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Berkshire Hathaway shifts strategy under Greg Abel with $19.8B equity buys and $4.5B buybacks.

Analyst Insights
11 Sep 2026, 10:51 WIB
Seeking Alpha
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Bullish
Berkshire Hathaway shifts strategy under Greg Abel with $19.8B equity buys and $4.5B buybacks.

Berkshire Hathaway, under new leadership by Greg Abel, is adjusting its portfolio with $19.8 billion in net equity purchases and $4.5 billion in share buybacks during Q2. The company is increasing exposure to Alphabet and homebuilders while maintaining a financially heavy portfolio that could benefit from high-interest rates. Despite recent underperformance, these moves signal a strategic pivot that may improve returns. Pairing Berkshire Hathaway stock with the OMAH ETF, which targets a 15% yield through option writing, could provide income during market stagnation, though OMAH is recommended as a smaller income component.

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