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HLVTY DRIP Calculator & Dividend Yield 2026
4.27% YieldFinancial ServicesHelvetia Holding AG · OTC
Price: $5.77 · Annual div: $0.2462/share · Frequency: annual · Payout ratio: 95% · Ex-div: 2026-06-05
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HLVTY Dividend Yield
HLVTY (Helvetia Holding AG) has a dividend yield of 4.27%, based on an annual dividend of $0.2462 per share and a price of $5.77. Over the last 12 months it paid $0.2462 per share — a trailing yield of 4.27%. Dividends are paid annual.
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Year your monthly dividend income covers each expense (based on current settings)
HLVTY Dividend History — Last 7 Payments
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-06-05Latest | 2026-06-12 | $0.2462 | 3.74% | $6.59 |
| 2025-04-30 | 2025-05-16 | $0.2032 | 9.29% | $4.06 |
| 2024-05-29 | 2024-06-14 | $0.1738 | 4.98% | $3.49 |
| 2023-05-03 | 2023-05-19 | $0.1655 | 9.28% | $3.29 |
| 2022-05-06 | 2022-05-20 | $0.1399 | 4.74% | $2.95 |
| 2021-05-04 | 2021-05-21 | $0.1375 | 4.84% | $2.84 |
| 2020-04-28 | 2020-05-14 | $0.1300 | — | — |
About Helvetia Holding AG (HLVTY) — Dividend Analysis 2026
Helvetia Holding AG is a prominent financial services group that operates globally, primarily through its network of subsidiaries. Its core activities revolve around providing a comprehensive suite of insurance and reinsurance solutions. The company's significant international presence spans key European markets, including Switzerland, Germany, Austria, Spain, Italy, France, and Liechtenstein, alongside other international ventures. Helvetia's product portfolio is diverse, encompassing various life insurance options such as investment-linked policies and group life coverage. In the non-life segment, it offers extensive protection for property, motor vehicles, health and accident risks, liability, and transport. Furthermore, it provides a range of annuity products and pension plans to meet diverse client needs. Founded in 1858, Helvetia Holding AG boasts a long-standing history and maintains its headquarters in Sankt Gallen, Switzerland.
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🌍 HLVTY Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold HLVTY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 4.27% | 1.47% | $427 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.63% | 0.83% | $363 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 3.42% | 0.62% | $342 / yr |
| 🇬🇧 UK ISA | 0% | 4.27% | 1.47% | $427 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.90% | 1.10% | $390 / yr |
| 🇨🇦 TFSA | 0% | 4.27% | 1.47% | $427 / yr |
| 🇨🇦 CA Taxable | 25% | 3.20% | 0.40% | $320 / yr |
| 🇦🇺 Super (pension) | 15% | 3.63% | 0.83% | $363 / yr |
| 🇦🇺 AU Taxable | 30% | 2.99% | 0.19% | $299 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.14% | 0.34% | $314 / yr |
| 🇫🇷 FR Taxable | 30% | 2.99% | 0.19% | $299 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 HLVTY Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.25/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 HLVTY Dividend Payment Schedule
HLVTY pays annually — 1 payment per year.
📊 HLVTY vs Financial Services Benchmarks
How HLVTY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for HLVTY sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ HLVTY Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
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Financial Health Scores
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the HLVTY dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Helvetia Holding AG (HLVTY) is currently trading at $5.77, trading near its 52-week low. The current dividend yield is 4.27% based on an annual payout of $0.2462 per share.
HLVTY (Helvetia Holding AG) — 4.27% Dividend Yield Analysis
Helvetia Holding AG (HLVTY) is a financial services stock currently trading at $5.77 with a dividend yield of 4.27%. It pays an annual dividend of $0.2462 per share. The payout ratio of 95% indicates investors should monitor dividend sustainability. Over the past 5 years, HLVTY has grown its dividend at a compound annual rate of 5.7%.
- High payout ratio (95%) — dividend cuts are possible if earnings decline.
Auto-generated from live market data. For educational purposes only — not financial advice.
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How investors use the HLVTY dividend calculator
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.