10 Best Value Stocks Legendary Investor Donald Yacktman Was Buying Before AI Crash

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4. Ingredion Incorporated (NYSE: INGR)

Yacktman Asset Management’s Stake Value: $142.71 Million

Forward P/E Ratio: 8.20x

Estimated Next-Year EPS Growth: 7.4%

Ingredion Incorporated supplies ingredients used in food, beverages, pharmaceuticals, and other consumer products. Its products include starches, sweeteners, and specialty ingredients used by manufacturers around the world. The company’s established customer relationships and broad ingredients portfolio provide exposure to recurring demand from food and beverage producers, although profitability can fluctuate with raw material costs, product mix, and manufacturing expenses.

In its recently reported quarterly results, the company missed analyst estimates. In that quarter, revenue fell 1.6% from the same quarter a year earlier, and the company gave a full-year 2026 profit outlook below what analysts expected.

Bulls still like the stock because its customers include store brands, such as a supermarket’s own cereal or soda. When shoppers have less money and switch from name brands to cheaper store brands, those store brands still need Ingredion’s ingredients, so its sales hold up. Store brands make up 15% to 20% of its US business, and 40% to 45% in Europe.

According to its September 30 portfolio, Yacktman Asset Management owned 1,489,551 shares of Ingredion worth approximately $142.71 million. The firm increased its stake by 1.23% during the quarter. Ingredion is one of the best undervalued defensive stocks for 2026, and Benchmark started coverage earlier this year with a Buy rating, so check the rating details here.

3. The Walt Disney Company (NYSE: DIS)

Yacktman Asset Management’s Stake Value: $145.64 Million

Forward P/E Ratio: 15.22x

Estimated Next-Year EPS Growth: 8.11%

The Walt Disney Company (NYSE: DIS) is a global entertainment company with operations spanning theme parks, streaming services, film production, television, and consumer products. Its portfolio of entertainment franchises includes Disney, Pixar, Marvel, and Star Wars. These brands support multiple revenue streams, including theatrical releases, streaming, merchandise, and theme park attractions, although the decline of traditional television and substantial content investments remain challenges.

Bulls believe Disney is in a stronger position than its stock price shows, because the company is getting leaner while its main growth engine keeps expanding. The new CEO is cutting costs across the company, including about 1,700 job cuts, and those savings should lift profit margins in the coming quarters.

The growth engine is Disney’s parks and cruise business. It has launched two new ships over the past year and plans five more by 2030. Guests book these trips years in advance and spend heavily on them, so the business grows steadily as capacity grows.

At the end of the third quarter, Yacktman Asset Management held 1,388,410 shares of Disney valued at approximately $145.64 million. The firm increased its position by 0.90% during the quarter. Trump’s portfolio added Disney in three recent buys, and the stock ranks first on our list of the top 10 stocks in Trump’s latest portfolio, so click to see if it is time to buy.

2. Broadridge Financial Solutions, Inc. (NYSE: BR)

Yacktman Asset Management’s Stake Value: $150.15 Million

Forward P/E Ratio: 16.91x

Estimated Next-Year EPS Growth: 9.9%

Broadridge Financial Solutions, Inc. (NYSE: BR) provides investor communications, proxy processing, trading technology, and other infrastructure services to financial institutions. Its clients include banks, brokerages, asset managers, and public companies. The company’s technology and communications platforms are deeply integrated into financial industry operations, supporting recurring revenue and relatively high customer switching costs.

Broadridge Financial Solutions, Inc. provides investor communications and trade processing systems to banks, brokers and asset managers. In its recently reported quarter, recurring revenue rose 11% in constant currency from the same quarter a year earlier, and the company reaffirmed its fiscal 2027 adjusted EPS growth target of 8% to 12%. Adjusted EPS grew 3% in that quarter from a year earlier, because the year-earlier quarter had record event-driven revenue.

Bulls see a long runway because Broadridge is moving into tokenization. It will provide the governance layer for the New York Stock Exchange’s planned tokenized equity marketplace, and it signed a governance deal with Kraken. If trading moves onto new platforms, issuers will still need governance and transfer agency services.

Yacktman Asset Management held 932,042 shares of Broadridge valued at approximately $150.15 million as of September 30, 2026. The investment firm increased its position by 6.09% during the quarter, one of the larger percentage additions among the ten companies on this list.

SouthernSun Asset Management said in its second-quarter 2026 investor letter that Broadridge fell on concerns about AI disruption and tokenized equities, so open the full letter here.

1. PepsiCo, Inc. (NASDAQ: PEP)

Yacktman Asset Management’s Stake Value: $265.74 Million

Forward P/E Ratio: 15.91x

Estimated Next-Year EPS Growth: 2.56%

PepsiCo, Inc. (NASDAQ: PEP) is one of the world’s largest food and beverage companies, with brands including Pepsi, Gatorade, Lay’s, Doritos, Quaker, and Cheetos. PepsiCo’s forward P/E ratio of approximately 15.91x and estimated next-year EPS growth of 2.56% suggest a mature business trading at a relatively moderate earnings valuation, rather than a high-growth investment. Its globally established brands and recurring consumer demand are among the characteristics that may appeal to investors seeking established businesses outside the AI sector.

PepsiCo has raised its dividend for at least 50 years in a row, and its free cash flow per share has moved back above the dividend payment.

The company is also adding healthier brands such as Poppi, Siete and Quaker, which helps it keep up with changing eating habits. Bulls expect earnings to recover as the cost cuts show up in profits and the new brands grow.

PepsiCo was the largest holding among the ten stocks selected for this article. Yacktman Asset Management owned 2,097,084 shares of the company worth approximately $265.74 million as of September 30, representing 3.17% of its reported portfolio. The investment firm increased its PepsiCo position by 1.17% during the third quarter of 2026.

PepsiCo’s dividend looks strong, but one of our recent pieces argues the stock still needs a turnaround, so see the full argument here.

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