Bruce Berkowitz's top dividend stocks (September 2025) include Energy Transfer LP (ET), a leading energy company involved in natural gas, natural gas liquids, refined products, and crude oil transportation and storage.

Bruce Berkowitz is the founder and Managing Member of Fairholme Capital Management. Known for his value-oriented approach, he focuses on identifying deeply undervalued companies with strong balance sheets and significant intrinsic value. His investment philosophy centers on long-term holdings in a concentrated portfolio.

Energy Transfer LP (ET)

Energy Transfer LP is a prominent player in North America's midstream energy sector, operating an expansive network of pipelines and related assets. The company is crucial for gathering, processing, and transporting natural gas, natural gas liquids, refined products, and crude oil across various key regions. Bruce Berkowitz's current portfolio position in Energy Transfer LP is valued at $2.95 million, and it offers an attractive dividend yield of approximately 7.36%, with a trailing twelve-month (TTM) dividend rate of $1.31.
Here's an overview of Bruce Berkowitz's trades in Energy Transfer LP:
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Enterprise Products Partners L P (EPD)

Enterprise Products Partners is a major provider of midstream energy services, playing a vital role in the energy supply chain by transporting and processing natural gas, NGLs, crude oil, and petrochemicals. Their extensive network of pipelines, storage facilities, and processing plants supports energy markets across the United States. Berkowitz's current holding in Enterprise Products Partners is substantial, valued at $175.18 million, and it boasts a TTM dividend rate of $2.14, resulting in a dividend yield of about 6.66%. Analysts have set a price target of $35.5 for the stock, with a discounted cash flow (DCF) value estimated at $98.74.
Here's an overview of Bruce Berkowitz's trades in Enterprise Products Partners L P:
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Bank OZK (OZK)

Bank OZK operates as a regional bank offering a wide range of financial services, including commercial and retail banking. It is particularly recognized for its specialized real estate lending division, which funds complex projects across major markets in the U.S. Bruce Berkowitz holds a position valued at $48.1 million in Bank OZK, which currently provides a TTM dividend of $1.70 per share, translating to a dividend yield of approximately 3.24%. The stock also shows a discounted cash flow (DCF) value of $149.08.
Here's an overview of Bruce Berkowitz's trades in Bank OZK:
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EOG Resources, Inc. (EOG)

EOG Resources is a leading independent oil and natural gas exploration and production company, primarily focused on developing and exploiting reserves in the United States. They are known for their technological advancements in horizontal drilling and hydraulic fracturing. The current portfolio position for EOG Resources in Berkowitz's portfolio is $249.64 thousand, distributing an impressive TTM dividend of $4.08, and offering a dividend yield of around 3.07%. The stock carries an analyst price target of $135.0, with a discounted cash flow (DCF) value of $362.46.
Here's an overview of Bruce Berkowitz's trades in EOG Resources, Inc.:
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Diamondback Energy Inc (FANG)

Diamondback Energy is an independent oil and natural gas company focused on the acquisition, development, exploration, and exploitation of onshore oil and natural gas properties. The company's operations are concentrated in the Permian Basin, one of the most prolific oil-producing regions in the U.S. Generating a 2.62% dividend yield from its $3.90 TTM dividend rate, Bruce Berkowitz's investment in Diamondback Energy is valued at $595.04 thousand. Furthermore, analysts have provided a price target of $222.0 for the company, and its discounted cash flow (DCF) value stands at $365.19.
Here's an overview of Bruce Berkowitz's trades in Diamondback Energy Inc:
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