Berkshire Hathaway reported a strong second quarter with manufacturing revenues up 15.2% and pre-tax earnings growing 25.8%, driven by organic and acquisition growth in units like Precision Castparts and OxyChem. Under CEO Greg Abel, the company has been active in capital allocation, including significant purchases of Alphabet shares, acquiring Taylor Morrison, and $4.5 billion in share buybacks, all done with a disciplined value approach. The analyst rates the stock a cautious Buy, recommending gradual accumulation as the stock trades near its five-year price-to-book average and management remains prudent.
In Q2 2026, Berkshire Hathaway sold 4.15 million shares of Capital One, reducing its stake by 58%, while Third Point increased its holdings by 685,000 shares. Berkshire also reduced exposure to other consumer credit firms like Bank of America and All...
Berkshire Hathaway, led by CEO Greg Abel, adopted a more active investment approach in Q2, adding significantly to Alphabet and Delta, announcing a $6.8 billion acquisition of Taylor Morrison, and executing $4.4 billion in share buybacks. Operational...
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