The Motley Fool

FEBRUARY 19, 2025

We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. Our first priority is to create shareholder value through our approximately 81% ownership stake in Enact.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

JULY 2, 2024

Accumulating $1 million in an individual retirement account (IRA) might seem unlikely, given the annual contribution limits. However, according to Fidelity's analysis of IRA balances at the end of 2023, over 400,000 account owners have achieved this milestone. These IRA millionaires didn't reach the million-dollar mark by luck.

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Exchange-Traded Funds Taxes Debt Finance 243

The Motley Fool

AUGUST 10, 2024

At one point, Apple accounted for nearly 50% of Berkshire's entire portfolio. That's the third straight quarter Buffett has trimmed his stake in Apple , a company he called "a better business than any we own" at last year's shareholder meeting. He explained his reasoning behind the sales at the most recent shareholder meeting.

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The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% When asked about the sales during Berkshire's annual shareholder meeting, Buffett told the audience it's "extremely likely" Apple will remain Berkshire's largest equity holding at the end of the year. His track record speaks for itself.

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The Motley Fool

NOVEMBER 29, 2024

That said, those shares are worth about $70 billion, as of this writing, accounting for over 23% of Berkshire's entire equity portfolio. Buffett said it's extremely likely Apple will be the largest common stock holding in Berkshire's portfolio at the end of the year during Berkshire's shareholder meeting in May.

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Banks Stakes Taxes Investing 245

The Motley Fool

JULY 31, 2023

Shareholders of both of these companies were pleased with what they saw, as both look to take advantage of favorable trends in their respective industries. Moreover, adjusted pre-tax operating earnings of $76.8 million, although adjusted pre-tax operating losses narrowed to just $3.36 and SoFi Technologies wasn't one of them!

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Taxes Shareholders Banks Financial Services 246

The Motley Fool

AUGUST 18, 2024

And within Berkshire Hathaway 's portfolio, it normally accounts for a considerable percentage of the stock holdings. But at less than 30%, it's not nearly as high as it has been in the past when it accounted for about half of Berkshire's stock investments. Ultimately, Buffett looks out for Berkshire's shareholders.

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Stakes Shareholders Taxes Prospects 246

The Motley Fool

AUGUST 4, 2023

First, if you load up your brokerage account with quality stocks and hold your shares for many years, there's a good chance they'll appreciate in value, setting you up to sell them at a profit. What you can do with your dividends When dividends land in your brokerage account, you have two options.

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Taxes Accounting Shareholders Stock Market 221

The Motley Fool

JULY 23, 2024

While this sale represents a relatively small percentage of one of Buffett's core holdings -- Bank of America still accounts for almost $43 billion of invested assets in Berkshire's 44-stock, $407 billion investment portfolio -- there are a multitude of subtle reasons this $1.48 billion worth of Bank of America stock is tax related.

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Banks Stakes Taxes Shareholders 244

The Motley Fool

FEBRUARY 28, 2025

It did narrow bottom-line losses, its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) loss going from $69 million to $49 million, but that didn't seem to be enough to please investors. On a generally accepted accounting principles ( GAAP ) basis, its per-share loss expanded from $0.14

Amortization 130

Amortization Depreciation Earnings Before Interest Taxes 130

The Motley Fool

OCTOBER 16, 2023

You can get more flexibility in how you are taxed on your income as a corporation, protect yourself against liability, and more easily transfer ownership. This means more money in your business checking account. There are many benefits of incorporating your business (and a few disadvantages too).

Legal 246

Legal Taxes Liabilities Shareholders 246

The Motley Fool

JUNE 14, 2024

This means the tenant pays the maintenance, taxes, and insurance costs, easing the burden on Realty Income. Moreover, as a REIT, it must pay at least 90% of its net income in the form of a dividend to avoid paying income tax on its operational profits. Currently, shareholders receive $3.15 Since that is more than 4.5

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Mergers and Acquisitions Shareholders Taxes Accounting 240

The Motley Fool

MAY 4, 2024

Just one quarter after Meta Platforms announced its first-ever dividend payout, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) joined Meta, Microsoft , and Apple to become the fourth "Magnificent Seven" company to reward shareholders with a quarterly dividend. Shareholders owe taxes on dividend income but not buybacks. Data by YCharts.

