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HLVTY Dividend DRIP Calculator 2026
3.78% YieldFinancial ServicesHelvetia Holding AG · OTC
Price: $6.52 · Annual div: $0.25/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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🎯 When HLVTY pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in HLVTY → $71.8K in 10 years · $2,099.82/month
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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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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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% | 3.78% | 0.98% | $378 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.21% | 0.41% | $321 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 3.02% | 0.22% | $302 / yr |
| 🇬🇧 UK ISA | 0% | 3.78% | 0.98% | $378 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.45% | 0.65% | $345 / yr |
| 🇨🇦 TFSA | 0% | 3.78% | 0.98% | $378 / yr |
| 🇨🇦 CA Taxable | 25% | 2.83% | 0.04% | $284 / yr |
| 🇦🇺 Super (pension) | 15% | 3.21% | 0.41% | $321 / yr |
| 🇦🇺 AU Taxable | 30% | 2.65% | -0.15% | $265 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.78% | -0.02% | $278 / yr |
| 🇫🇷 FR Taxable | 30% | 2.65% | -0.15% | $265 / 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 quarterly — 4 times per year. Next ex-div: TBD.
📊 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.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 $6.52, 7% below its 52-week high. The current dividend yield is 3.78% based on an annual payout of $0.25 per share.
HLVTY (Helvetia Holding AG) — 3.78% Dividend Yield Analysis
Helvetia Holding AG (HLVTY) is a financial services stock currently trading at $6.52 with a dividend yield of 3.78%. The company pays an annual dividend of $0.25 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, HLVTY has grown its dividend at a compound annual rate of 31.8%.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.