Ron Baron's top dividend stocks (June 2026) include Blackstone Mortgage Trust Inc (BXMT), a real estate finance firm that focuses on originating and managing senior loans secured by commercial real estate.

Ron Baron is the founder and CEO of Baron Capital, a prominent investment firm based in New York. He is widely recognized for his long-term investment horizon and his focus on fundamental analysis of growth-oriented companies across various sectors of the economy.

Blackstone Mortgage Trust Inc (BXMT)

This real estate investment trust primarily originates senior loans collateralized by commercial properties in North America, Europe, and Australia. By focusing on floating-rate debt, the company provides essential liquidity to the global real estate market while maintaining a diverse portfolio of institutional-grade assets.

Boasting a dividend yield of 10.28%, the stock provides a TTM dividend rate of $1.88. The current value of this position in Ron Baron's portfolio is $28.67M, and its discounted cash flow value is currently estimated at 30.49.

Here's an overview of Ron Baron's trades in Blackstone Mortgage Trust Inc:

Robert Half Inc (RHI)

Robert Half Inc is a global leader in specialized staffing and business consulting, connecting skilled professionals with companies in fields ranging from finance to technology. The firm operates through an extensive network of staffing offices and provides risk management and internal audit services through its subsidiary, Protiviti.

Baron's current stake in the staffing firm is worth $459.26K, and the stock carries an 8.02% dividend yield alongside a TTM dividend rate of $2.36. While analysts have set a price target of 33.5, its discounted cash flow is currently calculated at 49.53.

Here's an overview of Ron Baron's trades in Robert Half Inc:

Banco Bradesco S.A. (BBD)

As one of the largest financial institutions in Brazil, Banco Bradesco offers a comprehensive suite of banking and insurance products to a massive customer base. Its operations span retail and corporate banking, asset management, and credit services, making it a pivotal player in the South American financial landscape.

The current value of this holding in the portfolio stands at $35.19M, supported by a dividend yield of 7.31%. With a $0.28 TTM dividend rate, the company also shows a discounted cash flow value of -0.69.

Here's an overview of Ron Baron's trades in Banco Bradesco S.A.:

Progressive Corp. (PGR)

Progressive Corp. is a major American insurance provider, best known for its extensive range of personal and commercial auto insurance policies. The company has a significant market presence driven by its innovative digital tools and data-centric approach to underwriting and customer service.

This investment currently holds a value of $657.26K within the portfolio and features a TTM dividend rate of $13.9. Alongside a current yield of 7.30%, it maintains an analyst price target of 224.64 and a discounted cash flow valuation of 59.37.

Here's an overview of Ron Baron's trades in Progressive Corp.:

Transdigm Group Incorporated (TDG)

Transdigm Group serves as a global designer and producer of highly engineered components for both commercial and military aircraft. The company focuses on proprietary parts that are critical to the safe operation of nearly all aircraft currently in flight, maintaining a strong position in the aerospace supply chain.

The current valuation of this position in the portfolio is $98.98M, paired with a significant TTM dividend rate of $90.0. The stock has a dividend yield of 7.15%, an analyst price target of $1.55K, and a discounted cash flow value of $1.37K.

Here's an overview of Ron Baron's trades in Transdigm Group Incorporated: