Sands Capital's top dividend stocks for August 2025 include Transdigm Group Incorporated (TDG), a major manufacturer of engineered aerospace components and systems.

Sands Capital is an investment management firm known for its focus on identifying high-quality, growth-oriented businesses for long-term investment. The firm applies a disciplined, fundamental research-driven approach to construct concentrated portfolios for its clients, seeking companies with durable competitive advantages and strong management teams.

Transdigm Group Incorporated (TDG)

Transdigm Group is a leading global producer, designer, and supplier of highly engineered aerospace components, systems, and subsystems for commercial and military aircraft. Their products are critical to aircraft function, from control systems to engine components, serving a diverse customer base worldwide.

Sands Capital's current portfolio position in Transdigm Group is valued at an impressive $138.14 million. This stock currently offers a robust dividend yield of 4.67%, having distributed $75.00 per share over the last twelve months. Analysts have set a price target of $1,540 for the company, and its discounted cash flow value stands at $686.98.
Here's an overview of Sands Capital's trades in Transdigm Group Incorporated:

H World Group Limited - ADR (HTHT)

H World Group is a prominent multi-brand hotel group in China, operating a wide range of hotel brands across various market segments, from economy to upscale. They manage and franchise hotels under brands like HanTing, JI Hotel, and Grand Mercure, serving millions of travelers annually.

Sands Capital holds a current position in H World Group Limited valued at $111.99 million. This holding provides a dividend yield of 4.31%, with the company having paid out $1.60 per share in dividends over the trailing twelve months. The discounted cash flow value for HTHT is $57.84.
Here's an overview of Sands Capital's trades in H World Group Limited - ADR:

Kaspi.kz JSC Sponsored GDR RegS (KAKZF)

Kaspi.kz JSC is a rapidly growing technology company that operates a leading super-app in Kazakhstan, providing a comprehensive suite of financial services, e-commerce, and fintech solutions. Its ecosystem includes payments, marketplace, and finance platforms, making it an integral part of daily life for millions of users.

Their current portfolio position in Kaspi.kz JSC is worth $127.34 million. The stock boasts a trailing twelve-month dividend rate of $6.48, resulting in a current dividend yield of 4.12%.
Here's an overview of Sands Capital's trades in Kaspi.kz JSC Sponsored GDR RegS:

Unitedhealth Group Inc (UNH)

UnitedHealth Group is a diversified health and well-being company, offering a broad range of health care products and services through its two main segments: Optum and UnitedHealthcare. They serve individuals, employers, and governments with health benefits, care delivery, and technology-enabled health services.

Sands Capital maintains a current position in UnitedHealth Group Inc valued at $43.62 million. This position offers a dividend yield of 3.03%, reflecting a trailing twelve-month dividend payout of $8.51 per share. Analysts have set a price target of $398.22 for UNH, while its discounted cash flow value is $1,090.
Here's an overview of Sands Capital's trades in Unitedhealth Group Inc:

HDFC Bank Ltd. - ADR (HDB)

HDFC Bank Ltd. is one of India's largest and most respected private sector banks, providing a wide array of banking and financial services to individuals and businesses. Its offerings span retail banking, wholesale banking, and treasury operations, supported by a vast network of branches and digital platforms.

Sands Capital¡¯s current portfolio value in HDFC Bank Ltd. stands at $223.49 million. The stock carries a dividend yield of 2.19%, with a trailing twelve-month dividend rate of $1.25 per share. HDFC Bank Ltd. has a discounted cash flow value of $99.50.
Here's an overview of Sands Capital's trades in HDFC Bank Ltd. - ADR: