Bruce Berkowitz's top dividend stocks (July 2026) include Kraft Heinz Co (KHC), a global food and beverage giant known for its iconic brands and extensive manufacturing capabilities.

Bruce Berkowitz is the founder and Chief Investment Officer of Fairholme Capital Management. He focuses on a concentrated, value-oriented investment strategy, primarily seeking companies with significant cash flow and high-quality assets.

Kraft Heinz Co (KHC)

Kraft Heinz is a staple in households worldwide, producing a vast array of dairy products, sauces, and convenience foods. The company operates a massive global manufacturing network to distribute its popular consumer goods to retail and foodservice customers.

In Berkowitz's current portfolio, this position holds a value of $2.49M. It offers a current dividend yield of 6.75% and a TTM dividend rate of 1.6. Analysts have set a price target of 21.67, while the discounted cash flow value sits at 73.11.

Here's an overview of Bruce Berkowitz's trades in Kraft Heinz Co: [STOCKCIRCLE_EMBED_PLACE_HOLDER_KHC]

Progressive Corp. (PGR)

As a leader in the insurance sector, Progressive provides personal and commercial auto insurance, along with other specialty property-casualty services. The firm is widely recognized for its direct-to-consumer marketing and innovative underwriting technologies that have reshaped the finance and insurance industry.

This holding currently represents $14.51M of the total portfolio value. The TTM dividend rate is 13.9, contributing to a current yield of 6.20%. With a discounted cash flow value of 59.37, the company also carries an analyst price target of 225.0.

Here's an overview of Bruce Berkowitz's trades in Progressive Corp.: [STOCKCIRCLE_EMBED_PLACE_HOLDER_PGR]

Enterprise Products Partners L P (EPD)

Enterprise Products Partners is a major North American provider of midstream energy services, including the transportation and storage of natural gas and crude oil. It manages a complex infrastructure of pipelines and storage facilities essential to the energy supply chain.

Berkowitz maintains a significant stake here, with the current value of the position standing at $200.56M. The stock provides a current dividend yield of 5.99% and a TTM dividend rate of 2.19. It has an analyst price target of 41.17 and a discounted cash flow valuation of 69.27.

Here's an overview of Bruce Berkowitz's trades in Enterprise Products Partners L P: [STOCKCIRCLE_EMBED_PLACE_HOLDER_EPD]

Bank OZK (OZK)

Bank OZK is a regional financial institution that specializes in commercial real estate lending and traditional banking services. The bank operates numerous branches across several states, focusing on high-quality credit and community banking relationships.

The current value of this position in the portfolio is $47.99M. Investors see a TTM dividend rate of 1.82, which translates to a current dividend yield of 3.49%. Additionally, the discounted cash flow value for the stock is estimated at 109.19.

Here's an overview of Bruce Berkowitz's trades in Bank OZK: [STOCKCIRCLE_EMBED_PLACE_HOLDER_OZK]

Home Bancshares Inc (HOMB)

Home Bancshares is the parent company of Centennial Bank, providing a range of commercial and retail banking services to businesses and individuals. It maintains a strong market presence in the Southeast and South-Central United States through a network of local branches.

At present, this holding has a current value of $345.46K in Bruce Berkowitz's portfolio. It features a current dividend yield of 2.83% and a TTM dividend rate of 0.83. The stock also has a discounted cash flow value of 22.28 and an analyst price target of 31.67.

Here's an overview of Bruce Berkowitz's trades in Home Bancshares Inc: [STOCKCIRCLE_EMBED_PLACE_HOLDER_HOMB]