SMFG dividend analysis

SMFG dividend deep dive

On the income line, SMFG prints a 2.60% TTM yield with 46% of earnings going to the dividend. The 5-year distribution CAGR is 6.6%, and the consecutive-growth streak runs 7 years.

Dividend safety on SMFG reads 53/100, derived from the VMCI Quality pillar (51/100) adjusted for payout-ratio strain. The score sits in the watchlist band, which is the right anchor for income-portfolio sizing.

Compound-income view on SMFG: at 2.60% TTM yield growing at 6.6% per year, a held-and-reinvested position returns 14.6% / 31.4% / 72.8% cumulatively over 5/10/20 years on income alone.

Comparison set on SMFG: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, SMFG prints 2.60% — a -0.53-pp discount on the income line.

Calendar inputs on SMFG: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $0.495/share run rate are the operative numbers for income planning.

SMFG bottom-line read: low-yield on yield, slow on growth, watchlist on safety. The income thesis is durable only if the Quality and Risk pillar trajectories stay in their current bands.