Terry Smith's top dividend stocks (October 2025) include Clorox Co. (CLX), a leading manufacturer of consumer and professional products ranging from household cleaning supplies to personal care items.

Terry Smith is the founder, Chief Executive Officer, and Chief Investment Officer of Fundsmith LLP, an asset management firm based in London. He is known for his investment approach focused on buying high-quality businesses that can sustain their competitive advantages for the long term, often in the consumer staples and technology sectors.

Clorox Co. (CLX)

Clorox Co. is a multinational manufacturer and marketer of consumer and professional products. Its portfolio boasts well-known brands across various categories, including household cleaning (Clorox, Pine-Sol), charcoal (Kingsford), and cat litter (Fresh Step), holding significant market share in many of its segments.

Terry Smith's current position in Clorox is valued at $75.64 million. Investors can currently find a dividend yield of approximately 3.94% from the company, which has a trailing twelve-month dividend rate of $4.90 per share. Analysts tracking the stock have set an average price target of $119.00, while a discounted cash flow analysis suggests a value of $321.28.

Here's an overview of Terry Smith's trades in Clorox Co.:

Philip Morris International Inc (PM)

Philip Morris International is a global tobacco company known for manufacturing and selling cigarettes, alongside a growing portfolio of smoke-free products, outside of the United States. Its flagship brand, Marlboro, is one of the world's best-selling cigarette brands, and it is actively expanding its heated tobacco system, IQOS.

The current value of Terry Smith's holding in Philip Morris International stands at $1.47 billion. This company offers a dividend yield of about 3.27%, with a TTM dividend rate of $4.05. A consensus analyst price target for PM is $181.00, and its discounted cash flow is estimated at $230.46.

Here's an overview of Terry Smith's trades in Philip Morris International Inc:

Texas Instruments Inc. (TXN)

Texas Instruments is a global semiconductor design and manufacturing company that develops analog and embedded processing semiconductors. Its products are vital components in various electronic devices, serving markets such as industrial, automotive, personal electronics, communications equipment, and enterprise systems worldwide.

Terry Smith holds a position in Texas Instruments currently worth $499.8 million. The company has a trailing twelve-month dividend rate of $5.44, resulting in a dividend yield of approximately 2.95%. Analysts forecast a price target of $225.00 for TXN, and its discounted cash flow value is $87.34.

Here's an overview of Terry Smith's trades in Texas Instruments Inc.:

Procter & Gamble Co. (PG)

Procter & Gamble is a household name, a multinational consumer goods corporation with an extensive portfolio of well-known brands. From Pampers diapers to Tide laundry detergent, Gillette razors, and Crest toothpaste, P&G products are found in homes globally, dominating multiple consumer product categories.

Terry Smith's portfolio includes a Procter & Gamble position valued at $702.53 million. The company's current dividend yield is around 2.71%, underpinned by a TTM dividend rate of $4.13. Market analysts project a price target of $172.00 for PG, and its discounted cash flow is calculated at $267.94.

Here's an overview of Terry Smith's trades in Procter & Gamble Co.:

Nike, Inc. (NKE)

Nike, Inc. stands as a global leader in athletic footwear, apparel, equipment, accessories, and services. The company's iconic brands, including Nike, Jordan, and Converse, are recognized worldwide, influencing both sports performance and street style across diverse demographics.

Terry Smith's current investment in Nike, Inc. has a value of $427.41 million. Nike presently offers a dividend yield of approximately 2.31%, with its trailing twelve-month dividend rate standing at $1.60. The analyst community has set an average price target of $81.50 for the stock, and its discounted cash flow figure is $57.50.

Here's an overview of Terry Smith's trades in Nike, Inc.: