Ensemble Capital's top dividend stocks (May 2026) include Paychex Inc. (PAYX), a leading provider of human capital management (HCM) solutions for small and mid-sized businesses.

Ensemble Capital operates as an investment management firm, specializing in a concentrated, long-term approach to equity investing. Their strategy involves identifying high-quality businesses that possess durable competitive advantages and the potential for sustainable value creation, aiming to construct robust portfolios for their clients.

Paychex Inc. (PAYX)

Paychex is a well-established company offering integrated human capital management solutions, covering payroll, HR, retirement, and insurance services to businesses across the U.S. and Europe. They cater to a broad range of clients, primarily small and medium-sized enterprises. Investors in Paychex currently enjoy a dividend yield of approximately 4.81%. The trailing twelve months (TTM) dividend rate stands at $4.32, complementing the current portfolio position value of $40.59 million held by Ensemble Capital. Analysts have set an average price target of $102.67, while its discounted cash flow suggests a value of $154.86.
Here's an overview of Ensemble Capital's trades in Paychex Inc.:

Nike, Inc. (NKE)

Nike is a global leader in athletic footwear, apparel, equipment, accessories, and services. Known for its iconic brand and innovative products, Nike sells its merchandise through a vast network of retail stores, e-commerce platforms, and independent distributors worldwide. This sportswear giant, a significant holding for Ensemble Capital valued at $12.38 million, currently offers a dividend yield of about 3.62%. The company has distributed $1.62 per share over the last twelve months. Its discounted cash flow is estimated at $37.89, with analysts projecting a price target of $69.13.
Here's an overview of Ensemble Capital's trades in Nike, Inc.:

First American Financial Corp (FAF)

First American Financial Corporation provides financial services through its title insurance and services businesses. The company primarily serves real estate professionals, lenders, and consumers, facilitating property transactions across the United States and internationally. First American Financial Corp, valued at an impressive $56.57 million in Ensemble Capital's portfolio, boasts a dividend yield of 3.09%. Over the past year, the company's dividend rate reached $2.19. With a discounted cash flow suggesting $59.42 and an analyst price target of $77.0, it presents an interesting profile.
Here's an overview of Ensemble Capital's trades in First American Financial Corp:

Home Depot, Inc. (HD)

The Home Depot is the world's largest home improvement retailer, offering a wide assortment of building materials, home improvement products, lawn and garden supplies, and services. They operate numerous large-format stores across North America, serving both DIY customers and professional contractors. Ensemble Capital holds a substantial position in Home Depot, currently valued at $79.66 million, with the company offering a dividend yield of approximately 2.75%. The TTM dividend rate for this retail giant stands at $9.23. A discounted cash flow value of $216.42 contrasts with an analyst price target of $422.25 for its shares.
Here's an overview of Ensemble Capital's trades in Home Depot, Inc.:

Starbucks Corp. (SBUX)

Starbucks Corporation is a premier roaster, marketer, and retailer of specialty coffee worldwide, operating through a vast network of company-operated and licensed stores. Beyond coffee, they offer a variety of handcrafted beverages, food items, and coffee-related accessories. Starbucks, a global coffeehouse chain, is part of Ensemble Capital's holdings with a current portfolio value of $463.03 thousand, providing a dividend yield of 2.49%. Over the last twelve months, the company paid out $2.46 in dividends per share. Analysts currently have a price target of $103.86 for SBUX, with a discounted cash flow valuation at $55.79.
Here's an overview of Ensemble Capital's trades in Starbucks Corp.: