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$BRK.B

90 articles found
31 positive
1 negative
58 neutral
The Motley FoolThe Motley Fool··Ryan Vanzo

Buffett's $4.4B Chevron Bet Signals Oil Rally Hope for 2026

Berkshire Hathaway acquired 8 million Chevron shares in Q4 2025, raising stake to 7.24%. Buffett bets on oil price recovery despite flat 2025 performance.
XOMBRK.ABRK.BCVXshareholder returnsdividend yield
The Motley FoolThe Motley Fool··Sean Williams

Berkshire's New CEO Adds Apple, Moody's to 'Forever' Holdings Despite Buffett's Exit

Greg Abel adds Moody's and Apple to Berkshire Hathaway's permanent holdings list, continuing Buffett's legacy while signaling confidence in both companies.
AXPAAPLBRK.ABRK.BKO+3dividend yieldCEO succession
The Motley FoolThe Motley Fool··Prosper Junior Bakiny

Buffett's Dividend Gems: Why Coca-Cola and Visa Deserve Your $1,000

Coca-Cola and Visa offer complementary dividend strategies: one with 63 consecutive increase years, the other with 379% payout growth, both from Buffett's portfolio.
VBRK.ABRK.BKOdividend stocksdividend growth
Investing.comInvesting.com··Jordan Chussler

Buffett's Final Quarter: Berkshire Posts Mixed Results Amid Historic Leadership Transition

Warren Buffett retired as Berkshire Hathaway CEO after 60 years, leaving record $373.3B cash and mixed Q4 results clouded by $4.5B impairments. Final moves favored insurance and energy.
BACBACpBBACpEBACpKBACpL+19Q4 2025 earningsBerkshire Hathaway
Investing.comInvesting.com··Brian Gilmartin

Coca-Cola Stock Hits All-Time High, But Earnings Quality Concerns Linger

Coca-Cola hits all-time highs near $80, but fundamental analysis shows C+ earnings quality, with $6B IRS dispute and disappointing cash flow.
WMTBRK.ABRK.BKOTSLAfree cash flowoperating margins
Investing.comInvesting.com··Itai Smidt

Occidental Surges on Geopolitical Oil Premium as Middle East Tensions Persist

$OXY surges near 52-week highs as Middle East tensions push crude above $77-85/barrel. Debt reduction and 8% dividend boost support upside thesis.
XOMBRK.ABRK.BCVXOXY+3Permian Basinfree cash flow
Investing.comInvesting.com··Michael Lebowitz

Financial Sector Struggles as Yield Curve Flattening Weighs on Banks

Financial sector underperforms S&P 500 amid flattened yield curves, rising credit concerns, and fintech competition with no clear recovery catalyst visible.
GSGSpAGSpCGSpDMS+14net interest marginsfinancial sector weakness
The Motley FoolThe Motley Fool··Jennifer Saibil

Buffett's Final Act: Tech Exit, Pizza Play Signal Strategic Shift

Warren Buffett reduces Apple and Amazon holdings while buying 368,055 Domino's Pizza shares for $109M, signaling shift from tech growth to resilient dividend payers.
AMZNGOOGGOOGLAAPLBRK.A+2portfolio rebalancingdividend stocks
Investing.comInvesting.com··Brian Gilmartin

Tech Giant Rotation Echoes 2000, But Sanity Check Separates This Rally From Dot-Com Bust

Mega-cap tech stocks declining while smaller-cap and emerging markets surge, mirroring March 2000. Yet rational sentiment suggests bull market has runway ahead.
NFLXNVDAMETAMSFTGOOG+3emerging marketsmarket rotation
The Motley FoolThe Motley Fool··Motley Fool Staff

Buffett's Final Moves: Berkshire Shifts From Tech to Consumer Staples

Berkshire Hathaway's latest 13F filing reveals Warren Buffett's last major stock moves as CEO, showing significant tech exits and pivot toward consumer goods.
NFLXWBDAMZNTOLAAPL+6capital allocationWarner Bros. Discovery
The Motley FoolThe Motley Fool··Matt Dilallo

