Chris Hohn Dividend Stocks: A Look at His Top Holdings (September 2025)
Chris Hohn's top dividend stocks (September 2025) include Canadian National Railway Co. (CNI), a major freight railway network providing transportation and logistics services across North America.
Chris Hohn is the founder and managing partner of The Children's Investment Fund Management (TCI), a London-based hedge fund. Known for his activist investment approach, Hohn typically targets undervalued companies with strong business fundamentals, advocating for operational improvements and corporate governance changes.
Canadian National Railway Co. (CNI)
Canadian National Railway operates one of the largest railway networks in North America, spanning Canada and the Midwestern and Southern United States. It plays a critical role in transporting diverse goods, from intermodal freight to bulk commodities, across the continent.
The company offers a notable dividend yield of 2.61%. Chris Hohn's current portfolio position in CNI is valued at $2.22 billion. Its trailing twelve-month (TTM) dividend rate stands at $2.48. A discounted cash flow analysis suggests a value of $87.97 for the stock.
Here's an overview of Chris Hohn's trades in Canadian National Railway Co.:
Canadian Pacific Kansas City Limited (CP)
Canadian Pacific Kansas City Limited, often referred to as CPKC, is a transcontinental railway system with an extensive network connecting Canada, the United States, and Mexico. It offers freight transportation services for a wide range of industries, facilitating cross-border trade and logistics.
This position currently represents a value of $4.02 billion in Chris Hohn's portfolio. Shareholders receive a TTM dividend rate of $0.57. CPKC currently yields dividends at 0.76%. The stock's discounted cash flow value is calculated at $66.67.
Here's an overview of Chris Hohn's trades in Canadian Pacific Kansas City Limited:
Moody`s Corp. (MCO)
Moody's Corporation is a leading provider of credit ratings, research, and risk analysis services globally. The company's offerings are essential for financial markets, helping investors and businesses make informed decisions about credit risk and market transparency.
Chris Hohn's investment in Moody's Corp. holds a current value of $6.75 billion. The company delivers a dividend yield of approximately 0.72%. Its TTM dividend rate is $3.67 per share. A discounted cash flow valuation estimates the stock's intrinsic value at $177.76.
Here's an overview of Chris Hohn's trades in Moody's Corp.:
S&P Global Inc (SPGI)
S&P Global is a premier provider of essential intelligence for financial markets, offering credit ratings, benchmarks, and analytics. Its various divisions, including S&P Ratings, S&P Dow Jones Indices, and S&P Global Market Intelligence, are vital resources for market participants worldwide.
With a dividend yield of 0.69%, S&P Global Inc. is a key holding. The trailing twelve-month dividend rate for SPGI stands at $3.79. The current value of this position in Chris Hohn's portfolio is $6.08 billion. The discounted cash flow suggests a value of $436.35.
Here's an overview of Chris Hohn's trades in S&P Global Inc:
Visa Inc - Ordinary Shares - Class A (V)
Visa Inc. is a global payments technology company facilitating electronic funds transfers throughout the world. It operates one of the world's largest retail electronic payments networks, connecting consumers, businesses, banks, and governments.
Visa Inc. currently offers a dividend yield of about 0.67%. The TTM dividend rate for the company is $2.36. Chris Hohn's current position in Visa is valued at $6.71 billion. Analysts have set a price target of $412.0 for Visa shares. The stock's discounted cash flow value is estimated at $267.1.
Here's an overview of Chris Hohn's trades in Visa Inc: