Berkshire Hathaway Shifts Portfolio As Greg Abel Succeeds Warren Buffett
- Finance
ThePostMaster- 0
- 8 minutes read
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Warren Buffett has retired from Berkshire Hathaway, with Greg Abel taking over as CEO.
Berkshire Hathaway has made a large new investment in Alphabet and a significant stake in The New York Times.
The company has further reduced its holdings in Apple and Amazon as part of this portfolio reshaping.
For investors watching NYSE:BRK.A, this leadership change comes at a time when the stock price is at $747,960.0 and the 3 year return stands at 62.6%, with a 5 year return of 99.5%. Those figures underline how closely Berkshire’s capital allocation decisions are watched, since even modest portfolio moves can matter for such a large, widely held company.
Greg Abel stepping in as CEO, alongside fresh positions in Alphabet and The New York Times and reduced exposure to Apple and Amazon, gives you a new mix of signals to consider. The rest of this article examines what these shifts may indicate for Berkshire’s portfolio balance and risk profile, as well as how investors might view the next chapter for NYSE:BRK.A.
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⚖️ Price vs Analyst Target: At US$747,960 the share price is about 2.3% below the US$765,476 analyst target, which sits comfortably inside the US$695,000 to US$880,905 range.
✅ Simply Wall St Valuation: Simply Wall St currently sees Berkshire trading about 39.8% below its estimated fair value, which is a sizeable discount.
✅ Recent Momentum: The 30 day return of roughly 1% is modestly positive, suggesting the stock has held its ground through the leadership news.
There is only one way to know the right time to buy, sell or hold Berkshire Hathaway. Head to Simply Wall St’s company report for the latest analysis of Berkshire Hathaway’s Fair Value.
📊 The handover to Greg Abel combined with fresh Alphabet and New York Times stakes and lower Apple and Amazon exposure gives you a slightly different mix of tech and media risk inside Berkshire’s look through portfolio.
📊 Keep an eye on how earnings evolve under the new CEO given forecasts for a 0.2% annual earnings decline and how that lines up with the current 15.95x P/E versus the industry average of about 15.96x.
⚠️ Profit margins slipping from 28.9% to 18.1% plus the earnings decline forecast make it important to watch whether future capital allocation decisions stabilise or further pressure profitability.