Berkshire's $381.7B War Chest and AI Immunity Position It as Safe Harbor

Berkshire Hathaway's record $381.7B cash position and AI-resilient portfolio under new CEO Greg Abel position it as defensive alternative amid market uncertainty.
AMZNGOOGGOOGLAAPLBRK.A+5cash positionAI disruption
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Final Act: $75B Apple Exit, Domino's Bet Signals Strategic Shift

Buffett retired Dec 31, 2025, after selling 75% of Apple stake and building 9.9% Domino's position over six quarters, signaling valuation concerns and new investment priorities.
AAPLBRK.ABRK.BDPZBerkshire HathawayApple stock sale
The Motley FoolThe Motley Fool··Daniel Sparks

Abel Takes the Helm: Berkshire Names Successor to Control $320B Portfolio

Greg Abel will oversee nearly all of Berkshire Hathaway's $320B equity portfolio and $373B cash reserve, signaling continuity in Buffett's capital allocation strategy.
BRK.ABRK.Bcapital allocationleadership transition
The Motley FoolThe Motley Fool··Trevor Jennewine

Buffett's $187B Retreat Signals Caution as S&P 500 Hits Dot-Com Valuations

Warren Buffett retires after 13 quarters of net stock selling totaling $187B. S&P 500 CAPE ratio hits 39.8—highest since dot-com crash—suggesting potential 30% decline ahead.
GOOGGOOGLBRK.ABRK.BUNH+1S&P 500Berkshire Hathaway
The Motley FoolThe Motley Fool··Sean Williams

Buffett's $373B Cash Fortress Signals Major Market Correction Ahead

Warren Buffett exits Berkshire Hathaway with $373.3 billion in cash after 13 quarters of stock sales, signaling stock market overvaluation at historic levels.
AXPBACBACpBBACpEBACpK+17value investingWarren Buffett
The Motley FoolThe Motley Fool··Daniel Sparks

Berkshire's Abel Signals Long-Term Apple Hold, Expects Decades of Compounding

Berkshire CEO Greg Abel signals intention to hold Apple, American Express, Coca-Cola, and Moody's for decades, citing their capacity to compound value.
AXPAAPLBRK.ABRK.BKO+1long-term investingBerkshire Hathaway
The Motley FoolThe Motley Fool··Jonathan Ponciano

Himalaya Capital Initiates $54M Crocs Position Despite Year-Long Underperformance

Himalaya Capital initiates $54M Crocs position despite 12% annual underperformance, citing strong free cash flow and valuation fundamentals as investment drivers.
BACBACpBBACpEBACpKBACpL+16earningsinstitutional investment
The Motley FoolThe Motley Fool··Brett Schafer

Constellation Brands Stock Trades at Decade Lows Amid Consumption Headwinds

Constellation Brands stock falls 42% amid consumption concerns and weight loss drug competition, but maintains strong Mexican beer brands and trades at decade-low valuations.
BRK.ABRK.BSTZmarket share gainsvaluation
The Motley FoolThe Motley Fool··Keithen Drury

Buffett Reduces Apple Position in Final Quarter as CEO of Berkshire

Buffett reduced Berkshire's Apple stake by 4% in his final quarter as CEO, though Apple remains the conglomerate's largest equity position amid concerns over valuation and innovation.
AAPLBRK.ABRK.Bvaluationportfolio diversification
The Motley FoolThe Motley Fool··Trevor Jennewine

Wall Street Projects S&P 500 to Deliver Double-Digit Returns in 2026

Wall Street projects S&P 500 to deliver 12% returns in 2026, driven by earnings growth, AI investment, and rate cuts. Year-end target: 7,650.
NVDAMETAMSFTAMZNGOOG+5earnings growthS&P 500