SWZ Stock Performance, Insider Transaction and News

SWZ - Swiss Helvetia Fund, Inc. (The)

Market Cap	110.98M	P/E	-	EPS this Y	-	Ern Qtrly Grth	-25.80%
Income	18.83M	Forward P/E	-	EPS next Y	-	50D Avg Chg	2.00%
Sales	2.94M	PEG	-	EPS past 5Y	-	200D Avg Chg	6.00%
Dividend	7.00%	Price/Book	0.96	EPS next 5Y	-	52W High Chg	-2.00%
Recommedations	-	Quick Ratio	6.29	Shares Outstanding	12.99M	52W Low Chg	28.00%
Insider Own	0.21%	ROA	0.50%	Shares Float	-	Beta	0.84
Inst Own	43.67%	ROE	15.50%	Shares Shorted/Prior	11.53K/21.87K	Price	8.41
Gross Margin	100.00%	Profit Margin	639.78%	Avg. Volume	14,914	Target Price	-
Oper. Margin	-448.28%	Earnings Date	-	Volume	2,752	Change	-0.94%

Financial Services | Asset Management | United States

About Swiss Helvetia Fund, Inc. (The)

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.

Swiss Helvetia Fund, Inc. (The) News

09/06/24	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE
12/08/23	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.129 PER SHARE

SWZ Chatroom

TickerDD_com Posted - 2 months ago

From 6/13/2024, looking back across 21 Month-Ends for SWZ, Percentage Change of Average Monthly Price had More Positives (55%) while Percentage Change of Average Monthly Volume had All Positives (100%) $SWZ #SWZ #SWZStock #TickerDD #SWZPrice https://www.youtube.com/watch?v=o-UeucfXq68

TickerDD_com Posted - 02/21/24

From 2/16/2024, looking back across 22 Month-Ends for SWZ, Percentage Change of Average Monthly Price had Equal (50%) while Percentage Change of Average Monthly Volume had All Positives (100%) $SWZ #SWZ #SWZStock #TickerDD #SWZPrice https://www.youtube.com/watch?v=hnYryNlkDTs

tickeron Posted - 8 months ago

Wow this is a big change! $SWZ price may climb as it broke lower Bollinger Band. View odds of downtrend. https://srnk.us/go/4972396

cctranscripts Posted - 8 months ago

Allspring Funds Management, LLC just provided an update on share ownership of Swiss Helvetia Fu https://www.conferencecalltranscripts.org/summary/?id=12862805 $SWZ

EarningsInsider Posted - 9 months ago

The Swiss Helvetia Fund Sees Short Interest Decrease from 10,700 shares to 8,200 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sh

dividendinvestorbyeagle Posted - 9 months ago

$SWZ announced a dividend (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dn/5643324 http://dlvr.it/SzvKz8

cctranscripts Posted - 11/21/23

Monthly Portfolio Investments Report on Form N-PORT (Public) https://www.conferencecalltranscripts.org/summary/?id=12727917 $SWZ

stockilluminati Posted - 11/21/23

$SWZ https://www.stockilluminati.com/swz/filings.php - Swiss Helvetia Fund, Inc. (The) Common Stock files form NPORT-P/A today, check out the details.

EarningsInsider Posted - 11/21/23

The Swiss Helvetia Fund Inc. Files SEC Form NPORT-P $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sec-filings/

cctranscripts Posted - 11/21/23

Monthly Portfolio Investments Report on Form N-PORT (Public) https://www.conferencecalltranscripts.org/summary/?id=12727470 $SWZ

tickeron Posted - 10 months ago

Does this make you nervous? $SWZ price moved above its 50-day Moving Average. View odds of downtrend. https://srnk.us/go/4917302

RETAlerts Posted - 10 months ago

$SWZ at 8.0 just landed on our momentum scanner, make sure it's on your watch list and as always, hunt those gaps!

EarningsInsider Posted - 10 months ago

The Swiss Helvetia Fund Sees Short Interest Decrease from 8,300 shares to 6,800 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sho

ChartMill Posted - 1 year ago

$SWZ: THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS https://www.chartmill.com/stock/quote/SWZ/news?utm_source=prnews-2023-9-15-the-swiss-helvetia-fund-inc-announces-results-of-the-2023-annual-meeting-of-stockholders&utm_medium=stocktwits&utm_campaign=pressRelease

Stock_Titan Posted - 1 year ago

$SWZ THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS https://www.stocktitan.net/news/SWZ/the-swiss-helvetia-fund-inc-announces-results-of-the-2023-annual-37gk1tyn29je.html

Last10K Posted - 1 year ago

$SWZ just filed with the SEC a Financial Exhibit https://last10k.com/sec-filings/SWZ/0000894189-23-006988.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=SWZ

cctranscripts Posted - 1 year ago

Presentation To The Annual General Meetingstefan Frischknecht, Fund Manager September 2023 Port https://www.conferencecalltranscripts.org/summary/?id=12535849 $SWZ

dividendinvestorbyeagle Posted - 1 year ago

$SWZ div. rate decreased > 3% (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dividend-news/?symbol=swz http://dlvr.it/Svr1JJ

dividendinvestorbyeagle Posted - 1 year ago

$SWZ announced a dividend (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dn/5571642 http://dlvr.it/SvnPJG

ChartMill Posted - 1 year ago

$SWZ: THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE https://www.chartmill.com/stock/quote/SWZ/news?utm_source=prnews-2023-9-7-the-swiss-helvetia-fund-inc-declares-quarterly-cash-distribution-of-012285-per-share&utm_medium=stocktwits&utm_campaign=pressRelease

Stock_Titan Posted - 1 year ago

$SWZ THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE https://www.stocktitan.net/news/SWZ/the-swiss-helvetia-fund-inc-declares-quarterly-cash-distribution-of-qxgz8je0b9ct.html

stockilluminati Posted - 1 year ago

$SWZ https://www.stockilluminati.com/swz/filings.php - Swiss Helvetia Fund, Inc. (The) Common Stock files form N-CSRS today, check out the details.

cctranscripts Posted - 1 year ago

Certified Shareholder Report, Semi-Annual https://www.conferencecalltranscripts.org/summary/?id=12518694 $SWZ

tickeron Posted - 1 year ago

A.I.dvisor made a bearish call on $SWZ, netting in a 3.39% gain over 1 month https://srnk.us/go/4849738

cctranscripts Posted - 08/31/23

Annual Report of proxy voting record of management investment companies https://www.conferencecalltranscripts.org/summary/?id=12505140 $SWZ

StockInvest_us Posted - 08/22/23

Signal alert: $SWZ - Possible Runner https://stockinvest.us/l/04TFAwpaG4

tickeron Posted - 1 year ago

A.I.dvisor made a bullish call on $SWZ, netting in a 3.02% gain over 2 weeks https://srnk.us/go/4826110

dividendinvestorbyeagle Posted - 07/29/23

$SWZ hit 52 week high (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dividend-news/?symbol=swz http://dlvr.it/Sswwjc

EarningsInsider Posted - 07/26/23

The Swiss Helvetia Fund Sees Short Interest Decrease from 14,300 shares to 7,100 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sh

cctranscripts Posted - 07/25/23

Other definitive proxy statements https://www.conferencecalltranscripts.org/summary/?id=12385565 $SWZ

Insider Trades	Relationship	Date	Transactions	Cost($)	#Shares	Value($)	#Share Own	SEC Form 4
Dakos Andrew	President and CEO President and CEO	Mar 03	Buy	8.82	1,000	8,820	3,000	03/04/22