Up to date on August twenty eighth, 2025 by Bob Ciura
To spend money on nice companies, it’s a must to discover them first. That’s the place Warren Buffett is available in…
Berkshire Hathaway (BRK.B) has an fairness funding portfolio price roughly $258 billion.
Berkshire Hathaway’s portfolio is crammed with high quality shares. You may ‘cheat’ from Warren Buffett shares to seek out picks in your portfolio. That’s as a result of Buffett (and different institutional traders) are required to periodically present their holdings in a 13F Submitting.
You may see all of Warren Buffett’s inventory holdings (together with related monetary metrics like dividend yields and price-to-earnings ratios) by clicking on the hyperlink under:
This text analyzes Warren Buffett’s high 20 shares based mostly on data disclosed within the Q2 2025 13F submitting.
Desk of Contents
You may skip to a selected part with the desk of contents under. Shares are listed by share of the overall portfolio, from highest to lowest.
How To Use Warren Buffett Shares To Discover Funding Concepts
Having a database of Warren Buffett shares is extra highly effective when you’ve gotten the power to filter it based mostly on necessary investing metrics.
That’s why this text’s Excel obtain is so helpful…
It lets you search Warren Buffett shares to seek out dividend funding concepts that match your particular portfolio.
For these of you unfamiliar with Excel, this part will present you methods to filter Warren Buffett shares for 2 necessary investing metrics – price-to-earnings ratio and dividend yield.
Step 1: Click on on the filter icon within the column for dividend yield or price-to-earnings ratio.
Step 2: Filter every metric to seek out high-quality shares. Two examples are offered under.
Instance 1: To search out shares with dividend yields above 1% and record them in descending order, click on the ‘Dividend Yield’ filter and do the next:
Instance 2: To search out shares with price-to-earnings ratios under 25 and record them in descending order, click on the ‘Value-to-Earnings Ratio’ filter and do the next:
Warren Buffett & Dividend Shares
Buffett has grown his wealth by investing in and buying companies with robust aggressive benefits buying and selling at honest or higher costs.
Most traders know Warren Buffett seems to be for high quality, however few know the diploma to which he invests in dividend shares:
All of Warren Buffett’s high 10 shares pay dividends
His high 5 holdings have a mean dividend yield of ~2.2% (and make up 70% of his portfolio)
A lot of his dividend shares have paid rising dividends over a long time
Warren Buffett prefers to spend money on shareholder-friendly companies with lengthy monitor information of success.
Preserve studying this text to see Warren Buffett’s 20 highest conviction inventory choices analyzed. These are the 20 shares with the best worth (most weight) in Berkshire Hathaway’s portfolio.
#1: Apple, Inc. (AAPL)
Dividend Yield: 0.4percentP.c of Warren Buffett’s Portfolio: 22.31%
Apple is Berkshire’s largest place by far, due largely to Apple’s superb rally over the previous few years.
The expertise firm designs, manufactures and sells merchandise comparable to iPhones, iPads, Mac, Apple Watch and Apple TV. Apple additionally has a providers enterprise that sells music, apps, and subscriptions.
Apple can also be a high holding of different influential traders, comparable to Kevin O’Leary.
On July thirty first, 2025, Apple reported monetary outcomes for the third quarter of fiscal 12 months 2025. Complete gross sales grew 10% over the prior 12 months’s quarter, to $94.0 billion, because of sustained progress in iPhone, Mac and Companies and each geographic area. Earnings-per-share grew 12%, from $1.40 to $1.57, and exceeded the analysts’ consensus by $0.14.
Notably, Apple has missed the analysts’ estimates solely as soon as within the final 27 quarters. Apple posted document third-quarter gross sales and earnings-per-share.
Going ahead, Apple’s earnings progress can be pushed by a number of elements. One among these is the continuing cycle of iPhone releases, which creates lumpy outcomes. In the long term, Apple ought to be capable of develop its iPhone gross sales, albeit in an irregular style.
Furthermore, in rising nations the place shoppers have rising disposable incomes, Apple ought to be capable of improve the variety of smartphones it’s promoting within the coming years.
As well as, Apple’s Companies unit, which consists of iTunes, Apple Music, the App Retailer, iCloud, Apple Pay, and so on., has recorded a major income progress price lately. Companies revenues develop at a quick price and produce high-margin, recurring revenues.
Click on right here to obtain our most up-to-date Positive Evaluation report on AAPL (preview of web page 1 of three proven under):
#2: American Specific Firm (AXP)
Dividend Yield: 1.0percentP.c of Warren Buffett’s Portfolio: 18.78%
American Specific is one in all Berkshire’s longest-held shares. American Specific is a bank card firm that operates the next enterprise models: US Card Companies, Worldwide Shopper and Community Companies, International Industrial Companies, and International Service provider Companies. American Specific was based in 1850.
When American Specific reported its second quarter earnings outcomes on July 18, the corporate beat the consensus topline estimate barely, by $160 million, because it generated revenues of $17.9 billion throughout the quarter, which was 9% greater than throughout the earlier 12 months’s quarter. The income improve was pushed by greater web curiosity revenue, elevated member spending, and card charges rising properly versus one 12 months earlier.
American Specific was capable of generate earnings-per-share to $4.08 throughout the second quarter, which was up by a compelling 17% 12 months over 12 months. American Specific’ earnings-per-share beat the analyst consensus, as analysts had forecasted decrease earnings-per-share for the quarter.
American Specific forecasts that revenues will develop at a horny tempo within the present 12 months, presently forecasting full-year income progress of round 9%. 2024 was a document 12 months for American Specific in relation to earnings-per-share, and based on administration’s steering, 2025 can be one other document 12 months, with earnings-per-share estimated in a variety of $15.00 to $15.50
Click on right here to obtain our most up-to-date Positive Evaluation report on American Specific (preview of web page 1 of three proven under):
#3: Financial institution of America Company (BAC)
Dividend Yield: 2.2percentP.c of Warren Buffett’s Portfolio: 11.12%
Financial institution of America, headquartered in Charlotte, NC, gives conventional banking providers, in addition to non–banking monetary providers to clients throughout the world. Its operations embody Shopper Banking, Wealth & Funding Administration and International Banking & Markets.
Financial institution of America posted second quarter earnings on July sixteenth, 2025, and outcomes had been blended. Earnings-per-share got here to 89 cents, which was three cents forward of estimates. Earnings had been down from 90 cents in Q1, however greater from 83 cents in final 12 months’s Q2. Income was up 4.2% year-over-year to $26.46 billion, however missed estimates by $270 million.
Web curiosity revenue was up for the fourth consecutive quarter, reflecting eight consecutive quarters of deposit progress and year-over-year mortgage progress of seven%. NII was $14.8 billion, barely lacking estimates, however up from $14.6 billion in Q1, and $13.9 billion a 12 months in the past. Noninterest revenue was $11.8 billion, down from $12.9 billion in Q1 and better from $11.7 billion a 12 months in the past.
Click on right here to obtain our most up-to-date Positive Evaluation report on Financial institution of America (preview of web page 1 of three proven under):
#4: The Coca-Cola Firm (KO)
Dividend Yield: 3.0percentP.c of Warren Buffett’s Portfolio: 10.99%
Coca-Cola is the world’s largest beverage firm, because it owns or licenses greater than 500 distinctive non–alcoholic manufacturers. For the reason that firm’s founding in 1886, it has unfold to greater than 200 nations worldwide.
Coca-Cola now has 30 billion-dollar manufacturers in its portfolio, which every generate no less than $1 billion in annual gross sales.
Supply: Investor Presentation
Coca-Cola posted second quarter earnings on July twenty second, 2025, and outcomes had been considerably blended. Adjusted earnings-per-share got here to 87 cents, which was three cents forward of estimates. Income was up 0.8% year-over-year to $12.5 billion, lacking estimates by $80 million.
