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

Stock Market: Will The S&P 500 Open Up Or Down Today?

The S&P 500 closed at a record 7,609.78 on Tuesday, gaining 0.13% and extending its nine-week rally driven by AI strength. However, Polymarket traders predict a weaker open on Wednesday with 47% probability of a higher open. Geopolitical tensions from U.S.-Iran military actions and upcoming economic data (ADP payrolls, durable goods) will influence market direction. S&P 500 futures were trading slightly lower early Wednesday, down 0.10%.

06/03/2026, 5:07 AM • Benzinga

Warren Buffett's Successor, Greg Abel, Just Sold UnitedHealth Group Stock. Is He Missing a Huge Opportunity?

Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.

05/27/2026, 3:32 PM • The Motley Fool

Greg Abel, Warren Buffett's Successor, Opens a Position in Macy's. What Does He See That the Market Doesn't?

Greg Abel, the new CEO of Berkshire Hathaway, has opened a position in Macy's as part of his first 13F filing. The department store is trading at a cheap valuation of 8x trailing earnings with a 3.58% dividend yield, and is executing a turnaround strategy under new CEO Tony Springs that focuses on high-performing locations and omnichannel retail. However, Wall Street expects earnings to decline this year, raising concerns about whether the stock is a value trap.

05/22/2026, 10:30 AM • The Motley Fool

Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes?

Berkshire Hathaway's new CEO Greg Abel made significant portfolio changes in Q1, reducing holdings from 39 to 26 stocks and dumping positions in Amazon, Visa, and Mastercard. Abel's largest new investments were in Delta Air Lines ($2.6B) and Macy's ($55M)—both industries where Buffett has acknowledged past mistakes. However, Abel's biggest move was a $10B increase in Alphabet, which the author views favorably. The analyst expresses concern about most of Abel's moves outside of Alphabet.

05/22/2026, 12:15 AM • The Motley Fool

Berkshire Hathaway Just Dumped a Beloved Stock. Here's What It's Buying Instead.

Berkshire Hathaway completely exited its Amazon position in Q1 2026, selling its remaining shares after holding 10 million shares in September 2025. The company simultaneously initiated a new position in Macy's, purchasing nearly 1.7 million shares valued at $30.1 million. The move reflects a shift toward Macy's attractive valuation and growth potential despite broader economic concerns.

05/20/2026, 7:30 AM • The Motley Fool

Dillard’s Posted a Huge Earnings Beat—So Why Did the Rally Fade?

Dillard's reported strong Q1 earnings of $16.04 per share, beating expectations by $5.91, but the rally quickly faded as investors realized $5.10 per share came from a litigation settlement. The stock surged to $593 in premarket trading but ended only 0.4% higher as investors reassessed valuations after a 270% five-year run. Wall Street remains cautious with two Sell and three Hold ratings, citing concerns about underlying growth and forward guidance.

05/19/2026, 10:47 AM • Investing

Nvidia Earnings Could Decide Whether the AI Trade Still Holds

Markets faced mixed signals as geopolitical tensions eased on Iran sanctions reports, causing oil prices to reverse sharply lower. Bond yields surged globally on inflation concerns, with the 10-year Treasury hitting 4.631%. Nvidia's Wednesday earnings are positioned as the most critical event for the AI capital expenditure cycle, with options pricing a potential 7% move. Key corporate actions include NextEra-Dominion merger announcement, Berkshire Hathaway's portfolio restructuring under new CEO Abel, and Regeneron's failed Phase 3 trial.

05/18/2026, 1:12 PM • Investing

Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio

Under new CEO Greg Abel, Berkshire Hathaway halted its multi-quarter Apple selling trend and more than tripled its Alphabet stake in Q1 2026, signaling a shift toward technology investments. Apple reported strong fundamentals with 17% revenue growth and 22% EPS growth, though rising memory costs present a near-term risk.

05/16/2026, 3:06 PM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, executed a major portfolio overhaul in Q1 2026. He completely exited 16 positions including Amazon, Domino's Pizza, Visa, Mastercard, and UnitedHealth Group, while more than tripling Berkshire's stake in Alphabet to approximately $23 billion. The moves signal a shift toward tech investments and fundamental bargains, marking a departure from Warren Buffett's traditional investment approach.

05/15/2026, 5:29 PM • The Motley Fool

Macy’s Beats Expectations Again, but Guidance Spooks Investors

Macy's delivered its fourth consecutive earnings beat with Q4 2025 adjusted EPS of $1.67 (vs. $1.55 expected) and revenue of $7.92B (vs. $7.48B expected). However, the stock fell sharply as the company issued conservative full-year guidance citing macroeconomic and geopolitical uncertainties affecting consumer spending. Analysts lowered price targets, with the consensus rating now 'Reduce' and average 12-month target of $18.90, implying less than 5% upside.

03/24/2026, 1:43 PM • Investing

Stock Market Today, March 18: Fed Leaves Rates Unchanged, and Markets Fall on Inflation Fears

Major U.S. stock indexes fell on March 18, 2026, as the Federal Reserve held interest rates steady and inflation concerns mounted. The S&P 500 dropped 1.36%, the Nasdaq fell 1.46%, and the Dow declined 1.63%. Rising crude oil prices and higher-than-expected Producer Price Index data pressured markets, with oil reaching $110 per barrel and gasoline hitting $3.84 per gallon.

03/18/2026, 5:20 PM • The Motley Fool