NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $8.91 +0.11 (+1.25%) (As of 09/19/2024 ET) Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Get The Swiss Helvetia Fund alerts: Email Address 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$8.85▼$8.9150-Day Range$8.31▼$8.9752-Week Range$7.12▼$9.02Volume17,444 shsAverage Volume17,484 shsMarket Capitalization$115.74 millionP/E RatioN/ADividend Yield5.72%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… “I’ll Give You the Knowledge and Confidence You Need to Make Your First Options Trade in Five Days or Less… Guaranteed!” (Ad)Starting Monday, September 23 — a veteran 25-year Chicago Options Exchange market-maker will show you his UOA options secret that could help you consistently target gains of 126%… 245%… even 463% or more… Often in 30 days or less… No matter what the market is doing right now.Go here for the full details now. The Swiss Helvetia Fund Stock Analysis - MarketRank™See Top Rated MarketRank™ StocksOverall MarketRank™: 38th PercentileThe Swiss Helvetia Fund scored higher than 38% of companies evaluated by MarketBeat, and ranked 730th out of 908 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 Valuation0.0 / 5Proj. Earnings GrowthN/A Price to Book Value per Share RatioThe Swiss Helvetia Fund has a P/B Ratio of 1.01. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities. Short Interest5.0 / 5Short Interest LevelHealthy 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. Dividend1.7 / 5Dividend StrengthWeak Dividend LeadershipThe Swiss Helvetia Fund is a leading dividend payer. It pays a dividend yield of 5.68%, 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 Shorted0.09% 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. News and Social Media3.3 / 5News Sentiment0.97 News SentimentThe Swiss Helvetia Fund has a news sentiment score of 0.97. 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 0.56 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 2 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. 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 HeadlinesHelvetia redeems hybrid bondSeptember 17 at 7:47 AM | markets.businessinsider.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARESeptember 6, 2024 | prnewswire.com“I’ll Give You the Knowledge and Confidence You Need to Make Your First Options Trade in Five Days or Less… Guaranteed!”Starting Monday, September 23 — a veteran 25-year Chicago Options Exchange market-maker will show you his UOA options secret that could help you consistently target gains of 126%… 245%… even 463% or more… Often in 30 days or less… No matter what the market is doing right now.September 19, 2024 | InvestorPlace (Ad)Analysis-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.comSwiss banker says super-rich tax proposal is 'nuclear bomb' for SwitzerlandAugust 29, 2024 | yahoo.comBezos-Led Funding Round Values Swiss Robot Maker at $100 MillionAugust 29, 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 22, 2024 | msn.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 8.7% and is now trading at $8.91. 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 (16.74%), 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). Company Calendar Ex-Dividend for 6/28 Dividend6/18/2024Dividend Payable6/28/2024Today9/19/2024Ex-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 / Sales38.54 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book1.01Miscellaneous Outstanding Shares12,990,000Free Float12,987,000Market Cap$115.61 million OptionableNot Optionable Beta0.81 A Guide To High-Short-Interest StocksMarketBeat's analysts have just released their top five short plays for September 2024. 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