Seth Klarman's top dividend stocks (October 2025) include Amcor Plc (AMCR), a global leader in responsible packaging solutions for a variety of industries.

Seth Klarman is the founder and CEO of Baupost Group, a Boston-based private investment partnership. The firm is known for its value-oriented investment strategy, focusing on identifying undervalued assets and maintaining a significant margin of safety in its holdings.

Amcor Plc (AMCR)

Amcor Plc stands as a global leader in developing and producing responsible packaging solutions for a wide range of food, beverage, pharmaceutical, medical, home- and personal-care, and other products. The company aims to make packaging lighter, stronger, and more sustainable.
Seth Klarman's current position in Amcor Plc is valued at $44.99 million. This packaging giant provides a compelling current dividend yield of 6.34%, based on a trailing twelve-month dividend rate of $0.51. Analysts currently have a price target of $13.75 for the stock, while a discounted cash flow analysis suggests a value of $14.03.
Here's an overview of Seth Klarman's trades in Amcor Plc:

Restaurant Brands International Inc (QSR)

Restaurant Brands International is one of the world's largest quick service restaurant companies, housing iconic brands such as Burger King, Tim Hortons, and Popeyes Louisiana Kitchen. It operates thousands of restaurants globally, serving millions of customers daily.
Klarman holds a position in QSR currently worth $259.74 million. Shareholders in Restaurant Brands International enjoy a trailing twelve-month dividend rate of $2.44 per share, translating to a dividend yield of 3.76%. The stock has an analyst price target of $78.00, and its discounted cash flow is calculated at $201.79.
Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc:

PagSeguro Digital Ltd (PAGS)

PagSeguro Digital Ltd is a Brazilian financial technology company that provides payment solutions for micro-merchants, small and medium-sized businesses, and individuals. It offers a comprehensive ecosystem of digital banking services, payment processing, and acquiring solutions.
The current value of Seth Klarman's stake in PagSeguro Digital is $25.0 million. Investors receive a TTM dividend rate of $0.14 per share, resulting in a dividend yield of 2.59%. Its discounted cash flow value is notably negative, at -$4.86.
Here's an overview of Seth Klarman's trades in PagSeguro Digital Ltd:

Fidelity National Information Services, Inc. (FIS)

Fidelity National Information Services (FIS) is a leading provider of financial technology solutions, serving banks, merchants, and capital market firms globally. The company offers a wide array of services including payment processing, banking software, and outsourced solutions.
Klarman holds a significant position in FIS, valued at $249.89 million. The company currently offers a dividend yield of 2.43% with a trailing twelve-month dividend rate of $1.56. A discounted cash flow assessment places its value at $67.57.
Here's an overview of Seth Klarman's trades in Fidelity National Information Services, Inc.:

Dollar General Corp. (DG)

Dollar General Corporation is a well-known American chain of variety stores, offering household products, groceries, apparel, and health and beauty aids at affordable prices. It operates thousands of stores across the United States, primarily in rural and suburban areas.
With a current portfolio value of $275.62 million, Dollar General represents a significant holding for Klarman. Its TTM dividend rate is $2.36, contributing to a dividend yield of 2.31%. Analysts have set a price target of $124.90 for DG, while its discounted cash flow stands at $314.63.
Here's an overview of Seth Klarman's trades in Dollar General Corp.: