Alpha Score of 47 reflects weak overall profile with moderate value, weak quality, weak sentiment. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
BRK.B shares are trading near the bottom of their 52-week range, a zone that has historically drawn buyers. The stock's value score of 66.3 is the strongest sub-score in the Alpha framework, supported by a P/E of 15.1 and a net margin above 19%. Revenue grew 1.1% year-over-year, but EPS fell 10.5%, which helps explain the momentum score of just 35.4. The quality score sits at 49.1, roughly neutral. Sentiment at 40.9 suggests institutional positioning is not particularly aggressive. The overall Alpha Score of 47.6 leaves room for a re-rating if earnings stabilize. Watch next week for any commentary from the annual meeting. The gap between value and momentum scores is wide enough that a catalyst — operating earnings growth or a large buyback — could shift the narrative.
Berkshire Hathaway shares hover near the middle of their 52-week range, with the value score at 66.3 propping up a middling overall Alpha Score of 50.4. The P/E of 15.1 sits below the broad market, but the story behind the multiple is mixed. Revenue grew just 1.1% over the past year. EPS dropped 10.5%, a reflection of weaker investment gains and higher insurance underwriting losses. Net margin remains thick at 19.3%, though quality scored only 49.1, suggesting the margin may be under pressure. Momentum is the weakest sub‑score at 40.9, and sentiment sits at 46.3, so the market is not piling in. Next quarter's operating earnings report will matter more than usual. The question is whether insurance float and BNSF freight volumes can offset a drag from Apple and other equity holdings. If EPS continues slipping, the value multiple may start to look less compelling.
Berkshire Hathaway shares trade near the top of their 52-week range, with a P/E of 15.1 that looks cheap relative to the broader market. The value sub-score of 66.3 supports that reading, even as other signals are mixed. Revenue grew just 1.1% year over year, while earnings per share dropped 10.5%. Net margins remain healthy at 19.3%. The overall Alpha Score of 50.2 reflects a split: momentum and sentiment are weak at 42 and 44, while value stands out. Quality sits near the middle at 49.1. The stock's defensive profile and cash pile often draw buyers during uncertainty. Watch next quarter's operating earnings for signs of whether the revenue slowdown is spreading beyond the insurance and railroad segments.
Berkshire Hathaway shares sit near the top of their 52-week range, supported by a value score of 67.5 and a net margin above 19%. But earnings per share fell 10.5% year over year, even as revenue edged up 1.1%. That gap between value and momentum — the latter scoring just 38.7 — captures the tension in the story. The insurance float and steady cash pile are structural advantages. The earnings contraction is a cyclical headwind. The recent comparison to GameStop highlights the difference. GameStop's Alpha Score of 38 trails Berkshire's 50.7 by a wide margin, reflecting a business model that lacks Berkshire's durable underwriting income and investment portfolio. What matters next is whether Berkshire can reverse the earnings decline. Operating earnings from insurance and railroads will be the key. The P/E of 14.76 leaves room if the earnings trend improves, but the stock needs a catalyst to break out of its current range. Watch the quarterly operating results and the pace of buybacks for the next signal.
Berkshire Hathaway trades at 14.6 times earnings, a discount to its sector median. Revenue edged up 1.1% last year. Earnings fell 10.5%, enough to knock net margin down to 19.3% from a higher base. The 52-week range runs from $685 to $775 per share. The stock sits near the middle. Alpha Score of 49.6 reflects a split. Value scores 68.1, quality 49.1, sentiment an even 50. Momentum at 34.5 lags, suggesting the market isn't rewarding this earnings profile now. The revenue growth, while modest, points to steady insurance and railroad operations. The earnings decline likely stems from investment swings or underwriting cycles. Forward watch centers on the next quarterly filing. If revenue holds and margins stabilize, the value score may draw interest. If earnings shrink again, sentiment could turn negative.
On May 7, 2026, Berkshire Hathaway filed a current report on Form 8-K disclosing several material events. The company issued its first quarter 2026 earnings press release on May 2, 2026, attached as Exhibit 99.1. No financial figures were included in the 8-K filing itself. In a leadership transition, Charles C. Chang will succeed Marc D. Hamburg as Chief Financial Officer effective June 1, 2026. Chang will receive an annual cash salary of $8,000,000. In recognition of Hamburg's decades of service, Berkshire will provide him or his spouse up to 30 flight hours per year on a mid-sized NetJets aircraft from June 1, 2026 through May 31, 2037, along with tax gross-up payments for imputed tax expenses. The estimated annual cost of this benefit is approximately $490,000. The Board of Directors voted on May 3, 2026 to amend and restate the company's By-Laws, effective immediately, to update officer roles and responsibilities to align with the current operating structure. Changes were made to Sections 4, 6, and 10. The full amended By-Laws are filed as Exhibit 3(ii). At the annual shareholder meeting held May 2, 2026, all 13 director nominees were elected. Shareholders approved the advisory resolution on executive compensation, with 403,351 votes for, 30,251 against, and 1,703 abstaining. On the advisory vote regarding the frequency of future say-on-pay votes, a plurality of shareholders favored a three-year interval (288,858 votes), compared to 143,050 for one year and 1,715 for two years. A shareholder proposal requesting a report on the Board's oversight framework for workforce and human-capital management was rejected, with 65,023 votes for, 367,387 against, and 2,895 abstentions.
Berkshire Hathaway Inc. filed its 10-Q for the first quarter ending March 31, 2026. The filing details the company's financial position across its diversified segments, including insurance, railroad, utilities, energy, manufacturing, and service and retailing businesses. Key areas of focus include the ongoing legal and financial exposure related to PacifiCorp, a subsidiary of Berkshire Hathaway Energy. The company continues to manage liabilities associated with historical wildfire events, specifically referencing the 2020 Beachie Creek fire and the 2022 wildfire events. The filing highlights ongoing litigation, including the James case in Multnomah County Circuit Court, which involves claims for punitive and non-economic damages. Additionally, the company notes antitrust litigation involving HomeServices of America, a subsidiary of Berkshire Hathaway Energy. Investment activities remain a core component of the balance sheet, with significant concentrations in equity securities including American Express, Apple, Bank of America, Coca-Cola, and Chevron. The company maintains a robust liquidity position, utilizing various financial instruments including U.S. Treasury bills and foreign government debt securities. The filing also outlines the company's common stock repurchase program and the management of various debt obligations, including senior notes and term loans across its energy and finance subsidiaries. Operational performance is segmented across insurance and other, railroad, utilities and energy, manufacturing, and service and retailing. The company continues to monitor fair value measurements for its investment portfolio and long-term assets, utilizing both Level 2 and Level 3 valuation techniques for various financial instruments and derivative contracts.
On April 16, 2026, Berkshire Hathaway Inc. completed the issuance of six tranches of senior notes denominated in Japanese Yen. The aggregate principal amounts and interest rates are as follows: 128.9 billion Yen at 2.077% due 2029, 86.8 billion Yen at 2.465% due 2031, 22.3 billion Yen at 2.739% due 2033, 27.3 billion Yen at 3.084% due 2036, 2 billion Yen at 3.452% due 2041, and 5 billion Yen at 4.037% due 2056. The notes were issued under an existing registration statement filed on January 31, 2025, and an underwriting agreement dated April 10, 2026, with Mizuho Securities USA LLC and Merrill Lynch International. The issuance is governed by an indenture dated January 31, 2025, between Berkshire Hathaway, Berkshire Hathaway Finance Corporation, and The Bank of New York Mellon Trust Company, N.A.
Berkshire Hathaway Inc. filed an 8-K on March 5, 2026, to formally announce that it has commenced repurchasing shares of its Class A and Class B common stock. The company stated that this action is being taken in accordance with its long-standing repurchase policy, which allows for buybacks when management believes the market price is below the company's conservatively determined intrinsic value. The filing notes that this disclosure is provided in the interest of transparency regarding the company's leadership transition. Berkshire Hathaway clarified that the policy does not mandate the acquisition of any specific number of shares. Repurchases may be executed through open-market transactions or privately negotiated deals, potentially utilizing Rule 10b5-1 trading plans. The timing, volume, and continuation of these repurchases remain subject to market conditions, share price, and other relevant factors. The company reserves the right to suspend or discontinue the program at any time without prior notice and does not commit to providing updates on repurchase activity outside of its standard periodic reporting requirements in Forms 10-Q and 10-K.
Berkshire Hathaway Inc. filed its 10-K for the fiscal year ending December 31, 2025. The filing provides extensive disclosures regarding the company's diverse operations, including insurance and reinsurance, railroad, utilities, and energy segments. A significant portion of the documentation focuses on the actuarial development of insurance loss reserves across multiple accident years for the Berkshire Hathaway Insurance Group, including GEICO and primary insurance units. The report details fair value measurements for various asset classes, including U.S. Treasury securities, foreign government debt, and corporate securities. The filing also addresses ongoing legal and regulatory matters, specifically noting litigation involving PacifiCorp related to wildfire damages and economic claims. The company maintains its reporting structure across its core segments, including manufacturing, service, and retailing businesses. Financial disclosures include detailed reconciliations of insurance underwriting results and the carrying amounts of various debt instruments, including senior notes issued by Berkshire Hathaway Finance Corporation. The document outlines the company's exposure to geographic concentration risks and specific industry liabilities, such as those related to pipelines and utility infrastructure.
Berkshire Hathaway Inc. Class B shares represent the Class B stock of the multinational conglomerate holding company headquartered in Omaha, Nebraska. Primarily known for its insurance operations through subsidiaries like GEICO, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group, it generates substantial excess cash deployed into diverse acquisitions. Key holdings include Burlington Northern Santa Fe railroad, Berkshire Hathaway Energy utilities, and manufacturing entities such as Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR, alongside service, retailing, freight rail, finance, and Pilot Travel Centers operations. Unique for its completely decentralized management structure, the company employs approximately 392,400 people and operates in the financial services sector, specifically diversified insurance, with a large-value stock profile. Berkshire Hathaway leverages insurance float for investments, playing a pivotal role in global markets as a benchmark for value investing and conglomerate diversification, expected to produce around $375 billion in revenue in 2025.
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