Printed on September third, 2025 by Bob Ciura
Kevin O’Leary is Chairman of O’Shares Funding Advisors, however you most likely know him as “Mr. Great”.
He will be seen on CNBC in addition to the tv present Shark Tank. Traders who’ve seen him on TV have seemingly heard him talk about his funding philosophy.
You possibly can obtain the entire record of all of O’Shares Funding Advisors inventory holdings by clicking the hyperlink under:

OUSA owns shares which are market leaders with sturdy income, diversified enterprise fashions, and so they pay dividends to shareholders.
This text analyzes the fund’s 10 highest-yielding holdings intimately.
Desk of Contents
The highest 10 highest yielding shares within the O’Shares FTSE U.S. High quality Dividend ETF are listed so as of their present dividend yield, from lowest to highest.
No. 10: Comcast Corp. (CMCSA)
Dividend Yield: 3.9%
Comcast is a media, leisure and communications firm. It reviews in two key enterprise segments: Connectivity & Platforms (Residential Connectivity & Platforms and Enterprise Companies Connectivity), and Content material & Experiences (Media, Studios, Theme Parks).
Comcast reported its Q2 2025 outcomes on 07/31/2025. Income rose 2.1% 12 months over 12 months to $30.3 billion, working earnings fell 9.7% to $6 billion, adjusted earnings fell 1.7% to $4.7 billion, whereas adjusted earnings-per-share rose 3.3% to $1.25. Adjusted EBITDA remained resilient, rising 1.1% to $10.3 billion and free money move got here in at $4.5 billion.
The Connectivity & Platforms phase’s revenues marginally fell by 0.4% to $20.4 billion. The phase’s adjusted EBITDA remained resilient, inching up 0.1% to $8.5 billion. It misplaced 226,000 Broadband prospects, that was a steeper loss than final 12 months’s 120,000.
The Content material & Experiences phase grew income by 5.6% to $10.6 billion, pushed by Theme Parks (with the opening of Epic Universe in Orlando, Florida) and Studios, whereas its adjusted EBITDA rose 3.6% to $2.0 billion. For the quarter, Comcast repurchased $1.7 billion value of widespread inventory at ~$34.48 per share.
Yr-to-date, income rose marginally by 0.8% to $60.2 billion and working earnings fell 6.4% to $11.7 billion. Adjusted earnings dropped by 1.4% to $8.8 billion and adjusted EPS rose 4.0% to $2.34. Adjusted EBITDA rose 1.5% to $19.8 billion and free money move was $9.9 billion.
Click on right here to obtain our most up-to-date Certain Evaluation report on CMCSA (preview of web page 1 of three proven under):
No. 9: Kimberly-Clark Corp. (KMB)
Dividend Yield: 3.9%
Kimberly-Clark is a worldwide client merchandise firm that operates in 175 international locations and sells disposable client items, together with paper towels, diapers, and tissues.
It operates segments that every home many widespread manufacturers: the Private Care Phase (Huggies, Pull-Ups, Kotex, Rely, Poise), the Shopper Tissue phase (Kleenex, Scott, Cottonelle, and Viva), and an expert phase.
Kimberly-Clark posted second quarter earnings on August 1st, 2025, and outcomes have been weak in comparison with estimates. Adjusted earnings-per-share got here to $1.63, which was 4 cents gentle of expectations. Income was off 1.7% year-over-year to $4.16 billion, lacking estimates badly by $470 million.
Gross sales fell on account of divestitures, primarily, and enterprise exits, unfavorable foreign money translation. Natural gross sales development was 3.9%, which buyers cheered. Certainly, Kimberly-Clark posted its greatest quantity development in 5 years.
Adjusted gross margin was off 180 foundation factors year-on-year to 36.9% of income. This was pushed by unfavorable pricing internet of value inflation, reflecting deliberate investments to enhance worth and worth throughout its portfolio, in addition to incremental tariff-driven prices.
