DaVita (NYSE:DVA) Share Price News | The Motley Fool Australia https://www.fool.com.au/tickers/nyse-dva/ Since 1993, millions of investors have trusted The Motley Fool for simple, down-to-earth investing research. Mon, 03 Aug 2026 03:47:15 +0000 en-AU hourly 1 https://wordpress.org/?v=7.0.2 https://www.fool.com.au/wp-content/uploads/2020/06/cropped-cap-icon-freesite-96x96.png DaVita (NYSE:DVA) Share Price News | The Motley Fool Australia https://www.fool.com.au/tickers/nyse-dva/ 32 32 Berkshire Hathaway just sold these stocks https://www.fool.com.au/2026/05/25/berkshire-hathaway-just-sold-these-stocks/ Mon, 25 May 2026 03:46:27 +0000 https://www.fool.com.au/?p=1841765 Berkshire has sold a few market darlings...

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]]> No company's quarterly 13F filings are perhaps more watched than those of Berkshire Hathaway Inc (NYSE: BRK.A)(NYSE: BRK.B). For decades, investors have pounced on Berkshire's quarterly updates to glean some insights into the stocks that legendary stock picker Warren Buffett has been buying or selling over the most recent quarter.

Although Buffett may have vacated the CEO chair at Berkshire, he remains at the company as chairman and oracle. Even so, Berkshire's first 13F filing of 2026 is also the first that covers the tenure of new CEO Greg Abel.

As we discussed earlier this afternoon, Abel has certainly put his stamp on the Berkshire portfolio, with several notable buys. The most dramatic of these was a tripling-down of its Alphabet Inc (NASDAQ: GOOG)(NASDAQ: GOOGL) position, making it Berkshire's fifth-largest investment.

We've already been through Berkshire's stock purchases today, though, so let's get to the stocks that the company was selling over the first three months of 2026.

What stocks did Berkshire sell last quarter?

Long-time Berkshire watchers might be shocked to hear that the company sold positions in no fewer than 20 companies over the three months to 31 March. 14 of those 20 positions were closed out entirely.

Here are the stocks that Berkshire no longer owns:

These are the stocks that Berkshire reduced its holdings of, but didn't sell down entirely:

What should we take from these sells?

Some very interesting names there indeed. Perhaps the most shocking sell-offs to note are the household names Amazon, Visa and Mastercard. These have been in Berkshire's portfolio for a few years, and Buffett himself has sung the praises of all three businesses. It will be interesting to hear Abel explain these sales.

Chevron, another long-term Berkshire holding, is also notable. This oil stock was Berkshire's largest sale of the quarter, with the company offloading almost US$10 billion worth of Chevron (35.2% of its stake). Contellation Brands (an alcoholic beverage manufacturer famous for its Corona label) was also notable, with Berkshire selling 95.1% of its position. It is curious why the other 4.9% remains on the company's books.

It was also interesting to see that Apple Inc (NASDAQ: AAPL), Berkshire's largest position that has been reduced almost every quarter in recent years, was left untouched.

Berkshire Hathaway was a net seller over the quarter, with the sheer number of portfolio cuts and shaves outweighing the buys, and the huge Alphabet purchase in particular. It seems that Greg Abel isn't afraid to shake things up.

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]]> The best Warren Buffett stocks to buy with $1,000 right now https://www.fool.com.au/2024/11/26/the-best-warren-buffett-stocks-to-buy-with-1000-right-now-usfeed/ Tue, 26 Nov 2024 01:29:37 +0000 https://fool.com.au/?guid=900cb40db66581d76da10c8e818c3750 Here are three of Warren Buffett's highest-conviction stocks.

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]]> This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Warren Buffett, the longtime head of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), has delivered an impressive nearly 20% annualised return for shareholders since 1965, doubling the S&P 500's benchmark return. These exceptional results stem from Buffett and his late partner Charlie Munger's business acumen, combined with Berkshire's ability to strategically invest funds generated by its insurance business.

In light of Buffett's stellar track record, let's examine a few of his favourite stocks and whether you should buy and hold them for the long term.

1. Berkshire Hathaway

Let's start with Buffett's favourite business: Berkshire Hathaway, with its Class B shares trading around $475 per share. The conglomerate holding company owns a majority stake in more than 60 businesses, like Dairy Queen and GEICO. Additionally, the company has a portfolio of over 40 stocks totalling $300 billion in value, with its largest stakes in Apple, American Express, and Bank of America.

Berkshire recently reported its third-quarter 2024 earnings, with slight revenue and operating earnings declines compared to Q3 2023. Specifically, Berkshire delivered $93 billion in revenue and $10.1 billion in operating earnings, a drop of 0.2% and 6.2%, respectively.

While those numbers appear uninspiring on the surface, it's important to note that Berkshire's insurance business can be cyclical, which played out to the company's detriment in its recent quarter. Notably, insurance losses reached $15.2 billion, up 10.5% year over year, and underwriting expenses cost the company $4.9 billion, an increase of 41.1% year over year.

The biggest bull case for Berkshire is undoubtedly its $325 billion pile of cash and cash equivalents, making it arguably the company most prepared for a market downturn and a perfect hedge play for individual investors. When that will be is anybody's guess, but as Buffett awaits to deploy Berkshire's cash hoard, the company will earn approximately $14 billion annually at the current 4.5% Treasury bill rate.

2. Chubb Limited

Berkshire also recently purchased a 6.7% stake in Chubb Limited (NYSE: CB). This Switzerland-based company, known for property and casualty insurance, trades for $285 per share and has surged 25% in 2024 following record revenue and operating income.

During Q3 2024, Chubb generated $14.9 billion in revenue and $2.3 billion in operating income, up 14.3 billion, representing a year-over-year increase of 7.2% and 14.3%, respectively. Notably, Chubb did have an increase of pre-tax catastrophe losses of $765 million during the quarter, an increase of $95 million, including $250 million attributable to Hurricane Helene.

The company's balance sheet is healthy, with $23.8 billion in net cash, even after it acquired Healthy Paws, a leading pet insurance provider, for an undisclosed price, and increased its controlling stake in Huatai Group, a Chinese-based insurance and financial services company.

Additionally, management consistently returns capital to shareholders through dividends and share repurchases. Chubb has paid and raised its dividend for 15 consecutive years and currently pays a quarterly dividend of $0.91 per share, equating to an annual yield of 1.3%. Also, management has repurchased 10.8% of its outstanding shares over the past five years.

In a recent shareholder letter, Buffett talked about the stockholder benefit of the capital allocation strategy, saying, "The math isn't complicated: When the share count goes down, your interest in our many businesses goes up."

Chubb trades at a hefty price-to-book value of 1.75, which is near the high end of its five-year median. Still, given its record revenue and earnings, robust balance sheet, and shareholder-friendly history, the stock appears deserving of its high valuation.

CB Price to Book Value Chart

CB Price to Book Value data by YCharts

3. DaVita

Berkshire owns a 44% stake in the final stock on the list, DaVita (NYSE: DVA), a healthcare company specialising in outpatient kidney dialysis services. Trading at around $164 per share, it has delivered an outstanding 54% return in 2024.

As of Sept. 30, DaVita provided dialysis services to approximately 265,400 patients across 3,113 outpatient centres, 85% of which were located in the United States. In its latest reported quarter, the company achieved record financial results, generating $3.3 billion in revenue and $535 million in operating income.

The company does have some balance sheet concerns, considering it has $8.5 billion in net debt and a market capitalisation of $13.5 billion. That debt is also gradually costing more to service each quarter as interest rates remain elevated, carrying an expense of $134.6 million for Q3 2024, an increase of $37 million from Q2 2024.

Still, with its trailing 12-month free cash flow of $1.4 billion, management could pay it down if it so chooses. Instead, management is aggressively buying back its stock, lowering its shares outstanding by 36% over the past five years, suggesting it believes the company is undervalued at a price-to-free-cash-flow ratio of 10.4.

DVA Shares Outstanding Chart

DVA Shares Outstanding data by YCharts

Finally, DaVita does have long-term growth potential as it is expected to expand into new markets. In fact, earlier this year, it unveiled plans to strengthen its presence in Brazil and Colombia and to establish operations in Chile and Ecuador for the first time.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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