John W. Rogers Jr.'s top dividend stocks (July 2026) include RLI Corp. (RLI), a specialty insurer providing niche property and casualty coverage.

John W. Rogers Jr. is the founder, chairman, and co-CEO of Ariel Investments, a prominent investment firm based in Chicago. His investment methodology focuses on finding undervalued small- and mid-cap companies through a patient, long-term perspective.

RLI Corp. (RLI)

RLI Corp. operates as a specialty insurance company, offering a diverse range of insurance products in the property, casualty, and surety markets. The company focuses on niche segments where they can provide unique expertise and solutions to complex risks for both commercial and personal clients.

In the current Ariel portfolio, the position in RLI is valued at approximately $51.51M. This holding offers a notable dividend yield of 7.82%, supported by a trailing twelve-month (TTM) dividend rate of 4.66. According to discounted cash flow analysis, the stock’s value is estimated at 199.23.

Here's an overview of John W. Rogers Jr.'s trades in RLI Corp.:

Vail Resorts Inc. (MTN)

Vail Resorts is a global leader in luxury mountain resort operations, managing iconic destinations across North America and Australia. The company also operates ancillary businesses including lodging, real estate, and retail/rental operations, creating an integrated mountain experience.

The current value of this position in John W. Rogers Jr.’s portfolio stands at $15.29M. With a dividend yield sitting at 6.44%, Vail Resorts maintains a TTM dividend rate of 8.88. Analysts have set a price target for the stock at 169.63, while its discounted cash flow value is calculated at 283.01.

Here's an overview of John W. Rogers Jr.'s trades in Vail Resorts Inc.:

Progressive Corp. (PGR)

Progressive Corp. is one of the largest providers of personal and commercial auto insurance in the United States. Beyond vehicle coverage, the company also provides homeowners and other property-casualty insurance products to a broad customer base.

This specific holding currently holds a value of $220.63K in the Ariel portfolio. The stock provides a trailing twelve-month dividend rate of 13.9, which translates to a current yield of 6.20%. Furthermore, it carries an analyst price target of 225.0 and a discounted cash flow valuation of 59.37.

Here's an overview of John W. Rogers Jr.'s trades in Progressive Corp.:

DENTSPLY Sirona Inc (XRAY)

DENTSPLY Sirona is a global manufacturer of professional dental products and technologies. The company’s portfolio includes equipment for digital dentistry, orthodontic solutions, and a wide array of dental consumables used by practitioners worldwide.

The current market value of the DENTSPLY Sirona position in Rogers' portfolio is $67.76M. The company pays out a TTM dividend rate of 0.48, resulting in a current yield of 5.81%. It currently has a discounted cash flow value of 19.58 and a target price of 13.0 from analysts.

Here's an overview of John W. Rogers Jr.'s trades in DENTSPLY Sirona Inc:

Lazard Ltd. (LAZ)

Lazard is a leading financial advisory and asset management firm that operates globally. The company provides strategic advice on mergers and acquisitions, restructuring, and capital raising to corporations, partnerships, and governments.

Valued at $244.35M within the current portfolio, Lazard delivers a dividend yield of 4.99%. Its trailing twelve-month dividend rate is 2.0, while analysts suggest a price target of 46.33. The company’s discounted cash flow value is estimated at 87.53.

Here's an overview of John W. Rogers Jr.'s trades in Lazard Inc.: