Broad Run's top dividend stocks (July 2026) include Cogent Communications Holdings Inc (CCOI), a leading provider of high-speed Internet access and Internet protocol communications services over its private fiber-optic network.

Broad Run Investment Management is an independent, employee-owned investment advisor based in Arlington, Virginia. The firm follows a high-conviction, long-term investment strategy that focuses on identifying high-quality businesses with durable competitive advantages and shareholder-aligned management teams.

Cogent Communications Holdings Inc (CCOI)

Cogent Communications operates one of the largest fiber-optic networks in the world, delivering dedicated Internet access and colocation services. The company primarily serves small and medium-sized businesses as well as service providers and other bandwidth-intensive entities.

Currently, the stock provides a significant dividend yield of 8.02% and a trailing twelve-month dividend rate of $1.08. Broad Run’s current portfolio position value in the company is $9.21M, while the analyst price target is set at $23.00 and the discounted cash flow value is -11.38.

Here's an overview of Broad Run's trades in Cogent Communications Holdings Inc:

Transdigm Group Incorporated (TDG)

TransDigm is a global designer and producer of highly engineered components used in nearly all commercial and military aircraft currently in service. The firm maintains a strong market presence by focusing on proprietary products that have high aftermarket replacement rates.

The current value of the position in Broad Run's portfolio is $14.39M for this aerospace manufacturer. The stock features a TTM dividend rate of $90.00 alongside a dividend yield of 6.79%, while the discounted cash flow is calculated at $1.32K against an analyst price target of $1.56K.

Here's an overview of Broad Run's trades in Transdigm Group Incorporated:

Brookfield Asset Management Inc. (BAM)

This firm is a premier global alternative asset manager with hundreds of billions of dollars in assets under management across real estate, infrastructure, and renewable power. It serves a diverse clientele of institutional and retail investors by focusing on long-life, high-quality real assets.

Broad Run holds a stake in the company with a current portfolio position value of $27.07M. Investors can note a current dividend yield of 4.21% and a TTM dividend rate of $1.88, with a discounted cash flow value of $13.05 compared to an analyst price target of $58.63.

Here's an overview of Broad Run's trades in Brookfield Asset Management Inc.:

American Tower Corp. (AMT)

American Tower is a leading independent owner and operator of multitenant communications real estate, including a vast global portfolio of cell towers. The company provides the essential infrastructure that enables wireless connectivity for major telecommunications carriers worldwide.

An analyst price target of $212.57 has been set for the stock, which currently offers a 3.98% dividend yield. Broad Run’s current portfolio position value in this REIT is $17.27M, and the stock maintains a TTM dividend rate of $6.80 with a discounted cash flow value of $183.30.

Here's an overview of Broad Run's trades in American Tower Corp.:

RELX Plc (RELX)

RELX provides information-based analytics and decision tools for professional and business customers in the science, medical, and legal fields. The company leverages data and technology to help its clients evaluate risks and improve their operational productivity.

Broad Run’s current portfolio position value in the analytics firm is $1.49M. The company currently pays a TTM dividend rate of $0.90, resulting in a current dividend yield of 2.86%, while the discounted cash flow analysis indicates a value of $55.22.

Here's an overview of Broad Run's trades in RELX Plc: