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Berkshire Hathaway

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Berkshire Hathaway Drops for 8th Straight Day, Fueling Buyback Bets
markets13 days ago

Berkshire Hathaway Drops for 8th Straight Day, Fueling Buyback Bets

Berkshire Hathaway’s Class B shares fell for an eighth consecutive session in 2026, down about 6.8% for the year and lagging the broad market, even as the company sits on a sizable cash pile and owns defensive, non-cyclical businesses. The pullback could enable more aggressive investing and a ramp-up of stock buybacks (which resumed in March), with the stock trading near 1.4x book value and the potential for further repurchases under new leadership ahead of the May 2 quarterly results and shareholder meeting.

via Barron's|
#berkshire-hathaway#cash-pile#markets
Berkshire Hathaway slides on eight-day losing streak as market pressures mount
business14 days ago

Berkshire Hathaway slides on eight-day losing streak as market pressures mount

Berkshire Hathaway shares fell for eight straight sessions—their longest losing streak since 2018—amid a broader market pullback driven by higher energy prices and geopolitical tensions; Buffett has signaled he’ll step down as CEO by end-2025. The firm also announced a roughly $2.3 billion stake in Tokio Marine Holdings in Japan, paired with a strategic reinsurance partnership that underscores long-term expansion.

via CNBC|
#berkshire-hathaway#business#investing
Charlie Munger: End-of-Life Chemotherapy Shouldn’t Be About Profit
business1 month ago

Charlie Munger: End-of-Life Chemotherapy Shouldn’t Be About Profit

Berkshire Hathaway vice chair Charlie Munger criticized end-of-life cancer treatment as often pointless, costly, and driven by financial incentives, calling it ‘evil’ and ‘asinine’ to pour chemotherapy into patients who are essentially dead; he argued there’s a point when medicine should stop and contemplated broader U.S. healthcare reform ideas, including single-payer-style approaches, noting the large role of costs in the economy.

via Yahoo|
#berkshire-hathaway#business#charlie-munger
Buffett Trims Apple, Sells Amazon, Bets on The New York Times' Turnaround
business1 month ago

Buffett Trims Apple, Sells Amazon, Bets on The New York Times' Turnaround

Buffett's Berkshire Hathaway ended his tenure with a selling streak, trimming Apple and beginning to shed Amazon for about $4.5B last quarter, while initiating a new stake in The New York Times, a 174-year-old publisher that has benefited from its digital transformation. Apple remains Berkshire's largest holding at about 19% of the portfolio, down from more than 50% after the sale; Amazon's multiple has cooled as it funds AI infrastructure. The moves suggest selective rotation, not a broad market bet.

via The Motley Fool|
#amazon#apple#berkshire-hathaway
Berkshire Resumes Buybacks as New CEO Abel Buys $15 Million in Class A Shares
business1 month ago

Berkshire Resumes Buybacks as New CEO Abel Buys $15 Million in Class A Shares

Berkshire Hathaway has restarted its stock repurchase program under new CEO Greg Abel, who also bought $15 million of Class A shares, signaling alignment with shareholders. Abel consulted Buffett on the timing and value, and says buybacks will continue when the price is below intrinsic value, while Berkshire maintains a large cash pile and Buffett’s long‑standing preference for reinvesting in equities rather than paying dividends.

via Barron's|
#berkshire-hathaway#business#class-a-shares
Berkshire Hathaway Dips on Tepid Q4, Abel Letter Leaves Investors Cold
business1 month ago

Berkshire Hathaway Dips on Tepid Q4, Abel Letter Leaves Investors Cold

Berkshire Hathaway’s stock fell about 5% after a fourth-quarter report showing operating profits down 30% and a more-than-50% drop in insurance underwriting income. The company did not buy back stock or signal a near-term dividend, while cash reserves climbed to a record $373 billion. Abel’s inaugural shareholder letter and the absence of a quarterly earnings call left investors underwhelmed, with analysts trimming 2026–27 estimates.

via Barron's|
#berkshire-hathaway#business#cash-reserves
Berkshire Hathaway slides on softer Q4 earnings as Abel signals leadership shift
business1 month ago

Berkshire Hathaway slides on softer Q4 earnings as Abel signals leadership shift

Berkshire Hathaway slid about 5% after Q4 operating earnings fell 30% year over year, insurance profits dropped 54%, and a $1.55 billion goodwill impairment contributed to the decline, as Greg Abel delivered his first letter as the new CEO. Analysts say Berkshire’s intrinsic value is roughly in line with the market cap, view leadership transition as the main risk, and note the company’s no-dividend, value-based buyback policy provides few near-term catalysts for outperformance.

via Seeking Alpha|
#berkshire-hathaway#brkb#business
Berkshire’s Earnings Drop Masked by One-Time Impairment and a Massive Cash Hoard
business1 month ago

Berkshire’s Earnings Drop Masked by One-Time Impairment and a Massive Cash Hoard

Berkshire Hathaway’s Q4 operating earnings fell 30% to about $10.2 billion, but a $1.56 billion noncash goodwill impairment tied to Pilot and three other units — disclosed in the 2025 10-K — likely makes the headline drop look worse; adjusting for impairment and other one-offs brings the decline closer to 20%. There were no stock buybacks in Q4 2025 or January 2026, and Berkshire holds a near-record $373 billion in cash that could approach $400 billion by year-end 2026 after a small Occidental acquisition. The slide was driven mainly by a 54% drop in insurance underwriting profits to $1.6 billion, with Geico’s unit details not broken out. Buffett, now chairman, has stepped back from daily management as Abel leads and continues a dividend-averse stance, while the stock trades near 20x projected 2026 operating earnings amid a cautious growth outlook.

via Barron's|
#berkshire-hathaway#business#buybacks
Buffett Sells Big Bets in Q4 2025 as Berkshire Builds Cash
business1 month ago

Buffett Sells Big Bets in Q4 2025 as Berkshire Builds Cash

Berkshire Hathaway’s Q4 2025 saw Buffett’s team trim or sell Amazon, Apple, and Bank of America, buy about $352 million of The New York Times, and keep a cash pile near $400 billion, signaling valuation-driven moves rather than a clear bearish stance; individual investors should align decisions with their own risk tolerance and goals rather than imitate Buffett.

via GOBankingRates|
#amazon#apple#bank-of-america
Berkshire’s Q4 Profit Slide Narrowed by a Noncash Impairment
business1 month ago

Berkshire’s Q4 Profit Slide Narrowed by a Noncash Impairment

Berkshire Hathaway’s fourth-quarter operating earnings declined about 30% to $10.2 billion, but a $1.56 billion noncash goodwill impairment (linked to Pilot and three other units) dimmed the headline drop; after adjusting for impairment and other one-time items, the decline would be closer to 20%. The company holds a near-record cash pile (~$373 billion) and did not repurchase shares in Q4 2025 or January 2026. Berkshire also signaled no dividend, as CEO Greg Abel continues Buffett’s capital-allocation approach, while insurance profits remained under pressure.

via Barron's|
#berkshire-hathaway#business#goodwill-impairment