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Berkshire Hathaway (BRK.B, Financials) has outpaced the broader market in 2025 as investors flock to its deep cash reserves and steady leadership. With its annual meeting set for May 3, Wall Street is watching closely.
Berkshire's Class B shares have gained about 17% year-to-date, compared to a 5% decline in the S&P 500. Analysts expect Q1 2025 earnings per share around $4.72, slightly below last year's $5.20. The company holds more than $321 billion in cash and equivalents.UBS has turned bullish on Berkshire, calling it a reliable safe haven amid market volatility. The firm trimmed its Apple holdings, now making up 23% of the portfolio, and expanded its stakes in Japan's five major trading houses, citing their diversified earnings.The shift away from Big Tech and into globally diversified firms reflects Buffett's cautious stance in uncertain markets. With a sizable war chest, Berkshire remains well-positioned to act when opportunities arise.Investors will tune in to the May 3 meeting for insights on succession, macro views, and any fresh M&A signals from Warren Buffett (Trades, Portfolio) and his team.
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This article first appeared on GuruFocus.