Altarock Partners's top dividend stocks (May 2026) include Transdigm Group Incorporated (TDG), a leading global producer, designer, and supplier of highly engineered aircraft components.

Altarock Partners operates as an investment management firm, focusing on fundamental analysis to identify opportunities across various sectors. The firm employs a concentrated, long-term approach, aiming to build a portfolio of high-quality businesses. Their investment strategy prioritizes companies with strong competitive advantages and sustainable growth prospects.

Transdigm Group Incorporated (TDG)

Transdigm Group is a major manufacturer and supplier of highly engineered aircraft components and systems, serving commercial and military aerospace markets worldwide. Its products are crucial for various aspects of aircraft operation, from control systems to engine components, holding significant market positions.

Altarock Partners holds a position in TDG currently valued at $1.12 billion. Shareholders can benefit from a robust dividend yield of 7.84%, with a trailing twelve-month dividend rate reaching an impressive $90.00. Analysts have set a price target of $1,620 for the stock, while its discounted cash flow valuation stands at approximately $1,360.
Here's an overview of Altarock Partners's trades in Transdigm Group Incorporated:

Moody`s Corp. (MCO)

Moody's Corporation is a vital provider of credit ratings, research, and risk analysis services, serving capital markets globally. Through its two primary segments, Moody's Investors Service and Moody's Analytics, it offers essential insights and tools for investors and businesses alike.

This position in Altarock Partners's portfolio is currently valued at $376.18 million. The company's trailing twelve-month dividend rate is $3.85, contributing to a dividend yield of 0.84%. The stock carries an analyst price target of $546.63, with its discounted cash flow indicating a value of $168.41.
Here's an overview of Altarock Partners's trades in Moody`s Corp.:

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology leader, developing and licensing software, services, and hardware. Its diverse offerings include operating systems, productivity applications like Microsoft Office, cloud computing services through Azure, and gaming platforms like Xbox.

Altarock Partners's stake in Microsoft is valued at $849.14 million. The software giant offers a dividend yield of 0.82%, with its TTM dividend rate at $3.48. Analysts following the company have assigned a price target of $566.17, while a discounted cash flow analysis suggests a value of $350.57.
Here's an overview of Altarock Partners's trades in Microsoft Corporation:

Visa Inc - Ordinary Shares - Class A (V)

Visa Inc. is a global payments technology company facilitating electronic funds transfers around the world. It provides payment products and services that connect consumers, businesses, financial institutions, and governments, primarily through its Visa-branded credit, debit, and prepaid cards.

Altarock Partners holds a position in Visa valued at $170.42 million. The company currently offers a dividend yield of 0.81%, with its trailing twelve-month dividend payout totaling $2.52 per share. The analyst consensus points to a price target of $355.33, and the discounted cash flow model suggests a valuation of $260.61.
Here's an overview of Altarock Partners's trades in Visa Inc:

Mastercard Incorporated - Ordinary Shares - Class A (MA)

Mastercard Incorporated is a prominent technology company in the global payments industry, connecting consumers, financial institutions, merchants, governments, and businesses worldwide. It facilitates the processing of payments between the banks of merchants and the card-issuing banks or credit unions of purchasers.

The current value of Altarock Partners's position in Mastercard stands at $272.5 million. Mastercard's dividend yield is 0.65%, reflecting a TTM dividend rate of $3.26. The stock has an average analyst price target of $657.38, and its discounted cash flow valuation is estimated at $606.29.
Here's an overview of Altarock Partners's trades in Mastercard Incorporated: