Ron Baron's top dividend stocks (October 2025) include Transdigm Group Incorporated (TDG), a key manufacturer of highly engineered aerospace components.

Ron Baron is the founder, CEO, and portfolio manager of Baron Capital, a prominent investment management firm based in New York. His firm is known for its long-term, growth-oriented investment philosophy, primarily focusing on identifying companies with strong management teams and significant growth potential across various sectors.

Transdigm Group Incorporated (TDG)

Transdigm Group Incorporated specializes in the design, production, and supply of highly engineered aircraft components, systems, and subsystems. The company serves a global customer base in the aerospace industry, providing critical proprietary solutions for commercial and military aircraft.

This stock currently offers an impressive dividend yield of 12.73%. Over the past twelve months, the company has distributed $165.0 per share in dividends. Ron Baron's current position in Transdigm Group is valued at $115.78 million. Analysts have set a price target of $1.59K for the stock, while a discounted cash flow analysis suggests a value of $825.6.
Here's an overview of Ron Baron's trades in Transdigm Group Incorporated:

Blackstone Mortgage Trust Inc (BXMT)

Blackstone Mortgage Trust Inc. is a leading commercial real estate finance company that originates and acquires senior loans secured by institutional-quality properties. Operating primarily in North America and Europe, it provides flexible and innovative financing solutions across various property types.

Investors can find a dividend yield of 10.04% with Blackstone Mortgage Trust. Its trailing twelve-month dividend rate stands at $1.88. The current value of Ron Baron's stake in the company is $29.36 million. A discounted cash flow model indicates a value of $7.96.
Here's an overview of Ron Baron's trades in Blackstone Mortgage Trust Inc:

Robert Half Inc (RHI)

Robert Half International Inc. is a global consulting and staffing firm, renowned for connecting companies with skilled professionals across a wide array of fields including finance, accounting, technology, and administration. It operates through various specialized divisions, addressing diverse client needs worldwide.

Currently, Robert Half Inc. provides a dividend yield of 6.76%. The company has distributed $2.3 per share in dividends over the last twelve months. Ron Baron's current holding in Robert Half is valued at $1.96 million. A discounted cash flow analysis suggests a value of $79.03.
Here's an overview of Ron Baron's trades in Robert Half Inc:

Gaming and Leisure Properties Inc (GLPI)

Gaming and Leisure Properties Inc. is a real estate investment trust (REIT) focused on the gaming industry. The company owns casino facilities across the United States, leasing its properties to gaming operators under long-term triple-net lease agreements, providing a stable income stream.

The stock offers a dividend yield of 6.57%. Its trailing twelve-month dividend rate is $3.08. Ron Baron's substantial position in Gaming and Leisure Properties Inc. is currently valued at $343.32 million. A discounted cash flow valuation suggests a value of $129.97.
Here's an overview of Ron Baron's trades in Gaming and Leisure Properties Inc:

Alexandria Real Estate Equities Inc. (ARE)

Alexandria Real Estate Equities Inc. is an urban office REIT that develops, owns, and operates highly specialized properties. The company focuses on collaborative science and technology campuses, primarily serving life science, technology, and agricultural technology industries in key innovation clusters.

Alexandria Real Estate Equities currently yields 6.27% in dividends. The company has paid out $5.26 per share in dividends over the past year. Ron Baron holds a position in Alexandria Real Estate Equities Inc. currently valued at $13.0 million. A discounted cash flow assessment suggests a value of $46.75.
Here's an overview of Ron Baron's trades in Alexandria Real Estate Equities Inc.: