Samsung Electronics' Q3 dividend jumps 12-fold, investors remain disappointed

Samsung Electronics approved a 30 trillion won third-quarter dividend on Thursday, as investors remained disappointed by the lack of detail on future shareholder returns. The company reported 107.44 trillion won in operating profit and 195.25 trillion won in revenue for July-September, while its shares closed down 4.13 percent at 232,000 won. Samsung said it would decide how to distribute the remaining planned shareholder returns at a board meeting in late January next year. Its memory business reported strong HBM4 demand, while the Device Experience Division posted an operating loss.

Samsung approved a quarterly dividend of 4,601 won per share for common and preferred shares, payable Nov. 27.

The company’s operating profit rose 783.1 percent year-on-year, while revenue increased 126.9 percent.

The Device Solutions Division recorded 147.1 trillion won in sales and 106.5 trillion won in operating profit.

HBM4 revenue more than tripled from the previous quarter and accounted for about 60 percent of Samsung’s total HBM revenue.

Samsung plans 84.4 trillion won in capital expenditures in 2026, including 76.8 trillion won for the Device Solutions Division.

Published Oct 29, 2026 9:56 am KST

Updated Oct 29, 2026 5:33 pm KST

Chip giant logs $80.4 bil. in Q3 operating profit

A person looks at a mockup of high-bandwidth memory 4E at Samsung Electronics' booth for the SEDEX 2026 semiconductor trade show in Seoul, Oct. 14. Yonhap

Samsung Electronics will pay out 30 trillion won ($22.5 billion) in dividends for the third quarter, increasing its dividend per share more than 12-fold in a move to address the mismatch between its sluggish share price and record-breaking earnings performance.

The company reported an operating profit of 107.44 trillion won and revenue of 195.25 trillion won for the July-September period, up 783.1 percent and 126.9 percent year-on-year, respectively, on Thursday. The chipmaking Device Solutions Division accounted for most of the profit, logging 147.1 trillion won in sales and 106.5 trillion won in operating profit.

However, investors reacted with disappointment, as the company had already signaled plans to increase its dividends and delayed the announcement of additional shareholder return measures until next year. Samsung Electronics shares closed at 232,000 won on Thursday, down 4.13 percent.

At a board meeting, Samsung Electronics approved a quarterly dividend of 4,601 won per share for both common and preferred shares, more than 12 times its quarterly payout of around 370 won per share in the first and second quarters. The dividend will be paid on Nov. 27.

The company said it plans to return between 90 trillion won and 110 trillion won to shareholders this year, of which 55 trillion won to 75 trillion won has yet to be distributed or committed. It plans to return the remaining amount through cash dividends and substantial share buybacks and cancellations, but said “the specific amounts and methods would be finalized and announced alongside its next shareholder return policy at a board meeting scheduled for late January next year.”

"We are holding in-depth discussions on a new shareholder return policy for next year and beyond to achieve both sustainable growth and enhanced shareholder value," the company said.

The pledge of up to 110 trillion won was already announced at a board meeting in August under the company's existing policy of returning 50 percent of free cash flow generated between 2024 and 2026 to shareholders.

Apart from approving the proposed dividend increase, the overall amount earmarked for shareholder returns remained unchanged, and the company offered no hints about its next shareholder return policy.

As investors focused on how quickly Samsung Electronics would return the cash generated by its record-breaking earnings to shareholders, the company's unprecedented third-quarter performance was overshadowed by disappointment over the clarity of its future shareholder return plans.

The memory business significantly expanded sales of high bandwidth memory 4 (HBM4) in response to growing artificial intelligence demand and as well as rising demand for server solid-state drives.

“Negotiations for next year's HBM supply have been completed at our target prices, and the entire volume has already sold out," the company said. "Major customers continue to request additional HBM supplies."

The company also said it has signed long-term supply agreements with 10 major customers, adding that it expects supply to remain tight through 2028.

HBM4 revenue more than tripled from three months earlier, accounting for approximately 60 percent of the company's total HBM revenue. The company also achieved its annual target of securing an HBM market share equivalent to its overall DRAM market share in the third quarter.

People walk past the Samsung logo at Samsung Electronics' office in Seoul, Thursday. Yonhap

On the other hand, the Device Experience Division, which handles smartphones and home appliances, posted 52.1 trillion won in sales and an operating loss of 800 billion won, as rising memory chip prices weighed on its profitability.

In particular, the Mobile Experience business, which produces smartphones and other mobile devices, posted an operating loss of 600 billion won. The company expected that “memory chip prices will likely remain high and business conditions will be challenging in the fourth quarter,” but said it plans to respond by improving its product mix and reducing costs.