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The Motley Fool

JUNE 30, 2023

Companies that consistently increase dividends tend to have strong businesses with stable growth, good balance-sheet management, and a commitment to returning capital to shareholders. As a REIT, the company must distribute 90% of its taxable income (excluding net capital gains) as dividends to shareholders.

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Shareholders Taxes Capital Returns 244

The Motley Fool

JANUARY 6, 2025

The result included a 264 million after-tax charge for litigation expense as a result of a verdict the company intends to appeal. This program is unlike any ever launched at CMC due to the breadth and depth of its reach, as well as the visibility and the accountability structures built to support it. million, or a loss of $1.54

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Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

NOVEMBER 26, 2023

When a big shareholder sells such a substantial amount, it can have a massive impact on the stock price. It's an effective tax planning strategy for stock investors. Donating shares to nonprofit organizations will provide two tax benefits. Overall, the donation accounted for less than 0.2% of his holdings.

Investors 246

Investors Taxes Bidding Leveraging 246

The Motley Fool

MARCH 2, 2024

Investors look forward to Warren Buffett's annual shareholder letter, and in the 2023 version, released on Feb. shareholder whom Buffett described as understanding "many accounting terms, but. 24, he didn't disappoint. She's a longtime Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) not ready for a CPA exam."

Investors 246

Investors Shareholders Amortization Earnings Before Interest 246

The Motley Fool

OCTOBER 28, 2024

In May, during Berkshire's annual shareholder meeting, Buffett suggested that corporate tax rates were likely to climb, and used this as something of a pivot to explain his company's recent selling of Apple stock. He believes shareholders will, in hindsight, value Berkshire Hathaway locking in sizable gains at a lower tax rate.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

APRIL 1, 2024

Berkshire is not big on newcomers," he jokes in his most recent annual letter to shareholders. While Buffett has trimmed his Apple position a few times in the past, it appears to be for tax purposes more than anything. Buffett called Apple "a better business than any we own," at Berkshire's annual shareholder meeting last year.

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Investing Shareholders Stakes Taxes 246

The Motley Fool

JUNE 14, 2024

In his most recent letter to shareholders, he indicated one stock that should be able to outperform the S&P 500 over the long run without as much risk to investors. In his letter to shareholders, he called out American Express and Coca-Cola , two of Berkshire's top holdings, as investments he expects to maintain indefinitely.

Shareholders 246

Shareholders Stakes Taxes Portfolios 246

The Motley Fool

MAY 6, 2024

Through strong same-store sales and unit volume growth, Chipotle has been able to consistently grow revenue and earnings over the last 20 years, rewarding shareholders in the process. It will have plenty of room to pay back its debt and tax receivable agreements, further generating value for shareholders.

Enterprise Values 246

Enterprise Values Initial Public Offering Debt Taxes 246

The Motley Fool

JANUARY 31, 2024

The richest, who got richer First, though, here are those five richest people and their recent gains (which account for inflation): Elon Musk, CEO of Tesla , saw his wealth surge to $245.5 It's smart to make good use of tax-advantaged retirement savings accounts such as 401(k)s and IRAs. Image source: Getty Images. Why stocks?

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Mutual Funds Exchange-Traded Funds Accounting Taxes 246

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Its top three holdings account for nearly 53% of the portfolio's value. Image source: The Motley Fool.

Portfolios 241

Portfolios Stakes Investing Banks 241

The Motley Fool

AUGUST 10, 2024

There are widely used accounting methods that take everything into account. But some businesses make long-term strategical moves that reduce accounting profits right now. For Amazon, the operating profit metric looks at what the business is earning before factoring in other things such as interest expenses and taxes.

Shareholders 244

Shareholders Accounting Taxes Returns 244

The Motley Fool

APRIL 29, 2024

Visa accounts for less than 1% of Berkshire Hathaway's stock portfolio, but it's a company with a competitive advantage that gives it great longevity. Its gross profit margins are routinely over 80%, with profit margins -- which considers taxes, interest, and other non-operational expenses -- well over 50%. Let's see why.

