Berkshire Hathaway Transitions To Greg Abel As Portfolio And Valuation Shift
- Finance
ThePostMaster- 0
- 8 minutes read
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge.
Warren Buffett has retired as CEO of Berkshire Hathaway, with Greg Abel assuming the role.
Berkshire has adjusted its portfolio, adding the New York Times Company and Alphabet while trimming Apple, Amazon, and Bank of America.
Investors are watching for Greg Abel’s first shareholder letter, which is expected to outline his approach to managing NYSE:BRK.B.
Berkshire Hathaway, trading under NYSE:BRK.B, is entering a new chapter with Greg Abel at the helm and a recent reshaping of its equity portfolio. The stock last closed at $503.41, with a 3 year return of 66.3% and a 5 year return of 105.0%, figures that many investors use as context when assessing the company today.
The upcoming shareholder letter from Abel is expected to attract close attention, as investors look for clarity on how capital allocation and portfolio construction might evolve in the post Buffett era. The recent moves into the New York Times Company and Alphabet, alongside reduced exposure to Apple, Amazon, and Bank of America, give readers several concrete areas to watch for further detail.
Stay updated on the most important news stories for Berkshire Hathaway by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Berkshire Hathaway.
Does the team leading Berkshire Hathaway have what it takes? See our full breakdown of the management team’s track record and compensation.
⚖️ Price vs Analyst Target: At US$503.41 vs an analyst target of US$510.46, Berkshire trades around 1.4% below consensus, which is broadly in line.
✅ Simply Wall St Valuation: Simply Wall St estimates Berkshire is trading about 39.3% below its fair value, which points to a sizeable valuation gap.
✅ Recent Momentum: A 30 day return of 2.1% suggests the share price has been edging higher into this leadership transition.
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.
📊 Greg Abel’s first letter and recent moves into the New York Times Company and Alphabet, alongside smaller Apple, Amazon and Bank of America positions, give you a clearer read on how he wants to shape capital allocation.
📊 Keep an eye on the current 16.1x P/E versus the 16.0x industry average, the 18.1% net margin versus the 14.4% industry average, and any commentary on future buybacks or portfolio rotation.
⚠️ Analysts currently see earnings declining by about 0.2% a year over the next 3 years, so any shift in guidance or underwriting results under the new CEO will matter.
