Warren Buffett's Final Quarter Investment Moves
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy DPZ?
Source: NASDAQ.COM
- Portfolio Adjustment: In his final quarter as CEO of Berkshire Hathaway, Warren Buffett increased his stake in Domino's Pizza to 9.9%, reflecting confidence in the brand despite being a net seller for over three years, which may attract more investor attention.
- Shareholder Return Strategy: Domino's not only consistently repurchases shares but has also increased its base annual dividend for over a decade, this long-term investment incentive helps enhance shareholder trust, thereby boosting the company's competitive position in the market.
- Innovation-Driven Growth: Domino's new five-year plan, 'Hungry for MORE,' emphasizes using artificial intelligence to improve output and supply chains, and the management's consistent outperformance further solidifies investor confidence in future growth, potentially attracting more institutional investors.
- Valuation Appeal: With Domino's forward P/E ratio dropping to 19, representing a 29% discount to its five-year average, this valuation attractiveness may prompt more investors to consider entering, especially with Buffett's backing.
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Analyst Views on DPZ
Wall Street analysts forecast DPZ stock price to rise
15 Analyst Rating
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 375.500
Low
370.00
Averages
464.83
High
556.00
Current: 375.500
Low
370.00
Averages
464.83
High
556.00
About DPZ
Domino’s Pizza, Inc. is a pizza company with a significant business in both delivery and carryout. The Company operates through three segments: U.S. stores, international franchise, and supply chain. The U.S. stores segment is comprised primarily of its franchise operations, which consists of franchised stores located in the United States. The segment also operates a network of United States Company-owned stores. The international franchise segment primarily includes operations related to the Company’s franchising business in foreign markets. The supply chain segment primarily includes the distribution of food, equipment and supplies to stores from the Company’s supply chain center operations in the United States and Canada. It is primarily a franchisor, with approximately 99% of its global stores owned and operated by its independent franchisees. In its international markets, the Company generally grants geographical rights to the Domino’s Pizza brand to master franchisees.
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.
Warren Buffett's Final Quarter Investment Moves
- Portfolio Adjustment: In his final quarter as CEO of Berkshire Hathaway, Warren Buffett increased his stake in Domino's Pizza to 9.9%, reflecting confidence in the brand despite being a net seller for over three years, which may attract more investor attention.
- Shareholder Return Strategy: Domino's not only consistently repurchases shares but has also increased its base annual dividend for over a decade, this long-term investment incentive helps enhance shareholder trust, thereby boosting the company's competitive position in the market.
- Innovation-Driven Growth: Domino's new five-year plan, 'Hungry for MORE,' emphasizes using artificial intelligence to improve output and supply chains, and the management's consistent outperformance further solidifies investor confidence in future growth, potentially attracting more institutional investors.
- Valuation Appeal: With Domino's forward P/E ratio dropping to 19, representing a 29% discount to its five-year average, this valuation attractiveness may prompt more investors to consider entering, especially with Buffett's backing.
See More
Buffett's Final Quarter Sees Increased Stake in Domino's Pizza
- Increased Stake in Domino's: In his final quarter as CEO of Berkshire Hathaway, Buffett purchased shares of Domino's Pizza for six consecutive quarters, amassing a total of 3.35 million shares, which underscores his strong confidence in the company.
- Significant Investment Returns: Since its IPO in July 2004, Domino's stock has soared over 6,000%, reflecting not only market trust but also the management's exceptional ability to exceed growth expectations consistently.
- Long-Term Investment Incentives: Domino's has demonstrated care for its shareholders through regular stock buybacks and increasing its base annual dividend for over a decade, which further attracts long-term investors.
- Attractive Valuation: Despite a decline in Domino's stock over the past year, its forward P/E ratio has dropped to 19, representing a 29% discount to its average over the last five years, providing a compelling entry point for investors.