Portfolios 239

Portfolios Financial Institutions Shareholders Financial Services 239

The Motley Fool

JANUARY 8, 2024

And having three to six months of living expenses socked away in a savings account can help you leave your investments alone. As the REIT advocate group Nareit points out, REITs have to distribute at least 90% of their taxable income as shareholder dividends. Many Americans have a mix of brokerage accounts, IRAs, and 401(k)s.

Investing 244

Investing Mutual Funds Exchange-Traded Funds Assets 244

The Motley Fool

MARCH 27, 2025

While we'll go into more financial detail in a moment, it's important to highlight at the outset that our fourth quarter results reflected the change in accounting estimate for our regenerative medicine program. For simplicity, through the remainder of this morning's call, we'll simply refer to this item as a change in accounting estimate.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

DECEMBER 22, 2023

Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. You can retire as a millionaire with either ETF Buffett told Berkshire Hathaway shareholders roughly a decade ago that any investor who owns a large, diversified basket of stocks via an S&P index fund is "bound to do well" over time.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

MARCH 31, 2024

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners 1. They're bought and sold in shares, and you can invest in them online through a brokerage account. By law, REITs must pay at least 90% of their taxable income to shareholders as dividends.

Investing 187

Investing Taxes Accounting Shareholders 187

The Motley Fool

DECEMBER 20, 2023

They provide shareholders with passive income distributed from companies' excess profits. Start with an investment account. There are regular taxable accounts and retirement accounts, such as a Roth IRA , that have rules but offer tax benefits. Dividends can be the foundation of a long-term investment strategy.

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Taxes Funds 246

The Motley Fool

SEPTEMBER 21, 2024

For example, a top high-yield savings account is a great home for your emergency fund. Some companies pay a share of their profits in the form of dividends to their shareholders. The money you save in interest payments will be considerably more than you'd earn from even the best CDs or savings accounts.

Mutual Funds 230

Mutual Funds Debt Taxes Accounting 230

The Motley Fool

JANUARY 26, 2024

While Tesla is viewed by its shareholders as something of an artificial intelligence (AI), technology, and automaking company rolled into one , I'm going to show you why it's nothing more than a car company that should be valued as such by Wall Street. Image source: Tesla. On Wednesday, Jan. That's hardly "innovative."

Companies 246

Companies Taxes Shareholders Accounting 246

The Motley Fool

JULY 27, 2024

Dividends are usually paid quarterly, and the money will go directly into your brokerage account. REITs must pay at least 90% of their taxable income to shareholders, which translates into decent dividend payments. Right now, some of the best high-yield savings accounts and CDs are paying APYs of 5.00% or more. Even better?

Investing 246

Investing Accounting Stock Exchanges Financing 246

The Motley Fool

MAY 24, 2024

Whereas the widely followed S&P 500 has delivered a hearty total return (including dividends paid) of around 34,700% since the Oracle of Omaha became CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett has generated aggregate returns in excess of 5,000,000% for his company's Class A shareholders. Whereas nine of 12 U.S.

Portfolios 238

Portfolios Investing Banks Stakes 238

The Motley Fool

DECEMBER 4, 2024

Nondiscretionary categories, including consumables and healthcare products and services, accounted for 85% of Q3 net sales. Our increasing profitability has enabled us to continue to return meaningful capital to shareholders, as reflected by the incremental $342 million we deployed to shareholders in the third quarter.

Leveraging 243

Leveraging Shareholders Capital Returns 243

The Motley Fool

SEPTEMBER 17, 2024

For small business owners, passive income can be a good way to stay afloat while you focus on growing your company's bank account balance. Dividends are a way some companies share some of their profits with shareholders. Bear with me for some creative accounting. Start by opening a brokerage account or retirement account.

Accounting 240

Accounting Stock Market Stock Market Taxes 240

The Motley Fool

JUNE 28, 2024

It was a mistake to buy fifteen-year bonds, and yet we did," he wrote in his 1979 letter to shareholders. "We At Berkshire's 2024 annual shareholder meeting, Buffett said he'd still be sitting on short-term Treasuries even if yields were 1%. The fact that short-term bonds currently yield more than 5% is just icing on the cake.

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Conglomerates Shareholders Investing Stakes 244