Click on right here to obtain our most up-to-date Certain Evaluation report on Kimberly-Clark (preview of web page 1 of three proven under):
No. 8: Kenvue Inc. (KVUE)
Dividend Yield: 4.0%
Kenvue was spun off from Johnson & Johnson (JNJ) in 2023. It has three segments, together with Self Care, Pores and skin Well being and Magnificence, and Important Well being.
Self-Care’s product portfolio consists of cough, chilly, allergy, smoking cessation, and ache care merchandise amongst others. Pores and skin Well being and Magnificence holds merchandise comparable to face, physique, hair, and solar care. Important Well being accommodates merchandise for girls’s well being, wound care, oral care, and child care.
Properly-known manufacturers in Kenvue’s product line up embrace Tylenol, Listerine, Band-Assist, Neutrogena, Nicorette, and Zyrtec. These companies contributed roughly 17% of Johnson & Johnson’s annual income.
On August seventh, 2025, Kenvue introduced second quarter outcomes for the interval ending June twenty ninth, 2025. For the quarter, income fell 4% to $3.84 billion, which was $10 million under expectations. Adjusted earnings-per-share of $0.29 in contrast unfavorably to $0.32 final 12 months, however this was $0.01 forward of estimates.
Natural gross sales have been down 4.2% for the quarter whereas foreign money alternate acted as a 0.3% tailwind to outcomes. For the quarter, quantity fell 3.3% and unfavorable worth realization lowered outcomes by 0.9%.
Natural income declined 5.9% for Self Care, Pores and skin Well being was decrease by 3.7%, and Magnificence decreased 2.4%. Gross revenue margin contracted 20 foundation factors to 58.9%. The corporate is present process a strategic overview to unlock shareholder worth.
Click on right here to obtain our most up-to-date Certain Evaluation report on KVUE (preview of web page 1 of three proven under):
No. 7: Paccar Inc. (PCAR)
Dividend Yield: 4.4%
PACCAR designs and manufactures gentle, medium and heavy-duty vehicles underneath the Kenworth (U.S., Canada, Mexico & Australia), Peterbilt (U.S. & Canada) and DAF (Netherlands, Belgium, Brazil & UK) nameplates.
As well as, the corporate supplies monetary providers, info know-how, and distributes truck elements associated to its enterprise. PACCAR is a $49 billion market cap enterprise that generated $34 billion in gross sales in 2024.
On December tenth, 2024, PACCAR elevated its dividend by 10% to $0.33 per share quarterly. On July twenty second, 2025, PACCAR reported Q2 2025 outcomes. For the quarter, PACCAR generated $7.51 billion in income, down 14% from $8.77 billion earned in Q2 2024.
Components revenues have been $1.72 billion and monetary providers generated pretax earnings of $123 million. Internet earnings equaled $724 million, or $1.37 per share in comparison with $1.12 billion, or $2.13 per share in Q2 2024.
In Q2 2025, PACCAR delivered 39,300 automobiles worldwide in comparison with 48,400 a 12 months in the past. PACCAR spent $227 million on capital initiatives and $113 million on analysis and improvement within the quarter.
For 2025, it expects to take a position $750 to $800 million in capital initiatives and $450 to $480 million in R&D. It additionally expects to pour $600 to $900 million of investments into its battery JV, Amplify Cell Applied sciences.
Click on right here to obtain our most up-to-date Certain Evaluation report on PCAR (preview of web page 1 of three proven under):
No. 6: T. Rowe Worth Group (TROW)
Dividend Yield: 4.8%
T. Rowe Worth Group is without doubt one of the largest publicly traded asset managers. The corporate supplies a broad array of mutual funds, sub-advisory providers, and separate account administration for particular person and institutional buyers, retirement plans and monetary intermediaries.
T. Rowe Worth had property underneath administration (AUM) of practically $1.6 trillion as of June thirtieth, 2025.
On February eleventh, 2025, T. Rowe Worth raised its quarterly dividend 2.4% to $1.27, marking the corporate’s thirty ninth 12 months of accelerating its payout.
On August 1st, 2025, T. Rowe Worth introduced second quarter outcomes for the interval ending June thirtieth, 2025. For the quarter, income declined 0.6% to $1.72 billion and missed estimates by $30 million. Adjusted earnings-per-share of $2.24 in contrast unfavorably to $2.26 within the prior 12 months, however this was $0.11 greater than anticipated.
