BRK-B
Berkshire HathawayNYSEFinancialsInsurance - DiversifiedSnapshot 2026-05-08
As of May 8, 2026, BRK-B has a composite score of 6.0, indicating a mixed signal with a medium confidence level of 77.1. The score is influenced by a favorable scenario related to a potential reversal in interest rates and an improving trend in the financial sector, while unfavorable scenarios include potential weakening in the financial sector and reversals in macroeconomic growth and labor conditions. The overall risk is categorized as moderate, with a total risk score of 26.8. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.37
- Bonus0.00
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $5.06 → $5.15 (+1.9% / 30d). 2 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 75% of analysts rate Buy.
0 positive, 0 negative / 30d.
Market and fundamentals agree — analysts are positioned bullishly on a fundamentally strong name.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
2 material events in the last 24 months — top 2 listed below.
Stated priorities
Insufficient transcript history for this ticker.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 11%; 252d 14%.
Drawdown — Max 1y −11%. Bad day move −1%.
Beta to sector ETF (XLF) — 0.43 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 76/100, drawdown 79/100, beta 43/100, earnings vol —.
Calm + bullish setup — clean pre-earnings positioning pattern.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
P/E over the last 5 years
0 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
BAC Bank of America | +18 | inexpensive | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-3.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-1.9 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-071d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (c) As previously announced, Charles C. Chang will succeed Marc D. Hamburg as Berkshire’s Chief Financial Officer on June 1, 2026. In his new role, Mr. Chang will be paid an annual cash salary of $8,000,000. (e) In connection with Mr. Hamburg’s retirement as Berkshire’s Chief Financial Officer and in recognition of Mr. Hamburg’s many decades of ser…
executive changeneutralscore 78 - 2026-05-071d agoItem 2.02
Results of Operations and Financial Condition. On May 2, 2026, Berkshire Hathaway Inc. (“Berkshire” or “Company”) issued a press release announcing the Company’s earnings for the first quarter ended March 31, 2026. A copy of this press release is attached hereto as Exhibit 99.1 and incorporated by reference.
earnings preannouncementneutralscore 64 - 2026-04-1623d agoItem 8.01
Other Events. On April 16, 2026, Berkshire Hathaway Inc. (“Berkshire”) issued (i) ¥128,900,000,000 aggregate principal amount of its 2.077% Senior Notes due 2029, (ii) ¥86,800,000,000 aggregate principal amount of its 2.465% Senior Notes due 2031, (iii) ¥22,300,000,00 aggregate principal amount of its 2.739% Senior Notes due 2033, (iv) ¥27,300,000,000 aggregate principal amount of its 3.084% Senior Notes due 2036, (v) 2,000,000,000 aggregate principal amount of its 3.452% Senior Notes due 204…
capital allocationneutralscore 31
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.