Bill Miller Dividend Stocks: A Deep Dive into His Top Picks for May 2026
Bill Miller's top dividend stocks for May 2026 include Cal-Maine Foods, Inc. (CALM), a leading producer and marketer of shell eggs across the United States.
Bill Miller is the founder, chairman, and Chief Investment Officer of Miller Value Partners. Known for his deep-value investment philosophy, he focuses on rigorous fundamental research to identify companies he believes are trading below their intrinsic value. His firm manages a range of portfolios for clients, emphasizing a long-term, concentrated approach to investing.
Cal-Maine Foods, Inc. (CALM)
Cal-Maine Foods is the largest producer and marketer of shell eggs in the United States, operating through various subsidiaries and serving major retail customers. The company focuses on efficient production and distribution of conventional, cage-free, organic, and specialty eggs to meet diverse consumer demands.
Currently, Bill Miller's portfolio holds a position in Cal-Maine Foods valued at $4.79M. Shareholders are enjoying a robust TTM dividend rate of $7.95, translating to an impressive dividend yield of approximately 10.43%. Furthermore, analysts have set a price target of $85.0 for the stock, while its discounted cash flow suggests a value of $165.06.
Here's an overview of Bill Miller's trades in Cal-Maine Foods, Inc.:
Alliance Resource Partners, LP (ARLP)
Alliance Resource Partners is a diversified natural resource company, primarily engaged in the production and marketing of steam coal to utilities and industrial users. Beyond coal, the company also holds royalty interests in oil and gas properties, providing a diversified revenue stream.
As of the latest reports, the current value of Bill Miller's position in Alliance Resource Partners stands at $3.51M. This investment offers a compelling dividend yield of about 9.64%, alongside a trailing twelve-month dividend rate of $2.50. The discounted cash flow for ARLP is calculated at $68.32.
Here's an overview of Bill Miller's trades in Alliance Resource Partners, LP:
Upbound Group Inc (RCII)
Upbound Group Inc. provides lease-to-own options for consumer durable goods such as furniture, electronics, and appliances through its various brands. The company serves customers across the U.S. and Puerto Rico, offering flexible payment solutions to those who may not qualify for traditional credit.
Bill Miller's current portfolio position in Upbound Group Inc is valued at $1.87M. Investors can expect a dividend yield of approximately 7.89%, with a TTM dividend rate of $1.36 per share. The company's discounted cash flow analysis indicates a value of $28.40.
Here's an overview of Bill Miller's trades in Upbound Group Inc:
CTO Realty Growth Inc (CTO)
CTO Realty Growth Inc is a publicly traded real estate investment trust that owns and manages a diversified portfolio of income-producing properties. Their investments primarily focus on retail and mixed-use assets across high-growth markets in the United States.
Bill Miller holds a current position in CTO Realty Growth Inc valued at $8.79M. The company currently offers a dividend yield of approximately 7.73%, with a TTM dividend rate of $1.52. An analyst price target for CTO is $21.0, and its discounted cash flow value is estimated at $57.68.
Here's an overview of Bill Miller's trades in CTO Realty Growth Inc:
OneMain Holdings Inc (OMF)
OneMain Holdings Inc. is a consumer finance company specializing in providing personal loans to individuals who may have limited access to credit from traditional lenders. They offer a range of secured and unsecured loan products through a network of branches and online platforms.
The current value of Bill Miller's holding in OneMain Holdings Inc is $4.87M. This stock yields around 7.03% on an annualized basis, with a trailing twelve-month dividend rate reported as $4.18. A consensus analyst price target for OMF is $71.25, while its discounted cash flow value stands at $16.86.
Here's an overview of Bill Miller's trades in OneMain Holdings Inc: