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STMZF Dividend DRIP Calculator 2026
0.28% YieldFinancial ServicesScottish Mortgage Investment Trust PLC · OTC
Price: $21.40 · Annual div: $0.06/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: 2026-06-12
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🎯 When STMZF pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in STMZF → $10.4K in 10 years · $3.98/month
About Scottish Mortgage Investment Trust PLC (STMZF) — Dividend Analysis 2026
Scottish Mortgage Investment Trust PLC (STMZF) functions as a closed-ended equity investment trust, operating under the management of Baillie Gifford & Co Ltd., who also serve as its co-managers. This trust strategically invests in publicly traded companies across diverse global markets and a wide array of sectors. Its primary focus is on identifying and acquiring stakes in high-growth businesses. To construct its portfolio, the trust meticulously assesses various crucial factors. These include the strength and experience of a company's management team, its competitive position within its industry, its customer-centric approach, the projected trajectory for its sales and profit margins, and its current and potential valuation. The investment performance of the trust's holdings is evaluated and benchmarked against the FTSE All World Index. Scottish Mortgage Investment Trust PLC boasts a long history, having been established in 1909, and is headquartered in the United Kingdom.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 STMZF Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold STMZF.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 0.28% | -2.52% | $28 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 0.24% | -2.56% | $24 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 0.22% | -2.58% | $22 / yr |
| 🇬🇧 UK ISA | 0% | 0.28% | -2.52% | $28 / yr |
| 🇬🇧 UK Taxable | 8.75% | 0.26% | -2.54% | $26 / yr |
| 🇨🇦 TFSA | 0% | 0.28% | -2.52% | $28 / yr |
| 🇨🇦 CA Taxable | 25% | 0.21% | -2.59% | $21 / yr |
| 🇦🇺 Super (pension) | 15% | 0.24% | -2.56% | $24 / yr |
| 🇦🇺 AU Taxable | 30% | 0.20% | -2.60% | $20 / yr |
| 🇩🇪 DE Taxable | 26.375% | 0.21% | -2.59% | $21 / yr |
| 🇫🇷 FR Taxable | 30% | 0.20% | -2.60% | $20 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 STMZF Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.06/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 STMZF Dividend Payment Schedule
STMZF pays quarterly — 4 times per year. Ex-div: 2026-06-12.
📊 STMZF vs Financial Services Benchmarks
How STMZF compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for STMZF sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ STMZF Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
Similar companies in the same sectorCompare STMZF with peers: STMZF vs 0P00000SXJ · STMZF vs ALITF · STMZF vs CMTDF
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the STMZF dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Scottish Mortgage Investment Trust PLC (STMZF) is currently trading at $21.40, trading near its 52-week high. The current dividend yield is 0.28% based on an annual payout of $0.06 per share.
STMZF (Scottish Mortgage Investment Trust PLC) — 0.28% Dividend Yield Analysis
Scottish Mortgage Investment Trust PLC (STMZF) is a financial services stock currently trading at $21.40 with a dividend yield of 0.28%. The company pays an annual dividend of $0.06 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, STMZF has grown its dividend at a compound annual rate of 5.2%.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.
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