Jeremy Grantham's top dividend stocks (March 2026) include Zim Integrated Shipping Services Ltd (ZIM), a global container shipping company providing transportation and logistics services across various trade routes.

Jeremy Grantham is the co-founder and chief investment strategist of Grantham, Mayo, Van Otterloo (GMO), a Boston-based asset management firm. His investment approach is widely known for its focus on long-term asset allocation, value investing principles, and identifying market bubbles.

Zim Integrated Shipping Services Ltd (ZIM)

Zim Integrated Shipping Services is a prominent global container shipping company. It offers a comprehensive range of transportation and logistics services, connecting numerous international trade routes with its extensive fleet and network.

Currently, Jeremy Grantham's portfolio holds a position valued at $5.78 million in ZIM. The stock offers an attractive dividend yield of approximately 14.85%, with a trailing twelve-month (TTM) dividend rate of $4.28 per share. Analysts have set a price target of $14.8 for the company.
Here's an overview of Jeremy Grantham's trades in Zim Integrated Shipping Services Ltd:

Owl Rock Capital Corp (ORCC)

Owl Rock Capital Corp operates as a business development company (BDC), primarily engaged in lending to and investing in middle-market companies. It provides direct lending solutions, often serving as a sole or lead agent in complex financing transactions for private businesses.

This position represents a current portfolio value of $1.42 million for Jeremy Grantham. Owl Rock Capital Corp has a dividend yield of around 13.82%, supported by a TTM dividend rate of $1.32. A discounted cash flow analysis suggests a value of $32.79 for the stock.
Here's an overview of Jeremy Grantham's trades in Owl Rock Capital Corp:

Ecopetrol SA - ADR (EC)

Ecopetrol SA is Colombia's largest integrated oil and gas company, deeply involved in every stage of the petroleum industry. Its operations span exploration, production, refining, and transportation of crude oil and natural gas, making it a critical player in the country's energy landscape.

Jeremy Grantham's holding in Ecopetrol SA is currently valued at $944.46K. Investors will note a dividend yield of approximately 13.12% and a TTM dividend rate of $0.52 per share. The company has an analyst price target of $10.35, while its discounted cash flow is calculated at $4.47.
Here's an overview of Jeremy Grantham's trades in Ecopetrol SA - ADR:

Annaly Capital Management Inc (NLY)

Annaly Capital Management is a prominent mortgage real estate investment trust (mREIT) that focuses on managing a portfolio of mortgage-backed securities (MBS). The company primarily invests in agency MBS, which are backed by the full faith and credit of U.S. government-sponsored enterprises.

Jeremy Grantham maintains a position in Annaly Capital Management valued at $2.61 million. This mREIT offers a dividend yield of roughly 12.05%, with its TTM dividend rate standing at $2.80. A discounted cash flow valuation for the stock sits at $38.2, and analysts project a price target of $24.36.
Here's an overview of Jeremy Grantham's trades in Annaly Capital Management Inc:

Sixth Street Specialty Lending Inc (TSLX)

Sixth Street Specialty Lending is a business development company (BDC) specializing in providing tailored financing solutions to middle-market companies. It employs a flexible capital approach, offering a mix of senior secured loans, junior capital, and strategic equity investments to support growth and operations.

Grantham's current portfolio holds $1.17 million in Sixth Street Specialty Lending. The company's dividend yield is approximately 11.89%, with its TTM dividend rate reported as $1.90. The stock has an analyst price target of $20.0, and a discounted cash flow valuation shows a value of $51.22.
Here's an overview of Jeremy Grantham's trades in Sixth Street Specialty Lending Inc: