Tom Bancroft's top dividend stocks (August 2025) include Lamar Advertising Co (LAMR), which specializes in outdoor advertising and billboards.

Tom Bancroft is the founder and Chief Investment Officer of Granite House Capital. His investment approach typically involves a long-term focus on identifying undervalued companies, emphasizing fundamental analysis and a deep understanding of business models.

Lamar Advertising Co (LAMR)

Lamar Advertising Co operates as an outdoor advertising company, offering billboard and transit advertising services across the United States and Canada. As one of the largest outdoor advertising companies, it provides advertisers with a wide range of display formats to reach target audiences. The current value of this position in Tom Bancroft's portfolio stands at an impressive $27.42 million. Investors following LAMR will note its TTM dividend rate of $6.15, contributing to a robust current dividend yield of approximately 4.90%. Furthermore, its discounted cash flow valuation is noted at $130.27.

Here's an overview of Tom Bancroft's trades in Lamar Advertising Co:

Bath & Body Works Inc (BBWI)

Bath & Body Works Inc is a well-known specialty retailer of body care, home fragrance, and other personal care products. The company operates a vast network of stores and also sells its products through e-commerce channels, focusing on a broad range of scented products. This holding represents a current value of $47.47 million in Tom Bancroft's portfolio. Its TTM dividend rate is $0.80, and the current dividend yield is around 2.67%. Analysts have set a price target for BBWI at $41.0, and its discounted cash flow is valued at $47.47.

Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

Progressive Corp. (PGR)

Progressive Corp. is a leading provider of personal and commercial auto insurance, as well as property insurance and other specialty lines. Renowned for its direct-to-consumer sales model and innovative pricing strategies, Progressive offers coverage across the United States. Tom Bancroft's portfolio holds a position in PGR valued at $10.49 million. The company currently offers a dividend yield of approximately 1.96%, supported by a TTM dividend rate of $4.90. For those considering its potential, the analyst price target is $329.0, with a discounted cash flow valuation of $59.37.

Here's an overview of Tom Bancroft's trades in Progressive Corp.:

CDW Corp (CDW)

CDW Corp is a prominent provider of integrated information technology solutions to business, government, education, and healthcare customers. The company offers a broad range of hardware, software, and services, helping organizations manage their technology infrastructure. As of the latest disclosure, the current value of this position in Tom Bancroft's portfolio stands at $27.08 million. CDW offers a TTM dividend rate of $2.50, translating to a current dividend yield of approximately 1.38%. The discounted cash flow value for CDW is $134.01.

Here's an overview of Tom Bancroft's trades in CDW Corp:

Dominos Pizza Inc (DPZ)

Domino's Pizza Inc is one of the world's largest pizza companies, operating a vast network of franchised and company-owned stores globally. Known for its delivery and carryout services, Domino's focuses on providing a wide variety of pizzas and other menu items. This position holds a current value of $30.09 million in Tom Bancroft's portfolio. The company provides a TTM dividend rate of $6.50, resulting in a current dividend yield of around 1.34%. Analysts have set a price target of $535.0 for DPZ, and its discounted cash flow is valued at $188.33.

Here's an overview of Tom Bancroft's trades in Dominos Pizza Inc: