Edinburgh Worldwide Investment Trust (LSE:EWI) Shareholder Yield % : 3.29% (As of Apr. 2026)


LSE:EWI Edinburgh Worldwide Investment Trust PLC LSE:EWI
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What is Edinburgh Worldwide Investment Trust Shareholder Yield %?

Edinburgh Worldwide Investment Trust LSE:EWI -0.18% 42 Shareholder Yield % is 3.29% as of Apr. 2026. GuruFocus rates LSE:EWI with a GF Score™ of 42/100. The stock has 3 warning signs investors should review. Among 1,488 Asset Management companies, Edinburgh Worldwide Investment Trust ranks worse than 54.7% 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, Edinburgh Worldwide Investment Trust's Shareholder Yield % was 3.29%.


Edinburgh Worldwide Investment Trust  (LSE:EWI) 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.


Edinburgh Worldwide Investment Trust Shareholder Yield % Related Terms


Edinburgh Worldwide Investment Trust Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Edinburgh Worldwide 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.

Edinburgh Worldwide Investment Trust Shareholder Yield % Chart

Edinburgh Worldwide Investment Trust Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -14.65 -1.06 -1.64 5.67 9.45

Edinburgh Worldwide Investment Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 1.77 5.67 10.05 9.45 3.87

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

For the Asset Management subindustry, Edinburgh Worldwide 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.


Edinburgh Worldwide Investment Trust Shareholder Yield % vs Asset Management Industry

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

* The bar in red indicates where Edinburgh Worldwide Investment Trust's Shareholder Yield % falls into.


LSE:EWI
42GF Score
Edinburgh Worldwide Investment Trust PLC LSE:EWI
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Edinburgh Worldwide Investment Trust Shareholder Yield % Calculation

Edinburgh Worldwide Investment Trust's Shareholder Yield % for the quarter that ended in Apr. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=0.00 %+4.49 %+-0.62 %
=3.87 %

* 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 3.29% mean?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a Shareholder Yield % of 3.29% as of Apr. 2026. 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 Edinburgh Worldwide Investment Trust and its competitors. According to the industry distribution chart, Edinburgh Worldwide Investment Trust ranks #814 out of 1488 companies in the Asset Management industry, placing it in the top 54.7%.
Is Edinburgh Worldwide Investment Trust's Shareholder Yield % too high?
Edinburgh Worldwide Investment Trust's current Shareholder Yield % is 3.29%. The Asset Management industry median Shareholder Yield % is 4.08. Edinburgh Worldwide Investment Trust's value of 3.29% is 19.3% below this industry median. Based on the distribution chart, Edinburgh Worldwide Investment Trust ranks #814 out of 1488 companies in the Asset Management industry, which is below the industry midpoint. Overall, Edinburgh Worldwide Investment Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Worldwide Investment Trust's Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Edinburgh Worldwide Investment Trust ranks #814 out of 1488 companies for Shareholder Yield %. This places Edinburgh Worldwide Investment Trust in the lower half of its industry. The industry median Shareholder Yield % is 4.08. Edinburgh Worldwide Investment Trust's value of 3.29% is 19.3% below this benchmark. 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 4.08, based on 1,488 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. Edinburgh Worldwide Investment Trust's current Shareholder Yield % of 3.29% is 19.3% below 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 Edinburgh Worldwide Investment Trust and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Edinburgh Worldwide Investment Trust's current Shareholder Yield % is 3.29%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Worldwide Investment Trust stock overvalued right now?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a current Shareholder Yield % of 3.29%. The current Shareholder Yield % is 3.29% and 19.3% below the Asset Management industry median of 4.08. Edinburgh Worldwide Investment Trust's overall GF Score™ is 42/100 with 3 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 Edinburgh Worldwide Investment Trust (LSE:EWI), the current Shareholder Yield % is 3.29% as of Apr. 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.

Edinburgh Worldwide Investment Trust Business Description

Address Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies world-wide. It seeks to construct its portfolio through the identification of individual companies with business across North America, South America, Europe, Asia, and Australia. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services.
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