Seth Klarman's top dividend stocks (April 2026) include Americold Realty Trust Inc (COLD), a real estate investment trust specializing in temperature-controlled warehouses for the food industry.

Seth Klarman is the renowned value investor at the helm of The Baupost Group, a private investment partnership. Known for his disciplined approach, Klarman focuses on deep fundamental research to identify undervalued assets and invests with a significant margin of safety, aiming to protect capital while seeking long-term growth.

Americold Realty Trust Inc (COLD)

Americold Realty Trust operates as a leading global REIT, owning and managing an extensive network of temperature-controlled warehouses primarily serving the food industry. Its facilities are crucial for the cold chain logistics of perishable goods, ensuring food safety and supply. This essential infrastructure provider currently boasts a dividend yield of approximately 8.41%, with a TTM dividend rate standing at $0.92 per share. Seth Klarman's Baupost Group holds a position in Americold Realty Trust Inc currently valued at $39.83 million, and analysts have set a price target of $14.00, while its discounted cash flow suggests a value of $8.67.
Here's an overview of Seth Klarman's trades in Americold Realty Trust Inc:

Genuine Parts Co. (GPC)

Genuine Parts Co. is a global distributor of automotive and industrial replacement parts, operating through a vast network of stores and distribution centers. Its NAPA Auto Parts brand is widely recognized, supplying parts and accessories for various vehicles. Klarman’s position in Genuine Parts Co. is currently valued at $157.02 million. Shareholders are currently enjoying a dividend yield of around 3.95%, reflecting a trailing twelve-month dividend rate of $4.15 per share. The company has also received an average analyst price target of $151.29, and its discounted cash flow is estimated at $105.16.
Here's an overview of Seth Klarman's trades in Genuine Parts Co.:

Restaurant Brands International Inc (QSR)

Restaurant Brands International is a prominent multinational fast food company that owns and operates several iconic brands, including Burger King, Tim Hortons, and Popeyes Louisiana Kitchen. Through its franchising model, QSR has a significant global presence, serving millions of customers daily. The current value of this position within Seth Klarman's portfolio is $597.12 million. The company's dividend yield is approximately 3.51%, with investors receiving $2.51 per share over the past year. Analysts following the stock project an average price target of $82.86, while its discounted cash flow indicates a value of $208.75.
Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc:

Fidelity National Information Services, Inc. (FIS)

Fidelity National Information Services, Inc. (FIS) is a leading provider of financial technology solutions, serving merchants, banks, and capital market firms globally. The company offers a wide range of services, including payment processing, banking software, and outsourced technology solutions. Klarman's stake in FIS is currently valued at $211.32 million. Over the last twelve months, the company has paid a dividend of $1.64 per share, translating to a dividend yield of approximately 3.50%. The consensus analyst price target for FIS stands at $69.83, and its discounted cash flow is calculated at $104.72.
Here's an overview of Seth Klarman's trades in Fidelity National Information Services, Inc.:

Anthem Inc (ANTM)

Anthem Inc. operates as one of the largest health benefits companies in the United States, providing a broad portfolio of health insurance plans and related services to millions of members. The company plays a critical role in managing healthcare costs and access across various segments. Seth Klarman's Baupost Group holds a substantial position in Anthem Inc., currently valued at $612.54 million. This healthcare giant offers a dividend yield of roughly 2.39%, with a trailing twelve-month dividend rate amounting to $29.00 per share. Furthermore, its discounted cash flow valuation is estimated at $501.77.
Here's an overview of Seth Klarman's trades in Anthem Inc: