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Montanaro Uk Smaller Companies Investment Trust Plc(LSE) MTU

Market Cap£122.82MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (1995)+1,142%
5 Year-37%
1 Year+11%
1 Month+2%
£1.11
+0.46%
+0.01Today
Montanaro Uk Smaller Companies Investment Trust Plc last closing stock price
MetricPriceDate
Last closeGBX 110.502026-08-21
Montanaro Uk Smaller Companies Investment Trust Plc stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.34%GBX 112.002026-08-14
1 month+2.31%GBX 108.002026-07-22
3 month+1.84%GBX 108.502026-05-22
Year to date+8.87%GBX 101.502025-12-31
1 year+11.39%GBX 99.202025-08-21
3 year+11.06%GBX 99.502023-08-22
5 year-37.22%GBX 176.002021-08-20
Since inception+1,141.79%GBX 0.091995-03-16

Montanaro Uk Smaller Companies Investment Trust Plc Financials at a Glance

Market Cap

£122.82MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

-£10.31M

Net Income (TTM)

-£14.03M

EPS (TTM)

-£0.00

P/E Ratio

-1381.25

Dividend

£0.06

Beta (Volatility)

0.04 (Low)

Price

£1.11

Volume

187,341

Open

£1.10

Previous Close

£1.11

Daily Range

£1.10 - £1.13

52-Week Range

£0.91 - £1.14

Estimated Earnings Date

Mar 30, 2026

MTU News

No articles available.

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About Montanaro Uk Smaller Companies Investment Trust Plc

Montanaro UK Smaller Companies Investment Trust PLC is a closed-end equity investment vehicle focused on smaller capitalization companies in the United Kingdom. Managed by Montanaro Investment Managers Ltd, the trust aims to deliver long-term capital growth by investing in a diverse range of sectors.

Products and Services
  • Investment in UK smaller companies across various sectors
  • Closed-end equity investment vehicle structure
  • Management by experienced investment professionals
Growth Outlook
  • Recent quarterly revenue of £11.48 million indicates potential recovery
  • Trailing twelve months (TTM) gross profit margin stands at 54.53%
  • Strong cash position with £6.27 million in cash and cash equivalents
Financial Highlights
  • Market capitalization of approximately £123.37 million
  • Dividend yield of 5.81% reflects attractive income potential
  • Current ratio of 4.27 suggests strong liquidity position
Montanaro UK Smaller Companies Investment Trust PLC operates with a clear focus on smaller companies, which can offer significant growth opportunities. The recent quarterly revenue suggests a positive trend, while the strong gross profit margin indicates effective cost management. The trust's liquidity, highlighted by a current ratio of 4.27, positions it well to navigate market fluctuations. With a competitive dividend yield, the investment trust may appeal to income-focused investors looking for exposure to the UK smaller companies sector.
AI Generated • Aug 17, 2026

Industry

Capital Markets

Sector

Financials

Employees

0

Website

www.montanaro.co.uk

Headquarters

London, GL EC2R 8AR, GB

MTU Financials

Key Financial Metrics (TTM)

Gross Margin

54.53%

Operating Margin

-9.15%

Net Income Margin

-9.15%

Return on Equity

-0.08%

Return on Capital

-0.08%

Return on Assets

-0.08%

Earnings Yield

-0.07%

Dividend Yield

5.84%

Payout Ratio

0.00%

Stock Overview

Market Cap

£122.82MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

111.14M

Volume

187.34K

Avg. Volume

151.83K

Financials (TTM)

Gross Profit

-£12.54M

Operating Income

-£13.35M

EBITDA

-£13.35M

Operating Cash Flow

£0.00

Capital Expenditure

£0.00

Free Cash Flow

£0.00

Cash & ST Invst.

£6.28M

Total Debt

£10.00M

Montanaro Uk Smaller Companies Investment Trust Plc Performance Analysis

Montanaro Uk Smaller Companies Investment Trust Plc annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20232023-03-31GBP 10,055,000-57.9%
20242024-03-31GBP 15,980,00058.9%
20252025-03-31GBP 11,727,000-26.6%
20262026-03-31GBP 1,007,000-91.4%
Montanaro Uk Smaller Companies Investment Trust Plc sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-09-30-49.0%
Q42025-03-31-317.0%
Q22025-09-30154.1%
Q42026-03-31-190.1%
Montanaro Uk Smaller Companies Investment Trust Plc annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20232023-03-31GBP -0.16150.3%
20242024-03-31GBP 0.09N/A
20252025-03-31GBP -0.10N/A
20262026-03-31GBP -0.00-99.2%
Montanaro Uk Smaller Companies Investment Trust Plc sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-09-30-53.8%
Q42025-03-31-395.3%
Q22025-09-30155.3%
Q42026-03-31-201.0%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q4 2025YOY CHG

Revenue

-£10.34M

-153.9%

Gross Profit

-£10.46M

-154.5%

Gross Margin

1.01%

N/A

Market Cap

£122.82MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

N/A

N/A

Employees

0

N/A

Net Income

-£10.56M

-158.7%

EBITDA

-£10.86M

-158.9%

Quarterly Fundamentals

Name
Q4 2025YOY CHG

Total Cash

£6.28M

-57.1%

Total Debt

£10.00M

-50.0%

Accounts Receivable

£0.00

-100.0%

Inventory

£0.00

N/A

Long Term Debt

£10.00M

-50.0%

Short Term Debt

£0.00

-100.0%

Return on Assets

-0.08%

N/A

Return on Invested Capital

-0.08%

N/A

Free Cash Flow

£0.00

N/A

Operating Cash Flow

£0.00

N/A

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Questions About MTU

What is the current price of Montanaro Uk Smaller Companies Investment Trust Plc?

Montanaro Uk Smaller Companies Investment Trust Plc is trading at £1.11 per share.

What is the 52-week range for Montanaro Uk Smaller Companies Investment Trust Plc?

Over the past 52 weeks, Montanaro Uk Smaller Companies Investment Trust Plc has traded between £0.91 and £1.14.

How much debt does Montanaro Uk Smaller Companies Investment Trust Plc have?

As of the most recent reporting period, Montanaro Uk Smaller Companies Investment Trust Plc reported total debt of £10.00M.

How much cash does Montanaro Uk Smaller Companies Investment Trust Plc have on hand?

Montanaro Uk Smaller Companies Investment Trust Plc reported £6.28M in cash and cash equivalents in its most recent financial results.

What is Montanaro Uk Smaller Companies Investment Trust Plc’s dividend yield?

Montanaro Uk Smaller Companies Investment Trust Plc currently has a dividend yield of 5.84%.

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