Warren Buffett Has Been Waiting For The Sell-Off - His 4 Safest Dividend Stocks

"Berkshire Hathaway Inc. ( NYSE: BRK-B) reported better-than-expected results for the third quarter, thanks to some outstanding performance from the insurance companies in the portfolio. The company's Q3 2025 earnings increased to nearly $30.8 billion, a substantial rise driven by improved operating profits and higher investment gains. The company's cash reserves increased to a record $382 billion, while Buffett continued to be a net seller of stocks, with sales totaling $12.5 billion compared to $6.4 billion in purchases. The company beat estimates, with a massive 34% year-over-year increase in operating earnings to $13.485 billion. This was primarily driven by a surge in insurance underwriting income, which grew by over 200%."

"Warren Buffett now owns more Treasury bills than the Federal Reserve. There can be only one reason for this: he's worried that the stock market is way overbought and too expensive. Once again, no Berkshire Hathaway stock was repurchased, and Buffett remained a net seller of stocks in the third quarter by parting with approximately $12.5 billion of stock and buying about $6.4 billion. This marks the 12th consecutive quarter of net selling, contributing to a record cash pile of $382 billion."

"Despite the strong earnings performance for the third quarter, Berkshire Hathaway is underperforming the S&P 500 by a significant margin in 2025, gaining just 5.5% compared to an almost 16% gain for the venerable index. Long-time investors and Buffett mavens are familiar with his quote, "His favorite holding for an S&P 500 stock is forever", so it's not surprising to report that for all of the success and stature Berkshire Hathaway has in the investment world, 5 top companies make up almost 67% of the fund's total holdings."

Berkshire Hathaway reported Q3 2025 earnings of nearly $30.8 billion driven by improved operating profits and higher investment gains. Operating earnings rose 34% year-over-year to $13.485 billion, fueled by insurance underwriting income that grew over 200%. Cash and equivalents increased to a record $382 billion as Warren Buffett remained a net seller of stocks, selling about $12.5 billion while buying $6.4 billion, marking the 12th consecutive quarter of net selling and no share repurchases. Berkshire underperformed the S&P 500 in 2025, gaining 5.5% versus the index's nearly 16%. Five top holdings account for almost 67% of the portfolio.

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