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Scottish Mortgage Investment Trust Plc(OTC) STMZF

Current Price$17.05
Market Cap$18.43BMarket 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 (2003)+263%
5 Year-3%
1 Year+19%
1 Month-6%
Scottish Mortgage Investment Trust Plc last closing stock price
MetricPriceDate
Last closeUSD 17.052026-07-24
Scottish Mortgage Investment Trust Plc stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-10.26%USD 19.002026-07-16
1 month-5.54%USD 18.052026-06-24
3 month-10.32%USD 19.012026-04-24
Year to date+5.33%USD 16.192025-12-31
1 year+18.62%USD 14.372025-07-24
3 year+88.57%USD 9.042023-07-25
5 year-3.11%USD 17.602021-07-22
Since inception+262.77%USD 4.702003-09-19

Scottish Mortgage Investment Trust Plc Financials at a Glance

Market Cap

$18.43BMarket 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)

N/A

Net Income (TTM)

N/A

EPS (TTM)

$3.62

P/E Ratio

4.71

Dividend

$0.06

Beta (Volatility)

0.78 (Low)

Price

$17.05

Volume

34,890

Open

$17.24

Previous Close

$17.05

Daily Range

$17.05 - $17.68

52-Week Range

$13.62 - $21.29

Estimated Earnings Date

May 20, 2026

STMZF News

No articles available.

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About Scottish Mortgage Investment Trust Plc

Scottish Mortgage Investment Trust PLC operates as a closed-ended equity investment trust, focusing on high-growth businesses across global markets. Managed by Baillie Gifford & Co Ltd., the trust aims to identify and invest in companies with strong management and competitive positions.

Products and Services
  • Closed-ended equity investment trust structure
  • Diverse portfolio across various global sectors
  • Focus on high-growth companies
Growth Outlook
  • Established in 1909, showcasing a long history of investment expertise
  • Recent stock price range between 13.62 and 21.29 indicates market interest
  • Dividend yield of 0.33% reflects commitment to shareholder returns
Financial Highlights
  • Market capitalization of approximately $20.5 billion demonstrates significant scale
  • Recent quarterly data remains stable, indicating resilience
  • Dividend per share of 0.0607 supports consistent income for investors
Scottish Mortgage Investment Trust PLC is recognized for its strategic investment approach, focusing on companies with strong growth potential. The trust's management team employs rigorous analysis to select investments, ensuring a well-rounded portfolio. The company's long-standing history and substantial market capitalization position it as a notable player in the asset management industry. With a commitment to shareholder returns, Scottish Mortgage Investment Trust PLC continues to attract interest from potential investors seeking exposure to high-growth opportunities.
AI Generated • Jul 22, 2026

Industry

Capital Markets

Sector

Financials

Employees

0

Website

www.bailliegifford.com

Headquarters

Edinburgh, SCT EH1 3AN, GB

STMZF Financials

Key Financial Metrics (TTM)

Gross Margin

N/A

Operating Margin

N/A

Net Income Margin

N/A

Return on Equity

24.60%

Return on Capital

N/A

Return on Assets

N/A

Earnings Yield

21.23%

Dividend Yield

0.36%

Payout Ratio

N/A

Stock Overview

Market Cap

$18.43BMarket 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

1.08B

Volume

34.89K

Avg. Volume

14.18K

Financials (TTM)

Gross Profit

N/A

Operating Income

N/A

EBITDA

N/A

Operating Cash Flow

N/A

Capital Expenditure

N/A

Free Cash Flow

N/A

Cash & ST Invst.

N/A

Total Debt

N/A

Scottish Mortgage Investment Trust Plc Performance Analysis

Scottish Mortgage Investment Trust Plc annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20232023-03-31USD 610,117,192-65.7%
20242024-03-31USD 502,091,600-17.7%
20252025-03-31USD 3,140,156,240525.4%
20262026-03-31USD 1,567,209,665-50.1%
Scottish Mortgage Investment Trust Plc annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20232023-03-31USD -2.461.1%
20242024-03-31USD 1.22N/A
20252025-03-31USD 1.21-1.3%
20262026-03-31USD 3.69205.8%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
CurrentYOY CHG

Revenue

N/A

N/A

Gross Profit

N/A

N/A

Gross Margin

N/A

N/A

Market Cap

$18.43BMarket 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

N/A

N/A

Net Income

N/A

N/A

EBITDA

N/A

N/A

Quarterly Fundamentals

Name
CurrentYOY CHG

Total Cash

N/A

N/A

Total Debt

N/A

N/A

Accounts Receivable

N/A

N/A

Inventory

N/A

N/A

Long Term Debt

N/A

N/A

Short Term Debt

N/A

N/A

Return on Assets

N/A

N/A

Return on Invested Capital

N/A

N/A

Free Cash Flow

N/A

N/A

Operating Cash Flow

N/A

N/A

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Questions About STMZF

What is the current price of Scottish Mortgage Investment Trust Plc?

Scottish Mortgage Investment Trust Plc is trading at $17.05 per share.

What is the 52-week range for Scottish Mortgage Investment Trust Plc?

Over the past 52 weeks, Scottish Mortgage Investment Trust Plc has traded between $13.62 and $21.29.

How much debt does Scottish Mortgage Investment Trust Plc have?

As of the most recent reporting period, Scottish Mortgage Investment Trust Plc reported total debt of $2.12B.

How much cash does Scottish Mortgage Investment Trust Plc have on hand?

Scottish Mortgage Investment Trust Plc reported $14.54M in cash and cash equivalents in its most recent financial results.

What is Scottish Mortgage Investment Trust Plc’s dividend yield?

Scottish Mortgage Investment Trust Plc currently has a dividend yield of 0.36%.

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