Donald Yacktman Dividend Stocks: Top Income Picks for July 2026
Donald Yacktman's top dividend stocks (July 2026) include Embecta Corp (EMBC), a global medical technology company specialized in providing innovative solutions for diabetes management.
Donald Yacktman is the founder and portfolio manager of Yacktman Asset Management, a firm known for its disciplined value-investing approach. He focuses on identifying businesses with high market share, strong cash flows, and sustainable competitive advantages to build a concentrated portfolio of quality assets.
Embecta Corp (EMBC)
Embecta Corp is a leader in the diabetes care market, manufacturing and selling insulin delivery devices such as pen needles and syringes. The company serves millions of patients worldwide, operating as a standalone entity following its spin-off from Becton Dickinson.
Within Yacktman's current portfolio, the value of the position in Embecta stands at approximately $11.97M. The stock offers a robust current dividend yield of 13.18% based on a TTM dividend rate of $0.46 per share. Analysts have set a price target of $8.5 for the firm, while its discounted cash flow is valued at $24.3.
Here's an overview of Donald Yacktman's trades in Embecta Corp:
Verizon Communications Inc (VZ)
Verizon Communications is a powerhouse in the telecommunications industry, providing a vast array of wireless, fiber-optic, and data services to consumers and businesses. It operates one of the most extensive 5G and 4G LTE networks in the United States, maintaining a dominant presence in the mobile carrier landscape.
The current value of this holding in the Yacktman portfolio is $846.8K. Verizon features a current dividend yield of 5.94% and a trailing twelve-month dividend rate of $2.77. Currently, the stock has an analyst price target of $53.5 and a calculated discounted cash flow value of $82.58.
Here's an overview of Donald Yacktman's trades in Verizon Communications Inc:
Altria Group Inc. (MO)
Altria Group is a major player in the tobacco industry, owning iconic brands such as Marlboro and expanding its reach into smoke-free products and oral nicotine. The company also maintains a significant investment in the alcoholic beverage sector through its stake in Anheuser-Busch InBev.
Altria currently represents $302.19K of the total portfolio value managed by Yacktman. Shareholders receive a TTM dividend rate of $4.24, which translates to a current dividend yield of 5.75%. The company's discounted cash flow is estimated at $94.21, and it carries an analyst price target of $72.14.
Here's an overview of Donald Yacktman's trades in Altria Group Inc.:
Comcast Corp (CMCSA)
Comcast is a global media and technology giant that provides high-speed internet, video, and phone services through its Xfinity brand. The company also owns and operates NBCUniversal, which encompasses a wide range of broadcast, cable, and film entertainment assets alongside international theme parks.
Yacktman holds a significant stake in the company, with the current position value reaching $28.66M. At present, the stock provides a current dividend yield of 5.70% from a $1.32 TTM dividend rate. It also possesses a discounted cash flow valuation of $105.83 alongside an analyst price target of $32.8.
Here's an overview of Donald Yacktman's trades in Comcast Corp:
Clorox Co. (CLX)
Clorox is a leading manufacturer of professional and consumer products, ranging from household cleaning supplies to personal care items. Its diverse portfolio includes well-known brands such as Pine-Sol, Burt's Bees, and Brita, making it a staple in homes and businesses across the globe.
The investment in Clorox carries a current value of $4.59M within the portfolio. With a TTM dividend rate of $4.96, the company currently offers a dividend yield of 5.09%. Its discounted cash flow value sits at $265.51, while the analyst price target for the stock is $104.22.
Here's an overview of Donald Yacktman's trades in Clorox Co.: