Steve Mandel's top dividend stocks (June 2026) include Transdigm Group Incorporated (TDG), a global designer, producer, and supplier of highly engineered aircraft components for nearly all commercial and military aircraft in service today.

Steve Mandel is the founder of Lone Pine Capital, a Greenwich-based hedge fund management firm. He is widely recognized for his bottom-up, fundamental research approach, focusing on growth companies across a diverse range of global sectors.

Transdigm Group Incorporated (TDG)

Transdigm operates as a leading global producer of engineered aerospace components, systems, and subsystems. The company maintains a strong market presence by focusing on proprietary parts with significant aftermarket demand for both commercial and military aviation. Currently, Mandel's position in the firm is valued at $44.89M. Shareholders benefit from a substantial dividend yield of 7.15%, supported by a trailing twelve-month dividend rate of $90.0. Market analysts have set a price target of $1.55K for the stock, while its discounted cash flow value is estimated at $1.37K.

Here's an overview of Steve Mandel's trades in Transdigm Group Incorporated:

Capital One Financial Corp. (COF)

Capital One is a diversified financial services holding company that offers a broad array of financial products and services to consumers, small businesses, and commercial clients. It is particularly known for its extensive credit card operations and digital banking platforms across the United States. The current value of this holding in Mandel's portfolio stands at $426.05M. The stock offers a dividend yield of 1.60%, with a TTM dividend rate of $3.0. According to analysts, the price target sits at $256.0, which compares to a discounted cash flow valuation of $604.75.

Here's an overview of Steve Mandel's trades in Capital One Financial Corp.:

Booking Holdings Inc (BKNG)

Booking Holdings is a world leader in online travel and related services, operating well-known brands such as Booking.com, Priceline, and Kayak. The company connects consumers with travel service providers across the globe, ranging from hotel accommodations to rental cars and flight reservations. Mandel’s stake in the travel giant is currently worth $10.07M. The company provides a dividend yield of 0.94% and maintains a trailing twelve-month dividend rate of $1.57. While the analyst price target is pinned at $227.42, the discounted cash flow analysis suggests a value of $263.57.

Here's an overview of Steve Mandel's trades in Booking Holdings Inc:

Taiwan Semiconductor Manufacturing (TSM)

As the world's largest dedicated independent semiconductor foundry, Taiwan Semiconductor Manufacturing (TSMC) is a cornerstone of the global electronics industry. It manufactures a vast majority of the world's most advanced chips for tech giants across various industries, including mobile devices and high-performance computing. This significant position holds a current value of $581.45M within Mandel's portfolio. TSM features a dividend yield of 0.87% alongside a TTM dividend rate of $3.17. Analysts have projected a price target of $465.0, whereas the discounted cash flow is calculated at $184.47.

Here's an overview of Steve Mandel's trades in Taiwan Semiconductor Manufacturing:

Visa Inc (V)

Visa is a global leader in digital payments, facilitating transactions between consumers, merchants, and financial institutions across more than 200 countries and territories. Its vast network processing infrastructure is central to modern commerce and global financial connectivity. The current value of Mandel's investment in Visa is $30.28M. The payment processor provides a 0.80% dividend yield and a TTM dividend rate of $2.68. The stock carries an analyst price target of $377.33, while its discounted cash flow value stands at $253.58.

Here's an overview of Steve Mandel's trades in Visa Inc: