John Paulson Dividend Stocks: Top Portfolio Holdings in July 2026
John Paulson's top dividend stocks (July 2026) include Agnico Eagle Mines Ltd (AEM), a senior Canadian gold mining company with operations spanning Canada, Australia, Finland, and Mexico.
John Paulson is the president and portfolio manager of Paulson & Co., an investment management firm headquartered in New York. His investment strategy primarily focuses on merger arbitrage, distressed debt, and event-driven opportunities within global financial markets.
Agnico Eagle Mines Ltd (AEM)
Agnico Eagle is a major gold producer recognized for its low-risk jurisdictional profile and a long-standing history of successful mining operations. The company focuses on expanding its mineral reserves through both organic exploration and strategic acquisitions in the gold sector.
Paulson’s current position in the company is valued at $121.55M. Investors currently see a dividend yield of 1.08%, which is supported by a trailing twelve-month dividend rate of $1.7. Analysts have set a price target of $259.25 for the stock, while its discounted cash flow is calculated at $341.85.
Here's an overview of John Paulson's trades in Agnico Eagle Mines Ltd:
BrightSphere Investment Group Inc (BSIG)
BrightSphere is a global asset management firm that provides a wide array of diversified investment strategies to institutional clients. The company operates through a multi-boutique model, offering specialized expertise in various asset classes including equities and fixed income.
Within John Paulson’s portfolio, this position holds a current value of $203.96M. The stock offers a trailing twelve-month dividend rate of $0.04, reflecting a dividend yield of 0.30%. Furthermore, its discounted cash flow value is currently listed at -2.12.
Here's an overview of John Paulson's trades in BrightSphere Investment Group Inc:
Perpetua Resources Corp. (PPTA)
Perpetua Resources is primarily engaged in the exploration and development of mineral properties, specifically focusing on the Stibnite Gold Project in Idaho. The company aims to provide a sustainable source of gold and antimony for the domestic United States market.
The current value of this holding in Paulson's portfolio stands at $671.53M. While the current dividend yield and TTM dividend rate are both 0.0, analysts have established a price target of $43.5. Additionally, the company shows a discounted cash flow value of $8.3.
Here's an overview of John Paulson's trades in Perpetua Resources Corp.:
International Tower Hill Mines Ltd (THM)
This mining exploration firm is centered on the development of the Livengood Gold Project located in Alaska. The company focuses on advancing one of the largest undeveloped gold resources in North America through ongoing environmental and engineering studies.
With a discounted cash flow value of $0.01, this specific holding represents a current value of $207.93M in Paulson's portfolio. The stock currently provides a 0.0 trailing twelve-month dividend rate and a dividend yield of 0.0%.
Here's an overview of John Paulson's trades in International Tower Hill Mines Ltd:
Amicus Therapeutics Inc (FOLD)
Amicus Therapeutics is a global biotechnology firm dedicated to discovering and delivering medicines for people living with rare metabolic diseases. Their primary therapeutic focus includes treatments for Pompe disease and Fabry disease.
Paulson holds a current position value of $469.48K in this pharmaceutical company. The firm's discounted cash flow is valued at $12.62, even though the current dividend yield and trailing twelve-month dividend rate both sit at 0.0.
Here's an overview of John Paulson's trades in Amicus Therapeutics Inc: