Tom Gayner's top dividend stocks (April 2026) include Insperity Inc (NSP), a professional employer organization providing human resources and business solutions.

Tom Gayner is the Chief Executive Officer and Co-Chief Investment Officer of Markel Corporation. He is known for his patient, value-oriented investment approach, often seeking out high-quality businesses with strong balance sheets and consistent earnings power. His investment philosophy centers on identifying companies that can compound capital over the long term.

Insperity Inc (NSP)

Insperity Inc provides human resources and business solutions to small and medium-sized businesses. Their services include payroll and employment administration, employee benefits, workers' compensation, and human capital management technology. They operate across various industries, helping clients streamline their HR functions.

Tom Gayner's current portfolio position in Insperity Inc is valued at $4.13 million. The company currently offers a substantial dividend yield of 9.06%, with its trailing twelve-month dividend rate standing at $2.40 per share. Analysts have set a price target of $54.00 for the stock, while its discounted cash flow suggests a value of $259.13.

Here's an overview of Tom Gayner's trades in Insperity Inc:

Progressive Corp. (PGR)

Progressive Corp. is a leading provider of personal and commercial auto insurance, as well as property insurance. Known for its innovative approach to insurance, the company offers a variety of coverage options directly to consumers and through independent agents. Progressive has a significant market presence across the United States.

Tom Gayner's current holding in Progressive Corp. is valued at $149.42 million. Progressive offers an attractive dividend yield of 6.99%. The trailing twelve-month dividend rate for shareholders is $13.90 per share. An analyst price target for PGR is set at $235.23, contrasting with a discounted cash flow valuation of $59.37.

Here's an overview of Tom Gayner's trades in Progressive Corp.:

T. Rowe Price Group Inc. (TROW)

T. Rowe Price Group Inc. is a global investment management organization that provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors. They offer various investment strategies, including equity, fixed income, and multi-asset solutions, serving clients worldwide.

Tom Gayner's position in T. Rowe Price Group Inc. is currently valued at $28.3 million. The company provides a dividend yield of 5.78%, with its dividend rate over the last twelve months at $5.11. With an analyst price target of $111.14, the stock's discounted cash flow is calculated at $104.67.

Here's an overview of Tom Gayner's trades in T. Rowe Price Group Inc.:

Diageo plc - ADR (DEO)

Diageo plc is a global leader in the beverage alcohol industry, with a vast portfolio of premium brands across spirits and beer. Their well-known products include Johnnie Walker, Smirnoff, Guinness, and Tanqueray, among many others. The company markets its products in over 180 countries, holding a significant share in various alcohol categories worldwide.

The current value of Tom Gayner's Diageo plc position in his portfolio stands at $102.12 million. Shareholders receive an annual dividend rate of $2.48 over the past year, contributing to a dividend yield of 5.66%. Analysts have placed a price target of $124.00 on Diageo, while its discounted cash flow is valued at $51.78.

Here's an overview of Tom Gayner's trades in Diageo plc:

Lamar Advertising Co - Ordinary Shares - Class A (LAMR)

Lamar Advertising Co is one of the largest outdoor advertising companies in North America, specializing in billboards, interstate logo signs, and transit advertising. They own and operate a diverse portfolio of outdoor advertising displays across the United States and Canada. Lamar provides advertising solutions to businesses of all sizes, reaching millions of consumers daily.

The current value of Tom Gayner's holding in Lamar Advertising Co is $23.43 million. Lamar Advertising offers investors a robust dividend yield of 5.25%, with the trailing twelve-month dividend rate at $4.70 per share. According to analysts, the price target for LAMR is $145.00, and its discounted cash flow is estimated at $88.09.

Here's an overview of Tom Gayner's trades in Lamar Advertising Co: