Samsung told investors it expects to return ₩90–110tn (~$64–79bn at an approximate ₩1,400/$) to shareholders for 2026 — 6.0% to 7.3% of its ₩1,502tn market value. This is the residual of a policy set in January 2024 to return 50% of free cash flow over 2024–2026. ₩29.3tn has already been paid under that policy (₩20.9tn cash dividends, ₩8.4tn buybacks and cancellations), so the 2026 figure is roughly 3.1x what the prior two years delivered combined.

Mechanics: about ₩30tn of cash dividends in Q3 2026, with detail set at an end-October board meeting; the remainder, split between cash dividends and buyback/cancellation, decided at a board meeting scheduled for late January 2027.

Uncertain, and the company says so: this is labelled forward-looking estimate information and moves with 2026 results, capex and cash flow. The free-cash-flow base excludes customer prepayments under memory long-term supply agreements and employee stock-compensation outlays — both large in a shortage. The dividend-versus-cancellation mix, which decides whether the share count actually falls, is not yet set.