Terry Smith Dividend Stocks: What's in His Portfolio? (August 2025)
Terry Smith's top dividend stocks (August 2025) include Clorox Co. (CLX), a leading manufacturer of consumer and professional products.
Terry Smith is the founder and Chief Executive of Fundsmith, a prominent asset management firm. His investment philosophy centers on buying and holding a concentrated portfolio of high-quality, resilient businesses for the long term. Fundsmith's strategy often targets companies with strong competitive advantages and consistent cash flow generation.
Clorox Co. (CLX)
Clorox is a global manufacturer and marketer of consumer and professional products, best known for its bleach, cleaning supplies, and Glad bags. Their diverse portfolio includes popular brands in household, health and wellness, and lifestyle categories, serving consumers worldwide. The company currently offers a dividend yield of 3.73%. With a trailing twelve-month dividend rate of $4.88, the current value of the position in Terry Smith's portfolio stands at $77.03 million. Analysts have set a price target of $136.0, and its discounted cash flow is estimated at $343.61.
Here's an overview of Terry Smith's trades in Clorox Co.:
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Philip Morris International Inc (PM)
Philip Morris International is a leading tobacco company engaged in the manufacture and sale of cigarettes and other nicotine-containing products. It operates globally, outside of the United States, with iconic brands and a growing focus on smoke-free alternatives. The company provides investors with a dividend yield of 3.36%, and its TTM dividend rate is $5.40. Terry Smith's current portfolio position in Philip Morris International is valued at $1.77 billion. The analyst consensus price target for the stock is $181.0, and a discounted cash flow valuation indicates $213.13.
Here's an overview of Terry Smith's trades in Philip Morris International Inc:
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Texas Instruments Inc. (TXN)
Texas Instruments is a global semiconductor design and manufacturing company that develops analog and embedded processing chips. These components are vital for various electronic devices, from industrial automation and automotive systems to personal electronics and communications infrastructure. Investors can expect a dividend yield of 2.91% from this semiconductor giant, which has seen its trailing twelve-month dividend rate reach $5.38. The current value of the position in Terry Smith's portfolio is $493.54 million. Financial analysts estimate a target price of $196.67, with a discounted cash flow value of $82.07.
Here's an overview of Terry Smith's trades in Texas Instruments Inc.:
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Procter & Gamble Co. (PG)
Procter & Gamble is a multinational consumer goods corporation, offering a vast array of trusted brands in categories like beauty, grooming, health care, fabric and home care, and baby and feminine care. Its products are staples in households around the world. With a current dividend yield of 2.61%, P&G has paid a trailing twelve-month dividend rate of $4.13. Terry Smith maintains a significant holding in P&G, with the current value of the position in his portfolio at $695.23 million. The stock carries an analyst price target of $170.50, while its discounted cash flow is calculated at $255.41.
Here's an overview of Terry Smith's trades in Procter & Gamble Co.:
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Home Depot, Inc. (HD)
Home Depot is the largest home improvement retailer in the United States, providing tools, construction products, and services. It caters to both do-it-yourself customers and professional contractors through its extensive network of stores and online presence. The company's dividend yield currently stands at 2.42%. Over the last twelve months, its dividend rate reached $9.10. The current value of the position in Terry Smith's portfolio for Home Depot is $42.17 million. Analysts have assigned a price target of $406.0 to the stock, with a discounted cash flow valuation of $316.81.
Here's an overview of Terry Smith's trades in Home Depot, Inc.:
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