Throughout the quarter, AUMs of $1.59 billion grew 3.6% year-over-year, however decreased 1.9% sequentially. Market appreciation of $125.4 billion was offset by internet money outflows of $14.9 billion. Working bills of $1.23 billion elevated 6.5% year-over-year and have been up 6.6% quarter-over-quarter.
Click on right here to obtain our most up-to-date Certain Evaluation report on TROW (preview of web page 1 of three proven under):
No. 5: Goal Company (TGT)
Dividend Yield: 4.9%
Goal was based in 1902 and now operates about 1,850 massive field shops, which supply common merchandise and meals, in addition to serving as distribution factors for the corporate’s e-commerce enterprise.
Goal posted first quarter earnings on Might twenty first, 2025, and outcomes have been weak. Earnings got here to $1.30 per share, which missed estimates by 35 cents. Income was additionally 3% decrease from the prior 12 months at $23.8 billion, lacking estimates by $550 million. Merchandise gross sales have been off 3.1% year-over-year, partially offset by a 13.5% enhance in different income.
Digital comparable gross sales have been up 4.7%, with same-day supply development of 35%. Power in Drive Up continues to drive these outcomes. Complete comparable gross sales fell 3.8%, and administration famous Goal held or gained market share in simply 15 of its 35 classes.
The corporate is investing closely in its enterprise with the intention to navigate by the altering panorama within the retail sector. The payout is now 61% of earnings for this 12 months, which is elevated from historic ranges, however the dividend stays well-covered.
Goal’s aggressive benefit comes from its on a regular basis low costs on engaging merchandise in its guest-friendly shops.
Click on right here to obtain our most up-to-date Certain Evaluation report on TGT (preview of web page 1 of three proven under):
No. 4: Basic Mills (GIS)
Dividend Yield: 5.0%
Basic Mills is a packaged meals large, with greater than 100 manufacturers and operations in additional than 100 international locations. Basic Mills has not reduce its dividend for 125 consecutive years.
On June thirtieth, 2025, Basic Mills accomplished the sale of its North American yogurt enterprise for $2.1 billion in money. The proceeds shall be used for share repurchases. The sale of this enterprise, which generated 8% of complete gross sales final 12 months, is anticipated to scale back earnings-per-share by ~3% in fiscal 2026.
In late June, Basic Mills reported (6/25/25) outcomes for This autumn-2025. Internet gross sales and natural gross sales fell -3% every over the prior 12 months’s quarter, on account of decrease volumes and costs. It was the third-worst decline within the final 5 years.
Gross margin shrank from 34.9% to 32.7%, partly on account of larger enter prices. Adjusted earnings-per-share decreased -27%, from $1.01 to $0.74, however exceeded the analysts’ consensus by $0.03.
Click on right here to obtain our most up-to-date Certain Evaluation report on GIS (preview of web page 1 of three proven under)
No. 3: Verizon Communications (VZ)
Dividend Yield: 6.2%
Verizon Communications was created by a merger between Bell Atlantic Corp and GTE Corp in June 2000. Verizon is without doubt one of the largest wi-fi carriers within the nation.
Wi-fi contributes three-quarters of all revenues, and broadband and cable providers account for a few quarter of gross sales. The corporate’s community covers ~300 million individuals and 98% of the U.S.
On July twenty first, 2025, Verizon introduced second-quarter outcomes. For the quarter, income improved 5% to $34.5 billion, which was $790 million greater than anticipated. Adjusted earnings-per-share of$1.22 in contrast favorably to $1.15 within the prior 12 months and was $0.03 forward of estimates.
For the quarter, Verizon had postpaid telephone internet losses of 51K, which compares to internet losses of 109K in the identical interval of final 12 months. Wi-fi retail postpaid telephone churn fee stays low at 0.90%. Wi-fi income elevated 2.2% to $20.9 billion whereas the Shopper phase grew 2.3% to $17.4 billion.
