Jeremy Grantham's top dividend stocks (July 2026) include Owl Rock Capital Corp (ORCC), a specialty finance firm that provides debt financing to middle-market companies across various industries.

Jeremy Grantham serves as the co-founder and chief investment strategist of GMO, an asset management firm based in Boston. He is primarily known for his extensive research into market history and his focus on long-term investment strategies and asset allocation.

Owl Rock Capital Corp (ORCC)

Owl Rock Capital Corp functions as a business development company that focuses on senior secured loans and equity investments in U.S. middle-market firms. By providing capital for acquisitions and growth, the company plays a vital role in the private credit landscape.

Grantham’s firm currently holds a position in the company valued at $1.47M. The stock offers a substantial dividend yield of 13.96%, supported by a trailing twelve-month dividend rate of $1.32. According to discounted cash flow analysis, the stock carries a value of $32.79.

Here's an overview of Jeremy Grantham's trades in Owl Rock Capital Corp: [STOCKCIRCLE_EMBED_PLACE_HOLDER_ORCC]

Western Union Company (WU)

Western Union is a global leader in the money transfer industry, enabling people and businesses to move money across borders in hundreds of different currencies. The company operates a massive physical and digital network that facilitates financial inclusion for millions of users worldwide.

The current value of this position in Grantham's portfolio stands at $3.71M. Investors currently see a dividend yield of 12.48%, with the company providing a $0.94 TTM dividend rate. The business is currently estimated at a discounted cash flow value of $29.37.

Here's an overview of Jeremy Grantham's trades in Western Union Company: [STOCKCIRCLE_EMBED_PLACE_HOLDER_WU]

Annaly Capital Management Inc (NLY)

Annaly Capital Management is a prominent mortgage real estate investment trust that invests in agency mortgage-backed securities and residential real estate assets. The company is a key player in the financial services sector, focused on generating income for shareholders through diversified credit and mortgage investments.

Jeremy Grantham's portfolio maintains a position in Annaly valued at $2.56M. The stock distributes a TTM dividend rate of $2.80, which translates to a yield of 12.20%. Analysts have set a price target of $23.50 for the stock, while its discounted cash flow value is calculated at $38.20.

Here's an overview of Jeremy Grantham's trades in Annaly Capital Management Inc: [STOCKCIRCLE_EMBED_PLACE_HOLDER_NLY]

Spok Holdings Inc (SPOK)

Spok Holdings provides critical communication services to the healthcare and government sectors, specializing in paging and clinical alerting software. Its technology helps medical professionals and emergency responders coordinate care and manage urgent notifications efficiently.

Grantham's stake in the firm currently has a value of $107.24K. The company yields 11.74% for its shareholders, having paid out a $1.25 dividend rate over the trailing twelve months. Its discounted cash flow value is currently listed at $27.15.

Here's an overview of Jeremy Grantham's trades in Spok Holdings Inc: [STOCKCIRCLE_EMBED_PLACE_HOLDER_SPOK]

Hafnia Ltd (HAFN)

Hafnia Ltd is a major global shipping company that manages a massive fleet of product tankers designed for the transportation of refined petroleum products. The company operates within the global energy supply chain, focusing on safe and efficient maritime logistics.

The portfolio currently holds a $485.11K stake in this shipping enterprise. It currently offers a dividend yield of 11.29%, and its TTM dividend rate is $0.73.

Here's an overview of Jeremy Grantham's trades in Hafnia Ltd: [STOCKCIRCLE_EMBED_PLACE_HOLDER_HAFN]