NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $8.93 +0.08 (+0.90%) (As of 02:10 PM ET) Add Compare Share Share Today's Range$8.71▼$8.9750-Day Range$8.16▼$8.9452-Week Range$7.12▼$9.02Volume5,503 shsAverage Volume17,390 shsMarket Capitalization$116.00 millionP/E RatioN/ADividend Yield5.71%Price TargetN/A Stock AnalysisStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Get The Swiss Helvetia Fund alerts: Email Address The Swiss Helvetia Fund MarketRank™ Stock AnalysisAnalyst RatingN/AUpside/DownsideN/AShort InterestHealthy0.09% of Shares Sold ShortDividend StrengthWeakBased on Four FactorsSustainabilityN/ANews Sentiment0.90Based on 4 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.1.21 out of 5 starsFinance Sector796th out of 878 stocksInvestment Offices, Not Elsewhere Classified Industry7th 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 5.0 Short Interest Percentage of Shares Shorted0.09% 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 0.6, 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 decreased by 50.85%, indicating that investor sentiment is improving significantly. Previous Next 1.7 Dividend Strength Dividend LeadershipThe Swiss Helvetia Fund is a leading dividend payer. It pays a dividend yield of 5.79%, putting its dividend yield in the top 25% of dividend-paying stocks.Dividend GrowthThe Swiss Helvetia Fund does not have a long track record of dividend growth.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 3.3 News and Social Media Coverage News SentimentThe Swiss Helvetia Fund has a news sentiment score of 0.90. 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 0.70 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 4 news articles for The Swiss Helvetia Fund this week, compared to 1 article on an average week.MarketBeat Follows1 people have added The Swiss Helvetia Fund to their MarketBeat watchlist in the last 30 days. 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 0.0 Earnings and Valuation Price to Book Value per Share RatioThe Swiss Helvetia Fund has a P/B Ratio of 1.02. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities. Previous Next See Top Rated MarketRank™ Stocks Here Ad Behind the Markets⭕ [URGENT] Buy Alert just triggeredMy absolute favorite stock just hit a critical "buy now" trigger price.Click here for the ticker >>> 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 HeadlinesSeptember 6, 2024 | prnewswire.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARESeptember 3, 2024 | money.usnews.comAnalysis-Swiss Franc Carry Trade Comes Fraught With Safe-Haven Rally RiskSeptember 16, 2024 | DTI (Ad)Massive shakeup in defense contractingThere is a little-known energy technology stock that has made an incredible breakthrough… Which could become crucial to the operations of the US Military. And right now there are plans for this stock to undertake a major test project at a US Air Force based in Alaska. Now, this incredible breakthrough is still in its earliest stages… Which means you still have a chance to get in while its trading for under $10.August 29, 2024 | finance.yahoo.comScience-heavy Swiss VC firm Redalpine raises fresh $200M fund for early-stage investmentsAugust 29, 2024 | yahoo.comSwiss banker says super-rich tax proposal is 'nuclear bomb' for SwitzerlandAugust 29, 2024 | msn.comBezos-Led Funding Round Values Swiss Robot Maker at $100 MillionAugust 22, 2024 | msn.comServette clawed their way back from financial ruin while Chelsea have splurged £1.15BILLION since Todd Boehly arrived - meet the Swiss minnows out to upset the Premier League ...August 21, 2024 | msn.comSwiss launch instant payments schemeSeptember 16, 2024 | DTI (Ad)Massive shakeup in defense contractingThere is a little-known energy technology stock that has made an incredible breakthrough… Which could become crucial to the operations of the US Military. And right now there are plans for this stock to undertake a major test project at a US Air Force based in Alaska. Now, this incredible breakthrough is still in its earliest stages… Which means you still have a chance to get in while its trading for under $10.August 14, 2024 | bloomberg.comSwiss Government Pushes for VAT Increase to Fund Pension BoostAugust 14, 2024 | msn.comIs It Worth Opening a Swiss Bank Account?July 31, 2024 | nasdaq.comSwiss Market Ends HigherJune 7, 2024 | prnewswire.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHAREMay 14, 2024 | msn.comVontobel launches client-backed Swiss equity fundMay 14, 2024 | msn.comSwiss Eurovision winner Nemo returns to hero's welcomeMay 3, 2024 | seekingalpha.comSwiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset ValueApril 30, 2024 | markets.businessinsider.comHelvetia with continued strong solvencyApril 26, 2024 | msn.comClimate groups picket Swiss National Bank's shareholder meeting over its investmentsSee 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 6/28 Dividend6/18/2024Dividend Payable6/28/2024Today9/16/2024Ex-Dividend for 9/30 Dividend9/19/2024Dividend Payable9/30/2024Fiscal Year End12/31/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryFinancial Services 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$3 million Price / Sales38.32 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book1.01Miscellaneous Outstanding Shares12,990,000Free Float12,987,000Market Cap$114.96 million OptionableNot Optionable Beta0.81 Investing Strategies To Help Grow Your Retirement IncomeNeed to stretch out your 401K or Roth IRA plan? Use these time-tested investing strategies to grow the monthly retirement income that your stock portfolio generates.Get This Free Report Key ExecutivesMr. Frederick SkillinPortfolio ManagerMr. Stephen M. DeTorePortfolio ManagerKey CompetitorsASA Gold and Precious MetalsNYSE:ASAAbrdn Life Sciences InvestorsNYSE:HQLBlackRock MuniYield New York Quality FundNYSE:MYNDWS Municipal Income TrustNYSE:KTFBarings Corporate InvestorsNYSE:MCIView All CompetitorsInstitutional OwnershipSanctuary Advisors LLCBought 89,631 shares on 9/5/2024Ownership: 0.690%Logan Stone Capital LLCBought 20,166 shares on 8/15/2024Ownership: 0.155%City of London Investment Management Co. Ltd.Sold 29,372 shares on 8/9/2024Ownership: 0.352%Shaker Financial Services LLCBought 31,596 shares on 8/3/2024Ownership: 2.494%Wolverine Asset Management LLCBought 12,874 shares on 8/2/2024Ownership: 0.279%View All Institutional Transactions SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? The Swiss Helvetia Fund's stock was trading at $8.20 on January 1st, 2024. Since then, SWZ shares have increased by 8.9% and is now trading at $8.93. View the best growth stocks for 2024 here. Who are The Swiss Helvetia Fund's major shareholders? The Swiss Helvetia Fund's top institutional investors include Allspring Global Investments Holdings LLC (16.74%), Shaker Financial Services LLC (2.49%), Commonwealth Equity Services LLC (0.96%) and Sanctuary Advisors LLC (0.69%). 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. What other stocks do shareholders of The Swiss Helvetia Fund own? Based on aggregate information from My MarketBeat watchlists, some other companies that The Swiss Helvetia Fund investors own include Intelsat (I), Coty (COTY), AMC Entertainment (AMC), Fossil Group (FOSL), Associated British Foods (ABF), Chaarat Gold (CGH) and American Eagle Outfitters (AEO). This page (NYSE:SWZ) was last updated on 9/16/2024 by MarketBeat.com Staff From Our PartnersMore Than 30 Federal Agencies Buy From This Cybersecurity TechIn January of 2022 Ukraine was hit by an especially nasty piece of malware, named WhisperGate. By then Ukra...Capital Trends | SponsoredBiden's Executive Order, Dems Digital Money Legislation, First Step ToDonald Trump once again sounded the alarm against Fed-controlled digital currencies (CBDCs). If these plans...Monetary Gold | Sponsored44-year Wall Street Vet: “Permanent devastation is coming to America”After 44 years on Wall Street, I've seen it all... Black Monday, the Great Recession, the Covid crash. 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