Shopper wi-fi postpaid common income per account grew 2.3% to $147.50. Broadband totaled 300K internet new prospects through the interval, which marks 12 consecutive quarters of a minimum of 300K internet provides.
The overall mounted wi-fi buyer base is now greater than 5.1 million. Verizon goals to have 8 to 9 million mounted wi-fi subscribers by 2028. Fios additions totaled 32K. Enterprise revenuedeclined 0.3% to $7.3 billion as beneficial properties in wi-fi service income have been as soon as once more greater than offset by weak spot for wireline income.
Wi-fi retail postpaid internet additions have been 65K for the interval. Free money move was $8.8 billion for the primary half of the 12 months, up from $8.5 billion within the first half of 2024. .
Click on right here to obtain our most up-to-date Certain Evaluation report on VZ (preview of web page 1 of three proven under):
No. 2: Altria Group (MO)
Dividend Yield: 6.3%
Altria is a tobacco inventory that sells cigarettes, chewing tobacco, cigars, e-cigarettes, and extra underneath quite a lot of manufacturers, together with Marlboro, Skoal, and Copenhagen, amongst others.
This can be a interval of transition for Altria. The decline within the U.S. smoking fee continues. In response, Altria has invested closely in new merchandise that enchantment to altering client preferences, because the smoke-free class continues to develop.
The corporate additionally has a 35% funding stake in e-cigarette maker JUUL, and a forty five% stake within the Canadian hashish producer Cronos Group (CRON).
On July 30, 2025, Altria Group, Inc. reported its monetary outcomes for the second quarter of 2025. The corporate posted adjusted earnings per share of $1.44, surpassing the analyst estimate of $1.38 and rising 8.3% 12 months over 12 months.
Income got here in at $6.1 billion, above the consensus estimate of $5.2 billion however down 1.7% in comparison with the identical interval final 12 months. Internet revenues have been $6,102 million, with gross revenue at $3,900 million and working earnings at $3,200 million.
Internet earnings stood at $2.4 billion, down from $3.8 billion in Q2 2024, impacted by a major goodwill impairment within the e-vapor phase.
Home cigarette volumes declined 10.2%, however the smokeable merchandise phase delivered strong adjusted working firms earnings development behind Marlboro’s power.
Click on right here to obtain our most up-to-date Certain Evaluation report on Altria (preview of web page 1 of three proven under):
No. 1: United Parcel Service (UPS)
Dividend Yield: 7.7%
United Parcel Service, based in 1907 and headquartered in Atlanta, GA, is a logistics and package deal supply firm that gives providers together with transportation, distribution, floor freight, ocean freight, insurance coverage, and financing. Its operations are break up into three segments: US Home Bundle, Worldwide Bundle, and Provide Chain & Freight.
On July twenty second, 2024, UPS introduced it agreed to accumulate Estafeta, a Mexican categorical supply firm, increasing its worldwide presence. On January eighth, 2025, the corporate accomplished its acquisition of Frigo-Trans, a posh healthcare logistics supplier in Germany.
On July twenty ninth, 2025, UPS reported second quarter 2025 outcomes for the interval ending June thirtieth, 2025. For the quarter, the corporate generated income of $21.2 billion, a 2.7% year-over-year lower. The U.S. Home phase (making up 67% of gross sales) noticed a 0.8% income decline, with Worldwide posting a 2.6% income enhance, whereas Provide Chain Options noticed an 18% lower. Adjusted EPS equaled $1.55 per share, which missed analysts’ estimates by two cents.
The corporate nonetheless expects to scale back its headcount by roughly 20,000 in 2025, and it closed 74 buildings by the tip of June. By these initiatives, it expects to generate $3.5 billion of value financial savings.
Click on right here to obtain our most up-to-date Certain Evaluation report on UPS (preview of web page 1 of three proven under):
Further Sources
In case you are excited about discovering extra high-quality dividend development shares appropriate for long-term funding, the next Certain Dividend databases shall be helpful:
The most important home inventory market indices are one other strong useful resource for locating funding concepts. Certain Dividend compiles the next inventory market databases and updates them month-to-month:
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