The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. A quick look at Southwest Gas and Icahn Enterprises Icahn Enterprises owns or effectively owns some companies, meaning it has total control of the entities. And, as a large shareholder, he pushes for those changes.

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Initial Public Offering Stakes Shareholders Public Companies 244

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. Buffett has since taken a massive 28% stake in the company through its common stock, more than offsetting Occidental's retirement of his preferred shares over the past year.

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Stakes Shareholders Public Companies Finance 246

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 stake in these five Japanese trading houses.

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Portfolios Investing Stakes Banks 246

The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). There are a number of legitimate reasons for Buffett and his investment crew to have reduced Berkshire's stake in Bank of America by about 9% in two weeks.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

APRIL 22, 2024

Caterpillar Caterpillar (NYSE: CAT) stock has been on a tear over the past year, generating a total return of 62% for shareholders. Today, the company pays a quarterly dividend of $1.30 In addition to its dividend, Caterpillar is shareholder-friendly in another way: share repurchases. billion to shareholders.

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Shareholders Public Companies Stakes Prospects 246

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 American Express: $40.9 billion (13.1%

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Portfolios Investing Banks Exchange-Traded Funds 246

Private Equity Insights

JUNE 29, 2023

The confirmation comes exactly a week after news of the acquisition bid first came to light, and some two years after SAP spun the business out as an independent publicly traded company, having bought it back in 2018 for $8 billion just as Qualtrics was originally planning its IPO. Shareholders have been offered $18.15

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Private Equity Firms Private Equity Firms Bidding Public Companies 200

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

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). These buybacks are increasing Berkshire's stake in Apple without Buffett or his team having to lift a finger.

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Banks Stakes Shareholders Public Companies 246

The Motley Fool

OCTOBER 19, 2024

During the second quarter of 2024, Berkshire went on a selling spree, cutting its $160 billion stake in Apple in half and trimming a number of other positions, including Chevron , T-Mobile , and Capital One Financial , to name just a few. Buybacks are Buffett's preferred way to return money to shareholders.

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Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

JULY 26, 2023

Comprising 30 of the largest public companies, it has long served as a benchmark for overall market performance -- and one that many investors want to beat. In fact, plenty of great companies have consistently beaten the index. That should continue to translate into positive performance for shareholders of this equity REIT.

Exchange-Traded Funds 245

Exchange-Traded Funds Public Companies Stakes Taxes 245

The Motley Fool

MAY 30, 2024

Still, it requires a perspective of seeing where a company like Chipotle could go based on its past and that of comparable enterprises. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants.

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Investing Shareholders Public Companies Stakes 234

The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own."

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

JUNE 18, 2024

As you might expect, Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) largest shareholders are its two co-founders, Larry Page and Sergey Brin. Between the two, they own a 6% stake in the megacap tech giant. stake, worth about $11 billion. But there are some other well-known large shareholders, and some that are less apparent.

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Hedge Funds Public Companies Stakes Shareholders 130

The Motley Fool

MAY 21, 2024

billion shares of the company's stock, giving him a 10.8% stake in the business. As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. So, Vanguard is the largest Amazon shareholder, with 7.4% 2 non-Bezos shareholder, with 6.1% of the company's stock.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

AUGUST 6, 2024

Wood kicked off the new trading week by building up her stakes in Amazon.com (NASDAQ: AMZN) , Tesla Motors (NASDAQ: TSLA) , and Tempus (NASDAQ: TEM). Amazon The leading online retailer's 4% decline on Monday wasn't pleasant for shareholders, but the past few weeks haven't been a pleasure cruise, either. Let's take a closer look.

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Public Companies Stakes Shareholders Assets 245

The Motley Fool

APRIL 27, 2024

But none of these obstacles impact Apple's ability to deliver growth and reward shareholders over the long term. Apple was still Berkshire Hathaway's largest investment at the end of 2023, with a stake worth $174 billion. Investors appear concerned about slowing iPhone sales in China and regulatory headwinds.

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Conglomerates Public Companies Stakes Shareholders 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. Berkshire Hathaway CEO Warren Buffett. million a year).

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

MAY 27, 2024

A forward stock split involves reducing a company's share price to make it more nominally affordable for investors who may not have access to fractional-share purchases with their broker. Meanwhile, reverse stock splits are designed to increase a public company's share price to ensure continued listing on a major stock exchange.

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Initial Public Offering Asset Management Stakes Stock Exchanges 246

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. However, I believe Apple is well-positioned to continue returning good shareholder value. Fast forward to today, and Apple's market cap is just under $3 trillion.

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Public Companies Stakes Shareholders Returns 240

The Motley Fool

NOVEMBER 4, 2024

1 thing every bitcoin investor must understand Investing in bitcoin is not like buying shares of a company. For example, public companies can issue more stock or even buy back their own shares at any time. For now, Bitcoin does not offer a staking program. The answer might surprise you. No such thing exists for bitcoin.

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Public Companies Stakes Shareholders Returns 130

The Motley Fool

AUGUST 30, 2023

But dig deeper, and you'll find that Berkshire Hathaway owns and operates a lot of very boring businesses, including railroads, energy companies, and utilities. Many of the public companies that Berkshire has shares in also lack the glitz and glamor that comes with popular growth stocks. Topo Chico is a great example.

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Public Companies Stakes Shareholders Stock Market 246

The Motley Fool

MARCH 19, 2024

billion S&P 500 companies collectively spent on share repurchases on a trailing-12-month basis, as of Sept. The reason public companies enact share repurchase programs is threefold: For companies with steady or growing net income, a steady reduction in the number of outstanding shares can increase earnings per share (EPS) over time.

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Companies Public Companies Stakes Accounting 237

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.

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Investors Conglomerates Banks Shareholders 189

The Motley Fool

JANUARY 26, 2024

Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 A services-driven operating model should further boost the company's operating margin, improve customer loyalty, and reduce the revenue swings observed during major iPhone replacement cycles. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

APRIL 9, 2024

A recently updated study by the Hartford Funds, in collaboration with Ned Davis Research, found that dividend payers averaged an annual return of 9.17% over roughly 50 years (1973-2023), compared to a more modest 4.27% annualized return for public companies that didn't offer a dividend.

Conglomerates 246

Conglomerates Public Companies Stakes Portfolios 246

The Motley Fool

JUNE 19, 2023

Berkshire Hathaway held stakes in approximately four dozen securities, as of June 14, 2023, with the total value of these investments topping $352 billion. It was a similar story in the first quarter of 2023, where Buffett's company sold a net of $10.4 The other path is investments. billion in equity securities.

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Banks Public Companies Stakes Capital 246

The Motley Fool

MAY 2, 2024

Second, the Oracle of Omaha and his team have a penchant for buying shares of companies that pay a regular dividend. Public companies that pay a dividend are usually profitable on a recurring basis and capable of providing transparent long-term growth outlooks.

Returns 246

Returns Conglomerates Public Companies Stakes 246

The Motley Fool

OCTOBER 18, 2024

In other words, Berkshire Hathaway has been given a pass from reporting select positions in order to build up its stake without other investors piling in and driving up the share price. which is what often happens when Berkshire discloses a new stake in a company. This persistent selling activity has pushed BofA down to the No.

Legal 130

Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

NOVEMBER 11, 2024

Berkshire's quarterly reports always list the fair values of the company's five largest investments in equity securities, and these "fair values" are based on the share price of each respective company as of the end of the quarter (in this instance, Sept. This equates to $44,321,080 in proceeds for Buffett's company.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

SEPTEMBER 24, 2023

In this article, I'll take a big picture view of PayPal's profits and capital allocation before explaining why I believe shareholders can hope for better returns moving forward. The multibillion-dollar question Since going public, PayPal has spent over $19 billion repurchasing its own shares. million $995 million 2017 19.7

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Shareholders Public Companies Capital Stakes 130

The Motley Fool

DECEMBER 7, 2023

Companies that dole out a regular payout to their shareholders tend to be profitable on a recurring basis, time-tested, and can offer transparent long-term growth outlooks. Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5%

Investing 245

Investing Liabilities Legal Asset Management 245

The Motley Fool

MAY 13, 2024

During his company's annual shareholder meeting on May 4, the "Oracle of Omaha" confessed that all shares of media behemoth Paramount Global (NASDAQ: PARA) -- 63,322,491 shares, as of Dec. The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global.

Investors 130

Investors Stakes Taxes Asset Management 130

The Motley Fool

DECEMBER 1, 2023

That could enable some of its existing investors to cash in on their stakes. It would allow the diversified real estate investment trust (REIT) to monetize its stake, which it could reinvest in income-producing real estate. Eagerly awaiting the opportunity to monetize its stake W. Carey holds a stake in Lineage Logistics.

Stakes 130

Stakes Initial Public Offering Enterprise Values Public Companies 130

The Motley Fool

NOVEMBER 10, 2023

In the CMO's case, she sold 136,000 shares of SoFi stock, or over 30% of her stake in the company. Some investors probably took this as a bullish signal, when in reality, you can't really deduce why these executives made the personal decision to sell their stakes. This is how you make money as a shareholder over the long run.

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Stakes Banks Public Companies Shareholders 130

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.

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Banks Capital Debt Portfolios 246