NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis → top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (From Traders Agency) (Ad) Free SWZ Stock Alerts $7.65 -0.05 (-0.65%) (As of 04/24/2024 ET) Add Compare Share Share Today's Range$7.63▼$7.7250-Day Range$7.50▼$8.0852-Week Range$7.12▼$8.57Volume14,031 shsAverage Volume17,553 shsMarket Capitalization$99.37 millionP/E RatioN/ADividend Yield6.54%Price TargetN/A Stock AnalysisStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media Get The Swiss Helvetia Fund alerts: Email Address Ad Stansberry ResearchHow to camouflage a factory of 53,000 workers"If I Had To Pour Every Single Penny of My Retirement Into Just ONE STOCK..." The former Goldman Sachs VP – who called everything from Microsoft's 1,100% surge... to the death of the 60/40 portfolio – is now stepping forward with his most explicit message yet: "Make this ONE STOCK the cornerstone of your portfolio."Get the full story here. 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 HeadlinesApril 20, 2024 | finance.yahoo.comThe Swiss Helvetia Fund Inc. (SWZ)April 10, 2024 | msn.comSwiss government renews contribution to climate fund for developing countriesApril 25, 2024 | Traders Agency (Ad)top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.April 7, 2024 | msn.comInvestment trusts eye up Swiss escape to avoid EU's Kafkaesque diktatsMarch 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 billionApril 25, 2024 | Traders Agency (Ad)top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.February 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 DividendJune 9, 2023 | finance.yahoo.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHAREMay 26, 2023 | benzinga.comSwiss Helvetia Fund Stock (NYSE:SWZ), Quotes and News SummaryMay 21, 2023 | msn.comEWL: Swiss Equities Are Undervalued But Nominal Returns Are UnexcitingMay 16, 2023 | bloomberg.comSwiss Fund Manager GAM’s Appeal to Billionaires Remains a MysterySee 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 Payable3/28/2024Today4/24/2024Fiscal 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 / Sales4.98 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book0.87Miscellaneous Outstanding Shares12,991,000Free Float12,987,000Market Cap$99.38 million OptionableNot Optionable Beta0.77 A Guide To High-Short-Interest StocksMarketBeat's analysts have just released their top five short plays for May 2024. Learn which stocks have the most short interest and how to trade them. Click the link below to see which companies made the list.Get This Free Report Key ExecutivesMr. Frederick SkillinPortfolio ManagerMr. Stephen M. DeTorePortfolio ManagerKey CompetitorsMFS Government Markets Income TrustNYSE:MGFPCM FundNYSE:PCMNuveen Massachusetts Quality Municipal Income FundNYSE:NMTDWS Strategic Municipal Income TrustNYSE:KSMFlaherty & Crumrine Preferred Income Opportunity FundNYSE:PFOView All CompetitorsInstitutional OwnershipAllspring 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%City of London Investment Management Co. Ltd.Sold 12,267 shares on 2/9/2024Ownership: 0.578%Shaker Financial Services LLCBought 3,982 shares on 2/7/2024Ownership: 2.222%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 6.7% and is now trading at $7.65. 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 during the month of March. As of March 31st, there was short interest totaling 29,400 shares, an increase of 525.5% from the March 15th total of 4,700 shares. Based on an average daily trading volume, of 152,100 shares, the days-to-cover ratio is presently 0.2 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. Stockholders 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 yield of 6.75%. 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 6.54%. 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 many different institutional and retail investors. Top institutional shareholders include Allspring Global Investments Holdings LLC (15.60%). 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 4/25/2024 by MarketBeat.com Staff From Our PartnersThe Best AI Stock to Own in the World Today is Trading for Just $25Banyan Hill PublishingThis Apple-like Innovator is Revolutionizing HealthcareWall Street StarHe Is Giving Away BitcoinCrypto Swap ProfitsBitcoin Rockets To Record High But Buy THIS InsteadParadigm Presstop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyPrepare for a recession unlike any otherAmerican Hartford Gold GroupWill this $2 AI stock double overnight?Behind the MarketsRed Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!Priority Gold 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. 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