Steve Mandel's top dividend stocks (April 2026) include Transdigm Group Incorporated (TDG), a leading global producer, designer, and supplier of highly engineered aircraft components.

Steve Mandel founded Lone Pine Capital, a prominent hedge fund firm known for its focus on fundamental analysis and long-term investments. As the firm's portfolio manager, Mandel oversees a diverse portfolio, often looking for companies with strong competitive advantages and growth potential across various sectors.

Transdigm Group Incorporated (TDG)

Transdigm Group is a major player in the aerospace industry, specializing in highly engineered components for commercial and military aircraft. They design and manufacture a broad range of products, including pumps, valves, power controls, and actuators, critical to aircraft operations.
Steve Mandel's current position in Transdigm Group is valued at $22.28 million. The company boasts an impressive dividend yield of 7.89% and has distributed $90.00 per share in dividends over the last twelve months. Analysts have set a price target of $1.62K for TDG, with a discounted cash flow valuation estimated at $1.38K.
Here's an overview of Steve Mandel's trades in Transdigm Group Incorporated:

Philip Morris International Inc (PM)

Philip Morris International is a global tobacco company known for its extensive portfolio of cigarette brands, including Marlboro, outside the United States. In recent years, the company has heavily invested in and expanded its range of smoke-free products, aiming for a future without traditional cigarettes.
This position in Steve Mandel's portfolio currently holds a value of $437.09 million. Philip Morris International offers a dividend yield of 3.52%, reflecting its commitment to shareholder returns. Over the past twelve months, the company has paid out $5.76 per share in dividends. Analysts project a price target of $194.30 for PM, with a discounted cash flow suggesting a value of $246.24.
Here's an overview of Steve Mandel's trades in Philip Morris International Inc:

Capital One Financial Corp. (COF)

Capital One Financial is a diversified financial services company primarily known for its credit card business. Beyond credit cards, the company offers a wide array of banking products and services, including auto loans, savings accounts, and checking accounts, serving consumers and businesses.
Steve Mandel's current investment in Capital One Financial stands at $418.66 million. Shareholders can expect a dividend yield of 1.59%, with the company having paid a total of $2.80 per share in dividends over the last year. A consensus analyst price target for COF is $283.94, while its discounted cash flow is calculated at $685.53.
Here's an overview of Steve Mandel's trades in Capital One Financial Corp.:

Taiwan Semiconductor Manufacturing - ADR (TSM)

Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry. It manufactures integrated circuits for a global clientele, providing advanced technology and wafer fabrication services for a vast array of electronic devices.
The current value of this holding in Steve Mandel's portfolio is a substantial $1.03 billion. TSM offers a dividend yield of 1.13%, with the total dividend rate over the last twelve months recorded at $2.65 per share. Analysts have set a price target of $410.00 for TSM, and its discounted cash flow is estimated at $181.32.
Here's an overview of Steve Mandel's trades in Taiwan Semiconductor Manufacturing - ADR:

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology giant providing a vast range of software products, services, and hardware. Its offerings span cloud computing (Azure), operating systems (Windows), productivity applications (Office 365), gaming (Xbox), and various enterprise solutions, making it a ubiquitous presence in the tech landscape.
Steve Mandel's current position in Microsoft Corporation is valued at $456.84 million. The technology leader provides investors with a dividend yield of 0.98%. Over the past year, the company's dividend rate per share was $3.48. For MSFT, analysts are eyeing a price target of $573.92, contrasting with a discounted cash flow valuation of $342.67.
Here's an overview of Steve Mandel's trades in Microsoft Corporation: