瑞银集团周三发布研报，将伯克希尔哈撒韦A类股目标价从854596美元上调3%至877848美元，维持“买入”评级。但受大盘拖累，伯克希尔股价在周二上涨后周三小幅回落。
瑞银分析师Brian Meredith指出，上调目标价主要基于两大因素：其一是伯克希尔约3580亿美元的股票投资组合表现强劲，重仓股苹果和可口可乐股价均接近历史新高；其二是公司预计在第二季度大规模回购股票，回购规模可能高达50亿至110亿美元。
Meredith同时上调了伯克希尔第二季度和全年盈利预期，理由包括BNSF铁路业务盈利改善和巨灾损失低于预期。瑞银认为，伯克希尔股价较其估算的内在价值仍有约8%的折让。
今年以来，伯克希尔股价表现明显落后于大盘。B类股年内涨幅约2%，而标普500指数同期回报约9%。市场分析认为，自沃伦·巴菲特去年宣布卸任CEO后，投资者对新管理层持观望态度，新任CEO Greg Abel在年初正式接任。
股价方面，伯克希尔A类股周二收于768010美元，B类股收于512.37美元。周三市场整体走弱，伯克希尔股价跟随大盘小幅回落。
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