Tom Gayner Dividend Stocks: Top Picks for August 2025
Tom Gayner's top dividend stocks for August 2025 include Investors Title Co. (ITIC), a provider of residential and commercial title insurance and related services.
Tom Gayner serves as the Co-Chief Executive Officer of Markel Group, a diverse financial holding company. His investment philosophy is generally characterized by a long-term, value-oriented approach, often focusing on companies with strong fundamentals and durable business models.
Investors Title Co. (ITIC)
Investors Title Co. specializes in providing title insurance and a range of real estate-related services to protect property owners and lenders. The company operates across numerous states, offering essential services for real estate transactions, including 1031 exchanges and trust services. This finance and insurance sector stalwart offers a compelling dividend yield of approximately 7.50%. Tom Gayner's current portfolio position in Investors Title Co. holds a value of $45.05 million, with a trailing twelve-month (TTM) dividend rate of $15.84 per share. Based on a discounted cash flow analysis, the stock has an intrinsic value of $265.01.
Here's an overview of Tom Gayner's trades in Investors Title Co.:
Cable One Inc (CABO)
Cable One Inc is a leading broadband communications provider, serving residential and business customers across 24 states. The company offers a suite of services, including high-speed internet, cable television, and phone services, primarily targeting smaller to mid-sized markets. The current dividend yield for Cable One stands at about 6.13%. Tom Gayner's holding in Cable One Inc is valued at $1.52 million in his portfolio, and the company has paid a TTM dividend of $8.85 per share. A discounted cash flow valuation suggests the stock's worth at $452.19.
Here's an overview of Tom Gayner's trades in Cable One Inc:
Lamar Advertising Co (LAMR)
Lamar Advertising Co is one of the largest outdoor advertising companies in North America, operating thousands of billboards and transit displays. The company provides advertisers with a wide range of outdoor media formats to reach target audiences. Its business model focuses on owning and operating static and digital billboards, as well as maintaining transit, airport, and shelter advertising displays. The current dividend yield for Lamar Advertising Co is approximately 4.90%. The TTM dividend rate for the company is $6.15 per share, and the current value of this position in Tom Gayner's portfolio is $16.75 million. The discounted cash flow value for Lamar is $130.27.
Here's an overview of Tom Gayner's trades in Lamar Advertising Co:
T. Rowe Price Group Inc. (TROW)
T. Rowe Price Group Inc. is a global asset management firm that provides a broad range of mutual funds, sub-advisory services, and separate account management for individuals, institutions, and financial intermediaries. The company is known for its active management approach across various asset classes. The current dividend yield for T. Rowe Price Group Inc. is roughly 4.69%. The company has distributed a TTM dividend rate of $5.02 per share. Tom Gayner's investment in T. Rowe Price Group Inc. currently holds a value of $31.86 million in his portfolio. Analysts have set a price target of $90.0 for the stock, while its discounted cash flow suggests a value of $117.5.
Here's an overview of Tom Gayner's trades in T. Rowe Price Group Inc.:
Target Corp (TGT)
Target Corp is a well-known general merchandise retailer operating stores across the United States. The company offers a wide assortment of products, including household essentials, food, apparel, and electronics, through its physical stores and digital channels. Target is recognized for its stylish store design and private label brands. In Tom Gayner's portfolio, the current value of the Target Corp position is $13.37 million. The company currently offers a dividend yield of approximately 4.22%, with a TTM dividend rate of $4.48 per share. According to analyst estimates, the stock has a price target of $118.8, while its intrinsic value based on discounted cash flow is $165.93.
Here's an overview of Tom Gayner's trades in Target Corp: