Andreas Halvorsen's top dividend stocks (July 2026) include Itau Unibanco Holding S.A. (ITUB), a major financial services provider based in Brazil that offers a wide array of banking and credit solutions to retail and corporate clients.

Andreas Halvorsen is the co-founder and Chief Investment Officer of Viking Global Investors, an investment firm he established in 1999. His investment approach typically emphasizes a research-intensive, fundamental analysis of individual companies across various global sectors.

Itau Unibanco Holding S.A.

Itau Unibanco is one of Latin America's largest private sector banks, maintaining a massive footprint across Brazil and several other South American countries. The institution provides everything from personal banking and insurance to asset management and investment services.

Andreas Halvorsen currently holds a position in the company valued at $232.0M. The stock offers a current dividend yield of 7.93% and a trailing twelve-month (TTM) dividend rate of 0.59. Furthermore, its discounted cash flow value is calculated at 2.45.

Here's an overview of Andreas Halvorsen's trades in Itau Unibanco Holding S.A.:

Progressive Corp.

Progressive is a leading American insurance provider known primarily for its personal and commercial automobile policies. Beyond auto coverage, the company also offers homeowners, boat, and life insurance products through its network of independent agents and direct sales channels.

The current value of this holding in Halvorsen's portfolio is $290.87M, supported by a trailing twelve-month dividend rate of 13.9. Investors will note a dividend yield of 6.20%, while analysts have set a price target of 225.0 for the stock. Additionally, the company's discounted cash flow value stands at 59.37.

Here's an overview of Andreas Halvorsen's trades in Progressive Corp.:

Mid-America Apartment Communities, Inc.

Mid-America Apartment Communities is a real estate investment trust (REIT) that specializes in the acquisition and management of multi-family apartment communities. Its portfolio is strategically concentrated in the Southeast, Southwest, and Mid-Atlantic regions of the United States.

Halvorsen's portfolio currently maintains a $539.09M stake in MAA. This REIT provides a dividend yield of 4.33% and has maintained a TTM dividend rate of 6.09. The stock features an analyst price target of 138.18 and a discounted cash flow valuation of 151.28.

Here's an overview of Andreas Halvorsen's trades in Mid-America Apartment Communities, Inc.:

Camden Property Trust

Camden Property Trust operates as a REIT focused on the ownership and development of high-quality apartment communities across major U.S. markets. The company manages thousands of units, providing residential housing solutions that cater to various urban and suburban demographics.

The current value of Halvorsen's position in the trust is $545.49M, with the stock delivering a current dividend yield of 3.62%. CPT possesses a TTM dividend rate of 4.21 and a discounted cash flow value of 50.56. Analysts currently maintain a price target of 110.4 for the company.

Here's an overview of Andreas Halvorsen's trades in Camden Property Trust:

PNC Financial Services Group Inc

PNC is one of the largest diversified financial services institutions in the United States, offering retail and commercial banking alongside wealth management. Headquartered in Pittsburgh, it operates an extensive branch network across nearly 30 states.

This represents a significant holding for Halvorsen, with the current value of the position sitting at $1.79B. The stock yields 2.78% with a trailing twelve-month dividend rate of 6.8. With an analyst price target of 258.0 and a discounted cash flow value of 171.63, the bank remains a notable part of the portfolio's financial core.

Here's an overview of Andreas Halvorsen's trades in PNC Financial Services Group Inc: