Positive News SentimentPositive NewsNYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $8.20 +0.09 (+1.11%) (As of 11/1/2024 ET) Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends About The Swiss Helvetia Fund Stock (NYSE:SWZ) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get SWZ alerts:Sign Up Key Stats Today's Range$8.13▼$8.2350-Day Range$8.11▼$9.0352-Week Range$7.32▼$9.14Volume94,894 shsAverage Volume24,973 shsMarket Capitalization$106.52 millionP/E RatioN/ADividend Yield6.34%Price TargetN/AConsensus RatingN/A Company OverviewThe 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… True paradigm shift (Ad)I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. The Swiss Helvetia Fund Stock Analysis - MarketRank™See Top Rated MarketRank™ Stocks46th Percentile Overall ScoreSWZ MarketRank™: The Swiss Helvetia Fund scored higher than 46% of companies evaluated by MarketBeat, and ranked 730th out of 949 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 The Swiss Helvetia Fund.Read more about The Swiss Helvetia Fund's stock forecast and price target. Earnings and Valuation0.6 / 5Proj. Earnings GrowthN/A Price to Book Value per Share RatioThe Swiss Helvetia Fund has a P/B Ratio of 0.93. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities. Short Interest5.0 / 5Short Interest LevelHealthy Percentage of Shares Shorted0.11% 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 0.7, 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 35.02%, indicating that investor sentiment is improving significantly. Dividend1.7 / 5Dividend StrengthWeak Dividend LeadershipThe Swiss Helvetia Fund is a leading dividend payer. It pays a dividend yield of 6.36%, 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. Sustainability and ESGN/AEnvironmental ScoreN/A Percentage of Shares Shorted0.11% 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 0.7, 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 35.02%, indicating that investor sentiment is improving significantly. News and Social Media3.3 / 5News SentimentN/A News SentimentThe Swiss Helvetia Fund has a news sentiment score of 1.90. 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 0.59 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 1 news article for The Swiss Helvetia Fund this week, compared to 1 article on an average week.Search Interest1 people have searched for SWZ on MarketBeat in the last 30 days. Company Ownership0.8 / 5Insider TradingN/A 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. 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 SWZ Stock News HeadlinesTHE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2024 ANNUAL MEETING OF STOCKHOLDERSOctober 23, 2024 | prnewswire.comAM Best assigns Issuer Credit Rating of 'a+' to Helvetia Swiss Insurance Company LtdOctober 13, 2024 | markets.businessinsider.comMusk Says ‘Dollar Will Be Worth Nothing…’Elon Musk just issued an urgent warning… It's no secret that Musk is able to move markets with his words…November 2, 2024 | Crypto 101 Media (Ad)Swiss voters reject biodiversity, pension reformsSeptember 24, 2024 | msn.comHelvetia redeems hybrid bondSeptember 17, 2024 | markets.businessinsider.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARESeptember 6, 2024 | prnewswire.comAnalysis-Swiss Franc Carry Trade Comes Fraught With Safe-Haven Rally RiskSeptember 3, 2024 | money.usnews.comScience-heavy Swiss VC firm Redalpine raises fresh $200M fund for early-stage investmentsAugust 29, 2024 | finance.yahoo.comSee More Headlines SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? The Swiss Helvetia Fund's stock was trading at $8.20 at the start of the year. Since then, SWZ shares have increased by 0.0% and is now trading at $8.20. View the best growth stocks for 2024 here. Who are The Swiss Helvetia Fund's major shareholders? Top institutional investors of The Swiss Helvetia Fund include Allspring Global Investments Holdings LLC (16.55%), Shaker Financial Services LLC (2.52%) and Dynamic Advisor Solutions LLC (0.16%). 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), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Ex-Dividend for 9/30 Dividend9/19/2024Dividend Payable9/30/2024Today11/02/2024Fiscal 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 / Sales35.51 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book0.93Miscellaneous Outstanding Shares12,990,000Free Float12,987,000Market Cap$106.52 million OptionableNot Optionable Beta0.82 Social Links A Guide To High-Short-Interest StocksMarketBeat's analysts have just released their top five short plays for November 2024. 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