Scottish Mortgage Investment Trust PLC

OTCPK:STMZ.F Stock Report

Market Cap: US$14.9b

Scottish Mortgage Investment Trust PLC Company Information

Scottish Mortgage Investment Trust PLC's employee growth, exchange listings and data sources

Key Information

  • Name: Scottish Mortgage Investment Trust PLC
  • Ticker: STMZ.F
  • Exchange: OTCPK
  • Founded: 1909
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: UK£11.196b
  • Listing Market Cap: UK£14.904b
  • Shares Outstanding: 1.18b
  • Website: https://www.scottishmortgage.com

Location

  • Scottish Mortgage Investment Trust PLC
  • Calton Square
  • 1 Greenside Row
  • Edinburgh
  • Midlothian
  • EH1 3AN
  • United Kingdom

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
STMZ.FOTCPK (Pink Sheets LLC)YesOrdinary SharesUSUSDJan 1992
SMTLSE (London Stock Exchange)YesOrdinary SharesGBGBPJan 1992
SMTLBATS-CHIXE (BATS 'Chi-X Europe')YesOrdinary SharesGBGBPJan 1992
1IZ1DB (Deutsche Boerse AG)YesOrdinary SharesDEEURJan 1992
SMT/UKBVL (Bolsa de Valores de Lima)YesOrdinary SharesPEUSDJan 1992
SMT NBMV (Bolsa Mexicana de Valores)YesOrdinary SharesMXMXNJan 1992

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/09 18:32
End of Day Share Price 2025/05/09 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Scottish Mortgage Investment Trust PLC is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen PetersCharles Stanley & Co. Ltd.