Berkshire Hathaway Boosts Stake in Alphabet Inc. to Become Third-largest Holding, Adds to Delta Air Lines, Inc., Cuts Bank of America Corporation for 8 Straight Quarters
AASTOCKS News·- Berkshire Hathaway's Q2 SEC filing shows the firm increased its Alphabet stake by 83% to make it its third-largest holding, alongside raising investments in Delta Air Lines, Lennar, and Macy's while initiating a position in D.R. Horton. - The company continued trimming financial sector holdings, reducing stakes in Ally Financial, Capital One, and cutting Bank of America by 5.9% for its eighth consecutive quarter of reductions. - These capital deployments and share buybacks, alongside the Taylor Morrison acquisition, lowered Berkshire Hathaway's cash reserves from USD 397.4 billion to USD 365.5 billion at the end of June.Berkshire Adds Google, Delta, Trims BofA, Kroger As Abel Taps Into Record Cash Hoard
ZeroHedge·- Berkshire Hathaway CEO Greg Abel deployed capital from the firm's cash hoard by spending a net $20 billion on equities and $4.5 billion on stock buybacks during the second quarter. - Major transactions included a $10 billion investment in Alphabet to support artificial intelligence and a $6.8 billion acquisition of Taylor Morrison Home. - The company also raised stakes in Delta Air Lines and Lennar while trimming holdings in Bank of America and Kroger.Berkshire Hathaway doubles down on the U.S. housing market with a fresh bet on this stock
MarketWatch·- Berkshire Hathaway increased its investments in the U.S. housing market by acquiring a new stake in D.R. Horton and expanding its position in Lennar by nearly 30%. - Regulatory filings for the second quarter revealed that CEO Greg Abel maintained a concentrated stock investment approach while reducing Berkshire's cash holdings by $31.9 billion to $365.5 billion. - In addition to home builders, the conglomerate significantly grew its stakes in Alphabet and Delta Air Lines while exiting its position in Constellation Brands.Is Greg Abel’s Aggressive Capital Deployment Altering The Investment Case For Berkshire Hathaway (BRK.A)?
Simplywall·- Berkshire Hathaway reported Q2 2026 revenue of US$101.81 billion and net income of US$25.67 billion, alongside a shift in strategy under CEO Greg Abel toward aggressive capital deployment. - The company engaged in its largest share repurchases in nearly two years, renewed net stock buying, and made significant investments including US$10 billion in Alphabet and the Taylor Morrison acquisition. - This active deployment of Berkshire's massive cash pile reshapes the investment narrative, placing execution and capital allocation discipline at the core of future market sentiment.Michael Burry Warns Berkshire CEO Greg Abel Lacks Warren Buffett’s ‘Patience for the Fat Pitch:' ‘My Biggest Fear…Has Come True’
benzinga_article·- Investor Michael Burry criticized Berkshire Hathaway CEO Greg Abel for lacking Warren Buffett's investment patience following recent multi-billion-dollar spending sprees. - Berkshire reported a 4% decline in cash and Treasury bills to $364.7 billion in the second quarter of 2026 under Abel's leadership. - The conglomerate deployed about $4.5 billion on share repurchases, invested $10 billion in Alphabet Inc., and acquired Taylor Morrison Home Corp. for $6.8 billion.Berkshire Q2 Net Profit Doubles After Buffett’s Retirement as Abel Increases Stock Buybacks and Investments
TradingKey·- Berkshire released its Q2 2026 earnings report, showing total revenue reaching $101.808 billion and net income doubling year-over-year to $25.667 billion. - Under CEO Gregory Abel, Berkshire increased share repurchased volume to $4.527 billion and shifted to net stock purchases for the first time in over three years, deploying capital into equities like Alphabet and acquisitions. - These capital allocation changes caused cash reserves to fall to $365.5 billion, while outperforming the S&P 500 Index with a 9.6% gain over the past three months.Berkshire Hathaway Cash Reserves Decline for First Time in Years Amid Surging Profits
The Daily Hodl·- Berkshire Hathaway reported a second-quarter net income of $25.67 billion and operating earnings of $12.98 billion. - The company's cash reserves declined for the first time in 4 years to $364.7 billion at the end of June. - The cash drop was driven by $23.5 billion in equity purchases, including $10 billion in Alphabet shares and the acquisition of Taylor Morrison, alongside $4.5 billion in stock repurchases.Berkshire earnings rose last quarter and CEO Greg Abel is starting to deploy Buffett's massive cash hoard
CNBC·- Berkshire Hathaway reported a 16% increase in Q2 operating earnings to $12.98 billion, driven by strong performances in energy, railroad, and manufacturing sectors. - CEO Greg Abel actively deployed the conglomerate's massive cash reserve by repurchasing $4.5 billion in shares and shifting the company to a net buyer of equities. - Total cash holdings declined to $365.5 billion at the end of June as capital was allocated toward buybacks, acquisitions like Taylor Morrison, and a $10 billion investment in Alphabet.Greg Abel's First Big Deal as Berkshire CEO Was a $6.8 Billion Bet on Homebuilder Taylor Morrison, With Buffett Praising Abel's Execution
Motley Fool·- Berkshire Hathaway, led by new CEO Greg Abel following Warren Buffett's departure at the end of 2025, made its first major move with the $ 6.8 billion acquisition of Taylor Morrison Homes. - The transaction signals that Abel remains value-oriented while adopting a more proactive management approach to unify site-built homebuilding operations into a combined platform. - This strategy indicates that future growth will rely on both purchasing businesses at attractive prices and actively seeking operational synergies within the portfolio.BRK.A: Q2 2026 net earnings surged, fueled by investment gains and robust segment performance
Quartr·- Berkshire Hathaway Inc. reported that Q2 2026 net earnings more than doubled year-over-year. - The growth was driven by strong investment gains and higher operating earnings. - Segment performance was mixed, featuring growth in manufacturing and energy alongside a decline in insurance underwriting.Berkshire Hathaway is set to report earnings Saturday. Here’s what you need to know
MSN·- Berkshire Hathaway is scheduled to release its earnings report on Saturday, marking its second earnings announcement under CEO Greg Abel. - Recent strategic moves by the conglomerate include the acquisition of homebuilder Taylor Morrison. - Berkshire's Class B shares have demonstrated outperformance relative to the broader market since the release of the first-quarter report in May.Berkshire Hathaway (BRK.A) Stock Looks Reasonable On Earnings And Cheap Against Fair Value
Simplywall·- Berkshire Hathaway stock trades around US $774,300, reflecting a 78.2% five year return and 11.5% return over the last year. - The Excess Returns model estimates an intrinsic value of about US $1,162,089.84 per share, indicating the stock is 33.4% undervalued. - The company trades on a P/E multiple of 15.4x, which sits below the fair P/E ratio of 17.9x.