Daniel Loeb's top dividend stocks (September 2025) include Rocket Companies Inc (RKT), a prominent provider of financial services, primarily focusing on mortgage lending.

Daniel Loeb is the founder and CEO of Third Point, a well-known hedge fund based in New York. He is recognized for his approach as an activist investor, often taking significant stakes in companies and advocating for strategic changes. Third Point typically employs a long/short equity strategy, seeking opportunities across various market sectors.

Rocket Companies Inc (RKT)

Rocket Companies is a leading fintech platform providing an array of financial services. Its core business revolves around mortgage origination and servicing through its Rocket Mortgage brand, alongside other real estate and personal finance ventures. The company boasts a significant presence in the digital lending space, leveraging technology to streamline the homeownership process.

Investors in Rocket Companies are currently seeing an attractive dividend yield of approximately 4.50%. The current value of the position in Daniel Loeb's portfolio stands at $84.41 million. This holding also reflects a trailing twelve-month dividend rate of $0.80 per share, with analysts setting a price target of $16.0 for the stock and a discounted cash flow valuation of $14.12.

Here's an overview of Daniel Loeb's trades in Rocket Companies Inc:

Kenvue Inc (KVUE)

Kenvue is a global consumer health company with a portfolio of iconic brands across various categories, including self-care, essential health, and skin health. Formed as a spin-off from Johnson & Johnson, Kenvue's products are household names trusted by consumers worldwide. The company focuses on developing science-backed solutions for everyday health needs.

This consumer health giant offers a dividend yield of around 3.63%. Daniel Loeb's portfolio currently holds a position in Kenvue valued at $176.55 million. The company's trailing twelve-month dividend rate is $0.82 per share, and it carries a discounted cash flow value of $22.07.

Here's an overview of Daniel Loeb's trades in Kenvue Inc:

Flowserve Corp. (FLS)

Flowserve Corporation is a global provider of industrial flow management equipment and services. The company designs, manufactures, and services a wide range of pumps, valves, and seals used in critical applications across the oil and gas, power generation, chemical, and water treatment industries. Its products are essential for infrastructure and industrial processes worldwide.

With a dividend yield of approximately 1.57%, Flowserve Corp. is a notable holding. The current value of this position within Daniel Loeb's portfolio is $64.12 million. The company has a trailing twelve-month dividend rate of $0.84, while analysts have assigned a price target of $60.0, and its discounted cash flow is estimated at $27.03.

Here's an overview of Daniel Loeb's trades in Flowserve Corp.:

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry. It specializes in manufacturing integrated circuits for a wide array of customers, including leading fabless design companies and integrated device manufacturers. TSMC's advanced technology is crucial for producing the chips that power everything from smartphones and computers to AI and automotive electronics.

This semiconductor giant offers a dividend yield of approximately 1.47%. Daniel Loeb's current portfolio position in TSM is valued at an impressive $330.14 million. The trailing twelve-month dividend rate for the company is $2.71 per share, with analysts placing a price target of $265.0 and a robust discounted cash flow valuation of $722.13.

Here's an overview of Daniel Loeb's trades in Taiwan Semiconductor Manufacturing:

Apollo Global Management Inc (APO)

Apollo Global Management is a leading global alternative asset manager. The firm invests across credit, private equity, and real assets, providing capital to companies and generating returns for its institutional and individual investors. Apollo's diverse investment strategies aim to deliver long-term value in various market conditions.

Apollo Global Management Inc. currently provides a dividend yield of around 1.43%. Daniel Loeb's portfolio reflects a position in Apollo valued at $173.69 million. The company's trailing twelve-month dividend rate is $1.95 per share, and it has a discounted cash flow valuation of $111.49.

Here's an overview of Daniel Loeb's trades in Apollo Global Management Inc: