Berkshire Hathaway's Portfolio: Bank of America Leads at 9.6%
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
- Portfolio Overview: Warren Buffett's Berkshire Hathaway holds a $309 billion portfolio, with 35% invested in five major financial stocks, demonstrating ongoing confidence in the financial sector.
- Leading Performance: American Express accounts for 17.3% of Berkshire's portfolio as its largest financial services holding, with Buffett indicating a long-term commitment, reflecting strong confidence in the company.
- Dividend Yield Advantage: Bank of America boasts a forward dividend yield of 2.1%, significantly higher than the other top four financial stocks, highlighting its competitive edge in cash returns and attracting investor interest.
- Future Growth Potential: While all five financial stocks are solid long-term picks, Bank of America stands out across various comparison metrics, likely making it the best choice for 2026, although Chubb may perform better during market downturns.
Analyst Views on BAC
Wall Street analysts forecast BAC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BAC is 61.17 USD with a low forecast of 55.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 52.450
Low
55.00
Averages
61.17
High
71.00
Current: 52.450
Low
55.00
Averages
61.17
High
71.00
About BAC
Bank of America Corporation is a bank holding company and a financial holding company. Its segments include Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets. Consumer Banking segment offers a range of credit, banking and investment products and services to consumers and small businesses. The GWIM includes two businesses: Merrill Wealth Management, which provides tailored solutions to meet clients' needs through a full set of investment management, brokerage, banking and retirement products and Bank of America Private Bank, which provides comprehensive wealth management solutions. Global Banking segment provides a range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. Global Markets segment offers sales and trading services and research services to institutional clients across fixed-income, credit, currency, commodity, and equity businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
