1 Top Warren Buffett Stock for Dividend Investors

Berkshire Hathaway's new CEO Greg Abel has initiated a position in Macy's, purchasing 7.3 million shares valued at $173 million. The department store offers an attractive 3.4% dividend yield, a 29% payout ratio, and trades at a P/E of 9 compared to the S&P 500's 26. With positive same-store sales growth and a turnaround strategy underway, Macy's presents both dividend income and upside potential for investors.

09/12/2026, 4:15 AM • The Motley Fool

Stock Market Midday, Sept. 10: Surging Oil Prices Pressure Markets Again

Major U.S. stock indices declined on September 10, 2026, as surging oil prices above $106 per barrel pressured markets amid Middle East tensions. The S&P 500, Nasdaq, and Dow Jones all fell approximately 0.4-0.5%. AeroVironment surged 10% on strong earnings, while Apple gained 2.86% following its foldable iPhone launch. Traders priced in a 70% likelihood of a Fed rate hike at the upcoming FOMC meeting.

09/10/2026, 12:31 PM • The Motley Fool

Berkshire Hathaway's Cash Fell From $397 Billion to $366 Billion in a Single Quarter

Berkshire Hathaway deployed $31 billion of its massive cash pile in Q2 2026, marking a significant shift after years of accumulation. CEO Greg Abel made major investments in Alphabet ($17 billion), increased positions in Delta Air Lines and Macy's, and resumed share buybacks with $4.5 billion spent on Berkshire's own stock. While most of the $366 billion cash balance remains undeployed, the company's willingness to invest suggests a more opportunistic stance going forward.

09/06/2026, 8:30 PM • The Motley Fool

Warren Buffett Thinks Stocks Are Expensive. Berkshire Hathaway CEO Greg Abel Seems To Disagree

Greg Abel, the new CEO of Berkshire Hathaway, is taking a more aggressive investment approach compared to his predecessor Warren Buffett. After 13 quarters of net stock selling under Buffett, Berkshire became a net buyer in Q2 2026, making significant purchases including $17 billion in Alphabet, along with positions in Delta Air Lines, Lennar, and Macy's. This marks a departure from Buffett's cautious stance that stocks are overvalued and behaving like a casino.

08/26/2026, 2:30 AM • The Motley Fool

Does Greg Abel Know Something Wall Street Doesn't? New Berkshire Hathaway CEO Doubles Down On a Legacy Department Store Stock With a 3.3% Dividend Yield

Berkshire Hathaway CEO Greg Abel has more than doubled the company's position in Macy's during Q2, despite the stock being a legacy department store. Macy's has executed a successful turnaround strategy called 'A Bold New Chapter' since 2024, achieving its best comparable sales growth in four years, with Bloomingdale's posting record growth. The stock has risen 78% over the past year and offers a 3.3% dividend yield, trading at a low valuation with strong free cash flow generation.

08/22/2026, 3:33 PM • The Motley Fool

Macy's Stock Trades at Just 10 Times Earnings. There's Only 1 Explanation for Why Macy's Is This Cheap.

Macy's stock trades at a low valuation of 10x trailing earnings, but investors are pricing in continued deterioration of the brick-and-mortar retail business. While the company owns valuable real estate worth $5-15 billion, the theoretical value is offset by the ongoing retail apocalypse, store closure trends, and limited buyer interest for retail properties. Despite modest signs of recovery, the market remains skeptical about the department store sector's future.

08/21/2026, 2:05 AM • The Motley Fool

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

There's No Denying Macy's Is a Great Buy Now, but This Stock Could Be an Even Better Buy Over the Next 10 Years

While Macy's has executed a successful turnaround with growing same-store sales and strong stock performance, Costco Wholesale is positioned as a superior long-term investment. Costco's membership-based model, high customer retention rates (~90%), consistent comparable sales growth (6.6%), and expansion opportunities make it more attractive for the next decade.

08/13/2026, 4:15 AM • The Motley Fool

Greg Abel Is Spending Berkshire Hathaway's Cash on Whole Companies Instead of Stocks. Here's What That Changes for Shareholders.

Greg Abel, Berkshire Hathaway's new CEO, is shifting the company's investment strategy toward acquiring whole businesses rather than stocks. With nearly $400 billion in cash, Abel has spent less than $3 billion on stock purchases while acquiring Taylor Morrison for $6.8 billion and completing the OxyChem purchase for $9.7 billion. This approach reflects Abel's preference for long-term operational control over portfolio trading, as he finds greater value in whole companies than in the current richly-valued stock market.

08/03/2026, 1:15 AM • The Motley Fool

eBay vs. Macy's: Which Consumer Stock Is a Better Buy in 2026?

The article compares eBay and Macy's as consumer stocks for 2026. eBay operates a capital-light global marketplace focused on niche categories with strong margins (18.3% net margin), but faces legal risks from cyberstalking lawsuits and competition from AI-powered search tools. Macy's is undergoing a turnaround strategy with lower profitability (2.8% net margin) and vulnerability to consumer spending shifts. The author concludes neither stock is an attractive investment due to their respective risk profiles.

06/27/2026, 7:10 AM • The Motley Fool

Berkshire Hathaway's Greg Abel Just Bought 3 Million Shares of Macy's Stock. It Sure Looks Cheap, but Is It a Great Value?

Greg Abel, Berkshire Hathaway's new CEO, purchased 3 million shares of Macy's in his first quarter, marking the company's first investment in the department store retailer. Macy's trades at a P/E ratio of 10 and offers a 3% dividend yield. The company showed strong Q1 performance with 3% comparable sales growth, particularly driven by its luxury brands Bloomingdale's and Bluemercury. While the stock appears cheap, the article questions whether it represents a true value investment aligned with Berkshire's long-term philosophy.

06/25/2026, 5:08 AM • The Motley Fool

This Overlooked Warren Buffett Stock Is Absurdly Cheap Right Now

Berkshire Hathaway has been quietly accumulating shares of Macy's despite being a net seller of stocks overall. The retailer trades at a low 10 P/E ratio and appears undervalued when considering its substantial real estate holdings worth an estimated $9 billion against a market cap of $6.7 billion. Macy's has shown signs of recovery with its strongest Q1 in four years and positive sales growth guidance, while maintaining a sustainable 3% dividend yield.

06/19/2026, 4:15 AM • The Motley Fool

Macy's Just Had Its Strongest Q1 in 4 Years. Here Are 3 Ways the Struggling Retailer Is Tackling Its Turnaround.

Macy's reported its strongest Q1 in 4 years with 2% revenue growth and 3% comparable sales increase. The retailer's turnaround strategy includes closing underperforming stores, expanding luxury brands Bloomingdale's and Blue Mercury, and reimagining 200 store locations. The company raised its full-year guidance, and Berkshire Hathaway recently opened its first-ever position in Macy's, citing the stock's attractive valuation at 9x earnings.

06/12/2026, 4:15 AM • The Motley Fool

What’s Make of Macy’s: Berkshire Hathaway’s Latest Buy

Berkshire Hathaway invested $55 million in Macy's in Q1 2026, seeing value in the struggling department store despite its significant decline over the past decade. While Macy's has lost 75% of its market value since 2015 and closed hundreds of stores, recent Q1 2026 earnings showed strong improvements with revenue beating expectations and comparable sales growth of 3% YOY. The company's 'Reimagine' initiative to revamp stores is showing positive results, though Wall Street remains cautiously pessimistic with a consensus price target implying 10% downside.

06/08/2026, 11:34 AM • Investing

Macy’s Turnaround Gains Credibility as Q1 Beat Lifts Guidance

Macy's delivered a strong Q1 2026 with adjusted earnings of 13 cents per share (beating expectations of 2 cents) and revenue of $4.89 billion (topping estimates of $4.61 billion). The company raised its full-year outlook citing broad-based growth across all brands including Bloomingdale's (comps +10.2%), Macy's nameplate (+1.6%), and Bluemercury (+6.4%). Despite the positive results, Wall Street's reaction was muted with shares closing up just 0.4%, as analysts remain cautious with a consensus Reduce rating and average price target 15% below current levels.

06/05/2026, 10:04 AM • Investing