Jeffrey Ubben's top dividend stocks (September 2025) include Rocket Companies Inc (RKT), a major player in the US residential mortgage lending market.

Jeffrey Ubben is an American activist investor known as the founder and managing partner of Inclusive Capital Partners. His investment approach focuses on collaborating with corporate management to foster long-term value, often with an emphasis on environmental, social, and governance (ESG) factors. Ubben previously founded and managed the investment firm ValueAct Capital.

Rocket Companies Inc (RKT)

Rocket Companies is a Detroit-based fintech holding company primarily known for its flagship brand, Rocket Mortgage, one of the largest mortgage lenders in the United States. The company leverages its centralized and online platform to offer a range of mortgage and other financial products directly to consumers. It has established a significant presence in the national home lending industry.

Jeffrey Ubben's portfolio includes a position in the company currently valued at $268.78 million. The stock offers a dividend yield of 4.50%, and its trailing twelve-month dividend rate is $0.80 per share. Analysts have set an average price target of $16.00 for the stock, while a discounted cash flow model suggests a value of $14.12.

Here's an overview of Jeffrey Ubben's trades in Rocket Companies Inc:

Walt Disney Co (The) (DIS)

The Walt Disney Company is a globally recognized diversified entertainment and media conglomerate. Its vast operations include iconic theme parks and resorts, a massive portfolio of film and television studios like Walt Disney Pictures and Marvel, and media networks such as ABC and ESPN. The company is also a major force in the streaming industry with its Disney+ service.

Ubben's stake in the entertainment giant is presently worth $602.27 million. The company provides a dividend yield of 0.84% based on its TTM dividend rate of $1.00 per share. The analyst consensus price target for Disney is $131.00, with its discounted cash flow value estimated at $26.49.

Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):

Visa Inc (V)

Visa operates one of the world's largest retail electronic payment networks, facilitating transactions between consumers, merchants, and financial institutions globally. The company provides branded credit, debit, and prepaid card products, though it does not issue cards or extend credit itself. Its massive processing network is a critical piece of modern global commerce.

With a trailing twelve-month dividend rate of $2.36, the stock's current dividend yield is 0.67%. The value of Jeffrey Ubben's current position in Visa stands at $437.95 million. Wall Street analysts see potential upside with an average price target of $412.00, while a DCF calculation places its intrinsic value at $267.10.

Here's an overview of Jeffrey Ubben's trades in Visa Inc:

Salesforce Inc (CRM)

Salesforce is a dominant force in the cloud-based software industry, best known for its market-leading customer relationship management (CRM) platform. The company provides a comprehensive suite of applications for sales, customer service, marketing automation, and analytics. Its solutions help businesses of all sizes connect with their customers in new ways.

Ubben's fund holds a significant position in the tech firm, currently valued at $742.74 million. Salesforce pays a dividend with a trailing rate of $1.63 per share, which translates to a current yield of 0.64%. The average analyst price target for the stock is $368.00, and its discounted cash flow valuation comes in at $209.05.

Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:

Simpson Manufacturing Co., Inc. (SSD)

Simpson Manufacturing is a prominent company in the construction industry, specializing in the design and manufacture of building products. It is particularly well-known for its extensive line of wood and concrete connectors, fasteners, and anchoring systems used in residential, commercial, and infrastructure projects. The company's products are a staple for contractors and builders.

The current value of the holding in Jeffrey Ubben's portfolio is $268.73 million. Simpson Manufacturing's dividend yield stands at 0.59%, with a TTM dividend rate of $1.13 per share. A discounted cash flow analysis estimates the company's intrinsic value at $184.77.

Here's an overview of Jeffrey Ubben's trades in Simpson Manufacturing Co., Inc.: