Polen Capital's top dividend stocks (August 2025) include Goosehead Insurance Inc (GSHD), an independent personal lines insurance agency operating nationally through a corporate agency and franchise network.

Polen Capital is an investment management firm known for its disciplined, long-term approach to investing in a concentrated portfolio of high-quality businesses. The firm focuses on companies with sustainable competitive advantages, strong financial characteristics, and the ability to generate consistent growth. Their strategy emphasizes fundamental research to identify businesses that can deliver compounding returns over time.

Goosehead Insurance Inc (GSHD)

Goosehead Insurance Inc operates as a rapidly growing independent personal lines insurance agency in the United States. The company's unique model leverages both corporate-owned agencies and a large franchise network to deliver a broad range of insurance products from various carriers. Their focus is on providing tailored insurance solutions to individual clients.

Polen Capital currently holds a position valued at $5.57M in Goosehead Insurance. The stock offers a dividend yield of approximately 6.75%, with a trailing twelve-month dividend rate of $5.91. Analysts have set a price target of $140.0 for the shares, while a discounted cash flow analysis suggests a value of $38.69.

Here's an overview of Polen Capital's trades in Goosehead Insurance Inc:

DLocal Limited (DLO)

DLocal Limited is a payments processing company that enables global merchants to accept payments and issue payouts in emerging markets. The company provides a single API solution for businesses looking to expand into Latin America, Africa, and Asia, offering local payment methods and facilitating cross-border transactions.

Polen Capital's current holding in DLocal Limited is valued at $6.44M. The company's dividend yield stands at about 4.85%, based on a trailing twelve-month dividend rate of $0.53. The stock also carries an analyst price target of $11.9.

Here's an overview of Polen Capital's trades in DLocal Limited:

iShares Trust - iShares 0-3 Month Treasury Bond ETF (SGOV)

iShares 0-3 Month Treasury Bond ETF (SGOV) is an exchange-traded fund that primarily invests in short-term U.S. Treasury bonds with remaining maturities of three months or less. This ETF aims to provide investors with exposure to short-duration government debt, often utilized for cash management or as a low-volatility component in a broader portfolio.

Polen Capital holds a position in SGOV valued at $2.35M. The ETF delivers a dividend yield of approximately 4.52%, with a trailing twelve-month dividend rate of $4.55.

Here's an overview of Polen Capital's trades in iShares Trust - iShares 0-3 Month Treasury Bond ETF:

SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

The SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) is an exchange-traded fund designed to track the performance of the Bloomberg US Treasury 1-3 Month Bill Index. This ETF offers investors a way to gain exposure to very short-term U.S. Treasury bills, making it another option for managing liquidity or seeking low-risk returns.

Polen Capital's current position in BIL is valued at $480.95K. The ETF provides a dividend yield of approximately 4.49%, supported by a trailing twelve-month dividend rate of $4.12.

Here's an overview of Polen Capital's trades in SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF:

Unitedhealth Group Inc (UNH)

UnitedHealth Group Inc is a diversified healthcare company that offers a comprehensive range of health coverage and benefits services through UnitedHealthcare. Additionally, it provides health services, including pharmacy benefits management, care delivery, and data analytics, through its Optum segment. The company serves millions of individuals and employers across the globe.

Polen Capital's substantial holding in UnitedHealth Group Inc is valued at $258.94M. This healthcare giant pays a trailing twelve-month dividend rate of $8.51, equating to a dividend yield of about 3.03%. Analysts project a price target of $398.22 for UNH shares, while a discounted cash flow valuation stands at $1.09K.

Here's an overview of Polen Capital's trades in Unitedhealth Group Inc: