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Warren Buffett's Berkshire Hathaway closes above $1 trillion market value

Published 28/08/2024, 11:52 pm
© Reuters. FILE PHOTO: Trading information and logo for Berkshire Hathaway is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., May 10, 2023.  REUTERS/Brendan McDermid/File Photo
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By Jonathan Stempel

(Reuters) -Berkshire Hathaway's market value closed above $1 trillion for the first time on Wednesday, reflecting investor confidence in the conglomerate that Warren Buffett built over nearly six decades into what many consider a proxy for the American economy.

Buffett's company joined six other U.S. companies, all in or tied to the technology sector, valued at more than $1 trillion: Apple (NASDAQ:AAPL), Nvidia, Microsoft (NASDAQ:MSFT), Google parent Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN) and Facebook (NASDAQ:META) parent Meta Platforms.

Berkshire's Class A shares closed up 0.7% at $696,502.02. The more widely held Class B shares rose 0.9% to $464.59.

Buffett, who turns 94 on Friday, has run Omaha, Nebraska-based Berkshire since 1965.

He transformed it from a failing textile company into a colossus with dozens of old-economy businesses such as Geico car insurance, the BNSF railroad, Berkshire Hathaway (NYSE:BRKa) Energy, Brooks running shoes, Dairy Queen ice cream, Ginsu knives and the World Book encyclopedia.

The operating businesses generated $22.8 billion of profit in the year's first half, up 26% from 2023.

Berkshire also has a huge stock portfolio even after selling tens of billions of dollars of Apple and Bank of America (NYSE:BAC), its largest and until recently its second-largest stock holdings, in 2024.

The sales are a major reason Berkshire's cash hoard, mainly in U.S. Treasury bills, soared to $276.9 billion as of June 30. Berkshire has also slowed repurchases of its own stock.

"Buffett built Berkshire in a systematic, relatively low risk manner," said Steve Check, president of Check Capital Management in Costa Mesa, California, which invests one-third of its $2 billion of assets in Berkshire stock and options. "As a huge conglomerate it will always have parts doing well."

The $1 trillion valuation is based on Berkshire's 553,234 Class A and 1,325,192,508 Class B shares outstanding as of July 23.

Since the year Buffett took charge, Berkshire shares have gained more than 5,600,000%.

That's about 20% annually, nearly double the annualized gain in the Standard & Poor's 500 including dividends.

No single catalyst appeared to fuel Wednesday's gain. Berkshire's Class A shares are up 28% this year, while the S&P 500 excluding dividends is up 17%.

Buffett still owns more than 14% of Berkshire despite having donated more than half his shares to charity since 2006.

His $146 billion fortune makes him the world's sixth-richest person, Forbes magazine said on Wednesday.

© Reuters. FILE PHOTO: Trading information and logo for Berkshire Hathaway is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., May 10, 2023.  REUTERS/Brendan McDermid/File Photo

Check said he became a grandfather on Aug. 16, and bought 100 Berkshire Class B shares for his grandson Zealand that day.

"Investors should certainly not jump in because the market cap hit $1 trillion, and the stock is perhaps as fully priced as it has been since before the 2008 financial crisis," he said. "It is a good investment for someone with a 10-year horizon."

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