Donald Yacktman's top dividend stocks (September 2025) include Canadian Natural Resources Ltd. (CNQ), a major Canadian energy company involved in oil and gas exploration, development, and production.

Donald Yacktman is the founder and portfolio manager of Yacktman Asset Management. His investment philosophy centers on identifying high-quality businesses trading at reasonable prices, with a particular focus on companies that generate strong free cash flow and exhibit shareholder-friendly management.

Canadian Natural Resources Ltd. (CNQ)

Canadian Natural Resources Ltd. is a leading independent energy company focused on crude oil and natural gas exploration, development, and production. Operating primarily in Western Canada, the company boasts a diversified asset base, including natural gas, crude oil, and oil sands operations.
This energy giant currently offers a dividend yield of approximately 6.58%. The company has distributed $1.62 per share over the last twelve months, and the current value of this position in Donald Yacktman's portfolio stands at $700.32 million. A discounted cash flow analysis suggests a value of $93.43.

Here's an overview of Donald Yacktman's trades in Canadian Natural Resources Ltd.:

Verizon Communications Inc (VZ)

Verizon Communications Inc. is a prominent global telecommunications provider, delivering a broad range of wireless and wireline communication services and products. From mobile connectivity to broadband internet, Verizon serves millions of consumer, business, and government customers across the United States.
Investors currently see a dividend yield of around 6.13% from Verizon. The telecom giant's trailing twelve months dividend rate is $2.71 per share, and Donald Yacktman holds a position valued at $2.26 million. Its discounted cash flow value is estimated at $80.6.

Here's an overview of Donald Yacktman's trades in Verizon Communications Inc:

Altria Group Inc. (MO)

Altria Group Inc. is a major American corporation primarily involved in the tobacco industry, best known for its iconic cigarette brands. Beyond traditional tobacco, the company also holds investments in smokeless tobacco, wine, and cannabis companies.
With a current dividend yield of approximately 6.07%, Altria offers a substantial payout. The past year has seen the company pay out $4.08 per share in dividends, and the current value of this holding in Donald Yacktman's portfolio is $329.33 thousand. Analysts have set a price target of $72.0 for the stock, while its discounted cash flow is calculated at $71.59.

Here's an overview of Donald Yacktman's trades in Altria Group Inc.:

Embecta Corp (EMBC)

Embecta Corp is a specialized medical technology company dedicated to diabetes care. It focuses on the development, manufacture, and sale of insulin delivery systems, helping millions of people manage their diabetes globally.
Embecta currently offers a dividend yield of roughly 5.55%. Over the last twelve months, the company's dividend rate was $0.60 per share, and Donald Yacktman's portfolio holds a position valued at $34.37 million. The analyst consensus price target for Embecta is $25.0, and its discounted cash flow comes in at $48.05.

Here's an overview of Donald Yacktman's trades in Embecta Corp:

Tyson Foods, Inc. (TSN)

Tyson Foods, Inc. is one of the world's largest food companies and a leading producer of chicken, beef, and pork. It also offers a range of prepared foods, serving retail and foodservice customers worldwide with well-known brands.
This food industry giant boasts a dividend yield of approximately 4.39%. The total dividend paid over the trailing twelve months amounted to $2.49 per share, and the current value of Donald Yacktman's investment in Tyson Foods is $148.33 million. Analysts foresee a price target of $61.0, with a discounted cash flow valuation of $93.62.

Here's an overview of Donald Yacktman's trades in Tyson Foods, Inc.: