Berkshire Hathaway Begins Spending Under CEO Greg Abel

EarningsCorporate Action
โดย Insider Monkey·US·Read original
Summary · why it matters

Berkshire Hathaway became a net buyer of stocks for the first time in 15 quarters under new CEO Greg Abel, signaling an end to its prolonged capital hoarding. The company authorized over $4.5 billion in share buybacks during the second quarter, up from $235 million in the first quarter, and repurchased over $3.3 billion of stock in July alone. Berkshire bought around $23.5 billion of shares while selling $3.7 billion, for about $20 billion in net purchases, including a large position in Alphabet and more than $21 billion across other commercial and industrial names. The quarter also included the $6.8 billion all-cash acquisition of homebuilder Taylor Morrison. Operating earnings rose 16% year-over-year to $12.98 billion, while net earnings attributable to shareholders more than doubled to $25.67 billion, boosted by $12.68 billion in investment gains. Berkshire's cash and Treasury position fell to $365.5 billion from a record $397.4 billion three months earlier.

Impact on stocks 3

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
▲ PositiveCapitalrelevance

Berkshire increased buybacks and made net stock purchases, signaling deployment of cash.

Consumer Discretionary▲ · 1 stocks
Taylor Morn Home
TMHC
▲ PositiveCapitalrelevance

Berkshire acquired Taylor Morrison for $6.8 billion in cash, a positive valuation event.

Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Berkshire built a large position in Alphabet, indicating confidence in the stock.

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