NYSE:BRK.B

Berkshire Hathaway Inc. (B) (BRK.B)

483.68
-4.09 (0.84%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Berkshire Hathaway Inc. (BRK.B) is facing a pivotal moment following Warren Buffett's retirement, which has raised concerns among investors about its future performance. Experts highlight the company's strong portfolio of diverse businesses, particularly in insurance, but also note challenges such as competitive pricing pressures and a low-interest-rate environment impacting income. The new CEO, Greg Abel, has been praised for his operational capabilities, but uncertainty remains about how he will navigate the company post-Buffett. While some analysts recommend holding the stock for the long term due to its defensive nature and significant cash reserves, others express caution over potential underperformance compared to the S&P 500. Overall, BRK.B is viewed as a solid long-term investment, though its growth may not match historical highs.

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Consensus
Hold
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Valuation
Fair Value
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AAPL
HOLD
Well-run and it own top assets. They own of the biggest rails and a lot of Apple, both doing well. It won't make as much money as other companies, but won't lose as much either. You're fine to hold onto this.
BUY
He's thinking of buying. Buffett is buying back all the shares that he can, so you know the price is at its floor. Never bet against North American, and the perfect way to do this is to own BRK. A great collection of assets.
BUY
They are doing better work than ever. A superior buy.
TOP PICK
With this you get exposure to financial services and transportation as well as broad industrial exposure. One of the largest insurers in the world. Has conservative balance sheet and lots of cash. Its securities portfolio is a way to get Apple, etc. at a discount
DON'T BUY
Instead, look at payment companies such as MA, V, or PYPL. They'll benefit in a big way from the economic recovery and return to cross-border travel.
DON'T BUY
Portfolio is attractive, with GM, BAC, AAPL, which he all owns. He struggles why we need an intermediary to invest, tends to cost the investor money. He'd rather own the companies directly, especially when DIY trading fees have come down. Rich valuation.
COMMENT
Banks vs. Berkshire He owns both. Rising interest rates plays well for banks. It is also good for BRK.B, with its insurance operations. Both are a core holding.
HOLD
Don't sell, you'd pay a lot in taxes. One of the best managed companies in history. Age of Buffett or Munger shouldn't influence your decision. Not the most aggressive grower, but has lots of cash. Should start paying a dividend at some point. Wonderful, long-term investments.
BUY
Still a buy at these levels. 20% of its share price is its holding in Apple, 20% is in cash. Some areas were badly hit during Covid and are still underperforming. Still, the whole package remains an attractive, diversified business. High quality, excellent value, core hold.
BUY
Watch out for succession plans. Underperforming the S&P 500 since early 2019. Last year, made a bottom and has moved higher. Parts will benefit from economic recovery. Conglomerate, a bit large. Well run. In the right spots at the moment.
BUY
Instead of FFH, if you want too look at good capital allocators in the P&C business, look at BRK.B, which he owns.
PARTIAL BUY
Make it no more than 10% of your portfolio, if you are entering this. Yes, it's been underperforming, but its holdings are solid.
PAST TOP PICK

(A Top Pick Mar 12/20, Up 62%) It's the ultimate value stock. They're big in financials, rails and cyclicals, but their biggest holding is Apple. An interesting mix of holdings here. This is a no-brainer. True, Buffet and Munger won't be there one day, but how much input do they have day-to-day? He's confident that BRK will carry on.

TOP PICK

Likes their cyclical exposure, have a lot of cash and exposure to financials. Their biggest holding, Apple, continues to make new highs without the risk of owning Apple itself. This is a long-term buy. (Analysts’ price target is $325.33)

HOLD
Warrant Buffet is irreplaceable. It is weird to think about the end of his tenure. There is a high probability that what he has done will never be replicated. But what if the reins get handed to those who are more attuned to technology and the new world. They could become more growth oriented. You can't really go wrong with this company.
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