Samsung Electronics plans to spend 84.4 trillion won on capital expenditures in 2026, including 76.8 trillion won for the Device Solutions Division.

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三星电子周四批准了30万亿韩元的第三季度股息，但投资者对未来股东回报细节的缺失仍感到失望。该公司公布7月至9月的营业利润为107.44万亿韩元，营收为195.25万亿韩元，而其股价收盘下跌4.13%，报23.2万韩元。三星表示，将在明年1月下旬的董事会会议上决定如何分配剩余的计划股东回报。其存储器业务的HBM4需求强劲，而设备体验部门则出现营业亏损。

三星批准向普通股和优先股股东派发每股 4,601 韩元的季度股息，将于 11 月 27 日支付。

该公司营业利润同比增长 783.1%，收入同比增长 126.9%。

设备解决方案事业部实现销售额147.1万亿韩元，营业利润106.5万亿韩元。

HBM4 的收入比上一季度增长了三倍多，约占三星 HBM 总收入的 60%。

三星计划在 2026 年投入 84.4 万亿韩元的资本支出，其中 76.8 万亿韩元将用于设备解决方案部门。

发布于2026年10月29日上午9:56（韩国标准时间）

更新于2026年10月29日下午5:33（韩国标准时间）

芯片巨头第三季度营业利润达804亿美元

10月14日，在首尔举行的SEDEX 2026半导体贸易展上，一名参观者在三星电子展位上查看高带宽存储器4E的模型。（韩联社）

三星电子将在第三季度派发 30 万亿韩元（225 亿美元）的股息，每股股息增加 12 倍以上，以解决其股价疲软与创纪录的盈利表现不匹配的问题。

该公司周四公布，7月至9月期间，营业利润达107.44万亿韩元，营业收入达195.25万亿韩元，分别同比增长783.1%和126.9%。芯片制造部门“设备解决方案事业部”贡献了大部分利润，销售额达147.1万亿韩元，营业利润达106.5万亿韩元。

然而，投资者对此反应失望，因为该公司此前已表示计划提高股息，并将其他股东回报措施的公布推迟到明年。三星电子股价周四收于23.2万韩元，下跌4.13%。

在董事会上，三星电子批准向普通股和优先股股东派发每股4601韩元的季度股息，是其第一季度和第二季度每股约370韩元股息的12倍多。股息将于11月27日支付。

该公司表示，计划今年向股东返还90万亿至110万亿韩元，其中55万亿至75万亿韩元尚未分配或承诺。剩余款项计划通过现金分红、大规模股票回购和注销的方式返还，但表示“具体金额和方式将在明年1月下旬举行的董事会会议上最终确定，并与下一次股东回报政策一同公布。”

该公司表示：“我们正在就明年及以后的新股东回报政策进行深入讨论，以实现可持续增长和提升股东价值。”

该公司已于 8 月份的董事会上宣布，将根据其现有政策，在 2024 年至 2026 年期间将产生的自由现金流的 50% 返还给股东，承诺返还高达 110 万亿韩元。

除了批准拟议的股息增长外，拨给股东回报的总金额保持不变，公司也没有透露其下一个股东回报政策的任何信息。

由于投资者关注的是三星电子将以多快的速度把创纪录的盈利所产生的现金返还给股东，该公司前所未有的第三季度业绩被其未来股东回报计划的清晰度所掩盖，令投资者感到失望。

为响应人工智能需求的增长以及服务器固态硬盘需求的上升，内存业务大幅扩大了高带宽内存 4 (HBM4) 的销售。

该公司表示：“明年高密度金属硼（HBM）的供应谈判已按我们的目标价格完成，全部供应量已售罄。主要客户仍在继续要求增加HBM的供应量。”

该公司还表示，已与 10 家主要客户签署了长期供应协议，并补充说，预计到 2028 年供应仍将保持紧张状态。

HBM4 的收入较三个月前增长了两倍多，约占公司 HBM 总收入的 60%。该公司还实现了其年度目标，即在第三季度实现 HBM 市场份额与 DRAM 整体市场份额持平。

周四，人们走过位于首尔的三星电子办公楼前的三星标志。（韩联社）

另一方面，负责智能手机和家用电器的设备体验部门的销售额为 52.1 万亿韩元，营业亏损为 8000 亿韩元，原因是内存芯片价格上涨影响了其盈利能力。

特别是负责生产智能手机和其他移动设备的移动体验业务，录得6000亿韩元的营业亏损。该公司预计“存储芯片价格可能仍将居高不下，第四季度经营环境将充满挑战”，但表示计划通过优化产品组合和降低成本来应对。

三星电子计划在 2026 年投入 84.4 万亿韩元用于资本支出，其中 76.8 万亿韩元将用于设备解决方案部门。

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