Zacks Investment Research analysts increased the 2026 consensus earnings estimate for Berkshire Hathaway by 22.6% over the past seven days. The firm's stock trades at a price-to-book multiple of 1.48. This valuation exceeds the industry average of 1.41. The analysis highlights the continued strength of Berkshire's insurance operations as a primary driver of long-term value.
The earnings revision coincides with ongoing investor discussions regarding Berkshire Hathaway's significant reduction of its Apple stake. This reduction sparked debates about Apple's valuation. Apple remains a very large holding for Berkshire despite the sale. The move, viewed by some as a prudent portfolio adjustment, adds to broader conversations about Berkshire's investment strategy under new leadership.