Positive News SentimentPositive NewsNYSE:SWZ Total Return Securities (SWZ) Stock Price, News & Analysis $5.91 +0.01 (+0.17%) Closing price 03:59 PM EasternExtended Trading$5.90 0.00 (-0.08%) As of 07:30 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendInsider TradesNews and TrendsOwnershipSEC Filings About Total Return Securities Stock (NYSE:SWZ) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get SWZ alerts:Sign Up Key Stats Today's Range$5.90▼$5.9250-Day Range$5.86▼$6.0252-Week Range$5.84▼$6.31Volume6,409 shsAverage Volume28,919 shsMarket Capitalization$76.65 millionP/E RatioN/ADividend YieldN/APrice TargetN/AConsensus RatingN/A Company Overview Total Return Securities (NYSE: SWZ) is a closed-end investment fund focused primarily on publicly traded companies in Switzerland. Rather than operating a commercial business, the fund provides investors with a vehicle for gaining exposure to Swiss equities and the broader Swiss market. The fund’s portfolio may include companies from multiple industries and is managed with the objective of providing shareholders with long-term capital appreciation and income through investments in Swiss securities. Its investment exposure is concentrated geographically in Switzerland, although the companies it holds may conduct business internationally. SWZ has historically been associated with the Swiss Helvetia Fund and has been managed by Schroder Investment Management North America. As an investment fund, its activities are centered on portfolio management, securities selection and shareholder distributions rather than the sale of products or services.AI Generated. May Contain Errors. Read More Total Return Securities Stock Analysis - MarketRank™See Top-Rated MarketRank™ Stocks44th Percentile Overall ScoreSWZ MarketRank™: Total Return Securities scored higher than 44% of companies evaluated by MarketBeat, and ranked 645th out of 851 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation. Analyst's OpinionN/AAnalyst RatingN/A Consensus RatingThere is not enough analysis data for Total Return Securities. Earnings and Valuation0.6 / 5Proj. Earnings GrowthN/A Price to Book Value per Share RatioTotal Return Securities has a P/B Ratio of 0.66. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities. Short Interest3.0 / 5Short Interest LevelHealthy Percentage of Shares Shorted0.12% of the float of Total Return Securities has been sold short.Short Interest Ratio / Days to CoverTotal Return Securities has a short interest ratio ("days to cover") of 0.54, which is generally considered an acceptable ratio of short interest to trading volume.Change versus previous monthShort interest in Total Return Securities has recently increased by 11.32%, indicating that investor sentiment is decreasing significantly. Dividend0.0 / 5Dividend StrengthWeak Dividend YieldTotal Return Securities does not currently pay a dividend.Dividend GrowthTotal Return Securities does not have a long track record of dividend growth.Read more about Total Return Securities' dividend. News and Social Media3.5 / 5News Sentiment1.58 News SentimentTotal Return Securities has a news sentiment score of 1.58. 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 0.82 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 2 news articles for Total Return Securities this week, compared to 1 article on an average week. Company Ownership4.1 / 5Insider TradingAcquiring Shares Cluster Insider Buying3 insiders have purchased shares of Total Return Securities in the last three months. Multiple insiders buying is a strong bullish signal.Net Insider BuyingOver the last three months, insiders have purchased a net $142,626.00 in company stock, which represents 0.1860% of the company's market cap.Insider Buying vs. Insider SellingIn the past three months, Total Return Securities insiders have bought more of their company's stock than they have sold. Specifically, they have bought $142,626.00 in company stock and sold $0.00 in company stock.Percentage Held by Insiders0.03% of the stock of Total Return Securities is held by insiders.Percentage Held by Institutions41.12% 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. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. SWZ Stock News HeadlinesTotal Return Securities (NYSE:SWZ) Stock Passes Above 50 Day Moving Average - Time to Sell?September 17 at 3:01 AM | americanbankingnews.comTotal Return Securities, Inc. Reports Earnings Results for the Half Year Ended June 30, 2026September 4, 2026 | marketscreener.comMYour $29.97 book is free todayWhy Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.September 17 at 1:00 AM | Profits Run (Ad)Moritz Sell Acquires 3,000 Shares of Total Return Securities (NYSE:SWZ) StockSeptember 2, 2026 | insidertrades.comTotal Return Securities FundAugust 25, 2026 | money.usnews.comTotal Return Securities Fund IncAugust 17, 2026 | markets.ft.comMorningstar Total Return Bond FundApril 9, 2026 | money.usnews.comTotal Return Securities Fund Announces Annual MeetingMarch 27, 2026 | globenewswire.comSee More Headlines SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? Total Return Securities' stock was trading at $6.23 at the beginning of the year. Since then, SWZ stock has decreased by 5.1% and is now trading at $5.91. Who are Total Return Securities' major shareholders? Total Return Securities' top institutional investors include Bank of America Corp DE (6.69%), Evolve Private Wealth LLC (1.07%), Almitas Capital LLC (0.89%) and Landscape Capital Management L.L.C. (0.75%). Insiders that own company stock include Css Llc/Il, Andrew Dakos, Phillip Goldstein and Moritz A Sell. View institutional ownership trends. How do I buy shares of Total Return Securities? 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. What other stocks do shareholders of Total Return Securities own? Based on aggregate information from My MarketBeat watchlists, some other companies that Total Return Securities investors own include Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Today9/17/2026Fiscal Year End12/31/2026Get Stock Alerts Health Indicator TradeSmith's Health IndicatorA long-term volatility-based measure designed for securities held 12 months or longer.Green: Strong and healthy uptrend with normal pullbacks.Yellow: Significant pullback but still within expected volatility.Red: Dropped beyond expected volatility; considered unhealthy. Yellow Zone (4m+) 1-Year History Sep 25 Dec 25 Mar 26 Jun 26 Sep 26 SWZ's financial health is in the Yellow zone, according to TradeSmith. SWZ has been in this zone for over 4 months. Industry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Capital Markets Sub-IndustryN/A Current SymbolNYSE:SWZ CIK813623 Webwww.schroders.com Phone800-730-2932FaxN/AEmployeesN/AYear Founded1858Profitability EPS (Trailing Twelve Months)N/A Trailing P/E RatioN/A Forward P/E RatioN/A P/E GrowthN/ANet IncomeN/A Net MarginsN/A Pretax MarginN/A Return on EquityN/A Return on AssetsN/A Debt Debt-to-Equity RatioN/A Current RatioN/A Quick RatioN/A Sales & Book Value Annual Sales$8.25 million Price / Sales9.29 Cash FlowN/A Price / Cash FlowN/A Book Value$8.94 per share Price / Book0.66Miscellaneous Outstanding Shares12,974,000Free Float12,970,000Market Cap$76.68 million OptionableNot Optionable Beta0.67 Social Links 7 Stocks That Could Lead the Next Market BoomTesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.Get This Free Report This page (NYSE:SWZ) was last updated on 9/17/2026 by MarketBeat.com Staff. From Our PartnersALERT: Drop these 5 stocks before the market opens tomorrow!The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...Weiss Ratings | SponsoredThey didn't warn anyone in 1971. This time someone is warning you.On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...Reagan Gold Group | SponsoredSmall Colorado Company (Backed by Sam Altman) Could Save U.S. Power GridA small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...Altimetry | SponsoredThe end may be near for these iconic stocksMarc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...Chaikin Analytics | SponsoredLouis Navellier: My #1 AI stock for 2026 (name & ticker inside)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...InvestorPlace | SponsoredReady to give options a try? Your first trade (Ticker included) -INSIDETired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...Base Camp Trading | SponsoredHere’s the stock symbol I’ve promisedWhitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...Stansberry Research | SponsoredThese gold assets are priced for $1,800 gold [it's over $4,000]Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...Golden Portfolio | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Total Return Securities, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Total Return Securities With A Colleague Link copied to clipboard. Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
