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Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Western Asset Mortgage Defined Opportunity Fund's Shareholder Yield % was 13.97%.
Western Asset Mortgage Defined Opportunity Fund (NYSE:DMO) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Western Asset Mortgage Defined Opportunity Fund Shareholder Yield % Related Terms
Western Asset Mortgage Defined Opportunity Fund Shareholder Yield % Historical Data
* 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.
Western Asset Mortgage Defined Opportunity Fund Shareholder Yield % Chart
Western Asset Mortgage Defined Opportunity Fund Annual Data
DMO vs GGZ, PFO, OXSQ: Shareholder Yield % Comparison
For the Asset Management subindustry, Western Asset Mortgage Defined Opportunity Fund's Shareholder Yield %, along with its competitors' market caps and Shareholder 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.
Western Asset Mortgage Defined Opportunity Fund Shareholder Yield % vs Asset Management Industry
* 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.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Western Asset Mortgage Defined Opportunity Fund (DMO) has a Shareholder Yield % of 13.97% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Western Asset Mortgage Defined Opportunity Fund and its competitors. This is 11% above median its historical median of 12.53. Over the past decade, Western Asset Mortgage Defined Opportunity Fund's Shareholder Yield % has ranged from 5.18 to 36.03. According to the industry distribution chart, Western Asset Mortgage Defined Opportunity Fund ranks #208 out of 1487 companies in the Asset Management industry, placing it in the top 14%.
Is Western Asset Mortgage Defined Opportunity Fund's Shareholder Yield % too high?
Western Asset Mortgage Defined Opportunity Fund's current Shareholder Yield % of 13.97% is 11% above median its 10-year median of 12.53. Over the past 10 years, this metric has ranged from a low of 5.18 to a high of 36.03. The Asset Management industry median Shareholder Yield % is 4.06. Western Asset Mortgage Defined Opportunity Fund's value of 13.97% is 244.1% above this industry median. Based on the distribution chart, Western Asset Mortgage Defined Opportunity Fund ranks #208 out of 1487 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Western Asset Mortgage Defined Opportunity Fund has a GF Score™ of 54/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Western Asset Mortgage Defined Opportunity Fund's Shareholder Yield % compare to GGZ and PFO?
According to the Asset Management industry distribution chart, Western Asset Mortgage Defined Opportunity Fund ranks #208 out of 1487 companies for Shareholder Yield %. This places Western Asset Mortgage Defined Opportunity Fund in the top 14% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 4.06. Western Asset Mortgage Defined Opportunity Fund's value of 13.97% is 244.1% above this benchmark. Historically, Western Asset Mortgage Defined Opportunity Fund's own Shareholder Yield % has ranged from 5.18 to 36.03 over the past decade. While the company's 10-year median is 12.53 vs. the industry median of 4.06, Western Asset Mortgage Defined Opportunity Fund 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 Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.06, based on 1,487 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Western Asset Mortgage Defined Opportunity Fund's current Shareholder Yield % of 13.97% is 244.1% 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Western Asset Mortgage Defined Opportunity Fund and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Western Asset Mortgage Defined Opportunity Fund's current Shareholder Yield % is 13.97%, which is 11% above median its own 10-year median of 12.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Western Asset Mortgage Defined Opportunity Fund stock overvalued right now?
Based on GuruFocus' analysis, Western Asset Mortgage Defined Opportunity Fund (DMO) is currently considered Fairly Valued. The stock's GF Value™ is $10.53, compared to a current price of $10.45 — trading 0.8% below its estimated fair value. The current Shareholder Yield % is 13.97%, which is 11% above median its 10-year median of 12.53 and 244.1% above the Asset Management industry median of 4.06. Western Asset Mortgage Defined Opportunity Fund's overall GF Score™ is 54/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Western Asset Mortgage Defined Opportunity Fund (DMO), the current Shareholder Yield % is 13.97% as of Dec. 2025. 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.
Is Western Asset Mortgage Defined Opportunity Fund (DMO) Overvalued in 2026?
Based on GuruFocus' analysis, Western Asset Mortgage Defined Opportunity Fund stock appears to be undervalued.
The current stock price of $10.45 is trading 0.8% below its estimated GF Value™ of $10.53.
GuruFocus considers Western Asset Mortgage Defined Opportunity Fund to be Fairly Valued.
Key valuation signals for DMO:
Shareholder Yield %: 13.97% (11% above median its 10-year median of 12.53)
GF Value™: $10.53 vs. price of $10.45 (0.8% below fair value)
Industry Position: 244.1% above the Asset Management median (#208 of 1487)
No single metric tells the full story. See the DMO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Western Asset Mortgage Defined Opportunity Fund Business Description
Western Asset Mortgage Defined Opportunity Fund Inc is a non-diversified, limited-term, closed-end management investment company. The fund's primary investment objective is to provide current income. As a secondary investment objective, the Fund will seek capital appreciation. The Fund seeks to achieve its investment objectives by investing in a diverse portfolio of mortgage-backed securities, consisting of non-agency residential mortgage-backed securities and commercial mortgage-backed securities.
54GF Score
Get the complete analysis for DMO
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