$BRK-A

Berkshire Hathaway, under new CEO Greg Abel, has invested $10 billion in Alphabet and $930 million in Bending Spoons, shifting from Buffett's cautious tech approach. Alphabet shares fell 24% since June, and Bending Spoons also declined. Analysts suggest a long-term view. Berkshire has $365.5 billion in cash. Upcoming earnings will reflect performance under Abel, with focus on Geico, BNSF, and share buybacks.

Berkshire Hathaway repurchased $9.6B in shares in Q3, exceeding estimates, while operating earnings declined due to insurance business weakness.

Berkshire Hathaway reported a 5.8% decline in Q3 2026 operating earnings to $12.7 billion. The company repurchased $9.6 billion in shares, its highest quarterly buyback so far in 2026. Cash reserves grew to $377.4 billion.

Berkshire Hathaway B (BRKb) reported Q3 EPS of $10.33, beating estimates by $4.55, with revenue of $105.6B, exceeding expectations. The stock is up 10.56% over 3 months and 14.39% over 12 months, with a 'good performance' financial health score according to InvestingPro.

Berkshire Hathaway's Q2 earnings report highlighted mixed results among its financial services group. Paymentus saw the highest guidance raise and fastest revenue growth, but its stock fell 9.3% to $31.33. Western Union reported a 1.3% revenue decline, missing expectations, and its stock dropped 20.3% to $6.13. Donnelley Financial Solutions beat revenue and EPS estimates but had the weakest guidance update, with its stock down 3.1% to $49.80.

Jain Ajit (Vice Chairman) sold 39,700 indirectly-held shares of BERKSHIRE HATHAWAY INC (BRK-A) at $503.09 ($19.97M total) on 2026-09-28.

Warren Buffett, 96, steps down as Berkshire Hathaway chairman, becoming chairman emeritus. Under his leadership, Berkshire's per-share value grew 19.7% annually, outperforming the S&P 500. Greg Abel, now CEO, will lead capital allocation, with a $10B investment in Alphabet (GOOG) as a key example. Howard Buffett becomes chairman, focusing on cultural oversight. Investors are advised to monitor Abel's performance.

Berkshire Hathaway's new CEO, Greg Abel, reduced the portfolio to 26 stocks in Q1 2026, with Apple (AAPL), American Express (AXP), Coca-Cola (KO), and Bank of America (BAC) making up 53.8% of the portfolio. Abel acquired homebuilder Taylor Morrison (TMHC) for $6.8B at a 24% premium. Analysts rate these four stocks as Buy with price targets and dividend yields noted. Warren Buffett stepped down as CEO but remains chair.

Warren Buffett pledged to donate all remaining Berkshire Hathaway (BRK-B) shares, worth $140 billion, to four family foundations by 2034, excluding the Gates Foundation due to its ties to Jeffrey Epstein. He immediately donated $6 billion in BRK-B shares. Buffett's total philanthropic commitment is $200 billion, the largest in U.S. history. Berkshire's CEO Greg Abel has been active in share buybacks and acquisitions, reducing the company's cash reserves.

Berkshire Hathaway's Greg Abel noted growing resistance to data center construction, while Pennsylvania made local consent a legal requirement. NVIDIA (NVDA) and Vertiv (VRT) have surged this year, pricing in AI infrastructure growth. Constellation Energy (CEG) and Digital Realty Trust (DLR) face challenges due to power and zoning issues. Berkshire's stance highlights potential regulatory hurdles for the AI buildout.