Tom Bancroft's top dividend stocks (April 2026) include Lamar Advertising Co (LAMR), a real estate investment trust specializing in outdoor advertising and billboard displays.

Tom Bancroft is the founder and portfolio manager of the Bancroft Fund, an investment firm dedicated to identifying undervalued opportunities in the market. His investment approach typically involves thorough fundamental analysis, concentrating on companies with solid asset bases and dependable cash generation.

Lamar Advertising Co (LAMR)

Lamar Advertising Co is a leading outdoor advertising company, owning and operating a vast network of billboards, logo signs, and transit displays across the United States and Canada. As a real estate investment trust (REIT), it focuses on leasing and maintaining these advertising properties. The current portfolio position in Tom Bancroft's holdings for Lamar Advertising Co stands at an impressive $15.2 million, offering an attractive dividend yield of approximately 5.25%. Over the last twelve months, the company has distributed $4.7 per share to its investors. Analysts have set a price target of $145.0 for the stock, with a discounted cash flow valuation pointing to $88.09.

Here's an overview of Tom Bancroft's trades in Lamar Advertising Co:

Bath & Body Works Inc (BBWI)

Bath & Body Works Inc is a prominent specialty retailer known for its personal care, home fragrance, and beauty products. The company operates a significant chain of stores and a robust e-commerce platform, offering popular brands like Bath & Body Works. Its current dividend yield is around 4.76%, with a trailing twelve-month dividend rate of $0.8 per share. Tom Bancroft maintains a position valued at $13.71 million in Bath & Body Works Inc, and analysts project a price target of $21.33, while its discounted cash flow value is estimated at $41.8.

Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

CDW Corp (CDW)

CDW Corp is a multi-brand technology solutions provider to business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company offers hardware, software, and integrated technology solutions, acting as a crucial link between technology manufacturers and end-users. With a current dividend yield of approximately 2.12%, CDW Corp has paid out $2.51 per share over the past twelve months. Tom Bancroft's portfolio holds a $12.1 million position in the company, which carries an analyst price target of $160.8, with its discounted cash flow suggesting a value of $172.83.

Here's an overview of Tom Bancroft's trades in CDW Corp:

Dominos Pizza Inc (DPZ)

Domino's Pizza Inc is a global leader in pizza delivery, operating an extensive network of franchised and company-owned stores worldwide. The company is renowned for its innovative ordering systems and commitment to efficient delivery services. Investors may note its current dividend yield, which stands at roughly 2.07%, having delivered $7.21 per share in dividends over the last year. Tom Bancroft's current stake in Domino's Pizza Inc is valued at $13.28 million. The stock has an analyst price target of $474.58, and its discounted cash flow estimate is $228.22.

Here's an overview of Tom Bancroft's trades in Dominos Pizza Inc:

Cactus Inc (WHD)

Cactus Inc is a manufacturer and designer of wellhead and pressure control equipment for the oil and gas industry. The company also provides wellhead services, including installation, maintenance, and repair, primarily in the United States. This position, currently valued at $6.69 million in Tom Bancroft's portfolio, offers a dividend yield of approximately 1.14%. The company's trailing twelve-month dividend rate is $0.55 per share. Analysts have set a price target for Cactus Inc at $64.5, while its discounted cash flow suggests a value of $133.9.

Here's an overview of Tom Bancroft's trades in Cactus Inc: