NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) Free SWZ Stock Alerts $7.94 +0.04 (+0.51%) (As of 02:09 PM ET) Add Compare Share Share Today's Range$7.88▼$7.9450-Day Range$7.50▼$8.0852-Week Range$7.12▼$8.57Volume22,479 shsAverage Volume14,385 shsMarket Capitalization$103.15 millionP/E RatioN/ADividend Yield6.30%Price TargetN/A Stock AnalysisStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media Get The Swiss Helvetia Fund alerts: Email Address The Swiss Helvetia Fund MarketRank™ Stock AnalysisAnalyst RatingN/AUpside/DownsideN/AShort InterestHealthy0.17% of Shares Sold ShortDividend StrengthWeakBased on Four FactorsSustainabilityN/ANews Sentiment0.56Based on 3 Articles This WeekInsider TradingN/AProj. Earnings GrowthN/ASee Full Details Hide Full Details Overall MarketRank™New Rank-Based ScoringMarketRank™ is calculated by averaging available category scores (with extra weight given to analysis and valuation), then ranking the company's weighted average against that of other companies.0.61 out of 5 starsFinance Sector751st out of 868 stocksInvestment Offices, Not Elsewhere Classified Industry4th out of 9 stocks N/A Analyst's Opinion Consensus RatingThere is not enough analysis data for The Swiss Helvetia Fund.Read more about The Swiss Helvetia Fund's stock forecast and price target. Previous Next 3.0 Short Interest Percentage of Shares Shorted0.17% of the outstanding shares of The Swiss Helvetia Fund have been sold short.Short Interest Ratio / Days to CoverThe Swiss Helvetia Fund has a short interest ratio ("days to cover") of 1.5, which is generally considered an acceptable ratio of short interest to trading volume.Change versus previous monthShort interest in The Swiss Helvetia Fund has recently increased by 180.52%, indicating that investor sentiment is decreasing significantly. Previous Next 1.7 Dividend Strength Dividend LeadershipThe Swiss Helvetia Fund is a leading dividend payer. It pays a dividend yield of 6.60%, putting its dividend yield in the top 25% of dividend-paying stocks.Dividend GrowthThe Swiss Helvetia Fund has only been increasing its dividend for 1 years.Read more about The Swiss Helvetia Fund's dividend. Previous Next N/A Sustainability and ESG Overall ESG (Environmental, Social, and Governance) ScoreThere is no current Upright™ data available for SWZ. Previous Next 2.0 News and Social Media Coverage News SentimentThe Swiss Helvetia Fund has a news sentiment score of 0.56. 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 news sentiment score is similar to the average news sentiment of Finance companies.News Coverage This WeekMarketBeat has tracked 3 news articles for The Swiss Helvetia Fund this week, compared to 0 articles on an average week. Previous Next 0.8 Company Ownership Insider Buying vs. Insider SellingIn the past three months, The Swiss Helvetia Fund insiders have not sold or bought any company stock.Percentage Held by InsidersOnly 0.03% of the stock of The Swiss Helvetia Fund is held by insiders.Percentage Held by Institutions41.12% of the stock of The Swiss Helvetia Fund is held by institutions. High institutional ownership can be a signal of strong market trust in this company.Read more about The Swiss Helvetia Fund's insider trading history. Previous Next 0.6 Earnings and Valuation Price to Book Value per Share RatioThe Swiss Helvetia Fund has a P/B Ratio of 0.90. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities. Previous Next See Top Rated MarketRank™ Stocks Here Ad Gold Safe ExchangeTrump’s “Tax Free” Retirement Strategy Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.Protect your retirement savings from the inevitable devaluation of the dollar… About The Swiss Helvetia Fund Stock (NYSE:SWZ)The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.Read More SWZ Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart SWZ Stock News HeadlinesMay 7, 2024 | americanbankingnews.comThe Swiss Helvetia Fund (NYSE:SWZ) Shares Pass Below Fifty Day Moving Average of $7.78May 3, 2024 | seekingalpha.comSwiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset ValueMay 10, 2024 | Colonial Metals (Ad)Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your ShareThe latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty. April 30, 2024 | markets.businessinsider.comHelvetia with continued strong solvencyApril 26, 2024 | msn.comClimate groups picket Swiss National Bank's shareholder meeting over its investmentsApril 20, 2024 | finance.yahoo.comThe Swiss Helvetia Fund Inc. (SWZ)April 10, 2024 | msn.comSwiss government renews contribution to climate fund for developing countriesApril 7, 2024 | msn.comInvestment trusts eye up Swiss escape to avoid EU's Kafkaesque diktatsMay 10, 2024 | Colonial Metals (Ad)Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your ShareThe latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty. March 8, 2024 | msn.comSwiss look at using Russian assets for Ukraine reparationsMarch 8, 2024 | finance.yahoo.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHAREMarch 5, 2024 | msn.comSwiss regulator offers lifeline to Credit Suisse after lender's troubles rattle global marketsMarch 4, 2024 | msn.comSwiss National Bank posts annual loss of $3.6 billionFebruary 25, 2024 | investing.comSwiss Helvetia Closed Fund (SWZ)January 30, 2024 | money.usnews.comSwiss National Bank Chairman Expects Inflation to RiseDecember 13, 2023 | benzinga.comSwiss Helvetia Fund's Ex-Dividend Date Is Monday, Here's What You Need To KnowDecember 11, 2023 | markets.businessinsider.comHelvetia (CH) Swiss Property Fund delivers solid results for 2022/23December 10, 2023 | msn.comSwiss Helvetia Fund Inc raises dividend by 5% to $0.129December 8, 2023 | finance.yahoo.