Bruce Berkowitz's Top Dividend Stocks - May 2025
Bruce Berkowitz's top dividend stocks (May 2025) include Enterprise Products Partners L.P. (EPD), a company focused on providing midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, petrochemicals, and refined products.
Bruce Berkowitz is a noted investment manager and the founder of Fairholme Capital Management. He is known for his value investing approach and focuses on identifying undervalued companies with strong balance sheets and management teams. Berkowitz's investment strategy often involves taking concentrated positions in a select number of companies he believes have significant long-term potential.
Enterprise Products Partners L.P. (EPD)
Enterprise Products Partners is a major player in the midstream energy sector, focusing on the transportation, storage, and processing of natural gas, natural gas liquids, crude oil, and petrochemicals. The company's extensive network of pipelines, processing plants, and storage facilities spans across the United States, connecting producers to key markets. The current value of this holding in Bruce Berkowitz's portfolio is $162.92M. The company's TTM dividend rate is $2.1, and the dividend yield currently sits at 6.73%. Analysts have set a price target of $37.5, and the discounted cash flow value is $98.74.
Here's an overview of Bruce Berkowitz's trades in Enterprise Products Partners L.P.:
Energy Transfer LP (ET)
Energy Transfer LP is a diversified energy company primarily focused on natural gas and propane pipeline transport. With operations throughout the United States, Energy Transfer also provides storage and fractionation services. Bruce Berkowitz's current portfolio position in Energy Transfer LP is valued at $14.11M. The company's TTM dividend rate is $1.29, resulting in a dividend yield of 7.36%. The analyst price target for Energy Transfer LP is $22.0, with a discounted cash flow value of $29.58.
Here's an overview of Bruce Berkowitz's trades in Energy Transfer LP:
Bank OZK (OZK)
Bank OZK is a regional bank providing a wide range of financial services. The bank operates primarily in the Southern, Western, and Midwestern regions of the United States, offering products such as loans, deposits, and wealth management services. The current value of Bruce Berkowitz's position in Bank OZK is $27.41M. The TTM dividend rate for the bank is $1.66, and the dividend yield is approximately 3.89%. The discounted cash flow value is estimated at $74.11.
Here's an overview of Bruce Berkowitz's trades in Bank OZK:
EOG Resources, Inc. (EOG)
EOG Resources is one of the largest independent crude oil and natural gas companies in the United States. They are focused on exploration, development, and production, with operations primarily in major shale plays. Berkowitz's current portfolio value for EOG Resources is $220.66K. The company's TTM dividend rate is $3.77, offering a dividend yield of 3.33%. Analysts have an average price target of $141.13 and a discounted cash flow value of $362.46.
Here's an overview of Bruce Berkowitz's trades in EOG Resources, Inc.:
W.R. Berkley Corp. (WRB)
W.R. Berkley Corp. is an insurance holding company that operates as one of the nation’s premier commercial lines writers. They conduct business worldwide in two segments of the property casualty insurance industry: Insurance and Reinsurance. Bruce Berkowitz's current portfolio value in W.R. Berkley Corp. is $18.74M. The company's TTM dividend rate is $1.73, resulting in a dividend yield of approximately 2.45%. W.R. Berkley Corp has an analyst price target of $70.0, with a discounted cash flow value of $178.88.
Here's an overview of Bruce Berkowitz's trades in W.R. Berkley Corp.: