Berkshire Is Betting on This Legacy Retail Stock

Berkshire Hathaway has invested in Macy's for the first time in six decades, building a 2.8% stake worth approximately $174 million. The investment comes as Macy's executes a turnaround strategy, closing underperforming stores while upgrading others, and posted strong Q1 results with revenue growth and significantly higher earnings. Despite analyst skepticism with an average price target below current levels, Berkshire appears attracted to the retailer's valuation at roughly 10 times trailing earnings.

08/20/2026, 11:15 AM • The Motley Fool

Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.

Coca-Cola, Warren Buffett's longest-held equity position, has hit an all-time high under Greg Abel's leadership. The stock is up 26% year-to-date, outperforming the S&P 500's 14% gain. Buffett's 1988 investment of $1.3 billion has grown to nearly $35 billion, with the company maintaining its dominance through strong marketing, a 64-year dividend increase streak, and 6% organic revenue growth despite inflationary pressures.

08/15/2026, 11:27 AM • The Motley Fool

Greg Abel Just Plowed $4.2 Billion Into Warren Buffett's All-Time Favorite Stock

Berkshire Hathaway's new CEO Greg Abel has invested $4.2 billion in stock buybacks during Q2 2026, continuing Warren Buffett's strategy of returning capital to shareholders. Abel has also invested over $20 billion in Alphabet since taking over as CEO. With $365 billion in cash reserves, Berkshire is well-positioned to continue buybacks and strategic investments.

08/15/2026, 9:23 AM • The Motley Fool

Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

Under new CEO Greg Abel, Berkshire Hathaway has shifted from its conservative cash-hoarding strategy to actively deploying capital. The company resumed share buybacks ($4.5B in Q2), became a net stock buyer for the first time in 3+ years (including a $10B Alphabet investment), and acquired homebuilder Taylor Morrison. Operating earnings grew 16% in Q2, though insurance underwriting profits declined. With $365.5B in cash remaining and an attractive valuation (1.85x tangible book value), analysts view the stock as a compelling long-term buy.

08/11/2026, 6:10 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in Just 5 Standout Stocks

Greg Abel, who took over as Berkshire Hathaway CEO on December 31, 2025, maintains Warren Buffett's portfolio concentration strategy with 63% ($222.3 billion) of the $355 billion portfolio invested in just five stocks. While Abel shares Buffett's focus on indefinite core holdings like Coca-Cola and American Express, he is distinctly more bullish on technology stocks including Apple and Alphabet. Berkshire has reduced its Bank of America position by 50% since mid-2024 as the stock no longer trades at a discount to book value.

08/07/2026, 5:06 AM • The Motley Fool

Is the Market Underrating American Express's Growth Runway?

American Express stock has underperformed its competitors and major indexes this year, down 6% YTD while Visa is up 6% and Mastercard is flat. However, the article argues the stock may be underrated based on strong Q2 earnings (revenue +10% YoY, EPS beat), raised revenue guidance to 10% growth, and projected 14% earnings growth for 2026. Concerns about higher operating expenses are offset by CEO commentary on necessary investments in customer acquisition and long-term growth. Trading at 20x earnings with a long growth runway, American Express is positioned as an underrated buy.

08/06/2026, 11:30 AM • The Motley Fool

Which Financial Stock Would Hold Up Better in a Recession: PayPal or American Express?

American Express is better positioned to weather a recession than PayPal due to its stronger business model, affluent customer base, and natural resistance to economic downturns. While American Express benefits from higher interest rates and has a wider competitive moat, PayPal faces declining margins, slowing growth, and vulnerability to retail spending slowdowns. Analysts expect American Express to grow faster through 2028, making it the more resilient choice during economic uncertainty.

08/03/2026, 3:10 PM • The Motley Fool

Prediction: Under Greg Abel, Berkshire Hathaway Will Hold This Warren Buffett Stock for Decades for This Remarkably Simple Reason

American Express is positioned as a long-term core holding for Berkshire Hathaway under new CEO Greg Abel due to its ability to attract younger generations through competitive rewards programs. The company generates $19.68 billion in merchant discount revenue, which funds $9.94 billion in card member rewards, creating a sustainable ecosystem with 155.1 million cards in force and double-digit revenue growth guidance for 2026.

07/29/2026, 4:34 AM • The Motley Fool

Why Insurance Stocks Can Be Some of the Market's Best Long-Term Compounders

Insurance companies can be powerful long-term compounders due to their ability to invest the float—premiums collected before claims are paid out. Different insurers take varying approaches: aggressive investors like Berkshire Hathaway invest heavily in stocks and acquire companies, while conservative insurers like Progressive focus on bonds for stable income. Cincinnati Financial offers a middle ground with ~39% equity exposure and a 50+ year dividend increase streak.

07/27/2026, 9:15 PM • The Motley Fool

American Express Just Reported Its Second Quarter. Here's What the Card-Fee Line Says About the Premium Consumer.

American Express reported Q2 2026 earnings with EPS beating expectations but revenue slightly missing. Despite a 4% stock drop, the company's fee revenue grew 15% year-over-year, driven by strong customer acceptance of the Platinum Card's $200 annual fee increase to $895. The premium cardholder base remains resilient with low delinquency rates, and Millennials/Gen Z represent 65% of new accounts, supporting long-term growth.

07/27/2026, 8:10 AM • The Motley Fool

S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions

Major U.S. stock indexes rallied Friday as oil prices fell 4% to $95/barrel on reports of potential U.S.-Iran peace negotiations brokered by Pakistan and China. The Dow gained 0.7%, S&P 500 rose 0.6%, while the Nasdaq barely moved up 0.1%. Apple boosted the market, but American Express and SK Hynix declined on earnings concerns. Investors await four more Magnificent 7 earnings reports next week to assess AI infrastructure spending trends.

07/24/2026, 12:37 PM • The Motley Fool

Why American Express Stock Fell 6.5% Friday Morning

American Express stock dropped 6.5% despite beating Q2 earnings estimates ($4.53 EPS vs. $4.40 expected) and raising full-year revenue guidance to 10%. The decline reflects investor concerns that higher revenues won't translate to bottom-line growth, as management is reinvesting capital into growth initiatives and card perks, with operating expenses rising 12%. However, credit quality remains solid and the stock trades at a reasonable 15.9x forward earnings.

07/24/2026, 11:07 AM • The Motley Fool

59% of Berkshire Hathaway's Portfolio Sits in 5 Dow Stocks. This Is My Top Pick to Buy Now.

Berkshire Hathaway's portfolio is heavily concentrated in five Dow Jones stocks: Apple, American Express, Coca-Cola, Alphabet, and Chevron. The article highlights Apple as the top pick, noting its patient AI strategy and potential to monetize AI through its hardware ecosystem and cloud services, while the stock has risen 21% this year.

07/23/2026, 3:30 PM • The Motley Fool

Warren Buffett Backed This Consumer Brand for 38 Years. Here's Why Greg Abel Will Keep Holding.

Berkshire Hathaway's 38-year investment in Coca-Cola continues to be exceptionally lucrative, generating $816 million in annual dividends on a $1.299 billion cost basis. With a 2.6% dividend yield and 65 consecutive years of dividend increases, the investment returns over 60% of its original cost annually, making it an easy hold for new CEO Greg Abel.

07/22/2026, 5:05 AM • The Motley Fool

Warren Buffett Said He Personally Started Berkshire's $31 Billion Alphabet Position

Warren Buffett confirmed he personally initiated Berkshire Hathaway's $31 billion investment in Alphabet, admitting he should have invested years earlier. The position includes $21 billion in public shares and a $10 billion private placement from Alphabet's $80 billion equity raise. Buffett expressed confidence in Alphabet's ability to outperform competitors in the AI infrastructure race, though he noted it ranks fifth among Berkshire's holdings and isn't his favorite investment.

07/19/2026, 11:13 AM • The Motley Fool