Natural income was up 5%, together with 6% progress in pricing and blend, partially offset by a 1% decline in volumes. The corporate nonetheless expects to ship 5% to six% progress in natural income this 12 months, unchanged from prior. Web income is predicted to face a 1% to 2% headwind from foreign money impacts based mostly on present positioning.
Glowing delicate drinks quantity was off 1%, as Coca-Cola fell 1%. Coca-Cola Zero Sugar soared 14% because it grew in all geographic segments. Comparable working margin growth throughout the quarter was as much as 37.1% of income, pushed by natural progress, the timing of selling investments, and efficient price administration. Forex headwinds partially offset a few of that..
Click on right here to obtain our most up-to-date Positive Evaluation report on KO (preview of web page 1 of three proven under):
#5: Chevron Company (CVX)
Dividend Yield: 4.3percentP.c of Warren Buffett’s Portfolio: 6.79%
Chevron is the fourth-largest oil main on the earth based mostly on market cap. Chevron costs some pure gasoline volumes based mostly on the oil worth, which means practically 75% of its output is priced based mostly on the oil worth. In consequence, Chevron is extra leveraged to the oil worth than the opposite oil majors.
Chevron has elevated its dividend for 38 consecutive years, inserting it on the Dividend Aristocrats record.
In early August, Chevron reported (8/1/25) monetary outcomes for the second quarter of 2025. Manufacturing grew 4% over the prior 12 months’s quarter, to a brand new all-time excessive, because of document output within the Permian basin after the acquisition of PDC Vitality. Nevertheless, the corporate was damage by decrease oil costs and better depreciation and working prices.
As well as, refining margins plunged to regular ranges after two years of blowout ranges. In consequence, earnings-per-share fell -31%, from $2.55 to $1.77.
The worth of oil has remained under $70 in current months, as OPEC has begun to revive its output.
Chevron’s output dipped -3% in 2022 nevertheless it grew 4% in 2023 and seven% in 2024 because of sustained progress within the Permian Basin and the acquisition of PDC Vitality. The corporate has greater than doubled the worth of its belongings within the Permian within the final six years because of new discoveries and technological advances.
Click on right here to obtain our most up-to-date Positive Evaluation report on Chevron Company (CVX) (preview of web page 1 of three proven under):
#6: Moody’s Company (MCO)
Dividend Yield: 0.7percentP.c of Warren Buffett’s Portfolio: 4.81%
Moody’s was created again in 1909, turning into the primary firm to research securities and price their funding high quality for traders on a big scale. Moody’s started with its Analyses of Railroad Investments in 1909 and has blossomed into the corporate we all know at this time, with over $6 billion in annual income.
Moody’s posted first quarter earnings on April twenty second, 2025, and outcomes had been higher than anticipated on each the highest and backside traces. Adjusted earnings-per-share got here to $3.83, which was 29 cents forward of estimates. Earnings had been up from $3.37 per share a 12 months in the past.
Income was up 8% year-over-year to $1.92 billion, beating estimates by $40 million. Income was up 11% in Determination Options, up 6% in Analysis and Insights, and up 3% in Information & Data. The corporate additionally famous $3.3 billion in annual recurring income, up by $260 million, or 9%, from a 12 months in the past.
Bills had been $1.08 billion, up from $985 million a 12 months in the past. Adjusted working margin was 51.7% of income, up 100 foundation factors year-over-year.Moody’s minimize steering for the 12 months, slashing 75 cents from the underside finish of steering and 50 cents from the highest. The brand new earnings-per-share vary is $13.25 to $14.00, down from $14.00 to $14.50 prior. We’ve minimize our estimate accordingly and now count on $13.65 for this 12 months.
Free money move is now anticipated to be $2.3 billion to $2.5 billion, down from $2.4 billion to $2.6 billion. Share repurchases are anticipated to be no less than $1.3 billion.
Click on right here to obtain our most up-to-date Positive Evaluation report on Moody’s (preview of web page 1 of three proven under):
#7: Occidental Petroleum (OXY)
Dividend Yield: 2.1percentP.c of Warren Buffett’s Portfolio: 4.32%
Occidental Petroleum is a world oil and gasoline exploration and manufacturing firm with operations within the U.S., the Center East, and Latin America. Whereas the corporate additionally has a midstream and a chemical section, it’s far more delicate to the value of oil than the built-in oil majors.
In early August, Occidental reported (8/6/25) outcomes for the second quarter of 2025. Its manufacturing remained basically flat over the prior quarter whereas its common realized worth of oil declined -10% and its common realized worth of pure gasoline fell -20%.
In consequence, earnings-per-share plunged -55%, from $0.87 to $0.39, although they exceeded the analysts’ consensus by $0.08. Occidental grew its reserves from 4.0 to 4.6 billion final 12 months because of the acquisition of CrownRock.
Attributable to its excessive debt, Occidental is extraordinarily delicate to grease and gasoline costs. As the value of oil has fallen in the direction of $60 recently amid elevated output of OPEC, we now have lowered our forecast for earnings-per-share in 2025 from $2.95 to $2.40.
Click on right here to obtain our most up-to-date Positive Evaluation report on OXY (preview of web page 1 of three proven under):
#8: The Kraft-Heinz Firm (KHC)
Dividend Yield: 5.7percentP.c of Warren Buffett’s Portfolio: 3.26%
Kraft-Heinz is a processed meals and drinks firm which owns a product portfolio that features meals merchandise comparable to condiments, sauces, cheese & dairy, frozen & chilled meals, and toddler weight loss program & vitamin.
When The Kraft-Heinz Firm reported its first quarter earnings outcomes, the corporate reported that its revenues totaled $6.0 billion throughout the quarter, which was down 6.4% in comparison with the revenues that Kraft-Heinz generated throughout the earlier 12 months’s interval.
This was barely worse than what the analyst neighborhood had anticipated, because the consensus estimate was missed by $20 million. Kraft-Heinz’ natural gross sales had been down by 4.7%.
Kraft-Heinz generated earnings-per-share of $0.62 throughout the first quarter, which was above the consensus estimate. Earnings-per-share had been down 10% versus the earlier 12 months’s quarter, which was a weaker outcome in comparison with the earlier quarter, when earnings-per-share had been up 8% year-over-year.
Kraft-Heinz’ administration acknowledged that they see natural web gross sales declining by round 2.5% in 2025, whereas administration is forecasting earnings-per-share to come back in between $2.51 and $2.67 for the present 12 months. This could imply a decline of round 15% versus the earlier 12 months.
Click on right here to obtain our most up-to-date Positive Evaluation report on KHC (preview of web page 1 of three proven under):
#9: Chubb Restricted (CB)
Dividend Yield: 1.4percentP.c of Warren Buffett’s Portfolio: 3.04%
Chubb Ltd is a world supplier of insurance coverage and reinsurance providers headquartered in Zurich, Switzerland. The corporate gives insurance coverage providers together with property & casualty insurance coverage, accident & medical health insurance, life insurance coverage, and reinsurance.
FFor its fiscal second quarter, Chubb Ltd reported web earned premiums of $13.1 billion, which was 7% greater than the online earned premiums that Chubb generated throughout the earlier 12 months’s quarter. Web written premiums had been up 6% yearover-year within the firm’s International P&C enterprise unit, whereas different enterprise models comparable to Life noticed strong progress as properly.
Chubb was capable of generate web funding revenue of $1.57 billion throughout the quarter, or $1.69 billion after changes, which was up by a pleasant 8% in comparison with the earlier 12 months’s interval.Chubb generated earnings-per-share of $6.14 throughout the second quarter, which was above the earlier 12 months’s quarter’s degree.
Chubb’s above-average profitability throughout the quarter will be defined by robust premium progress and average disaster losses that didn’t trigger above-average prices in comparison with different quarters.
Due to written premium progress and tailwinds from share repurchases, Chubb’s earnings may very well be robust within the coming quarters, except the corporate feels an influence from above-average disaster losses, which usually aren’t predictable. Chubb’s e book worth was up barely throughout the interval, ending the quarter at $174.07.
Click on right here to obtain our most up-to-date Positive Evaluation report on Chubb (preview of web page 1 of three proven under):
#10: The Kroger Co. (KR)
Dividend Yield: 2.1percentP.c of Warren Buffett’s Portfolio: 1.39%
Based in 1883 and headquartered in Cincinnati, Ohio, Kroger is one of many largest retailers within the U.S. The corporate has practically 2,800 retail shops beneath two dozen banners, together with gas facilities, pharmacies and jewellery shops in 35 states.
On June twentieth, 2025, Kroger reported first quarter 2025 outcomes for the interval ending Might twenty fourth, 2025. (Kroger’s fiscal 12 months ends the Saturday closest to January thirty first.) For the quarter, Kroger reported $45.1 billion in gross sales, decrease by 0.4% in comparison with Q1 2024 because of the sale of its specialty pharmacy enterprise.
Excluding these things, and gas, gross sales elevated 3.7% in comparison with the 12 months in the past. Adjusted earnings-per-share equaled $1.49 in comparison with $1.43 in 1Q24.
Kroger up to date fiscal 2025 steering. The corporate now expects similar gross sales progress with out gas to be within the vary of two.25% to three.25% however nonetheless expects adjusted earnings-per-share of $4.60 to $4.80.
Click on right here to obtain our most up-to-date Positive Evaluation report on Kroger (preview of web page 1 of three proven under):
#11: Visa Inc. (V)
Dividend Yield: 0.67percentP.c of Warren Buffett’s Portfolio: 1.14%
Visa is the world’s chief in digital funds, with exercise in additional than 200 nations. The corporate’s international processing community gives safe and reliable funds world wide and is able to dealing with greater than 65,000 transactions a second.
On July twenty ninth, 2025, Visa reported third quarter 2025 outcomes for the interval ending June thirtieth, 2025. (Visa’s fiscal 12 months ends September thirtieth.) For the quarter, Visa generated income of $10.2 billion, adjusted web revenue of $5.8 billion and adjusted earnings-per-share of $2.98, marking will increase of 14%, 19% and 23%, respectively.
These outcomes had been pushed by an 8% acquire in Funds Quantity, a 12% acquire in Cross-Border Quantity and a ten% acquire in Processed Transactions. Visa processed 65.4 billion transactions within the quarter.
Through the quarter, Visa returned $6.0 billion to shareholders by way of dividends and share repurchases. Visa repurchased 14 million shares of sophistication A typical inventory within the quarter for $4.8 billion. It nonetheless has $29.8 billion obtainable on its share repurchase authorization. For fiscal 2025, administration expects excessive single digit to low double-digit web income progress and low-teens EPS progress.
Click on right here to obtain our most up-to-date Positive Evaluation report on Visa (preview of web page 1 of three proven under):
#12: Mastercard Inc. (MA)
Dividend Yield: 0.51percentP.c of Warren Buffett’s Portfolio: 0.87%
MasterCard is a world chief in digital funds. The corporate companions with 25,000 monetary establishments world wide to offer an digital fee community. MasterCard has greater than 3.1 billion credit score and debit playing cards in use.
On July thirty first, 2025, MasterCard introduced second quarter outcomes for the interval ending June thirtieth, 2025. For the quarter, income grew 15.7% to $8.1 billion, which was $120 million greater than anticipated. Adjusted earnings-per-share of $4.15 in contrast favorably to $3.59 within the prior 12 months and was $0.13 forward of estimates.
On a neighborhood foreign money foundation, gross greenback volumes for the quarter grew 9% worldwide to $2.63 trillion throughout the quarter, with the U.S. up 6% and the remainder of the world rising 10%. Cross border volumes remained robust, bettering 17% from the prior 12 months.
Switched transactions had been up 10% to 43.5 billion and playing cards in use grew 6% to three.58 billion. Bills elevated 15% to $3.4 billion. The adjusted working margin expanded 50 foundation factors to 59.9%.
The corporate repurchased 4.2 million shares at a mean worth of ~$547 throughout the quarter. Quarter-to-date via July twenty eighth, 2025, MasterCard repurchased a further 1.8 million shares at a mean worth of ~$556.
Click on right here to obtain our most up-to-date Positive Evaluation report on Mastercard (preview of web page 1 of three proven under):
#13: Amazon Inc. (AMZN)
Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.85%
Amazon is a large tech firm. It’s a web based retailer that operates a large e-commerce platform the place shoppers should buy just about something with their computer systems or smartphones. Amazon is a mega-cap inventory with a market cap above $2 trillion. It operates via the next segments:
North America
Worldwide
Amazon Internet Companies
The North America and Worldwide segments embody the worldwide retail platform of client merchandise via the corporate’s web sites. The Amazon Internet Companies section sells subscriptions for cloud computing and storage providers to shoppers, start-ups, enterprises, authorities companies, and educational establishments.
Amazon’s e-commerce operations fueled its huge income progress over the previous decade.
#14: Constellation Manufacturers (STZ)
Dividend Yield: 2.5percentP.c of Warren Buffett’s Portfolio: 0.85%
Constellation Manufacturers was based in 1945. The $33 billion market cap firm produces and distributes alcoholic drinks together with beer, wine, and spirits. It’s the third largest beer firm within the U.S., and imports and sells beer manufacturers comparable to Corona, Modelo Especial (the #1 Beer in U.S.), Modelo Negra, and Pacifico.
As well as, Constellation has many wine manufacturers together with Robert Mondavi and Kim Crawford, in addition to spirits manufacturers together with Casa Noble Tequila, and Excessive West Whiskey. The corporate additionally has a stake in hashish firm Cover Progress.
On April ninth, 2025, Constellation Manufacturers reported fourth quarter fiscal 2025 outcomes for the interval ending February twenty eighth, 2025. For the quarter, the corporate recorded $2.16 billion in web gross sales, up by 1% in comparison with the identical prior 12 months interval. Beer gross sales had been flat year-over-year, whereas wine and spirits gross sales rose by 5%.
Comparable earnings-per-share equaled $2.63 for the quarter, which was 14% greater in comparison with This autumn 2024, and $0.36 forward of analyst estimates.
Constellation Manufacturers offered its fiscal 2026 outlook. The corporate expects adjusted earnings-per-share of $12.60 to $12.90 for the complete fiscal 12 months.
Click on right here to obtain our most up-to-date Positive Evaluation report on STZ (preview of web page 1 of three proven under):
#15: UnitedHealth Group (UNH)
Dividend Yield: 2.9percentP.c of Warren Buffett’s Portfolio: 0.61%
UnitedHealth dates again to 1974 when Constitution Med was based by a bunch of well being care professionals on the lookout for methods to increase healthcare choices for shoppers. It produces about $445 billion in income yearly.
The corporate has two main reporting segments: UnitedHealth and Optum. The previous gives international healthcare advantages to people, employers, and Medicare/Medicaid beneficiaries.
The Optum section is a providers enterprise that seeks to decrease healthcare prices and optimize outcomes for its clients.
UnitedHealth posted second quarter earnings on July twenty ninth, 2025, and outcomes had been a lot worse than anticipated, together with a large steering minimize for the stability of the 12 months. Adjusted earnings-per-share for Q2 got here to $4.08, which was 37 cents gentle of estimates. Income was up 13% year-over-year, assembly estimates at $112 billion. Each of the businesses main working segments posted progress as soon as once more.
The corporate’s consolidated medical care ratio was 89.4%, 430 foundation factors worse than final 12 months’s Q2. The rise was attributable to medical price tendencies “considerably” exceeding pricing tendencies. That features each unit prices and the depth of providers delivered, together with the continuing results of Medicare funding reductions.
Days claims payable of 44.5 was down from 45.5 within the first quarter, and fractionally greater from the year-ago interval. Working prices had been 12.3%, higher than the 13.3% a 12 months in the past.
Full-year working price ratio is predicted to be 12.75%, plus or minus 0.25%. Steerage for this 12 months was minimize to $445 billion in income, down about 1%. Earnings had been slashed from ~$21 in adjusted earnings-per-share to simply $16.
Click on right here to obtain our most up-to-date Positive Evaluation report on UNH (preview of web page 1 of three proven under):
#16: Capital One Monetary (COF)
Dividend Yield: 1.1percentP.c of Warren Buffett’s Portfolio: 0.59%
Capital One Monetary Corp. is likely one of the largest suppliers of MasterCard and Visa bank cards within the U.S. and gives numerous monetary services and products in america, Canada, and the UK. It operates via three segments: Credit score Card, Shopper Banking, and Industrial Banking.
The corporate had $348.0 billion in deposits and $478 billion in belongings beneath administration as of the top of 2023, making it the tenth largest financial institution within the US.
On April twenty fifth, 2024, Capital One launched its first quarter 2024 outcomes for the interval ending March thirty first, 2024. For the quarter, web revenue was $1.3 billion, or $3.13 per diluted frequent share, in contrast with $1.67 per diluted frequent share, within the fourth quarter of 2023.
Click on right here to obtain our most up-to-date Positive Evaluation report on COF (preview of web page 1 of three proven under):
#17: Aon plc (AON)
Dividend Yield: 0.81percentP.c of Warren Buffett’s Portfolio: 0.57%
Aon is an expert providers agency headquartered in London, United Kingdom. The corporate gives quite a lot of providers together with consulting, threat administration, and well being plan administration.
Aon has roughly 500 places of work worldwide that serve 120 nations via a workforce that numbers about 50,000.
Aon posted second quarter earnings on July twenty fifth, 2025, and outcomes had been barely higher than anticipated. Earnings got here to $3.49 per-share on an adjusted foundation, beating estimates by eight cents. Earnings had been down sharply from $5.67 1 / 4 in the past. Income was up nearly 11% year-over-year to $4.16 billion, according to expectations. Natural income progress for Q2 was 6%.
Adjusted working margin was 28.2% of income, up 80 foundation factors for the quarter. Free money move was $732 million, up 59% year-over-year. The corporate closed eight acquisitions via June, representing about $20 million in EBITDA.
Restructuring financial savings had been $35 million in Q2. Aon returned $411 million to shareholders throughout the quarter, with $250 million allotted to share repurchases. Complete working bills had been $3.3 billion, up from $3.1 billion a 12 months in the past. .
Click on right here to obtain our most up-to-date Positive Evaluation report on Aon (preview of web page 1 of three proven under):
#18: Domino’s Pizza (DPZ)
Dividend Yield: 1.5percentP.c of Warren Buffett’s Portfolio: 0.46%
Domino’s Pizza was based in 1960. It’s the largest pizza firm on the earth based mostly on international retail gross sales. The corporate operates greater than 21,000 shops in additional than 90 nations.
It generates practically half of its gross sales within the U.S. whereas 99% of its shops worldwide are owned by unbiased franchisees.
In late April, Domino’s reported (4/28/25) monetary outcomes for the primary quarter of fiscal 2025. Its U.S. same-store gross sales dipped -0.5% however its worldwide same-store gross sales rose 3.7% over the prior 12 months’s quarter. Earnings-per-share grew 21%, from $3.58 to $4.33, largely because of a re-measurement of the funding of the corporate in DPC Sprint and a decrease share rely.
Earnings-per-share exceeded the analysts’ consensus by $0.26. Domino’s has overwhelmed the analysts’ estimates in 9 of the final 10 quarters. It nonetheless expects to develop its international retail gross sales and its working revenue by 7% and eight% per 12 months, respectively, till the top of 2028.
Click on right here to obtain our most up-to-date Positive Evaluation report on DPZ (preview of web page 1 of three proven under):
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#19: Ally Monetary (ALLY)
Dividend Yield: 2.9percentP.c of Warren Buffett’s Portfolio: 0.44%
Ally Monetary gives monetary providers to shoppers, companies, automotive sellers and company purchasers. Its segments embody Automotive Finance Operations, Insurance coverage Operations, Mortgage Finance Operations, and Company Finance Operations.
Its providers embody time period loans, traces of credit score, fleet financing, car financing, business insurance coverage merchandise, and so on. Ally Monetary additionally has a held-for-investment client mortgage finance mortgage portfolio with mortgages that had been originated by third events. The corporate was based in 1919 and is headquartered in Detroit, MI.
Ally Monetary reported its second quarter earnings outcomes on July 17. The corporate reported that its revenues totaled $2.04 billion throughout the quarter, which was down 2% in comparison with Ally Monetary’s revenues one 12 months earlier.
Ally Monetary originated nearly $10 billion in new client auto loans throughout the quarter and hit a retail deposits degree of $142 billion on the finish of the quarter. The considerably decrease income technology impacted earnings negatively, which was to be anticipated. Larger provisioning for credit score losses, up $30 million year-over-year, additional pressured Ally Monetary’s revenue margins throughout the latest quarter.
Ally Monetary’s earnings-per-share throughout the second quarter had been nonetheless greater than anticipated, as Ally Monetary generated earnings of $0.97 per share, which beat estimates simply. For the present 12 months, fiscal 2024, earnings-per-share are forecasted to extend barely versus fiscal 2023.
Click on right here to obtain our most up-to-date Positive Evaluation report on ALLY (preview of web page 1 of three proven under):
#20: Pool Company (POOL)
Dividend Yield: 1.57percentP.c of Warren Buffett’s Portfolio: 0.39%
Pool Company sells all varieties of pool merchandise via its community of gross sales facilities. The enterprise sells pool upkeep merchandise (like chemical substances, cleaners, filters, and pumps), supplies for rebuilding above and in-ground swimming pools (like liners and irrigation gear), and even constructing supplies like tiles and pure stones for hardscaping round swimming pools. The corporate has 451 gross sales facilities throughout North America, Europe, and Australia.
Traders would possibly shrink back from this enterprise considering that since swimming pools are a extremely discretionary product, this enterprise is just too. Nevertheless, we don’t imagine that to be the case. Within the US, the pool trade makes 64% of revenues from upkeep and restore, 14% from new pool development, and 22% of revenues from rework, renovation, and improve. Though buying a brand new pool is a discretionary buy, as soon as the pool is within the floor, numerous the upkeep and maintenance prices turn out to be mandatory prices, which permits Pool Corp to learn from recurring revenues.
Administration reported that in 2024, about 64% of revenues got here from non-discretionary purchases (comparable to upkeep and restore merchandise), 22% of revenues from renovation and rework merchandise, and the remaining 14% of gross sales are new development merchandise.
On April thirtieth, 2025, Pool Corp introduced a 4% improve within the quarterly dividend to $1.25 per share.
On July twenty fourth, 2025, Pool Corp reported second quarter 2025 outcomes for the interval ending June 30, 2025. The corporate earned $5.17 per share for the quarter, which was a 4% improve in comparison with Q2 2024 outcomes. Web gross sales elevated 1% to $1,785 million from $1,770 million within the prior 12 months quarter.
Click on right here to obtain our most up-to-date Positive Evaluation report on POOL (preview of web page 1 of three proven under):
Remaining Ideas
You may see the next further articles concerning Warren Buffett:
Warren Buffett shares characterize lots of the strongest, most long-lived companies round. You may see extra high-quality dividend shares within the following Positive Dividend databases:
You may additionally be seeking to create a extremely custom-made dividend revenue stream to pay for all times’s bills.
The next two lists present helpful data on excessive dividend shares and shares that pay month-to-month dividends:
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