Ensemble Capital's top dividend stocks (May 2025) include First American Financial Corp (FAF), a leading provider of title insurance and settlement services.

Ensemble Capital is an investment management firm that provides investment advisory services. The company focuses on managing investments for individuals, families, and institutions. Their investment approach centers around identifying and investing in high-quality companies.

First American Financial Corp (FAF)

First American Financial is a major player in the financial services industry, offering title insurance, settlement services, and risk solutions for real estate transactions. The company operates both domestically and internationally, supporting residential and commercial real estate deals. Currently, Ensemble Capital's portfolio holds a $49.06M position in First American Financial. The company has a TTM dividend rate of $2.15. Its current dividend yield is 3.53%, and the analyst price target is $86.0, while its discounted cash flow value is $134.89.

Here's an overview of Ensemble Capital's trades in First American Financial Corp:

Starbucks Corp. (SBUX)

Starbucks is the world's leading roaster and retailer of specialty coffee, operating thousands of stores globally. Beyond coffee, Starbucks also offers a variety of food items, teas, and merchandise. Ensemble Capital currently holds a $351.9K position in Starbucks. The current dividend yield stands at 2.82%, while the TTM dividend rate is $2.36. Analysts have set a price target of $104.5, and the discounted cash flow value is $84.7.

Here's an overview of Ensemble Capital's trades in Starbucks Corp.:

Paychex Inc. (PAYX)

Paychex is a leading provider of integrated human capital management (HCM) solutions for small- to medium-sized businesses. Their services include payroll processing, HR management, benefits administration, and insurance services. Ensemble Capital's current position in Paychex is valued at $64.47M. The company's TTM dividend rate is $3.92. At the moment, the dividend yield is 2.74%, and the analyst price target is $156.0. The discounted cash flow value is $137.19.

Here's an overview of Ensemble Capital's trades in Paychex Inc.:

Nike, Inc. (NKE)

Nike is a global leader in athletic footwear, apparel, and equipment. The company designs, develops, and markets its products worldwide, catering to athletes and sports enthusiasts. Ensemble Capital's current portfolio includes a $15.74M position in Nike. The dividend yield is currently 2.67%, and the TTM dividend rate is $1.60. Furthermore, the analyst price target is $80.0, and the discounted cash flow value is $88.9.

Here's an overview of Ensemble Capital's trades in Nike, Inc.:

Home Depot, Inc. (HD)

Home Depot is the world's largest home improvement retailer, offering a wide range of building materials, home improvement products, lawn and garden products, and decor. The company operates numerous stores across the United States, Canada, and Mexico. The current value of Ensemble Capital's position in Home Depot is $87.34M. The TTM dividend rate is $9.05, and it offers a dividend yield of 2.53%. The analyst price target for Home Depot stands at $422.33, with a discounted cash flow value of $298.42.

Here's an overview of Ensemble Capital's trades in Home Depot, Inc.: