Jeffrey Ubben Dividend Stocks: Top Picks for May 2026
Jeffrey Ubben's top dividend stocks (May 2026) include Blackrock Inc. (BLK), a global investment management corporation offering a wide range of investment products and services.
Jeffrey Ubben is the founder and portfolio manager of Inclusive Capital Partners, an investment firm focused on public equity investments in companies that promote positive environmental and social impact. Prior to Inclusive Capital, he co-founded and managed ValueAct Capital. His investment approach typically centers on long-term positions in companies where he believes sustainable value creation is possible.
Blackrock Inc. (BLK)
Blackrock Inc. stands as one of the world's largest global investment management corporations, providing a wide array of investment, advisory, and risk management solutions to institutional and retail clients worldwide. They are known for their iShares suite of exchange-traded funds and comprehensive financial technology offerings. This position in Jeffrey Ubben's portfolio currently holds a value of $740.59 million. Blackrock boasts a robust TTM dividend rate of $21.36, translating to a current dividend yield of 2.04%. Analysts have set an average price target of $1.29K for the stock, while its discounted cash flow value sits at $440.41.
Here's an overview of Jeffrey Ubben's trades in Blackrock Inc.:
Walt Disney Co (The) (DIS)
The Walt Disney Company is a global entertainment powerhouse, renowned for its theme parks, media networks, studio entertainment, and direct-to-consumer streaming services like Disney+. It boasts an expansive portfolio of iconic brands, characters, and stories that resonate worldwide. Jeffrey Ubben's portfolio holds a $319.37 million stake in Disney. The company’s TTM dividend rate is $1.25 per share, reflecting a dividend yield of 1.22%. Furthermore, analysts project a price target of $141.5, with a discounted cash flow valuation of $168.95.
Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):
Salesforce Inc (CRM)
Salesforce Inc. is a leading provider of cloud-based software solutions, specializing in customer relationship management (CRM) services. Their platforms help businesses manage sales, customer service, marketing, and analytics, making them a crucial player in enterprise software. The current value of this position within Jeffrey Ubben's portfolio is $528.62 million. Salesforce offers a TTM dividend rate of $1.69, which corresponds to a dividend yield of 0.95%. Looking ahead, analysts have set an average price target of $261.5, and the discounted cash flow value is calculated at $320.29.
Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:
Visa Inc - Ordinary Shares - Class A (V)
Visa Inc. is a global leader in digital payments, facilitating transactions between consumers, merchants, financial institutions, and government entities worldwide. The company operates one of the world's most advanced processing networks, VisaNet, offering secure and reliable payment solutions. Jeffrey Ubben's holding in Visa Inc. is valued at $566.75 million. The payments giant provides a TTM dividend rate of $2.52, yielding 0.81% to investors. An analyst price target for Visa stands at $355.33, while its discounted cash flow value is $260.61.
Here's an overview of Jeffrey Ubben's trades in Visa Inc - Ordinary Shares - Class A:
Simpson Manufacturing Co., Inc. (SSD)
Simpson Manufacturing Co., Inc. is a prominent manufacturer of engineered structural connectors and building products. Their extensive product line, including wood-to-wood, wood-to-concrete, and wood-to-masonry connectors, serves residential, commercial, and industrial construction markets globally. This position has a current value of $280.78 million in Jeffrey Ubben's portfolio. Simpson Manufacturing offers a TTM dividend rate of $1.16, translating to a dividend yield of 0.64%. The stock carries an analyst price target of $205.5, with a discounted cash flow valuation of $175.89.
Here's an overview of Jeffrey Ubben's trades in Simpson Manufacturing Co., Inc.: