Berkshire Hathaway Stock News

Wall Street is full of well-known money managers capable of spotting a good deal. However, none of these fund managers draws the attention of professional and everyday investors quite like Berkshire Hathaway's (BRK.A 0.07%) (BRK.B -0.07%) billionaire CEO, Warren Buffett.

Veteran analyst Meyer Shields said he was "shocked" by Warren Buffett's decision to retire. Shields expects Berkshire Hathaway to pay a dividend and face more scrutiny under Greg Abel.

Berkshire Hathaway (BRK.A 0.77%) (BRK.B 0.68%) reported its second-quarter earnings a couple of weeks ago, but it just recently gave investors a glimpse of changes in its $300 billion stock portfolio. Now that we have a complete picture of how Berkshire's second quarter went, it's a good time to take a look at some of the key trends to watch.

Over the past two years, Berkshire Hathaway (BRK.A 0.95%) (BRK.B 0.68%) has sold a lot of shares from some of its top stock positions while boosting its cash holdings to record highs. That trend, along with the conglomerate's decision to pause buybacks of its own stock in 2024, suggested that in Warren Buffett's view, the market was getting overheated.

Berkshire Hathaway recently disclosed a large stake in Nucor, which is quite telling about the company's standing within the sector. As margins reverse from their record lows in Q1 2025, investors should anticipate a significant improvement in free cash flow. There are also important implications for future shareholder returns stemming from Nucor's recent capital allocation decisions.

Key Points in This Article: This isn't Warren Buffett's first foray into the homebuilder market.

Berkshire Hathaway (BRK.A 1.28%) (BRK.B 1.35%) has a long history of outperformance under the leadership of legendary investor and CEO Warren Buffett. Earlier this year, Buffett announced he would step down from the CEO role at the end of the year, and Berkshire Hathaway stock has faced selling pressure.

Warren Buffett, the legendary value investor, always says investors should never attempt to time the market but rather accumulate time in it so that the long-term effects of economic growth in the United States can affect businesses and their valuations moving forward.