Guy Spier's top dividend stocks (May 2026) include Bank of America Corp. (BAC), a leading financial institution offering a wide range of banking, investing, asset management, and other financial and risk management products and services.

Guy Spier is the founder and CEO of Aquamarine Capital, an investment fund based in Zurich. Known for his disciplined value investing approach, Spier focuses on identifying undervalued companies with strong fundamentals, often drawing inspiration from the principles of Benjamin Graham and Warren Buffett.

Bank Of America Corp. (BAC)

Bank of America is one of the largest banks in the United States, serving individual consumers, small and middle-market businesses, and large corporations with a full array of financial products. Its operations span retail banking, global wealth and investment management, global banking, and global markets.

Investors in Bank of America Corp. currently see a dividend yield of around 2.11%, with a TTM dividend rate of $1.10. Guy Spier's portfolio reflects a significant position, valued at $41.05 million. Analysts project a price target of $60.73, while its discounted cash flow is calculated at -$3.17.

Here's an overview of Guy Spier's trades in Bank Of America Corp.:

Alibaba Group Holding Ltd - ADR (BABA)

Alibaba Group Holding Ltd is a multinational technology company specializing in e-commerce, retail, internet, and technology. It operates several of the world's most popular online marketplaces and boasts a strong presence in cloud computing, digital media, and innovation initiatives.

Alibaba's shares currently provide a dividend yield of approximately 1.49%, supported by a TTM dividend rate of $1.05 per share. This position in Guy Spier's portfolio is valued at $6.27 million. The stock has an analyst price target of $185.25 and a positive discounted cash flow of $306.56.

Here's an overview of Guy Spier's trades in Alibaba Group Holding Ltd - ADR:

Ferrari N.V. (RACE)

Ferrari N.V. is an Italian luxury sports car manufacturer, renowned globally for its high-performance vehicles and iconic brand. Beyond automotive production, the company is deeply involved in motorsports, particularly Formula 1 racing, which reinforces its exclusive and prestigious image.

For Ferrari N.V., the dividend yield sits at about 1.21%, with a robust TTM dividend rate of $7.64. Guy Spier holds a current position worth $27.78 million. Market analysts have assigned a price target of $445.00, alongside a discounted cash flow of $619.79.

Here's an overview of Guy Spier's trades in Ferrari N.V.:

American Express Co. (AXP)

American Express Co. is a global financial services corporation best known for its charge and credit card products, as well as travel-related services. It operates as a diversified payment network and issuer of cards for consumers and businesses worldwide.

American Express provides a dividend yield of roughly 1.09%, and its TTM dividend rate comes in at $3.41. The current value of this holding within Guy Spier's portfolio is $67.84 million. Analysts see a potential for the stock to reach $384.87, and its discounted cash flow is assessed at $390.70.

Here's an overview of Guy Spier's trades in American Express Co.:

Moody`s Corp. (MCO)

Moody's Corp. is a global integrated risk assessment firm that empowers organizations to make better decisions. Its services include credit ratings, research, and risk analysis for debt instruments and securities globally, making it a critical player in financial markets.

Moody's Corp. offers investors a dividend yield of around 0.84%, with its TTM dividend rate standing at $3.85. Guy Spier's current investment in MCO is valued at $12.47 million. The company carries an analyst price target of $546.63 and a discounted cash flow value of $168.41.

Here's an overview of Guy Spier's trades in Moody`s Corp.: