Analysis published 23 Oct 2026

AI-generated · cited to primary sources · not investment advice

Berkshire Hathaway Inc. (BRK.A) Mar 2026 Filing Analysis

01 · Management Credibility

Does management do what it says?

Not yet dueInsurance And Risk Transfer M&A and Portfolio Action
77/100

The acquisition closed on January 2, 2026, after the previously expected fourth-quarter 2025 timing. The transaction was completed, although later than the stated timeline. (2 met, 1 not yet due across 3 tracked commitments)

“On February 15, 2026, PacifiCorp and Portland General Electric Company and an affiliate of Portland General Electric Company (together, the “PGE Entities”) entered into an Asset Purchase and Service Area Transfer Agreement to sell to the PGE Entities certain PacifiCorp assets and liabilities associated with PacifiCorp’s Washington operations for a base sales price of $1.9 billion in cash. The transaction is subject to various regulatory approvals and customary closing conditions and is expected to close in the first half of 2027.”

Berkshire Hathaway Inc. Common Stock · Quarterly Report · Mar 2026 · p.24
RevisedInsurance And Risk Transfer Product or Capex Inflection
57/100

This Q1 2026 report does not provide actual capital expenditures for the remainder of 2025, so delivery against the forecast cannot be assessed from this document. (2 not yet due, 1 revised across 3 tracked commitments)

“Future sales and earnings growth will depend on successfully increasing production and expanding capacity, as necessary, to meet customer demand.”

Berkshire Hathaway Inc. Common Stock · Quarterly Report · Mar 2026 · p.38

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