Seth Klarman Dividend Stocks: June 2025
Seth Klarman's top dividend stocks (June 2025) include Restaurant Brands International Inc (QSR), a global quick-service restaurant company.
Seth Klarman is a well-known value investor and the CEO of Baupost Group, a Boston-based investment firm. The firm is known for its long-term, value-oriented approach, often investing in distressed debt, real estate, and public equities. Klarman's investment strategy focuses on identifying undervalued assets with significant potential for appreciation.
Restaurant Brands International Inc (qsr)
Restaurant Brands International is one of the world's largest quick-service restaurant companies with iconic brands like Tim Hortons, Burger King, Popeyes, and Firehouse Subs. These brands serve millions of guests worldwide through a global network of restaurants. The current value of Seth Klarman's position in Restaurant Brands International is $277.54M. The company's TTM dividend rate is $2.36, and the dividend yield currently sits at 3.30%. Analysts have set a price target of $85.0, and a discounted cash flow value of $185.27 has been calculated for the company.
Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_qsr]
Dollar General Corp. (dg)
Dollar General operates a chain of discount retail stores across the United States, offering a wide variety of consumable products, seasonal items, and home products. With thousands of locations, Dollar General focuses on providing convenient and affordable shopping experiences, especially in smaller communities. Klarman's current portfolio position in Dollar General is valued at $204.7M. Investors can note the TTM dividend rate is $2.36, coupled with a dividend yield of 2.43%. The analyst price target is $95.00, and the discounted cash flow is $292.19.
Here's an overview of Seth Klarman's trades in Dollar General Corp.: [STOCKCIRCLE_EMBED_PLACEHOLDER_dg]
Fidelity National Information Services, Inc. (fis)
Fidelity National Information Services (FIS) provides technology solutions for merchants, banks, and capital markets firms globally. Their offerings include payment processing, banking solutions, and wealth and retirement services. Seth Klarman's current portfolio position in Fidelity National Information Services is valued at $278.07M. The company's TTM dividend rate is $1.48, resulting in a dividend yield of 1.86%. Analysts currently have a price target of $84.0, in addition to a discounted cash flow of $48.06.
Here's an overview of Seth Klarman's trades in Fidelity National Information Services, Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_fis]
Anthem Inc (antm)
Anthem, now known as Elevance Health, is a leading health insurance company offering a variety of medical and specialty plans. The company serves millions of members through its affiliated health plans. Seth Klarman's portfolio includes Anthem with a current position value of $118.71M. The TTM dividend rate for Anthem is $29.0, which translates to a dividend yield of 1.72%.
Here's an overview of Seth Klarman's trades in Anthem Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_antm]
CRH Plc (crhcf)
CRH is a global building materials company, providing essential products for construction and infrastructure projects. They manufacture and distribute a wide range of materials, including cement, aggregates, asphalt, and other value-added products. The current value of Seth Klarman's holdings in CRH Plc amounts to $144.32M. Currently, the company offers a TTM dividend rate of $1.28, yielding a dividend yield of 1.58%.
Here's an overview of Seth Klarman's trades in CRH Plc: [STOCKCIRCLE_EMBED_PLACEHOLDER_crhcf]