In its latest regulatory filing, Warren Buffett's Berkshire Hathaway didn't report too many big surprises, but there were a few notable moves.
Specifically, it appears that Buffett is betting on a rebound in energy and commodity prices, and is harvesting some of his gains elsewhere.
Attached, at the end of this article, you will find a detailed view on his latest buys and sells.
Dividend stocks are in main focus and you will find a detailed introduction of Warren's latest dividend stock buys and sells of the quarter.
Here are the dividend stocks Warren Buffett bought and sold out during Q4/2015...
AT&T -- Yield: 5.04%
AT&T (NYSE:T) employs 281,000 people, generates revenue of $146,801.00 million and has a net income of $13,687.00 million. The current market capitalization stands at $235.72 billion.
AT&T’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $46,802.00 million. The EBITDA margin is 31.88% (the operating margin is 16.88% and the net profit margin 9.32%).
Financials:The total debt represents 31.33% of AT&T assets and the total debt in relation to the equity amounts to 102.84%. Due to the financial situation, a return on equity of 12.57% was realized by AT&T.
Twelve trailing months earnings per share reached a value of $2.26. Last fiscal year, AT&T paid $1.89 in the form of dividends to shareholders.
Market Valuation:Here are the price ratios of the company: The P/E ratio is 16.84, the P/S ratio is 1.60 and the P/B ratio is finally 1.91. The dividend yield amounts to 5.04%.
Stock Charts:
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| Long-Term Stock Price Chart of AT&T (T) |
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| Long-Term Dividend Payment History of AT&T (T) |
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| Long-Term Dividend Yield History of AT&T (T) |
Wells Fargo -- Yield: 3.00%
Wells Fargo (NYSE:WFC) employs 264,700 people, generates revenue of $49,277.00 million and has a net income of $23,276.00 million. The current market capitalization stands at $253.99 billion.
Wells Fargo’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $40,501.00 million. The EBITDA margin is 47.06% (the operating margin is 39.09% and the net profit margin 27.05%).
Financials:The total debt represents 16.62% of Wells Fargo assets and the total debt in relation to the equity amounts to 153.92%. Due to the financial situation, a return on equity of 12.78% was realized by Wells Fargo.
Twelve trailing months earnings per share reached a value of $4.12. Last fiscal year, Wells Fargo paid $1.48 in the form of dividends to shareholders.
Market Valuation:Here are the price ratios of the company: The P/E ratio is 12.15, the P/S ratio is 2.95 and the P/B ratio is finally 1.49. The dividend yield amounts to 3.00%.
Stock Charts:
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| Long-Term Stock Price Chart of Wells Fargo (WFC) |
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| Long-Term Dividend Payment History of Wells Fargo (WFC) |
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| Long-Term Dividend Yield History of Wells Fargo (WFC) |
Deere & Company -- Yield: 2.80%
Deere & Company (NYSE:DE) employs 57,200 people, generates revenue of $28,436.30 million and has a net income of $1,940.00 million. The current market capitalization stands at $27.27 billion.
Deere & Company’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4,760.60 million. The EBITDA margin is 16.74% (the operating margin is 11.88% and the net profit margin 6.82%).
Financials:The total debt represents 63.59% of Deere & Company assets and the total debt in relation to the equity amounts to 546.45%. Due to the financial situation, a return on equity of 24.54% was realized by Deere & Company.
Twelve trailing months earnings per share reached a value of $5.45. Last fiscal year, Deere & Company paid $2.40 in the form of dividends to shareholders.
Market Valuation:Here are the price ratios of the company: The P/E ratio is 15.73, the P/S ratio is 0.95 and the P/B ratio is finally 4.02. The dividend yield amounts to 2.80%.
Stock Charts:
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| Long-Term Stock Price Chart of Deere & Company (DE) |
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| Long-Term Dividend Payment History of Deere & Company (DE) |
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| Long-Term Dividend Yield History of Deere & Company (DE) |
Kinder Morgan -- Yield: 2.66%
Kinder Morgan (NYSE:KMI) employs 11,290 people, generates revenue of $14,403.00 million and has a net income of $208.00 million. The current market capitalization stands at $42.53 billion.
Kinder Morgan’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6,825.00 million. The EBITDA margin is 47.39% (the operating margin is 16.78% and the net profit margin 1.44%).
Financials:The total debt represents 51.40% of Kinder Morgan assets and the total debt in relation to the equity amounts to 123.09%. Due to the financial situation, a return on equity of 0.66% was realized by Kinder Morgan.
Twelve trailing months earnings per share reached a value of $0.11. Last fiscal year, Kinder Morgan paid $1.60 in the form of dividends to shareholders.
Market Valuation:Here are the price ratios of the company: The P/E ratio is 166.87, the P/S ratio is 2.91 and the P/B ratio is finally 1.19. The dividend yield amounts to 2.66%.
Stock Charts:
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| Long-Term Stock Price Chart of Kinder Morgan (KMI) |
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| Long-Term Dividend Payment History of Kinder Morgan (KMI) |
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| Long-Term Dividend Yield History of Kinder Morgan (KMI) |
Chicago Bridge & Iron company -- Yield: 0.77%
Chicago Bridge & Iron company (NYSE:CBI) employs 42,000 people, generates revenue of $12,929.50 million and has a net income of $-429.96 million. The current market capitalization stands at $3.88 billion.
Chicago Bridge & Iron company’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,226.18 million. The EBITDA margin is 9.48% (the operating margin is -3.29% and the net profit margin -3.33%).
