Berkshire Hathaway stock lags the S&P 500 as 2026 gains stay modest

Published on 09/14/2026 at 21:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Berkshire Hathaway stock is roughly 10 percentage points behind the S&P 500 on a year to date basis as of September 13, 2026, with class B shares near USD 510. Recent articles highlight modest share gains and underscore long term confidence in the conglomerate’s portfolio strength.

Fotorealistischer Konglomerat-Campus mit Bürotürmen, Gleisen und Industrie bei Sonnenuntergang — Berkshire Hathaway (B) als diversifizierter Konzern mit ISIN US0846707026 – Luftaufnahme Konglomerat-Campus, Illustration mit AI erstellt.

Berkshire Hathaway stock (ISIN US0846707026) is trading near USD 510 for its class B shares on the New York Stock Exchange, leaving the conglomerate about 10 percentage points behind the S&P 500 on a year to date basis as of September 13, 2026 according to The Motley Fool.

Stock performance and recent trading

Per a recent trading overview, Berkshire Hathaway Inc. class B shares closed around USD 510 on the New York Stock Exchange on September 11, 2026, marking a daily gain of roughly 0.7 percent from the prior close as reported by Ad-hoc-news.

Over the same stretch in 2026, the S&P 500 index has gained about 11 percent, while Berkshire Hathaway’s class B shares are up around 2 percent, illustrating a roughly 9 to 10 percentage point performance gap between the stock and the broad US market as highlighted by The Motley Fool.

Recent fundamentals and portfolio income

Recent coverage of Berkshire Hathaway’s portfolio income underscores the role of stable dividend streams from major holdings in 2026. According to 24/7 Wall St on September 14, 2026, Berkshire disclosed 400,000,000 Coca-Cola shares, representing 10.86 percent of its disclosed equity portfolio, and the share count remained unchanged compared with the prior quarter.

In the same filing snapshot, Berkshire reported 84,375,856 Chevron shares, equating to 4.67 percent of the disclosed portfolio, with the position also unchanged from the previous quarter per 24/7 Wall St.

Chevron paid a quarterly dividend of USD 1.78 per share on September 10, 2026, matching the prior two quarterly payments and up from USD 1.71 per share through 2025, which means Berkshire’s Chevron stake generated about USD 150.2 million in dividend income for that payment alone, compared with roughly USD 144.3 million for a comparable dividend in 2025, a historical reference again cited by 24/7 Wall St.

Analyst and valuation context

Recent analyst statistics for Berkshire Hathaway’s class A shares provide a snapshot of professional expectations. According to Stock Analysis as of September 13, 2026, the average price target for BRK.A stands at USD 780,714.50, which is 9.54 percent higher than the then current share price, and the consensus rating from two analysts is Buy.

A separate overview of Berkshire Hathaway class B shares compiled by Perplexity finance on September 14, 2026 lists a current BRK.B price of USD 515.17 alongside an analyst consensus price target of USD 604, implying upside of about 17.2 percent relative to that snapshot level.

Closing price and investor view

As of the last completed trading day referenced, Berkshire Hathaway stock’s class B shares closed around USD 510 on the New York Stock Exchange, modestly higher than the prior session and still trailing the broader S&P 500’s roughly 11 percent gain for 2026, a performance gap that long term oriented investors will weigh against the company’s substantial, dividend rich portfolio.