Berkshire Hathaway has fully sold its stake in UnitedHealth Group after buying in mid-2025 when the stock was deeply depressed. The shares rose 45% from $271 to nearly $394 in about nine months, allowing Berkshire to lock in quick profits. This move reflects new CEO Greg Abel's strategy to reduce exposure to businesses facing increased risks, such as healthcare insurers under regulatory and political pressure. While UnitedHealth still generates strong cash flow, Abel's sale suggests the easy recovery gains may be over, though long-term investors might not need to sell immediately.
Berkshire Hathaway, under new leadership, drastically reduced holdings in 16 stocks and trimmed others tied to economic activity, signaling caution about a potential economic slowdown. Despite this, it tripled its investment in Alphabet, valuing the ...
Berkshire Hathaway, under new CEO Greg Abel, disclosed its first quarterly portfolio update since Warren Buffett stepped down. The $263 billion equity portfolio saw significant changes, including increased stakes in Alphabet, The New York Times, and ...
Berkshire Hathaway reshuffled its portfolio in Q1, investing $2.65 billion in Delta Air Lines and acquiring a small stake in Macy’s. The company also more than tripled its stake in Alphabet to $16.6 billion and doubled its holding in the New York Tim...
UnitedHealth Group's stock is rated a Buy following a 59% recovery from March lows, driven by strong first-quarter results with revenue of $111.72 billion and EPS of $7.23. Management raised the full-year EPS guidance to over $18.25 and authorized a ...
UnitedHealth Group saw a 31.24% stock bounce after a strong Q1 earnings beat, but faces significant challenges including a 41.26% drop in 2025 operating income, loss of Medicare Advantage members, regulatory pressures, and costly legal and cyberattac...