Financials:The total debt represents 28.29% of Chicago Bridge & Iron company assets and the total debt in relation to the equity amounts to 129.25%. Due to the financial situation, a return on equity of -21.23% was realized by Chicago Bridge & Iron company.
Twelve trailing months earnings per share reached a value of $-4.89. Last fiscal year, Chicago Bridge & Iron company paid $0.28 in the form of dividends to shareholders.
Market Valuation:Here are the price ratios of the company: The P/E ratio is , the P/S ratio is 0.30 and the P/B ratio is finally 1.89. The dividend yield amounts to 0.77%.
Stock Charts:
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| Long-Term Stock Price Chart of Chicago Bridge & Iron company (CBI) |
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| Long-Term Dividend Payment History of Chicago Bridge & Iron company (CBI) |
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| Long-Term Dividend Yield History of Chicago Bridge & Iron company (CBI) |
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Warren Buffett's 8 Latest Strategic Stock Movements In Detail
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FAQs
Warren Buffett Portfolio and Latest Trades
| Ticker | Date | Company |
|---|
| Ticker | Date | Company |
|---|
| LPX | 2024-03-31 | Louisiana-Pacific Corp |
| SIRI | 2024-03-31 | Sirius XM Holdings Inc |
| CB | 2023-12-31 | Chubb Ltd |
24 more rows5 days ago
At its core, Warren Buffett's investing strategy is not all that complicated: Buy businesses, not stocks. In other words, think like a business owner, not someone who owns a piece of paper (or these days, a digital trade confirmation).
What are the new holdings of Berkshire Hathaway? ›
These holdings are Itochu Corp., Marubeni Corp., Mitsubishi Corp., Mitsui & Co. Ltd., and Sumitomo Corp. Buffett revealed in April 2023 that Berkshire increased its stakes in these companies to 7.4%. Buffett indicated that these were intended to be long-term holdings, and Berkshire may still increase its stake to 9.9%.
What is the Warren Buffett 70/30 rule? ›
A 70/30 portfolio is an investment portfolio where 70% of investment capital is allocated to stocks and 30% to fixed-income securities, primarily bonds.
What secret stock is Berkshire Hathaway buying? ›
Warren Buffett's 'Mystery Stock' Bet Is Chubb
Reports of confidential stock purchases by Berkshire Hathaway have circulated since late last year. Those mysterious purchases, made in Q3 and Q4 of 2023, became known through financial disclosures. Chubb joins several financial stocks in Berkshire's equity portfolio.
What are Warren Buffett's 5 rules of investing? ›
A: Five rules drawn from Warren Buffett's wisdom for potentially building wealth include investing for the long term, staying informed, maintaining a competitive advantage, focusing on quality, and managing risk.
What stock does Warren Buffett recommend? ›
Top Warren Buffett Stocks By Size
Bank of America (BAC), 1.03 billion. Apple (AAPL), 789.4 million. Coca-Cola (KO), 400 million. Kraft Heinz (KHC), 325.6 million.
What is Warren Buffett's favorite investment? ›
Coca-Cola
Coca-Cola is one of Buffett's most famous investments. He began buying shares in the beverage giant in 1988, which remains a significant holding today at 8.51% of the Berkshire portfolio. Coca-Cola's strong brand and global reach have made it a consistent performer.
What is Warren Buffett's weakness? ›
His biggest weakness is the disadvantages of his strength. He is pretty strict and he doesn't really listen. His opinion are often right, but some don't end up right. When he goes down a track that doesn't make sense, he does not pay attention to anything, which is a weakness for a big business leader like him.
What stocks is Warren Buffett buying in 2024? ›
Berkshire Hathaway publicizes its stock purchases, sales and holdings each quarter. The so-called Warren Buffett stocks include Apple, Atlanta Braves Holdings and Coca-Cola as of May 2024.
Warren Buffett is the largest holder of Berkshire Hathaway (BRK. A -0.10%) (BRK. B -0.09%) stock. He owns around 227,416 shares of Class A stock, and 276 shares of Class B stock.
Why is there two Berkshire Hathaway stocks? ›
Warren Buffett decided to introduce the BRKB shares to allow investors to purchase the stock directly. Big demand for Berkshire Hathaway stock had previously forced less-moneyed players to plow cash into unit trusts or mutual funds that mirrored his company's holdings.
What is Warren Buffett's golden rule? ›
Among his various tips and tricks, lies Buffett's golden rule. And it's pretty straight forward: “Never lose money”.
What is the rule #1 of Buffett? ›
Warren Buffett once said, “The first rule of an investment is don't lose [money]. And the second rule of an investment is don't forget the first rule. And that's all the rules there are.”
Should a 70 year old be in the stock market? ›
Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.
What are Warren Buffett's four biggest stocks? ›
Image source: The Motley Fool.
- Apple (40.1%) Apple (AAPL -0.82%) is, by far, the largest holding in Berkshire Hathaway's equity portfolio. ...
- Bank of America (10.6%) Buffett bought the bulk of Berkshire's stake in Bank of America (BAC -0.05%) in 2011. ...
- American Express (9.7%) ...
- Coca-Cola (6.9%)
The 9 Best Stocks To Buy Now
| Company (Ticker) | Forward P/E Ratio |
|---|
| The Progressive Corporation (PGR) | 8.6 |
| Alphabet, Inc. (GOOG, GOOGL) | 13.2 |
| Intuitive Surgical, Inc. (ISRG) | 52.2 |
| Tapestry, Inc. (TPR) | 12.3 |
5 more rowsJun 3, 2024
In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK. B), Canadian National Railway Co (CNI), Caterpillar Inc (CAT), not including call and put options.
