After spending most of September and early October increasing his cash pile – primarily by selling hundreds of millions of Bank of America (NYSE: BAC) shares – Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A, BRK.B) finally reported a major stock purchase.Specifically, ‘The Oracle of Omaha’ filed a series of buys of Sirius XM Holdings Inc (NASDAQ: SIRI) on October 10 and 11. The billionaire spent approximately $87 million buying about 3.6 million SIRI shares. The average purchase price hovered at roughly $ ...

文章核心观点 - 巴菲特通过贝克夏哈撒韦公司减持了价值3.824亿美元的美国银行(BAC)股票 [1][3][4] - 这是继10月3日巴菲特减持3.379亿美元BAC股票之后的又一次减持 [4] - 巴菲特正在逐步减持或退出银行股,包括高盛、摩根大通、富国银行、美国银行等 [6] - 这可能是由于市场处于高位、利率前景不确定以及金融科技公司带来的竞争压力 [6] 公司相关 - 美国银行股价在过去30天内上涨7.5%,年初至今涨幅达23.7% [7] - 分析师普遍看好美国银行的前景,12个月目标价为45.82美元,较当前价格上涨9.45% [8] - 最乐观的目标价为52美元,较当前价格上涨24.16% [8] - 美国银行即将于10月15日公布财报,将为进一步分析提供更多依据 [9] 行业相关 - 银行业正面临着市场高位、利率前景不确定以及金融科技公司竞争等挑战 [6] - 这可能是导致巴菲特逐步减持或退出银行股的原因 [6]

Key TakeawaysWarren Buffett's Berkshire Hathaway sold off more of its stake in Bank of America, and no longer will have to report that information in a timely manner.Berkshire sold 9.5 million shares over three days at an average price of around $40.Buffett began shedding Bank of America stock in mid-July. Warren Buffett's Berkshire Hathaway (BRK.A) won't have to report its transactions in Bank of America (BAC) stock promptly anymore. That's because Buffett continued his recent selloff of Berkshire's holdin ...

Bank of America Corporation BAC currently offers an annual dividend yield of 2.6%. That’s a quarterly dividend amount of 26 cents per share ($1.04 a year).To earn $500 monthly from the Charlotte, North Carolina-based firm, start with a yearly target of $6,000 ($500 x 12 months).Next, we take this amount and divide it by Bank of America's $1.04 dividend: $6,000 / $1.04 = 5,769 sharesSo, an investor would need to own approximately $230,587 worth of Bank of America, or 5,769 shares to generate a monthly divide ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

文章核心观点 - 巴菲特旗下的伯克希尔·哈撒韦公司近期大幅减持了其在美国银行的持股,持股比例降至10%以下 [1][2] - 这意味着伯克希尔不再需要及时报告其在美国银行的交易情况 [1] - 伯克希尔仍是美国银行最大的机构投资者 [2] - 巴菲特近年来一直在减持银行股,包括摩根大通、高盛、富国银行和美国银行等 [3] - 巴菲特对银行业持谨慎态度,认为2008年和2023年的银行危机降低了人们对银行系统的信心,加上数字化和金融科技的发展,银行挤兑变得更加容易 [3] 文章其他要点 - 美国银行股价在过去一个月内小幅上涨,这得益于美国银行自身的回购行为 [2] - 2011年,巴菲特曾出资50亿美元购买美国银行优先股和认股权证,以增强陷入困境的美国银行的信心 [2] - 2017年,巴菲特将认股权证转换为普通股,使伯克希尔成为美国银行最大股东 [2] - 2018年和2019年,巴菲特又增持了3亿股美国银行股票 [2]

文章核心观点 - 分析师预计Bank of America(BAC)将在即将公布的季度财报中每股收益为0.78美元,同比下降13.3%[1] - 分析师预计公司收入将达到252.9亿美元,同比增长0.5%[1] - 过去30天内,分析师对该季度每股收益的预测已下调3.5%[1] 关键指标总结 效率指标 - 分析师预计公司的效率比率(FTE基础)为61.9%,去年同期为62.6%[2] 资产负债指标 - 分析师预计公司的总计息资产平均余额将达到28829亿美元,去年同期为27387亿美元[2] - 分析师预计公司的不良贷款、租赁和已收回房地产总额将达到614亿美元,去年同期为499亿美元[3] - 分析师预计公司的不良贷款总额将达到603亿美元,去年同期为483亿美元[3] - 分析师预计公司的一级资本充足率将为13.6%,去年同期也为13.6%[3] - 分析师预计公司的一级资本杠杆比率将为7.0%,去年同期为7.3%[3] 收入指标 - 分析师预计公司的非利息收入总额将达到1131亿美元,去年同期为1079亿美元[3] - 分析师预计公司的净利息收入(完全纳税基础)将达到1408亿美元,去年同期为1453亿美元[4] - 分析师预计公司的投资和经纪服务收入将达到433亿美元,去年同期为396亿美元[4] - 分析师预计公司的投行费用收入将达到133亿美元,去年同期为119亿美元[4] - 分析师预计公司的总费用和佣金收入将达到874亿美元,去年同期为814亿美元[4] - 分析师预计公司的服务费收入将达到151亿美元,去年同期为146亿美元[4]

Warren Buffett, known as the "Oracle of Omaha," recently sold a portion of Berkshire Hathaway's (BRK.A) holdings in Bank of America (BAC) . Previously, Bank of America was Berkshire’s second-largest position after Apple (AAPL) , but Buffett has reduced his stake.Buffett sold over $9.6 billion worth of Bank of America stock during the third quarter and an additional $140 million in the first two days of October, per a Motley Fool article, as quoted on Yahoo Finance. In fact, Buffett's been a net seller of st ...

This is according to the 2024 Bank of America Women & Minority Business Owner Spotlight (PDF), published in partnership with Bank of America Institute. The survey of more than 2,000 small and mid-size business owners across the country explores sentiments about business outlook, access to capital, how they manage their employees, and how they interact with their community. This annual survey samples a general population of small and mid-sized business owners and includes specific insights into the perspecti ...

Bank of America is an advertising partner of The Ascent, a Motley Fool company. Matt Frankel has positions in Bank of America. Tyler Crowe has positions in LGI Homes. The Motley Fool has positions in and recommends Bank of America and LGI Homes. The Motley Fool has a disclosure policy.Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions re ...