Andreas Halvorsen's top dividend stocks for May 2026 include Itau Unibanco Holding S.A. (ITUB), a prominent Brazilian financial services company offering a wide array of banking and insurance products.

Andreas Halvorsen is the co-founder and CEO of Viking Global Investors, a global investment firm known for its fundamental, long-term approach to stock picking. With a focus on identifying strong businesses with sustainable competitive advantages, his firm employs extensive research to build diversified portfolios.

Itau Unibanco Holding S.A. (ITUB)

Itau Unibanco Holding S.A. stands as one of Latin America's largest financial conglomerates, providing retail and corporate banking, asset management, and insurance services across Brazil and beyond. The company maintains a significant market presence, serving millions of customers through its extensive branch network and digital platforms. Andreas Halvorsen's current portfolio position in Itau Unibanco is valued at $247.05 million. Investors looking for income might note its robust dividend yield of 7.52%, reflecting a TTM dividend rate of $0.63. The discounted cash flow for Itau Unibanco is currently estimated at $2.62.
Here's an overview of Andreas Halvorsen's trades in Itau Unibanco Holding S.A.:

Progressive Corp. (PGR)

Progressive Corp. is a leading American insurance company, primarily offering auto, motorcycle, and recreational vehicle insurance, as well as home insurance through its network of independent agents and direct channels. Known for its innovative approach to customer service and pricing, Progressive maintains a strong competitive position in the U.S. property and casualty market. This position, currently valued at $268.01 million in Andreas Halvorsen's portfolio, pays out a trailing twelve-month dividend rate of $13.90, contributing to a dividend yield of 6.92%. Analysts currently assign a price target of $231.05 for Progressive, with a discounted cash flow value of $59.37.
Here's an overview of Andreas Halvorsen's trades in Progressive Corp.:

Mid-America Apartment Communities, Inc. (MAA)

Mid-America Apartment Communities, Inc., commonly known as MAA, is a self-administered and self-managed real estate investment trust (REIT) focused on the acquisition, development, and management of quality apartment communities primarily in the Southeast, Southwest, and Mid-Atlantic regions of the United States. Its portfolio consists of thousands of apartment homes designed to appeal to a diverse resident base. Andreas Halvorsen's investment in MAA currently holds a value of $501.22 million, and the company offers a dividend yield of 4.85%. The trailing twelve-month dividend rate for MAA stands at $6.09, while an analyst price target is set at $143.73. Its discounted cash flow value is reported at $160.38.
Here's an overview of Andreas Halvorsen's trades in Mid-America Apartment Communities, Inc.:

Camden Property Trust (CPT)

Camden Property Trust is a well-established real estate investment trust that develops, owns, and manages multifamily apartment communities across the United States. Focusing on high-growth Sunbelt markets, Camden provides upscale living spaces and a strong resident experience through its extensive portfolio. Andreas Halvorsen holds a position in Camden Property Trust valued at $500.37 million. This investment generates a dividend yield of 4.14%, with the company's TTM dividend rate being $4.21. Furthermore, analysts have set a price target of $113.44 for Camden, alongside a discounted cash flow value of $55.15.
Here's an overview of Andreas Halvorsen's trades in Camden Property Trust:

PNC Financial Services Group (PNC)

PNC Financial Services Group is one of the largest diversified financial services institutions in the United States, providing retail and business banking, wealth management, and corporate and institutional banking services. With a substantial branch network and digital banking capabilities, PNC serves customers across numerous states. Andreas Halvorsen’s significant investment in PNC Financial Services Group is valued at $1.63 billion. The company has a TTM dividend rate of $6.80, translating to a dividend yield of 3.09%. Additionally, the analyst price target for PNC is $251.29, with a discounted cash flow valuation of $191.51.
Here's an overview of Andreas Halvorsen's trades in PNC Financial Services Group: