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Berkshire Hathaway (NYSE:BRK.A) is undergoing a major 2026 portfolio overhaul under new CEO Greg Abel.
The company is exiting long-held positions in Amazon, Visa, Mastercard, and UnitedHealth.
Berkshire is re entering the airline sector with a large stake in Delta Air Lines.
The company has lifted its Alphabet position by 225% while cutting the total number of holdings and continuing buybacks.
Berkshire Hathaway is best known for its broad mix of operating businesses and large listed equity portfolio, which has long reflected Warren Buffett’s approach to investing. This new repositioning arrives as technology and selected cyclical stocks sit at the center of many portfolios, while traditional financials and healthcare face shifting competitive and regulatory pressures. For shareholders, the 2026 changes provide a fresh look at how NYSE:BRK.A is being reshaped under Greg Abel.
The scale of the exits and additions gives investors new information about how capital may be allocated from here, including the renewed exposure to airlines and the much larger Alphabet position. These moves, alongside ongoing buybacks and a slimmer stock portfolio, are likely to be watched closely as reference points for Berkshire’s priorities in the post Buffett era.
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📰 Beyond the headline: 1 risk and 2 things going right for Berkshire Hathaway that every investor should see.
Quick Assessment
⚖️ Price vs Analyst Target: At US$730,000.05, Berkshire Hathaway trades about 3.8% below the US$758,899 analyst target, which sits comfortably within the estimated range.
✅ Simply Wall St Valuation: The stock is flagged as undervalued, trading about 36.4% below Simply Wall St’s estimated fair value.
✅ Recent Momentum: The 30 day return of 2.6% shows positive short term price momentum into this portfolio overhaul.
There is only one way to know the right time to buy, sell or hold Berkshire Hathaway. Head to the Simply Wall St company report for the latest analysis of Berkshire Hathaway’s Fair Value.
Key Considerations
📊 The exits from Amazon, Visa, Mastercard and UnitedHealth and the larger Alphabet and Delta positions reshape Berkshire’s sector mix and concentration, which you may want to compare against your own exposure.
📊 Keep an eye on how the US$730,000.05 price, 14.5x P/E and analyst range of US$695,000 to US$854,596 evolve as the new portfolio has more time to season.
⚠️ Analysts currently expect earnings to decline an average of 2.4% a year over the next 3 years, so watch how this repositioning affects future earnings quality and volatility.
