Billionaire investor Warren Buffett’s Berkshire Hathaway sold nearly $1 billion worth of Bank of America shares as his firm continues to cut its stake in the second-largest US lender.The conglomerate sold about 24.7 million Bank of America shares, worth $981.9 million, between last Friday and Tuesday, according to a regulatory filing Tuesday.Berkshire has now shed about $5.4 billion worth of Bank of America shares in a string of sales since mid-July. Billionaire investor Warren Buffett’s Berkshire Hathaway ...

Continuing in line with his recent trend of selling Bank of America (NYSE: BAC) shares, Warren Buffett, CEO and founder of Berkshire Hathaway (NYSE: BRK.A), offloaded nearly $1 billion worth of BAC shares in just three trading days.After selling $4.36 billion worth of Bank of America shares in trades from July 22 to August 19, the ‘Oracle of Omaha’ decided to speed up his offloading process by selling 24.7 million BAC shares worth $981.9 million in three trading days spanning from August 23 to August 27, as ...

文章核心观点 - 公司最近一个月股价下跌2.85%,而同期金融板块和整体市场分别上涨2.12%和2.97% [1][2] - 公司即将于2024年10月15日公布财报,预计每股收益将同比下降10%至0.81美元,但营收将同比增长1.25%至254.8亿美元 [3][4] - 分析师对公司业绩预期有所上调,这通常意味着公司业务表现和盈利前景良好 [5][6][7] 公司表现 - 公司最近一个交易日收盘价为39.67美元,较前一交易日下跌0.63% [1] - 公司全年预计每股收益和营收分别同比下降4.09%和增长3.63% [4] - 公司当前市盈率为12.19倍,与行业平均水平持平 [8][9] 行业表现 - 公司所属的"银行-主要地区"行业目前在250多个行业中排名前8% [10][11] - 该行业的平均市盈率增长比率为1.49倍 [9]

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Warren Buffett’s Berkshire Hathaway Inc. (BRK.B) has again cut its stake in Bank of America (BAC) . The Oracle of Omaha offloaded nearly 14 million shares in three consecutive trading sessions. Berkshire now holds 928.5 million shares or about 12% stake in Bank of America. Despite the trimmed stake, BAC remains the third largest holding of Berkshire, with Apple (AAPL) occupying the top position (nearly 29% stake) followed by American Express (AXP) (a little more than 12% stake).Shares of Berkshire Hathaway ...

文章核心观点 - 银行业巨头Bank of America (BAC)在过去三个月的表现落后于同行,但其估值仍然具有吸引力 [3] - 公司预计第四季度的净利息收入将达到145亿美元,较第二季度的139亿美元有所增长 [11] - 公司认为目前的净息差水平偏低,有进一步提升的空间 [13] - 非利息收入占公司总收入的比重较高,是公司收入的重要组成部分 [13][14] 根据相关目录分别进行总结 公司概况 - 公司是美国第二大多元化银行,主要业务包括零售银行、财富管理和投资银行等 [2] 财务表现 - 过去三个季度公司的净利息收入呈现下降趋势,但预计第四季度将有所回升 [4][7][11] - 公司的净息差水平有进一步提升的空间 [13] - 非利息收入占公司总收入的比重较高,是公司收入的重要组成部分 [13][14] 估值分析 - 公司当前估值具有吸引力,根据单期股利折现模型,其公允价值为51.92美元,较当前价格有32.3%的上涨空间 [15][16] - 公司的账面净值增长情况良好,但投资收益率有所下降 [16] 风险因素 - 如果经济环境恶化,导致失业率上升,将对银行业产生不利影响 [17] - 如果资产重新配置的速度超出预期,公司的融资成本可能会继续上升 [18]

There are plenty of ways to invest without targeting high-flying growth stocks.Warren Buffett's Berkshire Hathaway has captured the spotlight in recent weeks after reporting a substantial cut in its largest public equity holding, Apple. The move followed a 12.9% cut to Berkshire's Apple stake earlier this year.By selling a large portion of its Apple stock and not chasing hot growth stocks, Berkshire Hathaway is sending a warning to investors that Buffett views many stocks as overvalued. Folks who feel the s ...

文章核心观点 - 沃伦·巴菲特在2023年第二季度的13F文件中披露了重组后的股票组合,期间未出售美国银行(BAC)股票,但在7月份开始了大规模抛售[1][2] - 巴菲特通过伯克希尔·哈撒韦(BRK.A)在7月22日至8月19日期间抛售了价值43.6亿美元的美国银行股票[2][3][4] - 自从巴菲特开始抛售以来,美国银行股价下跌了8.53%,最近一个交易日收于38.69美元,下跌2.47%,抹去了之前5个交易日0.36%的涨幅[5][6][7] - 伯克希尔·哈撒韦是美国银行最大的内部卖家,缺乏其他内部人士的抛售,表明巴菲特的抛售活动可能直接导致了该期间BAC股价的下跌[8] 根据相关目录分别进行总结 巴菲特抛售美国银行股票 - 巴菲特在2023年第二季度的13F文件中未出售美国银行股票,但在7月份开始了大规模抛售[1][2] - 巴菲特通过伯克希尔·哈撒韦在7月22日至8月19日期间抛售了价值43.6亿美元的美国银行股票[2][3][4] - 这可能与巴菲特多年来退出美国银行业的趋势一致,他在2020年和2022年分别抛售了高盛、摩根大通和富国银行的股票,2023年第一季度也抛售了美国银行和纽约梅隆银行的股票[9][10][11] 美国银行股价表现 - 自从巴菲特开始抛售以来,美国银行股价下跌了8.53%,最近一个交易日收于38.69美元,下跌2.47%,抹去了之前5个交易日0.36%的涨幅[5][6][7] - 伯克希尔·哈撒韦是美国银行最大的内部卖家,缺乏其他内部人士的抛售,表明巴菲特的抛售活动可能直接导致了该期间BAC股价的下跌[8]

文章核心观点 - 银行股Bank of America (BAC)股价在2023年上涨5%,但仍低于其公允价值,目前交易价格为40美元,低于Trefis估计的45美元的公允价值 [2] - BAC股价在2021年上涨50%,2022年下跌24%,2023年上涨5%,表现不如标普500指数 [3] - 在当前不确定的宏观经济环境下,BAC未来12个月可能再次低于标普500指数的表现 [3] 公司财务表现 - 2024年第二季度,BAC总收入同比增长1%至254亿美元,主要得益于财富管理和交易业务的增长,但银行业务和消费者银行业务有所下降 [4] - 2024年上半年,BAC总收入略有下降至512亿美元,净利息收入下降3%,信贷损失准备金增加38%,导致调整后净利润同比下降14%至127亿美元 [5] - 预计2024财年BAC收入将达1022亿美元,调整后净利润将达257亿美元,每股收益3.27美元,市盈率约为14倍 [6]

Shares of Bank of America Corp (NYSE:BAC) are in the spotlight today, after a regulatory filing revealed Warren Buffett's Berkshire Hathaway (BRK.A) decreased its stake further, after dumping millions of shares in July. Over the past few days, the multinational conglomerate sold 13.9 million shares for $550.7 million, putting its stake at 11.9%. At last glance, BAC was down 2.2% at $38.78, only eyeing its second daily loss in 10 trading sessions since bouncing off its Aug. 5 roughly four-month low. Year to ...