Scottish Mortgage Inv Trust (SMT)

Sector:

Investment Firms

Index:

FTSE 100

1,412.50p
   
  • Change Today:
    -33.50p
  • 52 Week High: 1,545.00
  • 52 Week Low: 1,028.50
  • Currency: UK Pounds
  • Shares Issued: 1,079.88m
  • Volume: 4,373,873
  • Market Cap: £15,253m
  • RiskGrade: 143

SMT Overview

Scottish Mortgage Investment Trust PLC is a United Kingdom-based investment trust. 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 invests in listed and private company securities and makes other investments so as to achieve its investment objective to maximize total return from a portfolio of long-term investments. It invests in various sectors, including consumer discretionary, technology, healthcare, industrials, financials, consumer staples, basic materials, energy, and real estate. The Company invests in various geographical segments, including North America, Europe, Asia, and South America.

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Financials

Latest F'cast
Div Yield 0.3% 0.0%
Div Cover 0.5 n/a
Op Mrgn 85.6% n/a
ROCE 0.2%  
Latest F'cast
P/E 614.7 n/a
PEG 9.6 n/a
Pr/Revenue 464.9 n/a
Pr/Book 1.1  
Latest F'cast
Revenue 0.6% n/a
PBT 39.9% n/a
EPS 64.0% n/a
DPS 4.3% n/a

SMT Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-22 23.26 16.44 1.16p 884.5 10.2 +87% 3.59p 0.3%
31-Mar-23 49.03 43.17 2.90p 234.0 1.6 +150% 4.10p 0.6%
31-Mar-24 40.05 34.41 2.33p 383.7 n/a -20% 4.24p 0.5%
31-Mar-25 32.91 20.25 1.39p 678.7 n/a -40% 4.38p 0.5%
31-Mar-26 33.11 28.34 2.28p 522.4 8.2 +64% 4.57p 0.4%

SMT Company Announcements

Transaction in Own Shares 15-Jul-2026 16:46 RNS
Director/PDMR Shareholding 15-Jul-2026 15:34 RNS
Director/PDMR Shareholding 15-Jul-2026 15:33 RNS

SMT ShareCast News

Scottish Mortgage SpaceX stake worth just under ... 12-May-2026 ShareCast
Transaction in Own Shares 31-Dec-2025 ShareCast
Transaction in Own Shares 30-Dec-2025 ShareCast

SMT Top Newspaper Links

Scottish Mortgage picks up holdings in Chinese s... 06-Nov-2009 The Herald
Scottish Mortgage stages comeback 04-May-2007 The Scotsman
Benchmark met at Scottish Mortgage fund 04-May-2007 The Herald

Latest SMT Director Deals

Traded Action Notifier PriceAmountValue
14-Jul-26 Buy Christopher Samuel 1,419.02p 6 £85.14
14-Jul-26 Buy Dividends Christopher Samuel 1,418.96p 25 £354.74
14-Jul-26 Buy Dividends Christopher Samuel 1,419.00p 35 £496.65

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

SMT Market Data

Currency UK Pounds
Share Price 1,412.50p
Change Today -33.50p
% Change -2.32 %
52 Week High 1,545.00
52 Week Low 1,028.50
Volume 4,373,873
Shares Issued 1,079.88m
Market Cap £15,253m
RiskGrade 143

SMT Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
1.66% below the market average1.66% below the market average1.66% below the market average1.66% below the market average1.66% below the market average
35.56% below the sector average35.56% below the sector average35.56% below the sector average35.56% below the sector average35.56% below the sector average
Price Trend
48.88% above the market average48.88% above the market average48.88% above the market average48.88% above the market average48.88% above the market average
42.47% above the sector average42.47% above the sector average42.47% above the sector average42.47% above the sector average42.47% above the sector average
Income
91.34% below the market average91.34% below the market average91.34% below the market average91.34% below the market average91.34% below the market average
95.92% below the sector average95.92% below the sector average95.92% below the sector average95.92% below the sector average95.92% below the sector average
Growth
76.07% below the market average76.07% below the market average76.07% below the market average76.07% below the market average76.07% below the market average
68.57% below the sector average68.57% below the sector average68.57% below the sector average68.57% below the sector average68.57% below the sector average

SMT Dividends

  Latest Previous
  Final Interim
Ex-Div 11-Jun-26 20-Nov-25
Paid 10-Jul-26 12-Dec-25
Amount 2.97p 1.60p

Trades for 15-Jul-2026

Time Volume / Share Price
15:37 631,508 @ 1,440.00p
15:37 631,508 @ 1,440.00p
17:07 10,000 @ 1,412.50p
16:35 310,897 @ 1,412.50p
16:35 1,048 @ 1,412.50p

SMT Key Personnel

Chair Christopher Samuel

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