Ensemble Capital's top dividend stocks (July 2026) include Paychex Inc. (PAYX), a leading provider of integrated human capital management solutions spanning payroll, benefits, and human resources.

Ensemble Capital is a California-based investment management firm that focuses on identifying businesses with durable competitive advantages and high-quality economic models. Their investment approach centers on a concentrated portfolio of companies that demonstrate significant pricing power and long-term capital allocation discipline.

Paychex Inc. (PAYX)

Paychex provides essential payroll, human resource, and insurance services for small to medium-sized businesses across the United States and Northern Europe. The company acts as a critical infrastructure partner for nearly 740,000 clients, helping them navigate complex regulatory environments. Ensemble Capital currently holds a position in the company valued at $43.09M. The stock offers a robust dividend yield of 4.43% with a trailing twelve-month dividend rate of $4.43. Analysts have established a price target of $104.5 for the firm, while discounted cash flow models suggest a valuation of $199.36.

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

Nike, Inc. (NKE)

Nike is the world's premier designer and marketer of athletic footwear, apparel, and equipment, maintaining a dominant global presence through its flagship brand as well as Jordan and Converse. The company continues to leverage its massive marketing reach and digital ecosystem to maintain consumer loyalty. The sportswear giant currently represents a $11.45M value in the Ensemble Capital portfolio. Investors benefit from a 4.0% dividend yield, which corresponds to a TTM dividend rate of $1.63. The company carries an analyst price target of $50.67 and a calculated discounted cash flow value of $43.85.

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

First American Financial Corp (FAF)

First American Financial Corp is a major provider of title insurance and settlement services to the real estate and mortgage industries. The firm plays a vital role in both residential and commercial property transactions by providing data and insurance to protect property ownership. With a TTM dividend rate of $2.2, the stock currently yields 3.28% for shareholders. Ensemble Capital's current position value in the firm stands at $55.33M. Valuation metrics include an analyst price target of $83.0 and a discounted cash flow assessment of $59.37.

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

Broadridge Financial Solutions, Inc. (BR)

Broadridge provides investor communications and technology-driven solutions to banks, broker-dealers, and corporate issuers worldwide. It is a dominant force in the processing of proxy voting and shareholder communications, serving as the backbone for much of the financial industry's governance infrastructure. Its dividend yield sits at 2.83%, supported by a TTM dividend rate of $3.9. The fintech company currently accounts for a $52.17M value in Ensemble's holdings. Market analysts anticipate a price target of $187.0, while DCF calculations provide a value of $231.76.

Here's an overview of Ensemble Capital's trades in Broadridge Financial Solutions, Inc.:

Home Depot, Inc. (HD)

Home Depot is the world's largest home improvement retailer, operating thousands of big-box stores that serve both individual homeowners and professional contractors. The company has built an extensive supply chain and digital platform that allows it to dominate the North American home renovation market. This retail leader pays out a TTM dividend rate of $9.26, providing a yield of 2.65% at current levels. The current value of this position within Ensemble Capital’s portfolio is $85.45M. Analyst price targets for the retailer hover around $373.81, though discounted cash flow analysis points toward a $229.11 value.

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