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October 30, 2025 2 mins
# Berkshire Hathaway's Strategic Moves: UnitedHealth Investment, Market Performance, and Future Outlook

Explore Berkshire Hathaway's current market position as shares trade at $738,000, up 8% in 2024 but trailing the S&P 500's 17% gain. This episode examines their headline-making acquisition of 5 million UnitedHealth Group shares and what this strategic healthcare sector investment signals about Warren Buffett's value-hunting approach. We analyze Wall Street's cautious optimism with price targets around $735,000 and discuss how the company's steady performance metrics and diversified portfolio continue to attract long-term investors despite succession planning questions. Discover why Berkshire remains a defensive investment powerhouse in 2025 and what its recent moves tell us about the conglomerate's future direction under evolving leadership.

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Episode Transcript

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Speaker 1 (00:00):
Berkshire Hathaway's Class A shares are trading at roughly seven
hundred thirty eight thousand United States dollars as of the
latest available close in late October twenty twenty five. This
price marks an increase of about eight percent since the
beginning of the year, though it still lags behind the
broader United States equity market, with some sources noting year
to date gains closer to five percent, while the S

(00:21):
and P five hundred has risen a much stronger seventeen percent.
Recent trading volumes for Berkshire Hathaway have been steady, with
no major surges or drops relative to its historical average,
reflecting a continued interest from long term investors rather than
speculative traders. One headline making event was Birchshire Hathaway's recent

(00:42):
purchase of approximately five million shares in United Health Group.
This significant investment resulted in a notable boost in the
target company's share price and signals confidence in both the
health care sector and in Berkshire's ability to find value opportunities.
News like this often reminds the market of Bircher's strength
in making long term, opportunistic acquisitions that can move shares,

(01:06):
both for itself and for the companies of targets. Wall
Street analysts are generally neutral to positive on birchsher Hathaway
at current levels. The consensus price target hovers near seven
hundred thirty five thousand United States dollars, representing limited upside
in the near turn, as reflected by one buy and
three hold ratings from major analysts. The highest analyst target

(01:30):
is from Brian Meredith at UBS, who believes the stock
could eventually climb to just under nine hundred thousand United
States dollars. Meanwhile, the company's trailing price to earnings ratio
is around sixteen, and its operating and profit margins remains
strong despite sluggish revenue growth in the latest quarter. There
is also some renewed discussion around succession planning as the

(01:51):
legendary Warren Buffett advances in age, with some market participants
viewing uncertainty about future leadership as a modest overhang on
the stock's potential. However, the business continues to perform well,
with a broad and diversified portfolio of insurance, utilities, manufacturing,
and significant public equity holdings that help anchor its reputation

(02:12):
as a defensive and stable investment. In summary, Berkshire Half
Away remains a powerful market player, navigating twenty twenty five
with discipline and a careful eye on long term value,
while investors and market watchers keep a close eye on
both its investment moves and leadership evolution
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