Bill Miller and his firm, Miller Value Partners, have identified Quad/Graphics, Inc. (QUAD) as a top stock pick [1].
This recommendation signals a strong vote of confidence in the marketing company from an investor known for beating the S&P 500 for 15 consecutive years [2]. As one of the largest marketing companies in the world, Quad/Graphics represents the type of ultra-high-yield dividend stock Miller targets for value growth [1, 2].
The company has seen substantial momentum recently. Quad/Graphics shares have increased by 44% over the past year [1]. This growth is mirrored in the year-to-date performance, which shows a 43% increase [1].
While Quad/Graphics is a primary focus, Miller Value Partners maintains a diversified portfolio of high-yield assets. Lincoln National serves as the firm's second-largest holding and offers a yield of 5.3% [3]. Other assets in the portfolio, such as Gray Media, have experienced more volatility in 2026, though their dividends have remained steady [2].
"Quad/Graphics, Inc. (NYSE:QUAD) is one of the top stock picks," Yahoo Finance said [1]. The firm's strategy focuses on identifying companies with strong fundamentals that the broader market may have undervalued, a hallmark of Miller's investment philosophy [2].
Investors tracking the NYSE:QUAD ticker have seen the company capitalize on its scale as a global marketing leader. The combination of double-digit growth and high dividend potential makes it a cornerstone of the current Miller Value Partners strategy [1, 2].
“Quad/Graphics shares have increased by 44% over the past year.”
The endorsement of Quad/Graphics by Bill Miller highlights a shift toward high-yield dividend stocks that demonstrate actual growth momentum rather than just high payouts. By targeting a company with a 43% year-to-date increase, Miller is signaling that value investing in 2026 is prioritizing a blend of immediate income and aggressive capital appreciation.