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.129 PER SHAREDecember 4, 2023 | benzinga.comSwiss Cantons Basel-City and Zurich pioneer the settlement of digital bonds transactions in SNB's Swiss-Franc wCBDC on SIX Digital ExchangeNovember 2, 2023 | tmcnet.comSIX collaborates with the Swiss National Bank to pilot wholesale CBDC issuance in SwitzerlandSeptember 19, 2023 | finance.yahoo.comSwiss Helvetia Fund Inc (SWZ): A Closer Look at Its Dividend Performance and SustainabilitySeptember 15, 2023 | finance.yahoo.comTHE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERSAugust 30, 2023 | reuters.comSwiss fund EIP working on financing to buy stake in Eni's Plenitude - sourcesAugust 29, 2023 | msn.comSwiss fund manager's board set to resign after takeover bid collapsesAugust 24, 2023 | msn.comIPO for Credit Suisse real estate fund scrappedJune 20, 2023 | msn.comSwiss Helvetia Fund (SWZ) Declares $0.12 DividendSee More Headlines Receive SWZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for The Swiss Helvetia Fund and its competitors with MarketBeat's FREE daily newsletter. Email Address Company Calendar Ex-Dividend for 3/28 Dividend3/18/2024Dividend Payable3/28/2024Today5/10/2024Fiscal Year End12/31/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryN/A Current SymbolNYSE:SWZ CUSIPN/A CIK813623 Webwww.swzfund.com Phone800-730-2932FaxN/AEmployeesN/AYear FoundedN/AProfitability EPS (Most Recent Fiscal Year)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$19.95 million Price / Sales5.16 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book0.90Miscellaneous Outstanding Shares12,991,000Free Float12,987,000Market Cap$102.89 million OptionableNot Optionable Beta0.78 5G Stocks: The Path Forward is ProfitableClick the link below and we'll send you MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Key ExecutivesMr. Frederick SkillinPortfolio ManagerMr. Stephen M. DeTorePortfolio ManagerKey CompetitorsNuveen Massachusetts Quality Municipal Income FundNYSE:NMTMFS Government Markets Income TrustNYSE:MGFDWS Strategic Municipal Income TrustNYSE:KSMPCM FundNYSE:PCMNuveen Municipal Income FundNYSE:NMIView All CompetitorsInstitutional OwnershipAllspring Global Investments Holdings LLCSold 64,870 shares on 4/30/2024Ownership: 15.595%Allspring Global Investments Holdings LLCSold 64,870 shares on 4/18/2024Ownership: 15.596%1607 Capital Partners LLCBought 13,457 shares on 2/13/2024Ownership: 2.694%Karpus Management Inc.Bought 154,910 shares on 2/13/2024Ownership: 1.407%View All Institutional Transactions SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed in 2024? The Swiss Helvetia Fund's stock was trading at $8.20 at the beginning of 2024. Since then, SWZ shares have decreased by 3.4% and is now trading at $7.92. View the best growth stocks for 2024 here. Are investors shorting The Swiss Helvetia Fund? The Swiss Helvetia Fund saw a increase in short interest in the month of April. As of April 30th, there was short interest totaling 21,600 shares, an increase of 180.5% from the April 15th total of 7,700 shares. Based on an average daily trading volume, of 14,500 shares, the short-interest ratio is presently 1.5 days. View The Swiss Helvetia Fund's Short Interest. How often does The Swiss Helvetia Fund pay dividends? What is the dividend yield for The Swiss Helvetia Fund? The Swiss Helvetia Fund announced a quarterly dividend on Friday, March 8th. Shareholders of record on Tuesday, March 19th will be paid a dividend of $0.129 per share on Thursday, March 28th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 6.52%. The ex-dividend date is Monday, March 18th. Read our dividend analysis for SWZ. Is The Swiss Helvetia Fund a good dividend stock? The Swiss Helvetia Fund (NYSE:SWZ) pays an annual dividend of $0.50 per share and currently has a dividend yield of 6.60%. SWZ has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. Read our dividend analysis for SWZ. What other stocks do shareholders of The Swiss Helvetia Fund own? Based on aggregate information from My MarketBeat watchlists, some companies that other The Swiss Helvetia Fund investors own include Intelsat (I), Coty (COTY), AMC Entertainment (AMC), Fossil Group (FOSL), Associated British Foods (ABF), Chaarat Gold (CGH), American Eagle Outfitters (AEO), Abercrombie & Fitch (ANF), Bank of America (BAC) and First Data (FDC). Who are The Swiss Helvetia Fund's major shareholders? The Swiss Helvetia Fund's stock is owned by a variety of retail and institutional investors. Top institutional investors include Allspring Global Investments Holdings LLC (15.60%) and Allspring Global Investments Holdings LLC (15.60%). Insiders that own company stock include Andrew Dakos and Phillip Goldstein. View institutional ownership trends. How do I buy shares of The Swiss Helvetia Fund? 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. Compare Top Brokerages Here. This page (NYSE:SWZ) was last updated on 5/10/2024 by MarketBeat.com Staff From Our Partners[Webinar] A Deep Dive into Options Volatility: Skew & Relative ValueOICThis 1 Biotech Stock has been shocking the marketsHuge AlertsTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaCharles Payne Demystifies OptionsUnstoppable ProsperityForget AI, Imperium Is Expected to Grow 320,00% in 3 YearsBanyan Hill PublishingYou need to know these two things about AI stocks ASAP…InvestorPlaceShocking: One AI startup's revenue could surge 4,735%Manward PressBiden Nomination CANCELED?The Freeport Society Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding The Swiss Helvetia Fund Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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 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.