BRK-B Stock Today, January 15: Buffett’s $100B Hunt Piles Capital Pressure
Canadian investors are watching the Warren Buffett $100B deal narrative closely. Berkshire’s record cash and leadership shift to Greg Abel CEO now put capital deployment in focus. Berkshire’s Class B shares, BRK-B, recently traded near $494.88 as markets weighed buybacks, M&A, and earnings on February 21, 2026. With Berkshire Hathaway cash at $381.6 billion after portfolio trims and OxyChem’s $9.7 billion purchase, the next move matters for RRSP and TFSA holders. We break down price action, technicals, and what the Buffett interview CNBC headlines imply for Canada.
BRK-B stock snapshot: price, trend, and levels
BRK-B is around $494.88, down 0.07% on the session, with a $492.00 low and $497.60 high. The 52-week range is $453.27 to $542.07. EPS is 31.25 and the P/E sits near 15.82. Shares trade close to the 50-day average of $499.92 and the 200-day at $496.86. Next earnings are slated for February 21, 2026.
Momentum is neutral. RSI is 49.58 and ADX 13.5 signals no strong trend. MACD is mildly negative. Price sits near the lower Bollinger Band at 494.17 with the middle band near 500.05. ATR is 6.32, implying modest swings. Initial support is 492. A close above 500 to 506 could open a retest of 514 to 521 forecasts.
Buffett’s $100B hunt and the Berkshire Hathaway cash overhang
Reports say Warren Buffett had about $100 billion ready for the right deal but saw no sensible price, even after trimming Apple and Bank of America and closing the $9.7 billion OxyChem purchase. Berkshire Hathaway cash reached a record $381.6 billion. See the CNBC report and the Business Insider interview.
With Greg Abel CEO, investors want a clear playbook. Berkshire can pursue large, cash-generative assets, expand energy and infrastructure, or accelerate buybacks if valuation is attractive. The cost of waiting is real if inflation stays sticky. Execution discipline is key, but the mandate is simple: convert Berkshire Hathaway cash into durable earnings without overpaying.
Capital deployment: M&A, buybacks, and valuation signals
A Warren Buffett $100B deal would likely target regulated utilities, industrials, or energy assets with steady cash flow. Valuations remain a hurdle, and antitrust review can delay closings. For Canadians, a cross-border purchase could ripple through TSX energy and infrastructure. We think Berkshire will stay price-sensitive, emphasizing quality assets with long contracts and inflation pass-through.
Berkshire does not pay a dividend, so buybacks are the main lever. With book value per share at 324.46 and P/B near 1.52, repurchases look most accretive when the share price trails intrinsic value growth. Cash per share is 176.80, yet free cash flow yield is about 1.81%. Our B+ stock grade says BUY, while a separate company rating reads Neutral.
Why this matters in Canada
Many Canadians own BRK-B for diversified exposure to insurance, rail, and utilities. A Warren Buffett $100B deal could shift sector sentiment, particularly for energy, industrials, and financials on the TSX. USD exposure also matters. A stronger loonie can weigh on returns, while a weaker CAD can lift them for unhedged Canadian investors.
Use levels. Support sits near 492 and resistance near 500 to 506. Consider staged entries rather than a single buy. Watch the February 21 earnings for buyback disclosure and capital allocation color. Track Buffett interview CNBC updates and any hints from Greg Abel CEO. Monitor Bank of Canada moves that influence CAD and risk appetite.
Final Thoughts
Here is our bottom line for Canadian investors. The Warren Buffett $100B deal theme highlights a clear issue: a massive $381.6 billion cash pile that needs a smart home. Until a sensible acquisition appears, we see buybacks as the most flexible tool, especially near the 500 level. Technically, BRK-B is neutral, with support around 492 and a potential momentum turn above 500 to 506. We would prepare a watchlist, set alerts, and size positions in steps ahead of February 21 earnings. Keep an eye on currency effects in RRSPs and TFSAs, and look for concrete signals from Greg Abel on capital deployment. Patience and price discipline remain your edge.
FAQs
What is the Warren Buffett $100B deal and why does it matter now?
It refers to Buffett’s willingness to spend about $100 billion on a single, sensibly priced acquisition. He did not find one, so Berkshire sits on record cash. That idle cash raises pressure to act. A well-priced deal could lift long-term earnings power, while waiting preserves flexibility but may drag on near-term returns.
How large is Berkshire Hathaway cash and what does it imply for BRK-B?
Berkshire Hathaway cash is about $381.6 billion. That war chest gives optionality for a large acquisition or faster buybacks. The trade-off is opportunity cost if markets rise while cash earns less. Investors will watch if management converts cash into higher return assets without overpaying during a late-cycle valuation phase.
What might Greg Abel CEO prioritize with capital in 2026?
Expect discipline first. He can target regulated utilities, energy infrastructure, or industrial assets with durable cash flow, or lean into buybacks if shares sit below intrinsic value. Clear guidance on hurdle rates, risk, and integration will be key signals. We will also watch whether divestitures or portfolio trims free more capital.
Is BRK-B attractive today and which levels matter most?
BRK-B trades near $494.88 with neutral momentum. RSI is 49.58 and ADX is 13.5. Support is around 492. A sustained push above 500 to 506 would improve momentum. For long-term buyers, staged entries and attention to buyback activity and earnings on February 21 can help balance valuation and timing.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
