Scottish Mortgage Investment Trust (LSE:SMT) Buyback Yield %: 8.70 (As of Jul. 16, 2026) — 779% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:SMT Scottish Mortgage Investment Trust PLC LSE:SMT
40 GF Score
Price £14.13
! 4 Warning Signs
View Full Analysis

What is Scottish Mortgage Investment Trust Buyback Yield %?

Scottish Mortgage Investment Trust LSE:SMT -2.32% 40 Buyback Yield % is 8.70 as of Jul. 16, 2026, which is 779% above its 10-year median of 0.99. GuruFocus rates LSE:SMT with a GF Score™ of 40/100. The stock has 4 warning signs investors should review. Among 767 Asset Management companies, Scottish Mortgage Investment Trust ranks better than 88.92% on this metric.

Buyback yield is the net repurchase of shares outstanding over the market capital of the company. It is a measure of shareholder return.

Scottish Mortgage Investment Trust's current buyback yield was 8.70%.


Scottish Mortgage Investment Trust Buyback Yield % Related Terms


Scottish Mortgage Investment Trust Buyback Yield % Historical Data

* Premium members only.

The historical data trend for Scottish Mortgage Investment Trust's Buyback Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Scottish Mortgage Investment Trust Buyback Yield % Chart

Scottish Mortgage Investment Trust Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Buyback Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.26 2.96 0.99 15.42 10.34

Scottish Mortgage Investment Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Buyback Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.99 9.57 15.42 12.50 10.34

LSE:SMT vs BLK, BX, KKR: Buyback Yield % Comparison

For the Asset Management subindustry, Scottish Mortgage Investment Trust's Buyback Yield %, along with its competitors' market caps and Buyback Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Scottish Mortgage Investment Trust Buyback Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's Buyback Yield % distribution charts can be found below:

* The bar in red indicates where Scottish Mortgage Investment Trust's Buyback Yield % falls into.


LSE:SMT
40GF Score
Scottish Mortgage Investment Trust PLC LSE:SMT
Buyback Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Scottish Mortgage Investment Trust Buyback Yield % Calculation

Buyback yield is a measure of shareholder return.

Scottish Mortgage Investment Trust's Buyback Yield for the fiscal year that ended in Mar. 2026 is calculated as

Buyback Yield=Net Issuance of Stock / Market Cap
=- (Repurchase of Stock + Issuance of Stock) / Market Cap
=- (-1328.343 + 0) / 12840.96897
=10.34%

Scottish Mortgage Investment Trust's annualized Buyback Yield for the quarter that ended in Mar. 2026 is calculated as

Buyback Yield=Net Issuance of Stock(TTM) / Market Cap
=- (Repurchase of Stock + Issuance of Stock) (TTM)** / Market Cap
=- (-1328.343 + 0) / 12840.96897
=10.34%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** If the quarter corresponds to the year-end period, we will use the annual Repurchase of Stock and Issuance of Stock data .

Frequently Asked Questions Learn more about Buyback Yield % →
What does a Buyback Yield % of 8.70 mean?
Scottish Mortgage Investment Trust (LSE:SMT) has a Buyback Yield % of 8.70 as of Jul. 16, 2026. Share buyback yield equals the net issuance of stock divided by market cap. View historical data on Scottish Mortgage Investment Trust and its competitors. This is 779% above median its historical median of 0.99. According to the industry distribution chart, Scottish Mortgage Investment Trust ranks #85 out of 767 companies in the Asset Management industry, placing it in the top 11.1%.
Is Scottish Mortgage Investment Trust's Buyback Yield % too high?
Scottish Mortgage Investment Trust's current Buyback Yield % of 8.70 is 779% above median its 10-year median of 0.99. The Asset Management industry median Buyback Yield % is 0.21. Scottish Mortgage Investment Trust's value of 8.70 is 4042.9% above this industry median. Based on the distribution chart, Scottish Mortgage Investment Trust ranks #85 out of 767 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Scottish Mortgage Investment Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Scottish Mortgage Investment Trust's Buyback Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Scottish Mortgage Investment Trust ranks #85 out of 767 companies for Buyback Yield %. This places Scottish Mortgage Investment Trust in the top 11% of its industry — outperforming the majority of peers. The industry median Buyback Yield % is 0.21. Scottish Mortgage Investment Trust's value of 8.70 is 4042.9% above this benchmark. While the company's 10-year median is 0.99 vs. the industry median of 0.21, Scottish Mortgage Investment Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Buyback Yield % for an Asset Management company?
The median Buyback Yield % among Asset Management companies is 0.21, based on 767 companies in the industry. Companies in the top quartile (top 25%) have a Buyback Yield % significantly above this median, while those in the bottom quartile fall well below. However, Buyback Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Scottish Mortgage Investment Trust's current Buyback Yield % of 8.70 is 4042.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Buyback Yield % mean?
A high Buyback Yield % can signal that a stock is expensive relative to its fundamentals. Share buyback yield equals the net issuance of stock divided by market cap. View historical data on Scottish Mortgage Investment Trust and its competitors. For the Asset Management industry, the median Buyback Yield % is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Scottish Mortgage Investment Trust's current Buyback Yield % is 8.70, which is 779% above median its own 10-year median of 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Scottish Mortgage Investment Trust stock overvalued right now?
Scottish Mortgage Investment Trust (LSE:SMT) has a current Buyback Yield % of 8.70. The current Buyback Yield % is 8.70, which is 779% above median its 10-year median of 0.99 and 4042.9% above the Asset Management industry median of 0.21. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Buyback Yield % calculated?
Buyback Yield % is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current Buyback Yield % is 8.70 as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Scottish Mortgage Investment Trust Business Description

Address 1 Greenside Row, Calton Square, Edinburgh, GBR, EH1 3AN
Scottish Mortgage Investment Trust PLC is an investment trust company. The company's objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the company to provide capital and dividend growth. The company focuses on investment in quoted securities irrespective of any geographical, industry, and sector exposure. The portfolio also invests in fixed-income securities, convertible securities, funds, unquoted entities, and other assets.
40GF Score

Get the complete analysis for LSE:SMT

Buyback Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.13
Price