See More
New York Times Q4 Earnings Exceed Expectations Driven by Subscriber Growth
- Earnings Beat: New York Times reported an adjusted EPS of $0.89 for Q4, surpassing analyst expectations of $0.87, indicating strong performance driven by digital subscriber growth that solidifies its market position.
- Significant Revenue Growth: The company achieved a 10.4% year-over-year revenue increase to $802.3 million in Q4, exceeding analyst estimates of $791.3 million, reflecting robust demand for advertising and digital content.
- Subscriber Growth: By the end of Q4 2025, New York Times added approximately 450,000 net digital-only subscribers, bringing the total to 12.78 million, showcasing success in attracting new users and enhancing future revenue sustainability.
- Increased Shareholder Confidence: Berkshire Hathaway acquired 5.07 million shares of New York Times in Q4, leading to a 3.3% rise in stock price during after-hours trading, demonstrating market confidence in the company's growth potential.
See More
Berkshire Hathaway Reveals New Investment Positions
- New Investment Disclosure: Berkshire Hathaway disclosed a new position of 5,065,744 shares in The New York Times Co (NYSE:NYT) for Q4 2025, indicating a sustained interest in the media sector.
- Liberty Media Ecosystem Adjustment: In its 13F filing, Berkshire clarified its holdings within the restructured Liberty Media ecosystem, including 3,018,555 shares of Liberty Formula One (NASDAQ:FWONK), reflecting confidence in the racing business.
- Portfolio Changes Overview: The Q4 13F report revealed changes in Berkshire's existing stock holdings, particularly notable reductions in certain stocks, indicating a dynamic adjustment in its investment strategy.
- Apple Holdings Dynamics: Although Berkshire reduced its stake in Apple once again, it remains the largest position in its investment portfolio, demonstrating a long-term bullish outlook on the technology sector.
See More
UBS Lowers Domino's Pizza Inc. Target Price from $540 to $500
- Price Adjustment: Domino's Pizza has reduced its target price from $540 to $500.
- Market Impact: This price cut may reflect changes in market conditions or company performance expectations.
See More
Domino's Raises Over $19 Million for St. Jude in 2025
- Fundraising Achievement: In 2025, Domino's raised over $19 million for St. Jude Children's Research Hospital through customer donations, bringing its total contributions since the partnership began to over $162 million, highlighting the company's strong commitment to social responsibility.
- Long-term Goal: Domino's pledged to raise $300 million by 2034 to support St. Jude's lifesaving mission, a goal that not only reflects the company's dedication to social causes but also has the potential to enhance brand image and customer loyalty.
- Participation History: 2025 marks the 22nd year of Domino's involvement in the St. Jude Thanks and Giving campaign, with CEO Russell Weiner emphasizing the profound impact of each dollar donated, ensuring families do not receive bills during treatment and can focus on their child's health.
- Global Influence: As the largest pizza company worldwide, Domino's operates over 21,700 stores in more than 90 markets, with global retail sales exceeding $19.7 billion in 2025, demonstrating its strong market position and ongoing growth potential.
See More
Warren Buffett's Final Quarter Investment Moves
- Portfolio Adjustment: In his final quarter as CEO of Berkshire Hathaway, Warren Buffett increased his stake in Domino's Pizza to 9.9%, reflecting confidence in the brand despite being a net seller for over three years, which may attract more investor attention.
- Shareholder Return Strategy: Domino's not only consistently repurchases shares but has also increased its base annual dividend for over a decade, this long-term investment incentive helps enhance shareholder trust, thereby boosting the company's competitive position in the market.
- Innovation-Driven Growth: Domino's new five-year plan, 'Hungry for MORE,' emphasizes using artificial intelligence to improve output and supply chains, and the management's consistent outperformance further solidifies investor confidence in future growth, potentially attracting more institutional investors.
- Valuation Appeal: With Domino's forward P/E ratio dropping to 19, representing a 29% discount to its five-year average, this valuation attractiveness may prompt more investors to consider entering, especially with Buffett's backing.
See More
Buffett's Final Quarter Sees Increased Stake in Domino's Pizza
- Increased Stake in Domino's: In his final quarter as CEO of Berkshire Hathaway, Buffett purchased shares of Domino's Pizza for six consecutive quarters, amassing a total of 3.35 million shares, which underscores his strong confidence in the company.
- Significant Investment Returns: Since its IPO in July 2004, Domino's stock has soared over 6,000%, reflecting not only market trust but also the management's exceptional ability to exceed growth expectations consistently.
- Long-Term Investment Incentives: Domino's has demonstrated care for its shareholders through regular stock buybacks and increasing its base annual dividend for over a decade, which further attracts long-term investors.
- Attractive Valuation: Despite a decline in Domino's stock over the past year, its forward P/E ratio has dropped to 19, representing a 29% discount to its average over the last five years, providing a compelling entry point for investors.
See More
New York Times Q4 Earnings Exceed Expectations Driven by Subscriber Growth
- Earnings Beat: New York Times reported an adjusted EPS of $0.89 for Q4, surpassing analyst expectations of $0.87, indicating strong performance driven by digital subscriber growth that solidifies its market position.
- Significant Revenue Growth: The company achieved a 10.4% year-over-year revenue increase to $802.3 million in Q4, exceeding analyst estimates of $791.3 million, reflecting robust demand for advertising and digital content.
- Subscriber Growth: By the end of Q4 2025, New York Times added approximately 450,000 net digital-only subscribers, bringing the total to 12.78 million, showcasing success in attracting new users and enhancing future revenue sustainability.
- Increased Shareholder Confidence: Berkshire Hathaway acquired 5.07 million shares of New York Times in Q4, leading to a 3.3% rise in stock price during after-hours trading, demonstrating market confidence in the company's growth potential.
See More
Berkshire Hathaway Reveals New Investment Positions
- New Investment Disclosure: Berkshire Hathaway disclosed a new position of 5,065,744 shares in The New York Times Co (NYSE:NYT) for Q4 2025, indicating a sustained interest in the media sector.
- Liberty Media Ecosystem Adjustment: In its 13F filing, Berkshire clarified its holdings within the restructured Liberty Media ecosystem, including 3,018,555 shares of Liberty Formula One (NASDAQ:FWONK), reflecting confidence in the racing business.
- Portfolio Changes Overview: The Q4 13F report revealed changes in Berkshire's existing stock holdings, particularly notable reductions in certain stocks, indicating a dynamic adjustment in its investment strategy.
- Apple Holdings Dynamics: Although Berkshire reduced its stake in Apple once again, it remains the largest position in its investment portfolio, demonstrating a long-term bullish outlook on the technology sector.
See More
UBS Lowers Domino's Pizza Inc. Target Price from $540 to $500
- Price Adjustment: Domino's Pizza has reduced its target price from $540 to $500.
- Market Impact: This price cut may reflect changes in market conditions or company performance expectations.
See More
Domino's Raises Over $19 Million for St. Jude in 2025
- Fundraising Achievement: In 2025, Domino's raised over $19 million for St. Jude Children's Research Hospital through customer donations, bringing its total contributions since the partnership began to over $162 million, highlighting the company's strong commitment to social responsibility.
- Long-term Goal: Domino's pledged to raise $300 million by 2034 to support St. Jude's lifesaving mission, a goal that not only reflects the company's dedication to social causes but also has the potential to enhance brand image and customer loyalty.
- Participation History: 2025 marks the 22nd year of Domino's involvement in the St. Jude Thanks and Giving campaign, with CEO Russell Weiner emphasizing the profound impact of each dollar donated, ensuring families do not receive bills during treatment and can focus on their child's health.
- Global Influence: As the largest pizza company worldwide, Domino's operates over 21,700 stores in more than 90 markets, with global retail sales exceeding $19.7 billion in 2025, demonstrating its strong market position and ongoing growth potential.
See More
