financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Hold Opinion On Class B Shares Of Berkshire Hathaway Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Hold Opinion On Class B Shares Of Berkshire Hathaway Inc.
Mar 14, 2025 8:08 AM

10:50 AM EDT, 03/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Published, unconfirmed reports indicate Berkshire Hathaway ( BRK/A ) is in talks to sell HomeServices of America (HSA) to Compass Inc. (COMP 9 NR), following HSA's $107M operating loss in 2024 and a $250M settlement related to brokerage commissions. With revenues of $4.4B representing just over 1% of Berkshire's $371.4B operating revenues, the potential sale's significance lies not in its financial impact, but in Berkshire's unusual willingness to divest assets. The deal could signal either a strategic shift toward streamlining Berkshire's decentralized structure, or a one-off transaction for an underperforming unit. While Berkshire maintains a substantial cash position of $321B, we believe recent share strength reflects investors' flight to quality amid market volatility. We maintain our Hold rating, with shares trading at 25x our 2025 EPS estimate of $20.62 (vs. the 22x three-year average), factoring in expected 4%-7% organic revenue growth and $1.3B in Q1 2025 California wildfire claims.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Earnings season: What it is and when it happens
Earnings season: What it is and when it happens
Aug 2, 2024
Four times a year publicly traded companies release their financial statements and required disclosures in what has been dubbed earnings season. The Securities and Exchange Commission (SEC) requires these reports as a way to provide better transparency to investors as to what exactly they are investing in and how the company is performing. What is earnings season, and what exactly...
Mortgage rates fall to year's lowest levels as investors buy Treasury bonds
Mortgage rates fall to year's lowest levels as investors buy Treasury bonds
Aug 5, 2024
Mortgage rates have fallen today to the lowest level seen this year, due to a dropping yield on the 10-year Treasury bond. Investors are flocking to Treasurys after last week's jobs report boosted concerns of a sluggish U.S. economy and a possible recession. The rate on a 30-year fixed-rate conventional mortgage directly correlates with the yield on the 10-year Treasury,...
4 key lessons following Warren Buffett's move to sell half of Berkshire Hathaway's Apple stock
4 key lessons following Warren Buffett's move to sell half of Berkshire Hathaway's Apple stock
Aug 5, 2024
Warren Buffett sold roughly half of Berkshire Hathaway's ( BRK/A ) stake in Apple during the second quarter and revealed a record cash pile of more than $270 billion at the end of June, contributing to investor concerns about a possible recession. Apple remained Berkshire's largest stock position at the end of the second quarter, worth $84.2 billion, down from...
Opening price for a stock: What it is and how it's set
Opening price for a stock: What it is and how it's set
Aug 8, 2024
When you catch the financial news in the morning or watch the stock market open right at 9:30 a.m. Eastern time, you've likely seen a number next to a ticker symbol. This is called the opening price, which is where securities start trading for the day. Opening price isn't the same as the closing price from the day before --...
Copyright 2023-2026 - www.financetom.com All Rights Reserved