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, Scottish Mortgage Investment Trust's Shareholder Yield % was 8.44%.
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.
Scottish Mortgage Investment Trust Shareholder Yield % Related Terms
Scottish Mortgage Investment Trust 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.
LSE:SMT vs BLK, BX, KKR: Shareholder Yield % Comparison
For the Asset Management subindustry, Scottish Mortgage 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.
Scottish Mortgage Investment Trust Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Scottish Mortgage Investment Trust's Shareholder Yield % falls into.
* 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.
Scottish Mortgage Investment Trust (LSE:SMT) has a Shareholder Yield % of 8.44% as of Mar. 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 Scottish Mortgage Investment Trust and its competitors. According to the industry distribution chart, Scottish Mortgage Investment Trust ranks #417 out of 1482 companies in the Asset Management industry, placing it in the top 28.1%.
Is Scottish Mortgage Investment Trust's Shareholder Yield % too high?
Scottish Mortgage Investment Trust's current Shareholder Yield % is 8.44%. The Asset Management industry median Shareholder Yield % is 4.08. Scottish Mortgage Investment Trust's value of 8.44% is 106.9% above this industry median. Based on the distribution chart, Scottish Mortgage Investment Trust ranks #417 out of 1482 companies in the Asset Management industry, which is above the industry midpoint. 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 Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Scottish Mortgage Investment Trust ranks #417 out of 1482 companies for Shareholder Yield %. This puts Scottish Mortgage Investment Trust in the upper half of its industry. The industry median Shareholder Yield % is 4.08. Scottish Mortgage Investment Trust's value of 8.44% is 106.9% above 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 1,482 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. Scottish Mortgage Investment Trust's current Shareholder Yield % of 8.44% is 106.9% 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 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 Scottish Mortgage 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. Scottish Mortgage Investment Trust's current Shareholder Yield % is 8.44%. 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 Shareholder Yield % of 8.44%. The current Shareholder Yield % is 8.44% and 106.9% above the Asset Management industry median of 4.08. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 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 Scottish Mortgage Investment Trust (LSE:SMT), the current Shareholder Yield % is 8.44% as of Mar. 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
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
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