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3 Value Stocks Too Small For Buffett’s Portfolio
Stock market today: Asian shares are mostly higher after another set of Wall St records
Foot Locker Builds Up Another Head of Steam; Gains Imminent
Disney Stock Catches 3 Upgrades In a Single Week
Average long-term US mortgage rate falls slightly, easing borrowing costs for home shoppers
Walgreens books hefty charge as the drugstore chain adjusts the value of struggling clinics
Algeria's government pushes staples to subsidized markets to stave off Ramadan shortages
S&P 500   5,254.35
DOW   39,807.40
QQQ   444.01
3 Value Stocks Too Small For Buffett’s Portfolio
Stock market today: Asian shares are mostly higher after another set of Wall St records
Foot Locker Builds Up Another Head of Steam; Gains Imminent
Disney Stock Catches 3 Upgrades In a Single Week
Average long-term US mortgage rate falls slightly, easing borrowing costs for home shoppers
Walgreens books hefty charge as the drugstore chain adjusts the value of struggling clinics
Algeria's government pushes staples to subsidized markets to stave off Ramadan shortages
S&P 500   5,254.35
DOW   39,807.40
QQQ   444.01
3 Value Stocks Too Small For Buffett’s Portfolio
Stock market today: Asian shares are mostly higher after another set of Wall St records
Foot Locker Builds Up Another Head of Steam; Gains Imminent
Disney Stock Catches 3 Upgrades In a Single Week
Average long-term US mortgage rate falls slightly, easing borrowing costs for home shoppers
Walgreens books hefty charge as the drugstore chain adjusts the value of struggling clinics
Algeria's government pushes staples to subsidized markets to stave off Ramadan shortages
S&P 500   5,254.35
DOW   39,807.40
QQQ   444.01
3 Value Stocks Too Small For Buffett’s Portfolio
Stock market today: Asian shares are mostly higher after another set of Wall St records
Foot Locker Builds Up Another Head of Steam; Gains Imminent
Disney Stock Catches 3 Upgrades In a Single Week
Average long-term US mortgage rate falls slightly, easing borrowing costs for home shoppers
Walgreens books hefty charge as the drugstore chain adjusts the value of struggling clinics
Algeria's government pushes staples to subsidized markets to stave off Ramadan shortages
NYSE:SWZ

The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis

$7.93
+0.05 (+0.63%)
(As of 03/28/2024 ET)
Today's Range
$7.86
$7.97
50-Day Range
$7.79
$8.11
52-Week Range
$7.12
$8.57
Volume
35,792 shs
Average Volume
11,681 shs
Market Capitalization
$103.01 million
P/E Ratio
N/A
Dividend Yield
6.31%
Price Target
N/A
SWZ stock logo

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.

SWZ Stock Price History

SWZ Stock News Headlines

“The Stock Market’s Bull Run is Far from Over” -Barrons
Barron's reports that the "stock market's bull run is FAR from over…" And recent economic growth will fuel the price of select stocks in the coming months!
Swiss Helvetia Closed Fund (SWZ)
Swiss National Bank Chairman Expects Inflation to Rise
“The Stock Market’s Bull Run is Far from Over” -Barrons
Barron's reports that the "stock market's bull run is FAR from over…" And recent economic growth will fuel the price of select stocks in the coming months!
Helvetia (CH) Swiss Property Fund delivers solid results for 2022/23
Swiss Helvetia Fund: Dividend Insights
See More Headlines
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Company Calendar

Ex-Dividend for 12/29 Dividend
12/18/2023
Dividend Payable
12/29/2023
Ex-Dividend for 3/28 Dividend
3/18/2024
Today
3/28/2024
Dividend Payable
3/28/2024
Fiscal Year End
12/31/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Investment offices, not elsewhere classified
Sub-Industry
N/A
Fax
N/A
Employees
N/A
Year Founded
N/A

Profitability

Pretax Margin
N/A

Debt

Sales & Book Value

Annual Sales
$3 million
Book Value
$8.79 per share

Miscellaneous

Free Float
12,987,000
Market Cap
$103.01 million
Optionable
Not Optionable
Beta
0.77
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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 stock has decreased by 3.3% and is now trading at $7.93.
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 March. As of March 15th, there was short interest totaling 4,700 shares, an increase of 27.0% from the February 29th total of 3,700 shares. Based on an average daily trading volume, of 14,200 shares, the short-interest ratio is currently 0.3 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 declared a quarterly dividend on Friday, March 8th. Investors of record on Tuesday, March 19th will be given a dividend of $0.129 per share on Thursday, March 28th. This represents a $0.52 annualized dividend and a dividend yield of 6.51%. 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 6.39%. 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 number of retail and institutional investors. Top institutional shareholders include Allspring Global Investments Holdings LLC (16.10%), 1607 Capital Partners LLC (2.69%), Shaker Financial Services LLC (2.22%), Karpus Management Inc. (1.41%), UBS Group AG (0.69%) and City of London Investment Management Co. Ltd. (0.58%). Insiders that own company stock include Andrew Dakos, Moritz A Sell 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 3/29/2024 by MarketBeat.com Staff

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