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Warren Buffett's Berkshire Hathaway has invested over $73 million in VeriSign, acquiring nearly 14% of the company. Despite Buffett's historical aversion to tech stocks, VeriSign's significant share buybacks and strong cash flow appeal to his investment strategy. Analysts remain mixed on the stock, with two buy ratings and one sell, but its recent breakout could signal potential for growth.
Warren Buffett's Berkshire Hathaway has invested over $73 million in VeriSign, acquiring nearly 14% of the company as of March 2025. Despite Buffett's historical aversion to tech stocks, VeriSign's significant share buybacks and its near-monopoly position in its industry align with his investment principles. Analysts remain mixed on the stock, with two buy ratings and one sell, but its potential for a rally could attract more attention if Wall Street turns bullish.
Constellation Brands, primarily known for its beer business, which accounts for over 80% of sales, is forecasting 4% to 7% sales growth for fiscal 2025 despite recent challenges in the alcohol industry. The company is focusing on premiumization and leveraging its substantial advertising budget to maintain market dominance. Warren Buffett recently invested $1.3 billion in Constellation, highlighting its long-term value potential, even as the stock faces pressures from tariffs and disappointing wine and spirits sales.
Warren Buffett's Berkshire Hathaway significantly reduced its stake in Bank of America, dropping to 680 million shares, and sold off other bank stocks, including Citigroup and Capital One. The firm added only one new investment, Constellation Brands, while increasing positions in Domino's Pizza and Pool Corp. Despite these cuts, Berkshire's US stock portfolio value rose to $267 billion, bolstered by gains in several holdings, as the company amassed over $300 billion in cash.
Warren Buffett's fourth-quarter trades will be disclosed today, but his favorite stock—Berkshire Hathaway shares—won't appear in the 13F filing due to ongoing buybacks totaling nearly $78 billion since mid-2018. Despite a historically pricey market, Buffett continues to find value, recently increasing stakes in Sirius XM, Occidental Petroleum, and VeriSign. Investors will have to wait for Berkshire's quarterly results in two weeks for more details on Buffett's preferred investments.
Occidental Petroleum stands to gain significantly from rising crude oil prices, while Berkshire Hathaway's recent Form 4 filings reveal purchases of VeriSign, a legal monopoly with strong pricing power and a 69% operating margin. Warren Buffett's preferred investment, shares of Berkshire itself, remains undisclosed until the company's quarterly results, as buybacks have surged since 2018, rewarding shareholders by increasing their ownership stakes.
Warren Buffett is expected to report his ninth consecutive quarter as a net seller of stocks, with a cumulative total of $166.2 billion in net selling since October 2022. Despite purchasing $795.8 million in stocks like Sirius XM and Occidental Petroleum, he sold $1.275 billion in Bank of America shares during the fourth quarter. This selling trend has contributed to Berkshire Hathaway's record cash balance of $325.2 billion.
Warren Buffett's Berkshire Hathaway has over 25% of its $300 billion portfolio invested in four tech stocks, primarily Apple, which alone constitutes 23.5% of the total. Other holdings include VeriSign, Amazon, and Nu Holdings, with Amazon being highlighted for its strong growth potential in e-commerce and cloud services. Despite their varying growth rates, none of these stocks offer significant dividends, with Apple providing a modest yield of 0.42%.
Warren Buffett's Berkshire Hathaway has over 25% of its $300 billion portfolio invested in four tech stocks, primarily Apple, which alone accounts for 23.5% with a stake worth $70.5 billion. Other significant holdings include VeriSign ($2.8 billion), Amazon ($2.4 billion), and Nu Holdings ($1 billion), with varying market caps and forward P/E ratios. While Buffett's tech investments reflect a shift in strategy, valuation remains a key consideration, as none of these stocks are particularly cheap at present.
Warren Buffett is holding a record cash level of $325 billion, the highest since 1990, indicating caution amid a booming stock market. Despite cutting positions in major holdings like Apple and Bank of America, he continues to seek opportunities, recently increasing his stake in VeriSign. Buffett's strategy emphasizes being selective and patient, especially when market valuations are high, as reflected in the elevated Shiller CAPE ratio.
VeriSign, Inc.
Companies
| Symbol | VRSN |
| Name | VeriSign, Inc. |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Software & Services |
| Industry | Software |
| Market | NASDAQ Global Select |
| Country | United States |
| State | VA |
| City | Reston |
| Zipcode | 20190 |
| Website | http://www.verisign.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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