Seth Klarman's top dividend stocks (April 2025) include Restaurant Brands International Inc (QSR), one of the world's largest quick-service restaurant companies.

Seth Klarman is a well-known value investor and the CEO of Baupost Group, a Boston-based investment firm. Klarman is recognized for his long-term investment horizon and focus on undervalued assets. He primarily invests in publicly traded securities, private equity, and real estate.

Restaurant Brands International Inc (QSR)

Restaurant Brands International is a major player in the fast-food industry, owning iconic brands such as Burger King, Tim Hortons, Popeyes, and Firehouse Subs. With thousands of restaurants globally, it is a dominant force in the accommodation and food services sector. The current value of this position in Seth Klarman's portfolio is $194.91M. The company's TTM dividend rate stands at $2.36, while the current dividend yield is 3.66%. Analysts have an average price target of $68.0 for the stock, and the discounted cash flow value is $89.28.

Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc:

Genuine Parts Co. (GPC)

Genuine Parts Company distributes automotive replacement parts, industrial parts, office products, and electrical materials. Operating through a vast network of stores and distribution centers, Genuine Parts serves a diverse customer base across North America, Europe, and Australasia. The current dividend yield is 3.40%, and the TTM dividend rate is $4.03. Seth Klarman's current portfolio position is valued at $37.35M. The discounted cash flow value is $233.62.

Here's an overview of Seth Klarman's trades in Genuine Parts Co.:

Dollar General Corp. (DG)

Dollar General operates a chain of discount retail stores across the United States, offering a variety of products including food, household items, and apparel. The company caters to budget-conscious consumers, primarily in small towns and rural areas. Klarman's position in Dollar General is currently valued at $180.53M. The company's TTM dividend rate is $2.36, resulting in a dividend yield of 2.74%. Analysts have provided an average price target of $81.67, and the discounted cash flow value is $341.29.

Here's an overview of Seth Klarman's trades in Dollar General Corp.:

CRH Plc (CRHCF)

CRH is a global leader in building materials, providing a wide range of products and solutions for construction and infrastructure projects. With operations spanning across numerous countries, CRH is involved in the production and distribution of cement, aggregates, asphalt, and other essential building components. Currently, Seth Klarman's portfolio holds a $141.48M position in CRH. The company's TTM dividend rate is $1.28, resulting in a dividend yield of 1.51%.

Here's an overview of Seth Klarman's trades in CRH Plc:

Humana Inc. (HUM)

Humana is a leading health insurance company, providing a wide array of health and wellness services to individuals and employers. They offer Medicare Advantage plans, commercial insurance, and healthcare services. Seth Klarman's portfolio includes a $91.6M position in Humana. The TTM dividend rate is $3.54, which translates to a dividend yield of 1.34%. The average analyst price target is $248.0, and the discounted cash flow value is $339.34.

Here's an overview of Seth Klarman's trades in Humana Inc.: