NYSE:SWZ Total Return Securities (SWZ) Stock Price, News & Analysis $5.72 +0.02 (+0.26%) Closing price 03:59 PM EasternExtended Trading$5.73 +0.02 (+0.26%) As of 04:10 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$5.68▼$5.7350-Day Range$5.71▼$6.0252-Week Range$5.68▼$6.31Volume13,555 shsAverage Volume69,657 shsMarket Capitalization$74.12 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 654th out of 854 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 0.64. 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 Shorted0.13% 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 0.58, 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 10.36%, indicating that investor sentiment is decreasing significantly. Dividend0.0 / 5Dividend StrengthN/A Dividend YieldTotal Return Securities does not currently pay a dividend.Dividend GrowthTotal Return Securities does not have a long track record of dividend growth. News and Social Media3.4 / 5News Sentiment1.45 News SentimentTotal Return Securities has a news sentiment score of 1.45. 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 0.72 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 11 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 $233,991.00 in company stock, which represents 0.3157% 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 $233,991.00 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. 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SWZ Stock News HeadlinesInsider Buying: Total Return Securities (NYSE:SWZ) Director Buys 2,000 Shares of StockOctober 1 at 5:22 AM | insidertrades.comTotal Return Securities (NYSE:SWZ) Stock: Insider Andrew Dakos Purchases 10,000 SharesOctober 1 at 4:38 AM | americanbankingnews.comYour $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.October 1 at 1:00 AM | Profits Run (Ad)Total Return Securities (NYSE:SWZ) CEO Acquires $57,700.00 in StockSeptember 30 at 4:52 AM | insidertrades.comTotal Return Securities Fund insider buys 20,000 sharesSeptember 30 at 2:03 AM | americanbankingnews.comTotal Return Securities, Inc. Reports Earnings Results for the Half Year Ended June 30, 2026September 4, 2026 | marketscreener.comMMoritz Sell Acquires 3,000 Shares of Total Return Securities (NYSE:SWZ) StockSeptember 2, 2026 | insidertrades.comTotal Return Securities FundAugust 25, 2026 | money.usnews.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 2026. Since then, SWZ shares have decreased by 8.3% and is now trading at $5.7150. 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 Today10/01/2026Fiscal 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. Red Zone (6d) 1-Year History Oct 25 Jan 26 Apr 26 Jul 26 Oct 26 For the last 6 days, SWZ's financial health has been in the Red zone, according to TradeSmith. 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$3.34 million Price / Sales22.19 Cash FlowN/A Price / Cash FlowN/A Book Value$8.94 per share Price / Book0.64Miscellaneous Outstanding Shares12,970,000Free Float12,970,000Market Cap$74.12 million OptionableNot Optionable Beta0.67 Social Links The Infrastructure's Backbone: 10 Stocks Powering the AI BuildoutThe AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.Get This Free Report This page (NYSE:SWZ) was last updated on 10/1/2026 by MarketBeat.com Staff. From Our PartnersThe $15 Gold Fund That Pays Up to $1,152/MonthGold is hitting record highs, but most investors are leaving income on the table. 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