Broad Run's top dividend stocks (May 2026) include Cogent Communications Holdings Inc (CCOI), a global provider of internet services primarily for businesses.

Broad Run, a prominent investment firm, maintains a focused portfolio across various sectors. The firm specializes in identifying companies with strong underlying business models and a commitment to returning value to shareholders through dividends, forming a core component of its investment strategy.

Cogent Communications Holdings Inc (CCOI)

Cogent Communications Holdings Inc. is a multinational internet service provider, delivering high-speed internet access and data transport services to corporate and wholesale customers. They operate one of the largest fiber optic networks globally, serving businesses in major North American and European cities.
Its current dividend yield stands at an impressive 8.44%, with a trailing twelve-month dividend rate of $2.07 per share. Broad Run holds a position in CCOI with a current value of $15.03 million. Analysts have set a price target of $27.60 for the stock, though its discounted cash flow suggests a value of -$11.38.
Here's an overview of Broad Run's trades in Cogent Communications Holdings Inc:

Transdigm Group Incorporated (TDG)

Transdigm Group Incorporated is a leading global producer, designer, and supplier of highly engineered aircraft components for commercial and military applications. Their product portfolio ranges from actuation and control systems to pumps, valves, and specialized components crucial for aerospace safety and performance.
Broad Run's current holding in Transdigm Group Incorporated is valued at $12.53 million. The company offers a compelling 7.84% dividend yield, distributing $90.00 per share over the last twelve months. The analyst price target for TDG is $1,620, with a discounted cash flow valuation of $1,360.
Here's an overview of Broad Run's trades in Transdigm Group Incorporated:

American Tower Corp. (AMT)

American Tower Corp. operates as a real estate investment trust (REIT) focused on owning, operating, and developing multi-tenant communications sites. They provide essential infrastructure for wireless communications across continents, enabling mobile network operators and other wireless service providers to expand their coverage.
The current value of Broad Run's position in American Tower Corp. is $20.08 million. Shareholders benefit from a dividend yield of 3.87%, with the company having paid $6.89 per share over the past year. Analysts project a price target of $207.67, and the discounted cash flow estimate is $188.62.
Here's an overview of Broad Run's trades in American Tower Corp.:

Brookfield Asset Management Inc. (BAM)

Brookfield Asset Management Inc. is a global alternative asset manager with a focus on real assets. They manage a diverse range of assets including real estate, infrastructure, renewable power, and private equity, serving institutional and retail clients worldwide.
Broad Run's current portfolio allocation to Brookfield Asset Management Inc. is worth $19.37 million. This firm currently offers a dividend yield of 3.82%, reflecting a TTM dividend rate of $1.82. A consensus analyst price target for BAM stands at $59.17, while its discounted cash flow valuation is $8.60.
Here's an overview of Broad Run's trades in Brookfield Asset Management Inc.:

RELX Plc (RELX)

RELX Plc is a global provider of information-based analytics and decision tools for professional and business customers. The company operates across scientific, technical & medical, risk & business analytics, legal, and exhibitions segments, helping customers make better decisions.
Its current dividend yield is 2.39%, with a trailing twelve-month dividend rate of $0.87 per share. The current value of Broad Run's holding in RELX Plc amounts to $1.72 million. The discounted cash flow for RELX is estimated at $61.23.
Here's an overview of Broad Run's trades in RELX Plc: