BRK-B · Financials
BERKSHIRE HATHAWAY INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Housing Market Investment ExposureImportance 34 · Surprise 42Berkshire Hathaway increased its ownership of a beaten-down U.S. homebuilder to more than 10%. Crossing the 10% threshold triggers mandatory insider reporting for Berkshire. The homebuilder’s CEO said nearly half of…
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire Hathaway crossed a 10% ownership threshold in a U.S. homebuilder, triggering mandatory insider reporting requirements. The investment increases Berkshire’s exposure to the housing market despite affordability…
- Market Demand: Clayton Homes / Mortgage SensitivityImportance 17 · Surprise 24Berkshire Hathaway increased its ownership of a beaten-down U.S. homebuilder to more than 10%, while the builder’s CEO said nearly half of prospective visitors could not qualify for a mortgage. The comments indicate…
News · 2026-09-22
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire Hathaway purchased more than $200 million of Lennar stock over three trading days. The purchases increased Berkshire’s ownership to just over 10% of Lennar, the second-largest U.S. home builder. Lennar is…
- Portfolio Reshaping Under AbelImportance 34 · Surprise 42Berkshire Hathaway purchased more than $200 million of Lennar stock over three trading days in September 2026. The purchases increased Berkshire’s ownership to just over 10% of Lennar, a Miami-based U.S. homebuilder…
- Interest Income TrendsImportance 22 · Surprise 24A Federal Reserve rate hike is expected to increase Berkshire Hathaway’s annual interest income by approximately $900 million. The increase reflects higher yields on Berkshire’s cash and short-term investments. The…
- Interest rates and Fed policyImportance 22 · Surprise 24The Federal Reserve raised interest rates, increasing the value of Berkshire Hathaway’s substantial cash holdings. Third-party reporting estimates the rate increase will add approximately $900 million in annual…
News · 2026-09-20
- Berkshire Hathaway Energy ExpansionImportance 64 · Surprise 42Berkshire Hathaway Energy had $148.3 billion of assets, according to the report. BHE had 11,000 megawatts of contracted data-center demand, creating a substantial growth opportunity tied to power requirements. The…
- Liquidity and Cash PositionImportance 56 · Surprise 24Berkshire held $324.9 billion in U.S. Treasury bills, whose yields can reprice upward as interest rates remain high. Insurance float totaled $177.5 billion and provides funding for investment and operating growth. The…
- Taylor Morrison AcquisitionImportance 47 · Surprise 60Berkshire completed or announced a $6.8 billion acquisition of Taylor Morrison. The transaction increases Berkshire’s exposure to residential construction and housing-related operations. The deal was cited as evidence…
- Capital Allocation Strategy ShiftImportance 46 · Surprise 42Greg Abel has reportedly resumed Berkshire’s share repurchases and shifted the company toward net equity purchases. Reported recent capital deployment includes a $10 billion investment in Alphabet and the $6.8 billion…
- Leadership Succession and Management InvolvementImportance 44 · Surprise 60Berkshire named Warren Buffett chairman emeritus and elected Howard Buffett chairman of the board on September 18, 2026. Greg Abel became CEO at the start of 2026 and already controls capital-allocation decisions,…
- Interest Rate EnvironmentImportance 44 · Surprise 24Higher interest rates are increasing returns on Berkshire’s Treasury-bill holdings, with approximately $324.9 billion invested in T-bills repricing upward. The higher-yield environment is expected to increase…
- AI Data Center Power DemandImportance 40 · Surprise 42Berkshire Hathaway Energy (BHE) reportedly has 11,000 MW of contracted data-center demand. The commitment indicates substantial power demand from data-center customers and supports BHE’s positioning as a growth engine…
- AI Data Center Energy DemandImportance 40 · Surprise 42Berkshire Hathaway Energy reportedly has 11,000 megawatts of contracted data-center demand. The demand supports BHE’s expansion as an energy-growth platform and could require continued investment in generation and…
- Operating Earnings GrowthImportance 30 · Surprise 40Berkshire’s operating earnings reportedly increased 16% to 18% year over year under Greg Abel. The growth exceeds the 10% materiality threshold and indicates a broad improvement in recurring operating performance. The…
News · 2026-09-19
- Leadership Succession and ContinuityImportance 44 · Surprise 60Warren Buffett stepped down as Berkshire Hathaway’s chairman after more than six decades with the company and became chairman emeritus. His son, Howard Buffett, assumed the chairmanship, while Greg Abel continues as…
News · 2026-09-18
- Leadership Succession and ContinuityImportance 44 · Surprise 60Warren Buffett stepped down as Berkshire Hathaway chairman effective September 18, 2026, becoming chairman emeritus and remaining on the board. His son, Howard Buffett, was appointed chairman after 33 years as a…
News · 2026-09-17
- Portfolio Concentration and AI ExposureImportance 49 · Surprise 32Third-party reporting says Berkshire Hathaway’s investment portfolio is valued at more than $350 billion. Apple and Alphabet together represent 30.6% of the portfolio, highlighting substantial exposure to large-cap…
- Portfolio Dividend IncomeImportance 19 · Surprise 6Two stocks previously purchased for Berkshire Hathaway reportedly generate more than $1.44 billion in annual dividends for the company. The dividend income represents a recurring cash-flow contribution from Berkshire’s…
News · 2026-09-16
- Portfolio Reshaping Under AbelImportance 71 · Surprise 60Greg Abel assumed oversight of Berkshire Hathaway’s $364 billion investment portfolio after becoming CEO on January 1, following Warren Buffett’s retirement as CEO on December 31. Berkshire disposed of 16 companies…
- Alphabet Investment ExpansionImportance 59 · Surprise 82Berkshire Hathaway tripled its Alphabet position after Greg Abel became CEO, including a reported $10 billion private-placement investment. Berkshire increased its Alphabet stake by 83% in the latest quarter, making…
News · 2026-09-15
- Portfolio Reshaping Under AbelImportance 31 · Surprise 42Berkshire Hathaway is reportedly reducing its exposure to financial stocks under CEO Greg Abel. American Express remains an exception because its closed-loop payments system differs from the open-loop networks operated…
News · 2026-09-14
- Liquidity and Cash PositionImportance 50 · Surprise 24A third-party analysis reported that Berkshire Hathaway held a $359.2 billion cash pile as of September 2026. The liquidity was described as providing capacity for strategic acquisitions despite elevated market…
- Capital Allocation Strategy ShiftImportance 34 · Surprise 42Berkshire Hathaway reportedly bought approximately $39 billion of stocks and sold approximately $28 billion during the first half of 2026. The resulting roughly $11 billion net equity purchases represented the…
- Quarterly Operating Earnings RiseImportance 23 · Surprise 22Berkshire Hathaway’s second-quarter operating earnings increased 16% year over year. The growth occurred despite softer insurance results during the quarter. The 16% increase exceeds the 10% materiality threshold for…
News · 2026-09-13
- Portfolio Concentration in Top StocksImportance 32 · Surprise 24American Express represents nearly 14% of Berkshire Hathaway’s $359 billion investment portfolio, implying an approximate $50 billion position. The holding is Berkshire’s second-largest stock investment. American…
News · 2026-09-12
- Taylor Morrison AcquisitionImportance 44 · Surprise 60Greg Abel became Berkshire Hathaway’s CEO at the start of 2026. His first major move was acquiring Taylor Morrison Home during a housing-industry downturn. The report does not disclose the transaction value or…
- Housing Market Demand OutlookImportance 35 · Surprise 42Greg Abel acquired Taylor Morrison Home in 2026 as Berkshire Hathaway’s first major investment under his tenure, despite a prolonged U.S. housing downturn. The Pending Home Sales Index was reported near its…
- Capital Allocation StrategyImportance 17 · Surprise 24Berkshire Hathaway has paid exactly one dividend since 1965. The company last issued a dividend in 1967. Since then, Berkshire has primarily reinvested its earnings rather than making recurring shareholder…
- Capital Allocation Strategy ShiftImportance 17 · Surprise 24Berkshire Hathaway has maintained a policy of retaining earnings and reinvesting capital rather than paying regular dividends. The company has paid only one dividend since 1965, with the last reported dividend issued…
News · 2026-09-11
- Capital Allocation Strategy ShiftImportance 40 · Surprise 42Third-party reporting says Greg Abel’s Berkshire Hathaway repurchased approximately $4.5 billion of its own stock in the second quarter, reportedly at about 140% of book value. Berkshire also made approximately $19.8…
News · 2026-09-10
- Capital Allocation Strategy ShiftImportance 34 · Surprise 42Berkshire Hathaway is reported to be resuming share buybacks as part of a renewed capital allocation cycle. The article links buybacks with organic profit growth as the two drivers of a new compounding cycle. Berkshire…
- Capital Return ProgramImportance 34 · Surprise 42Third-party reporting states that Berkshire Hathaway has resumed share buybacks. The report characterizes repurchases as one of two drivers of a renewed compounding cycle, alongside organic profit growth. No repurchase…
- Liquidity and Cash PositionImportance 26 · Surprise 24Berkshire Hathaway’s large cash pile is described as providing capacity for opportunistic acquisitions during market dislocations. The cash reserve is also characterized as downside protection for shareholders during…
- Portfolio Concentration and AI ExposureImportance 26 · Surprise 24Third-party reporting states that Berkshire expanded its equity-portfolio allocations during the quarter. The reported change increased exposure to technology stocks, indicating a portfolio-allocation shift toward…
News · 2026-09-09
- Portfolio Concentration in Top StocksImportance 20 · Surprise 24Berkshire Hathaway’s latest Form 13F reportedly shows that approximately half of its disclosed equity portfolio is concentrated in three consumer-company holdings. This concentration increases exposure to the…
News · 2026-09-07
- Specialty Insurance Product ExpansionImportance 31 · Surprise 42Berkshire Hathaway Specialty Insurance launched a surety offering in France and appointed Stéphane Fauré to lead it. The insurer also introduced its Professional First venture-capital liability policy in Australia.…
- Specialty Insurance Geographic ExpansionImportance 31 · Surprise 42Berkshire Hathaway Specialty Insurance launched a surety offering in France and appointed Stéphane Fauré to lead it. The insurer also appointed executives for executive and professional lines in Spain and Germany. In…
News · 2026-09-06
- Liquidity and Cash PositionImportance 31 · Surprise 32Berkshire Hathaway’s cash and Treasury holdings declined from approximately $397 billion to $366 billion in the second quarter of 2026. The decline reflected Berkshire buying more stocks than it sold for the first time…
- Operating Earnings GrowthImportance 29 · Surprise 22Berkshire Hathaway’s operating earnings increased 16% year over year in its most recent quarter. Quarterly operating earnings reached approximately $13 billion. The reported growth provides a material improvement in…
News · 2026-09-05
- AI Data Center Power DemandImportance 29 · Surprise 24Greg Abel identified Berkshire Hathaway Energy as positioned to benefit from rising electricity demand tied to AI data-center construction. Data centers represented about 8% of Berkshire’s utility load in Iowa last…
News · 2026-09-04
- Portfolio Concentration and AI ExposureImportance 38 · Surprise 24Five stocks represented approximately 63% of Berkshire Hathaway’s roughly $360 billion equity portfolio as of the latest reporting period. Apple remained Berkshire’s largest public-equity holding despite prior…
News · 2026-09-03
- Capital Allocation Strategy ShiftImportance 71 · Surprise 82Berkshire purchased more stocks than it sold in the second quarter of 2026, reportedly for the first time in 14 or 15 quarters. Greg Abel purchased approximately $39.4 billion of stocks during the first six months of…
- Liquidity and Cash PositionImportance 31 · Surprise 32Berkshire Hathaway’s cash and Treasury holdings declined from approximately $397 billion to $366 billion in the second quarter of 2026. The decline reflected Berkshire buying more stocks than it sold for the first time…
- Specialty Insurance Geographic ExpansionImportance 31 · Surprise 42Berkshire Hathaway Specialty Insurance launched a surety offering in France and appointed Stéphane Fauré to lead it. The insurer also appointed executives for executive and professional lines in Spain and Germany. In…
News · 2026-09-02
- Investment in AlphabetImportance 34 · Surprise 42Berkshire Hathaway significantly increased its Alphabet position during the second quarter of 2026, making Alphabet one of its largest common-stock holdings. Greg Abel described Alphabet as a “significant player” in…
- Specialty Insurance Geographic ExpansionImportance 31 · Surprise 42Berkshire Hathaway Specialty Insurance launched a surety offering in France and appointed Stéphane Fauré to lead it. The insurer also appointed executives for executive and professional lines in Spain and Germany. In…
News · 2026-09-01
- Capital Return ProgramImportance 44 · Surprise 24Berkshire Hathaway repurchased $4.5 billion of its own stock in the second quarter. The buyback indicates that management considered Berkshire shares undervalued during that period, because repurchases require…
- Portfolio Reshaping Under AbelImportance 35 · Surprise 42Greg Abel assumed oversight of Berkshire Hathaway’s $357 billion investment portfolio after Warren Buffett retired as CEO on December 31. Berkshire or Buffett has sold Bank of America shares for eight consecutive…
News · 2026-08-31
- Portfolio Reshaping Under AbelImportance 46 · Surprise 42Third-party reporting states that Berkshire Hathaway’s five largest stock holdings collectively generate approximately $589 million in dividend income each quarter. Greg Abel has made changes to Berkshire’s portfolio…
- Portfolio Concentration in Top StocksImportance 32 · Surprise 24Berkshire Hathaway’s five largest stock holdings reportedly generate approximately $589 million of dividend income each quarter. The implied annual dividend income is approximately $2.36 billion, exceeding the…
News · 2026-08-28
- Housing Market Demand OutlookImportance 17 · Surprise 24U.S. home prices remain elevated while mortgage rates are keeping prospective buyers on the sidelines. New-home sales have weakened, creating demand risk for Berkshire Hathaway’s housing-related businesses, including…
News · 2026-08-27
- Portfolio Concentration in Top StocksImportance 58 · Surprise 42Berkshire Hathaway’s five largest stock holdings—Apple, American Express, Alphabet, Bank of America, and Coca-Cola—account for 60% of its $359 billion equity portfolio. Greg Abel eliminated 16 other positions during…
- Portfolio Concentration and RebalancingImportance 58 · Surprise 42Berkshire Hathaway held approximately $359 billion in equities, with Apple, American Express, Alphabet, Bank of America, and Coca-Cola representing 60% of the stock portfolio as of the reported period. Greg Abel…
- Leadership Succession and ContinuityImportance 44 · Surprise 60Warren Buffett stepped down as Berkshire Hathaway’s chief executive officer at the start of 2026. Third-party reporting indicates that Buffett continues to play an active role in Berkshire after the CEO transition…
News · 2026-08-26
- Portfolio Reshaping Under AbelImportance 52 · Surprise 42Under CEO Greg Abel, Berkshire Hathaway was described as an aggressive buyer of stocks in the second quarter of 2026. Berkshire’s $358 billion investment portfolio reportedly had about 30% invested in two major…
- Portfolio Concentration and AI ExposureImportance 52 · Surprise 42Berkshire’s approximately $358 billion investment portfolio reportedly has 30% invested in two leading AI-related technology stocks. The increased technology exposure followed Abel’s reported portfolio overhaul in the…
- Housing Market Investment ExposureImportance 34 · Surprise 42Berkshire Hathaway reportedly bought one homebuilder outright and acquired shares in two additional homebuilders. The transactions indicate Greg Abel is positioning Berkshire for a potential recovery in the U.S.…
News · 2026-08-25
- Investment in AlphabetImportance 34 · Surprise 42Berkshire Hathaway reportedly purchased approximately $10 billion of Alphabet stock directly from Alphabet rather than through the open market. The transaction reflects Warren Buffett and Greg Abel's increased…