Broad Run's top dividend stocks (September 2025) include Cogent Communications Holdings Inc (CCOI), a global provider of internet services to corporate and government clients.

Broad Run is an investment management firm that focuses on identifying compelling investment opportunities across various sectors. The firm employs a rigorous research process, aiming to uncover companies with strong fundamentals and sustainable business models for its portfolio.

Cogent Communications Holdings Inc (CCOI)

Cogent Communications is a multinational internet service provider, delivering high-speed internet access and data transport services primarily to businesses and large organizations. They operate one of the largest IP networks globally, catering to a diverse client base ranging from small companies to major enterprises and government entities.

Broad Run's current position in Cogent Communications is valued at $25.92 million. This stock currently offers an impressive dividend yield of approximately 10.53%, with a trailing twelve-month dividend rate of $4.03 per share. Analysts have set an average price target of $42.5 for CCOI, while its discounted cash flow valuation stands at $21.81.

Here's an overview of Broad Run's trades in Cogent Communications Holdings Inc:

Transdigm Group Incorporated (TDG)

Transdigm Group is a leading global designer, producer, and supplier of highly engineered aircraft components, systems, and subsystems. Their products are essential for commercial and military aircraft, covering everything from flight controls and pumps to igniters and seatbelts, playing a critical role in the aerospace industry.

This manufacturing powerhouse represents a current portfolio position value of $15.11 million for Broad Run. Investors currently see a dividend yield of around 5.36% from TDG, backed by a robust trailing twelve-month dividend rate of $75.0 per share. The analyst community forecasts an average price target of $1.6K, with its discounted cash flow indicating a value of $773.17.

Here's an overview of Broad Run's trades in Transdigm Group Incorporated:

Brookfield Asset Management Inc. (BAM)

Brookfield Asset Management is a premier global alternative asset manager, focusing on real estate, infrastructure, renewable power, private equity, and credit. The company manages a vast portfolio of assets across five continents, providing essential services and products globally.

Broad Run holds a significant position in Brookfield Asset Management, valued at $25.0 million. The company currently offers a dividend yield of approximately 3.44%, alongside a trailing twelve-month dividend rate of $2.07. Furthermore, analysts project a price target of $60.63, and the discounted cash flow model suggests a value of $1.56.

Here's an overview of Broad Run's trades in Brookfield Asset Management Inc.:

American Tower Corp. (AMT)

American Tower Corporation is a global leader in wireless communications infrastructure, owning, operating, and developing multi-tenant communications sites. They provide essential infrastructure for wireless carriers, broadcasters, and government agencies to support their network expansion and connectivity needs worldwide.

American Tower Corp. constitutes a $24.52 million position within Broad Run's portfolio. Its dividend yield stands at roughly 3.26%, with a trailing twelve-month dividend rate of $6.64. Analysts have established an average price target of $250.0 for AMT shares, and its discounted cash flow calculation suggests a value of $263.52.

Here's an overview of Broad Run's trades in American Tower Corp.:

RELX Plc (RELX)

RELX Plc is a global provider of information-based analytics and decision tools for professional and business customers across various industries. They serve clients in scientific, technical & medical, risk & business analytics, and legal sectors, and also organize exhibitions worldwide.

Broad Run's current portfolio position in RELX Plc is valued at $2.19 million. The company's dividend yield is approximately 1.87%, complemented by a trailing twelve-month dividend rate of $0.82 per share. Its discounted cash flow value is calculated at $49.63.

Here's an overview of Broad Run's trades in RELX Plc: