British & American Investment Trust (LSE:BAF) Shareholder Yield % : 27.58% (As of Dec. 2025) — 86% Above Median


What is British & American Investment Trust Shareholder Yield %?

British & American Investment Trust LSE:BAF Shareholder Yield % is 27.58% as of Dec. 2025, which is 86% above its 10-year median of 14.84. Among 1,473 Asset Management companies, British & American Investment Trust ranks better than 93.62% on this metric.

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, British & American Investment Trust's Shareholder Yield % was 27.58%.


British & American Investment Trust  (LSE:BAF) 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."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

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.


British & American Investment Trust Shareholder Yield % Related Terms


British & American Investment Trust Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for British & American Investment Trust's Shareholder 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.

British & American Investment Trust Shareholder Yield % Chart

British & American Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 32.19 2.49 11.17 17.91 15.21

British & American Investment Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Shareholder 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 11.17 8.04 17.91 26.50 15.21

LSE:BAF vs BLK, BX, KKR: Shareholder Yield % Comparison

For the Asset Management subindustry, British & American Investment Trust'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.


British & American Investment Trust Shareholder Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, British & American Investment Trust's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where British & American Investment Trust's Shareholder Yield % falls into.



British & American Investment Trust Shareholder Yield % Calculation

British & American Investment Trust's Shareholder Yield % for the quarter that ended in Dec. 2025 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=0.00 %+0.00 %+15.21 %
=15.21 %

* 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.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 27.58% mean?
British & American Investment Trust (LSE:BAF) has a Shareholder Yield % of 27.58% 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 British & American Investment Trust and its competitors. This is 86% above median its historical median of 14.84. According to the industry distribution chart, British & American Investment Trust ranks #94 out of 1473 companies in the Asset Management industry, placing it in the top 6.4%.
Is British & American Investment Trust's Shareholder Yield % too high?
British & American Investment Trust's current Shareholder Yield % of 27.58% is 86% above median its 10-year median of 14.84. The Asset Management industry median Shareholder Yield % is 4.22. British & American Investment Trust's value of 27.58% is 553.6% above this industry median. Based on the distribution chart, British & American Investment Trust ranks #94 out of 1473 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers.
How does British & American Investment Trust's Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, British & American Investment Trust ranks #94 out of 1473 companies for Shareholder Yield %. This places British & American Investment Trust in the top 6% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 4.22. British & American Investment Trust's value of 27.58% is 553.6% above this benchmark. While the company's 10-year median is 14.84 vs. the industry median of 4.22, British & American 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 Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.22, based on 1,473 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. British & American Investment Trust's current Shareholder Yield % of 27.58% is 553.6% 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 British & American Investment Trust and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. British & American Investment Trust's current Shareholder Yield % is 27.58%, which is 86% above median its own 10-year median of 14.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is British & American Investment Trust stock overvalued right now?
British & American Investment Trust (LSE:BAF) has a current Shareholder Yield % of 27.58%. The current Shareholder Yield % is 27.58%, which is 86% above median its 10-year median of 14.84 and 553.6% above the Asset Management industry median of 4.22. 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 British & American Investment Trust (LSE:BAF), the current Shareholder Yield % is 27.58% 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.

British & American Investment Trust Business Description

Address 1 Chesham Street, Wessex House, London, GBR, SW1X 8ND
British & American Investment Trust PLC is a self-managed investment trust operating in the United Kingdom. The company's policy is to invest in investment trusts and other United Kingdom and United States quoted companies to achieve a balance of income and growth.