Polen Capital Dividend Stocks: Top Picks for Income Investors (April 2026)
Polen Capital's top dividend stocks (April 2026) include Millicom International Cellular S.A. (TIGO), a leading provider of mobile and cable services across Latin America.
Polen Capital is an investment management firm that focuses on identifying and investing in high-quality growth businesses globally. Their investment approach is rooted in rigorous fundamental research, aiming to uncover companies with durable competitive advantages and robust financial characteristics. The firm manages a variety of investment strategies for institutional and individual clients worldwide.
Millicom International Cellular S.A. (TIGO)
Millicom is a prominent telecommunications company, delivering mobile, cable, broadband, and financial services to customers in emerging markets across Latin America. Operating primarily under the Tigo brand, the company plays a significant role in connecting millions to digital services and enhancing regional connectivity.
Polen Capital's position in Millicom International Cellular S.A. currently holds a value of $1.33 million. Investors focused on income will note its attractive dividend yield of 5.64%, alongside a trailing twelve-month dividend rate of $4.25 per share. Analysts have set a price target of $64.25 for TIGO, with its discounted cash flow estimated at $37.42.
Here's an overview of Polen Capital's trades in Millicom International Cellular S.A.:
DLocal Limited - Ordinary Shares Class A (DLO)
DLocal provides a comprehensive cross-border payment platform designed to connect global merchants with consumers in emerging markets. Their innovative technology streamlines complex international payment processing, enabling businesses to accept local payments and disburse payouts efficiently.
Currently valued at $6.05 million within Polen Capital's holdings, DLocal Limited offers a dividend yield of 4.28%. The stock saw a trailing twelve-month dividend rate of $0.19. Furthermore, DLO carries an analyst price target of $16.50 and a discounted cash flow valuation of $11.87.
Here's an overview of Polen Capital's trades in DLocal Limited:
Grupo Financiero Galicia - ADR (GGAL)
Grupo Financiero Galicia stands as one of Argentina's largest private sector financial services groups. The company provides a comprehensive suite of banking, insurance, and wealth management solutions to both individual and corporate clients through its diverse network of subsidiaries.
Polen Capital's current value of this position is $998.33K. Shareholders of Grupo Financiero Galicia benefit from a dividend yield of 4.13%, supported by a trailing twelve-month dividend rate of $1.42. The stock's discounted cash flow value is calculated at $67.29.
Here's an overview of Polen Capital's trades in Grupo Financiero Galicia:
iShares Trust - iShares 0-3 Month Treasury Bond ETF (SGOV)
The iShares 0-3 Month Treasury Bond ETF provides investors with exposure to ultra-short-term U.S. Treasury bonds, typically with maturities of three months or less. This ETF is designed for capital preservation and income generation in a very low-duration fixed income environment.
With a current portfolio position valued at $500.48K, this ETF offers a dividend yield of 3.99%. Its trailing twelve-month dividend rate is $4.02.
Here's an overview of Polen Capital's trades in iShares Trust:
Central Pacific Financial Corp. (CPF)
Central Pacific Financial Corp. serves as the parent company for Central Pacific Bank, a Hawaii-based community bank. The institution delivers a full spectrum of financial products and services, encompassing personal and business banking, wealth management, and residential mortgage lending across the Hawaiian Islands.
Central Pacific Financial Corp. currently represents a $707.91K holding in Polen Capital's portfolio. The company yields an appealing 3.52% in dividends, with a per-share trailing twelve-month dividend rate of $1.11. A discounted cash flow analysis for CPF suggests a value of $39.48.
Here's an overview of Polen Capital's trades in Central Pacific Financial Corp.: