BERKSHIRE HATHAWAY INC
Berkshire Hathaway (BRK-B) shares rose after operating earnings defined by the company increased 16% to $12.98B. In Q2, Berkshire bought $23.5B of publicly traded stocks and sold about $3.7B, ending a 14-quarter net selling streak. It also repurchased $4.5B of shares and later added buybacks and a Taylor Morrison acquisition.
O'Sullivan Michael J. (See Remarks) purchased 488 indirectly-held shares of BERKSHIRE HATHAWAY INC (BRK-A) at an average of $512.44 ($510.64–$513.61, $0.25M total) across 3 trades on 2026-08-12.
BNSF Railway reported Q2 pre-tax earnings up 13.9% to $2.06B, with revenue up 14.6% to $6.56B, according to Berkshire Hathaway. Volume rose 6.5% and average revenue per unit rose 7.6%, aided by higher fuel surcharge revenue. Operating expenses rose 15.6% as fuel costs jumped 68%, lifting the operating ratio to 65.4.
Over the past 7 days, alphai's AI scored 2 news stories mentioning BRK-B (BERKSHIRE HATHAWAY INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent BRK-B coverage spans earnings, financial news and market movers.
In the last 30 days, BRK-B insiders filed 3 SEC Form 4 transactions — 3 purchases ($250K) and no sales. The most active reporter was O'Sullivan Michael J., See Remarks, with 3 filings.
Signals a more active capital-allocation posture under Greg Abel, with near-term implications for BRK-B buyback pace and equity demand.
O'Sullivan Michael J. (See Remarks) purchased 488 indirectly-held shares of BERKSHIRE HATHAWAY INC (BRK-A) at an average of $512.44 ($510.64–$513.61, $0.25M total) across 3 trades on 2026-08-12.
Berkshire’s reported linkage to BNSF earnings and operating ratio deterioration from higher fuel costs can influence near-term sentiment on rail profitability.
The article frames a post-Buffett capital allocation and earnings beat, supporting near-term sentiment and reducing uncertainty about Abel’s strategy.
Capital return acceleration plus an earnings beat should support near-term sentiment, but Geico underwriting deterioration is a key offset.
alphai scores every news story that mentions BRK-B with an AI model for sentiment and relevance, and aggregates insider trades from BERKSHIRE HATHAWAY INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Berkshire Hathaway (BRK-B) shares rose after operating earnings defined by the company increased 16% to $12.98B. In Q2, Berkshire bought $23.5B of publicly traded stocks and sold about $3.7B, ending a 14-quarter net selling streak. It also repurchased $4.5B of shares and later added buybacks and a Taylor Morrison acquisition.
6 min readO'Sullivan Michael J. (See Remarks) purchased 488 indirectly-held shares of BERKSHIRE HATHAWAY INC (BRK-A) at an average of $512.44 ($510.64–$513.61, $0.25M total) across 3 trades on 2026-08-12.
2 min readBNSF Railway reported Q2 pre-tax earnings up 13.9% to $2.06B, with revenue up 14.6% to $6.56B, according to Berkshire Hathaway. Volume rose 6.5% and average revenue per unit rose 7.6%, aided by higher fuel surcharge revenue. Operating expenses rose 15.6% as fuel costs jumped 68%, lifting the operating ratio to 65.4.
3 min readBerkshire Hathaway shares rose to their highest level since Warren Buffett’s May 2025 CEO departure, after successor Greg Abel’s cash deployment and results that beat analysts’ expectations. Cash fell to $364.7B (June 30). Q2 operating profit rose 16% to $12.98B, net income to $25.67B. Berkshire repurchased $4.5B stock and bought $23.5B of other stocks, including $10B in Alphabet. Analysts at KBW and UBS raised forecasts.
6 min readBerkshire Hathaway (BRK.B) reported Q2 operating profit of $12.98B, up 16%, and net income of $25.67B, more than double, both above forecasts, with revenue rising 10% to $101.81B. It repurchased $4.5B of its shares in April-June and $3.3B in July, while buying about $20B more stock than it sold. Cash fell to $364.7B. Geico underwriting profit fell 45%.
6 min readBerkshire Hathaway reported Q2 2026 cash and Treasury bills of $365.5 billion, down from $397.4 billion in Q1, ending a 14-quarter streak as a net seller. According to Berkshire, CEO Greg Abel became a net buyer of equities, adding about $20 billion net, and increased buybacks to $4.5 billion. Apple fell to 20% of the portfolio; Alphabet rose after a $10 billion investment.
4 min readBerkshire Hathaway reported Q2 earnings and said cash fell to $365.5B from nearly $400B at end-March. The company disclosed it bought over $24B of stocks but did not name them until a later filing; the headline cites $10B in Alphabet shares and $4.5B in share repurchases. Profit rose to $25.667B; operating profit increased to $12.983B.
6 min readBerkshire Hathaway (BRK-B) completed its acquisition of homebuilder Taylor Morrison (TMHC) on July 24 for $72.50 per share, valuing equity at about $6.8B and enterprise value near $8.5B. The deal integrates Taylor Morrison brands into Berkshire’s Clayton Properties Group. Article also compares Berkshire and Blackstone (BX) hedge-fund sentiment and valuation.
6 min readBerkshire Hathaway (BRK-B) reported Q1 2026 operating earnings of $11.35 billion, up 18%, with net income rising to $10.1 billion. The company said its cash pile was $397.4 billion at end of Q2 2026, about 59% of investable assets. Buybacks resumed after a 21-month pause, and CEO Greg Abel bought $15 million of shares.
6 min readBNSF CEO Katie Farmer said BNSF is reviewing additional Surface Transportation Board information on the proposed Union Pacific-Norfolk Southern merger. She argued the supplemental filing does not address anticompetitive concerns and would raise rail rates and consumer prices. She cited Railfax data that the combined UP-NS would handle about 37% of North American rail traffic.
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