Ensemble Capital's top dividend stocks for September 2025 include First American Financial Corp (FAF), a leading provider of title insurance and settlement services that plays a crucial role in real estate transactions.

Ensemble Capital is an investment firm focused on managing concentrated portfolios for clients. They are known for their fundamental, long-term investment approach, seeking to invest in high-quality businesses with strong competitive advantages and sustainable growth prospects.

First American Financial Corp (FAF)

First American Financial Corp specializes in providing title insurance and settlement services for residential and commercial real estate transactions. The company also offers property data and analytics solutions, serving a broad range of customers from homebuyers to real estate professionals across the United States. Its services are essential for securing property rights and facilitating smooth real estate closings.

The stock currently boasts a dividend yield of approximately 3.27%, with a trailing twelve-month (TTM) dividend rate of $2.16 per share. Ensemble Capital's current position in First American Financial Corp holds a value of $53.24 million. According to a discounted cash flow analysis, the stock carries an estimated fair value of $71.0.

Here's an overview of Ensemble Capital's trades in First American Financial Corp:

Paychex Inc. (PAYX)

Paychex Inc. is a prominent provider of human capital management solutions, offering integrated payroll, HR, and benefits outsourcing services. The company primarily serves small to mid-sized businesses, helping them streamline operations, manage compliance, and support their employees with comprehensive administrative services. Paychex is a leader in its industry, known for its extensive service offerings and client support.

This position currently represents a value of $61.11 million in Ensemble Capital's portfolio. Paychex offers investors a dividend yield of roughly 2.95%, having distributed $4.12 per share over the past twelve months. Financial analysts have set a consensus price target of $154.5 for the stock, while a discounted cash flow model suggests a value of $161.09.

Here's an overview of Ensemble Capital's trades in Paychex Inc.:

Starbucks Corp. (SBUX)

Starbucks Corp. is the world's leading roaster, marketer, and retailer of specialty coffee, with a global presence. The company offers a wide range of beverages, along with food items and coffee beans, through its company-operated and licensed stores worldwide. Starbucks is synonymous with the modern coffeehouse experience, emphasizing quality products and a welcoming environment.

With a current dividend yield of about 2.77%, Starbucks has paid out $2.44 per share on a trailing twelve-month basis. Ensemble Capital maintains a $387.68 thousand current value for its position in Starbucks. Analysts project a price target of $113.6 for the company, and its discounted cash flow value is estimated at $88.02.

Here's an overview of Ensemble Capital's trades in Starbucks Corp.:

Landstar System, Inc. (LSTR)

Landstar System, Inc. operates as an asset-light provider of integrated transportation management solutions, utilizing a network of independent commission sales agents and third-party capacity providers. The company offers a broad range of transportation services including truckload, less-than-truckload, air freight, ocean services, and intermodal, catering to diverse industries across North America. Its unique business model emphasizes flexibility and cost-efficiency in logistics.

Ensemble Capital holds a position in Landstar System, Inc. valued at $30.51 million. The company's stock currently offers a dividend yield of approximately 2.66%, supported by a TTM dividend rate of $3.52 per share. The average analyst price target stands at $139.0, while a discounted cash flow valuation indicates a fair value of $231.07.

Here's an overview of Ensemble Capital's trades in Landstar System, Inc.:

Nike, Inc. (NKE)

Nike, Inc. is a global leader in the design, development, manufacturing, marketing, and sale of athletic footwear, apparel, equipment, accessories, and services. The company's iconic brands, including Nike, Jordan, and Converse, serve athletes and consumers worldwide, establishing a strong market presence through innovation, high-performance products, and compelling branding. Nike continually pushes boundaries in sports and fashion.

The current value of Ensemble Capital's position in Nike, Inc. is $21.59 million. The stock yields around 2.03% on its dividend, with a trailing twelve-month dividend rate of $1.57 per share. Analysts have set a price target of $89.0 for Nike, and its discounted cash flow value is estimated at $56.14.

Here's an overview of Ensemble Capital's trades in Nike, Inc.: