWZ) Stock Chart for Monday, May, 28, 2018

Loading chart…

This page was last updated on 5/28/2018 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.