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BRBRK-B

Berkshire Hathaway Inc.

$BRK-B·$1.1T·Insurance - Diversified·Financial Services
$502.35-0.1%YTD+0.3%1Y+0.6%
Price updated 6h ago·X counts updated 2d ago
BRBRK-B
$BRK-BBerkshire Hathaway Inc.
$502.35-0.15%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BRK-B on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BRK-B — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Greg Abel broke Berkshire's 14-quarter net-selling streak; bought $20B net + built $38B Alphabet stake as third-largest holding.

Berkshire is transitioning to the Abel era with a major capital-allocation reversal — the tape hasn't yet processed the buying activity.

  • Tape: +0.9% YTD, +2.1% t12m; 56% of 52w range, near 50-day, +2.6% vs 200-day.
  • Greg Abel deployed $20B net stock purchases in Q2 — first net buying quarter after 14 straight quarters of net selling.
  • $10B deployed into Alphabet's private placement → total $38B stake now Berkshire's third-largest holding.
  • Warren Buffett stepping down as Chairman — end of an era.
  • Q2 EPS $6.02 vs $5.13 (+17.3%); four straight (some noisy) beats.
  • FY26 est $22.18 → FY27 $22.19 → FY28 $22.71 EPS.
  • 0.03x P/E TTM (accounting-noisy from investment gains), 2.86x P/S, 19.5x EV/EBITDA, 2.2% FCF yield.
  • Op margin 12%, gross margin 19%, D/E 0 (holdco), ROE 12%.
  • Beta 0.61 — defensive; float 1.39B mega.

Watch 11/7 print for Q3 investment activity + Abel's first full-quarter capital deployment.

Agrees with X sentimentThe Abel-era-shift framing is directly supported by the reversal in net-buying and the Alphabet position build.

What to watch: 11/7 earnings, Q3 investment activity, Alphabet stake dynamics, first full-quarter under Abel as leadership successor, and cash-pile trajectory.

On the calendar: 2026-11-07

Read the AI verdict on $BRK-B

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Warren Buffett's diversified conglomerate owning GEICO insurance, BNSF railroad, Berkshire Energy, and 60+ operating businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Diversified sits in its cycle right now — and what that implies for $BRK-B.

Insurance - Diversified · Financial Services

Hard P&C pricing and rising investment income from higher bond yields are the dual tailwinds — combined ratios improving while float returns hit post-GFC highs. Life/annuity divisions benefit from above-normal fixed-income yields attracting risk-averse retirement savers; casualty reserve releases are increasingly scrutinized as social inflation raises long-tail claims.

What this means for $BRK-B

Neutral — Warren Buffett's diversified conglomerate owning GEICO insurance, BNSF railroad, Berkshire Energy, and 60+ operating businesses.

Top industry ETF

$KIESPDR S&P Insurance ETF
-1.2%YTD
+0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
0.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-321%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 8, 2026$6.02$5.13+17.3%
Q1 2026May 2, 2026$5.25$5.08+3.3%
Q4 2025Mar 2, 2026$4.73$5.51-14.2%
Q3 2025Nov 3, 2025$14.28$5.72+149.7%
Next earningsSat, Nov 7·consensus EPS $5.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$101.8B+10.0%0.0%0.0%$17868.00—
Q1 FY26$93.7B+4.4%28.8%16.1%$4.68$5.5B
Q4 FY25$94.2B-0.7%23.0%13.8%$8.90$5.0B
Q3 FY25$95.0B+2.1%24.6%17.5%$14.28$8.2B

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$403.5B$403.5B – $403.5B$22.18$21.15 – $23.171
FY27$409.9B$409.9B – $409.9B$22.19$21.24 – $23.211
FY28$421.6B$421.6B – $421.6B$22.71$22.71 – $22.711

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 28Ajit JainChair39.7K sh$20.0MBuySep 21Berkshire Hathaway Inc10% owner667.1K sh$51.9MBuySep 18Berkshire Hathaway Inc10% owner1.4M sh$105.6MBuySep 17Berkshire Hathaway Inc10% owner695.0K sh$54.9MBuyAug 12Michael J. O'sullivanSee Remarks488 sh$250KBuyAug 12Charles C ChangSee Remarks2 sh—BuyMay 6Michael J. O'sullivanSee Remarks536 sh$251K
+ 8 other (6 gifts · 2 conversions) in window

See when $BRK-B insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 213
SC 13D/AActivist amendmentJul 15SC 13D/A
AI summary

Warren Buffett filed an SC 13D/A amendment for Berkshire Hathaway (BRK-B) on July 15, 2026, updating Item 5 with new information about his personal holdings of Berkshire Class A common stock. This is a routine amendment to Buffett's long-standing 13D as Berkshire's controlling shareholder.

3New insider — initial holdingsJun 103
8-KOfficer or director changeMay 78-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
3New insider — initial holdingsMay 53
424B5Prospectus supplement (offering)Apr 14424B5
+ 30 other (10 13Gs · 9 11-Ks · 3 S-8 POSs · 2 SDs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Berkshire Deepens U.S. Housing Exposure With Integrated Scalezacks.com·14h agoBerkshire Buys Lennar Stock; Its Clayton Homes Unit Could Be Worth $25 Billionbarrons.com·1d agoBRK.B Trading at a Discount to 52-Week High: More Upside Left?zacks.com·2d agoPrediction: Berkshire Hathaway Joins the $2 Trillion Club Before 2032fool.com·2d agoWarren Buffett is no longer in charge, but Berkshire's latest purchase is right from his playbookbusinessinsider.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $BRK-B on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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