The Motley Fool

SEPTEMBER 6, 2024

While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings. Since then, Berkshire's stake in the company has grown to almost 255.3 billion) of Berkshire Hathaway's invested assets.

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The Motley Fool

AUGUST 25, 2023

Public companies that pay a regular dividend are almost always time-tested, have clear long-term growth outlooks, and most importantly are profitable on a recurring basis. annually, Buffett's company will receive nearly $992 million in dividend income over the next 12 months. Amazingly, though, $4.31 Based on the more than 1.03

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The Motley Fool

SEPTEMBER 28, 2023

Company Percentage of Berkshire Hathaway Portfolio Apple (NASDAQ: AAPL) 46.3% Bank of America (NYSE: BAC) 8.2% Apple The world's most valuable public company needs no introduction. As Apple expands into different services, it has the bank account and technological expertise to be a real disruptor regardless of industry.

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Banks Public Companies Shareholders Accounting 246

The Motley Fool

MARCH 29, 2024

This compares to a modest 3.95% average annual return for public companies that don't offer a payout. Companies that regularly share a percentage of their earnings with their investors are almost always time-tested and able to offer transparent long-term growth outlooks. Bank of America: $991.5 economy expands.

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Banks Stakes Public Companies Assets 246

The Motley Fool

SEPTEMBER 9, 2024

Furthermore, some BDCs, such as Ares Capital, offer more sophisticated financing solutions -- making them appealing to larger public companies as well. You might be wondering if a BDC is just a fancy term for a bank. I think Hercules offers a level of flexibility that most traditional banks simply aren't willing to offer.

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The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). For context, Bank of America is the second-largest holding by market value at 8.5% As of the closing bell on Sept.

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Banks Stakes Shareholders Public Companies 246

The Motley Fool

SEPTEMBER 1, 2024

Long-time shareholders will note that Supermicro has never had a stock split in its 17 years as a public company, so there's no track record to review. Bank of America analysts believe the company will increase its market share from 10% in 2023 to 17% by 2026. Image source: Getty Images. An object in motion.

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Banks Public Companies Shareholders Returns 246

The Motley Fool

SEPTEMBER 22, 2024

As a result of the split, shareholders will receive nine additional shares for each share of common stock they already own. An object in motion tends to stay in motion Market historians will note this is the first time Supermicro has initiated a stock split in its 17 year stint as a public company, so there's no track record to review.

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Banks Public Companies Shareholders Returns 246

The Motley Fool

JULY 3, 2024

A stock split is a tool publicly traded companies can lean on to cosmetically alter their share price and outstanding share count by the same factor. I say "cosmetically," because stock splits have no effect on a company's market cap or its operating performance. Sean Williams has positions in Bank of America and Sirius XM.

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The Motley Fool

SEPTEMBER 27, 2024

At Berkshire Hathaway's annual shareholder meetings, he willingly shares his opinions and wisdom on the U.S. Even after Buffett sold a significant percentage of Berkshire's stake in Apple and Bank of America in 2024, his company is on track to collect in the neighborhood of $5 billion in dividend income over the next 12 months.

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Investing Stakes Banks Public Companies 240

The Motley Fool

NOVEMBER 8, 2024

We've increased our regular dividend rate 160%; and including both regular and special dividends, paid or committed to pay more than $13 billion directly to shareholders; and $3.2 billion of that free cash flow back to our shareholders through a mix of our regular dividend and opportunistic share repurchases. We generated $1.6

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Debt Shareholders Leveraging Capital 130

The Motley Fool

MAY 5, 2024

Besides being the chairman and CEO of the eighth largest public company in the world, Buffett has an impressive track record as an investor. First of all, the company appears to be a financial stock, based on Berkshire Hathaway's reported cost basis of "banks, insurance, and finance" equities. But we do have some clues.

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Stakes Shareholders Public Companies Finance 246

The Motley Fool

JANUARY 1, 2024

Commercial bank credit has declined since mid-February, which signals that banks are purposefully tightening their lending standards. With the nation's central bank expected to begin a rate-easing cycle, it wouldn't be surprising for the yield curve to normalize by year's end. gross domestic product increased by a red-hot 5.2%.

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Stock Market Stock Market Banks Public Companies 246

The Motley Fool

AUGUST 18, 2024

billion worth of Bank of America shares since the third quarter began, Berkshire's investment team looks to be well on its way to making it an eighth straight quarter of net-selling activity. The cherry on top is the company's 3.7% Sean Williams has positions in Bank of America and Sirius XM. 1, 2022 and June 30, 2024.

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Stakes Legal Banks Stock Exchanges 246

The Motley Fool

DECEMBER 13, 2023

Companies that pay a regular dividend to their shareholders are usually profitable and time-tested. What's more, income stocks have a history of running circles around public companies that don't offer a payout in the return department. Bank of America: $991,537,926 in annual dividend income Berkshire Hathaway's No.

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Banks Public Companies Assets Financial Services 246

The Motley Fool

JANUARY 12, 2024

During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own." public companies ($15 billion/year), and it's repurchased around $600 billion worth of its common stock since the start of 2013. Bank of America: $35,561,094,567 (9.9% As of Jan.

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Portfolios Investing Banks Stakes 246

The Motley Fool

SEPTEMBER 1, 2023

It has five divisions: Market Intelligence Ratings Commodity Insights Mobility S&P Dow Jones Indexes The company's market intelligence and commodity insights divisions do research and provide data and analytics to businesses about industry trends, risks, and opportunities. It tracks 500 of the most valuable public companies in the U.S.

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Financial Institutions Banks Public Companies Private Companies 246

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

Banks 246

Banks Capital Debt Portfolios 246

The Motley Fool

APRIL 23, 2024

But while investors have gravitated to the growth stocks that have powered this bull market to new heights, they've often overlooked or neglected the sectors and industries flush with value stocks and dividend payers that can make patient shareholders richer over the long run. Annaly Capital Management: 14.3%

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Banks Assets Capital Public Companies 242

The Motley Fool

AUGUST 20, 2023

This marked the first time as a public company that Robinhood was net income positive. Furthermore, Robinhood also offers a number of traditional banking services such as IRA retirement products and cash rewards cards. The company appears to have turned a corner as evidenced by its focus on sustained profitability.

Banks 246

Banks Public Companies Stock Market Stock Market 246

The Motley Fool

JANUARY 14, 2024

If the deal involves cash, then shareholders could be banking on a big payday coming their way. Depending on the premium an acquirer could pay, shareholders might get a much higher return on their investment than if they sold their investment prior to the acquisition. Should you invest in CRISPR stock today?

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Investors Liabilities Buyout Shareholders 246

The Motley Fool

MAY 2, 2024

According to the report's findings, dividend-paying companies delivered an average annual return of 9.17% over a half-century (1973-2023), while being 6% less volatile than the benchmark S&P 500. The REIT has made 646 consecutive monthly dividend payments to its shareholders and increased its distribution in each of the past 106 quarters.

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Debt Exchange-Traded Funds Public Companies Capital 243

The Motley Fool

JANUARY 26, 2024

I'd be remiss if I didn't also mention that Apple's capital-return program is unmatched among public companies. An aggressive rate-hiking cycle has been beneficial to Bank of America's bottom line. Bank of America: $33,278,491,633 (9.1% Bank of America: $33,278,491,633 (9.1% American Express: $27,770,51,919 (7.6%

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Portfolios Investing Banks Debt 246

The Motley Fool

JUNE 24, 2024

But since 2010, companies have seen their share prices increase just 18.3% on average during the 12 months following a stock split announcement, according to Bank of America. Nvidia has generally performed poorly following stock splits Nvidia has completed six stock splits as a public company.

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Banks Education Depreciation Public Companies 234

The Motley Fool

JUNE 19, 2023

It was a similar story in the first quarter of 2023, where Buffett's company sold a net of $10.4 The cherry on top is that the Oracle of Omaha commented during Berkshire Hathaway's annual shareholder meeting in early May that his company had raised $4 billion in added cash from net-equity sales in April.

Banks 246

Banks Public Companies Stakes Capital 246

The Motley Fool

SEPTEMBER 7, 2023

These types of issues are never a good look for a public company. The company lowered its 2024 guidance from a range of $631 million and $640 million to a range of $590 million to $600 million. Reuters reported that SentinelOne had hired an investment bank to advise on discussions with potential acquirers.

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Bidding Venture Capital Public Companies Investment Banking 246

The Motley Fool

JUNE 23, 2023

Morgan Asset Management, a division of money-center bank JPMorgan Chase , released a study that compared the performance of publicly traded companies that initiated and grew their payouts between 1972 and 2012 to public companies that didn't offer a payout over the same timeline. In 2013, J.P. Image source: Getty Images.

Debt 246

Debt Investing Asset Management Assets 246

The Motley Fool

DECEMBER 10, 2023

Additionally, Berkshire has stakes in public companies like Apple , Coca-Cola , American Express , Bank of America , and more. Buffett has carefully diversified Berkshire so its shareholders can diversify their investments by investing in Berkshire. Buffett also runs a tight ship financially. calls on Coca-Cola.

Investors 189

Investors Conglomerates Banks Shareholders 189

The Motley Fool

AUGUST 15, 2023

Today, WeChat is probably the most comprehensive digital app in China, covering all kinds of services like payments, online ordering, public transport, banking, online games, entertainment, and e-commerce. Tencent's patience and meticulous execution over the years led it to build a fast-growing and yet highly profitable company.

Investing 246

Investing Conglomerates Leveraging Prospects 246

The Motley Fool

MARCH 14, 2025

The reason we're talking about Las Vegas and Phoenix is because this company was founded in Las Vegas in 1994 and moved to Phoenix in 2010. Have you ever seen a bank stock lose 80% of its value in one week? It was put there after some of the liquidity issues that happened with the fallout of Silicon Valley Bank.

Banks 162

Banks Education Companies Asset Management 162

The Motley Fool

AUGUST 25, 2023

It was a rather volatile first half of the year for financial stocks, particularly banks. In the third quarter, two companies did just that: Broadridge Financial Solutions (NYSE: BR) and Regions Financial (NYSE: RF). Another key measure for banks is their efficiency ratio, which is the cost to generate $1 of income.

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Securities and Exchange Commission (SEC) Banks Public Companies Shareholders 130

The Motley Fool

NOVEMBER 11, 2024

For those of you wondering why the Oracle of Omaha would pare down his company's top position, he opined during Berkshire's annual shareholder meeting in May that he believed the corporate tax rate would eventually climb. Bank of America: $9.61 3, based on market value), Bank of America (NYSE: BAC). Bank of America: $9.61

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Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

NOVEMBER 10, 2023

The online bank and fintech upstart soared last week on fast growth but is pulling back this week, likely due to insider sales and continued unprofitability. Deposits to its online bank are soaring, with $2.9 This is how you make money as a shareholder over the long run. As of 12:47 p.m. ET on Friday, Nov.

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Stakes Banks Public Companies Shareholders 130

The Motley Fool

DECEMBER 6, 2024

Some of Warren Buffett's core holdings are getting the heave-ho When Berkshire's chief issued his annual letter to shareholders earlier this year, he alluded to eight companies being "indefinite" holdings. This type of filing is required when Berkshire buys or sells shares of a public company that it holds at least a 10% stake in.

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Securities and Exchange Commission (SEC) Companies Banks Investing 130

The Motley Fool

OCTOBER 18, 2024

On July 17, the Oracle of Omaha began paring down his company's stake in Bank of America (NYSE: BAC). A Form 4 is a necessary filing for any position where Berkshire holds at least a 10% stake in a public company. 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%. 11 through Dec.

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Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

SEPTEMBER 13, 2023

Warren Buffett is known to love bank stocks, but he picks his banks carefully. Bank of America is a longtime holding, although he sold some recently, and he picked up shares of Capital One Financial for the first time this year. But it is a bank stock, with the features that Buffett likes.

Banks 130

Banks Public Companies Financial Services Shareholders 130

The Motley Fool

JUNE 27, 2023

It's tough to be a bank stock these days. Banks are particularly sensitive to economic trends and policy, and those are changing frequently, and not necessarily in banks' favor. Already in 2023, has three relatively important banks have failed. In general, larger banks tend to have substantial advantages over small ones.

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Banks Finance Financing Accounting 130