Chris Hohn's top dividend stocks (May 2026) include Canadian National Railway Co. (CNI), a major North American freight railroad operator.

Chris Hohn is the founder and portfolio manager of TCI Fund Management, a London-based hedge fund. His investment approach often involves a concentrated portfolio and an activist stance, where he engages with company management to influence strategic decisions.

Canadian National Railway Co. (CNI)

Canadian National Railway Co. operates an extensive freight rail network across Canada and the Midwestern and Southern United States. This transportation giant moves a diverse range of cargo, serving ports on three coasts.

His current position in the company is valued at an impressive $1.1 billion. Shareholders benefit from a dividend yield of approximately 2.28%, with a trailing twelve-month dividend rate standing at $2.61 per share. Furthermore, analysts have set a price target of $99.67, while the discounted cash flow analysis suggests a value of $52.37.

Here's an overview of Chris Hohn's trades in Canadian National Railway Co.:

S&P Global Inc (SPGI)

S&P Global Inc is a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. They are widely recognized for their financial market intelligence, including the iconic S&P 500 index.

Chris Hohn holds a substantial $5.08 billion position in S&P Global. The company currently offers a dividend yield of around 0.88%, with its TTM dividend rate at $3.85. The average analyst price target for SPGI is $556.36, contrasting with a discounted cash flow valuation of $239.15.

Here's an overview of Chris Hohn's trades in S&P Global Inc:

Moody`s Corp. (MCO)

Moody's Corporation is a global integrated risk assessment firm, empowering organizations to make better decisions. The company's offerings include credit ratings, research, tools, and analysis that contribute to transparent and integrated financial markets.

The current value of Chris Hohn's stake in Moody's Corp. is $6.15 billion. Investors see a dividend yield of roughly 0.84% from the company, which has paid a trailing twelve-month dividend of $3.85 per share. Analysts project a price target of $546.63 for MCO, while a discounted cash flow model values it at $168.41.

Here's an overview of Chris Hohn's trades in Moody`s Corp.:

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology leader known for its ubiquitous software products, cloud computing services through Azure, and hardware. From Windows operating systems to Office productivity suites and Xbox gaming, Microsoft's influence spans consumer and enterprise markets.

Chris Hohn's current portfolio position in Microsoft Corporation stands at $6.84 billion. The tech giant provides a dividend yield of approximately 0.82%, with its TTM dividend rate reaching $3.48. Market analysts have assigned an average price target of $566.17, while its discounted cash flow is estimated at $350.57.

Here's an overview of Chris Hohn's trades in Microsoft Corporation:

Visa Inc - Ordinary Shares - Class A (V)

Visa Inc is a global payments technology company that facilitates electronic funds transfers throughout the world. The company processes transactions between consumers, merchants, financial institutions, and government entities, making digital payments seamless.

His holdings in Visa Inc are valued at $9.14 billion. The company offers a dividend yield of around 0.81%, with a TTM dividend rate of $2.52 per share. An average analyst price target suggests the stock could reach $355.33, whereas a discounted cash flow valuation points to $260.61.

Here's an overview of Chris Hohn's trades in Visa Inc - Ordinary Shares - Class A: