巴菲特最新动作：减持了他钟爱的美国银行

华尔街见闻07-20 17:23

在美国银行发布了超预期的Q2财报之后，巴菲特出手减持了这家他最钟爱的银行股，这被认为是“股神”投资者组合的一次重要调整。据周五公布的一份公开文件，在7月17日至19日之间，巴菲特旗下伯克希尔·哈撒韦陆续完成了几笔交易，累计出售了价值约14.8亿美元的约3400万股美国银行股份，交易的执行价格从每股43.13美元到44.07美元不等。此次减持后，伯克希尔·哈撒韦仍持有约9.99亿股美国银行股份，...

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href=https://wallstreetcn.com/articles/3720287><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国银行发布了超预期的Q2财报之后，巴菲特出手减持了这家他最钟爱的银行股，这被认为是“股神”投资者组合的一次重要调整。\n据周五公布的一份公开文件，在7月17日至19日之间，巴菲特旗下伯克希尔·哈撒韦陆续完成了几笔交易，累计出售了价值约14.8亿美元的约3400万股美国银行股份，交易的执行价格从每股43.13美元到44.07美元不等。\n此次减持后，伯克希尔·哈撒韦仍持有约9.99亿股美国银行股份，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3720287\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0477156797.USD","symbol_name":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) 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America","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAC":1,"BRK.A":1,"BRK.B":0.7},"content_text":"在美国银行发布了超预期的Q2财报之后，巴菲特出手减持了这家他最钟爱的银行股，这被认为是“股神”投资者组合的一次重要调整。\n据周五公布的一份公开文件，在7月17日至19日之间，巴菲特旗下伯克希尔·哈撒韦陆续完成了几笔交易，累计出售了价值约14.8亿美元的约3400万股美国银行股份，交易的执行价格从每股43.13美元到44.07美元不等。\n此次减持后，伯克希尔·哈撒韦仍持有约9.99亿股美国银行股份，价值超420亿美元，依旧是该银行的最大股东之一。这些股份由伯克希尔·哈撒韦的多个子公司分别持有，涵盖了从保险公司到金融机构，且在集团复杂的所有权结构中没有重复计算。\n减持动作前，美银刚刚发布财报\n巴菲特的此次减持，发生在美国银行公布Q2财报一天后。周二，美国银行披露了二季度财报，营收和利润双双超出分析师预期。\n因第二季度业绩表现强劲，美国银行的股价目标经历了一系列调整，其中Phillip Securities将该行股票评级从买入下调至中性，但将其2024财年收益预期上调了8%，理由是净利息收入增加，以及来自财富管理和投资银行服务的费用收入上升。BMO Capital Markets也将其远期预期上调了2%，原因是高于预期的非利息收入和股票回购的预期上升。\n与此同时，Evercore ISI也因投资者对美国银行2025年净利息收入扩张前景的乐观情绪，上调了美国银行股票的目标股价。\n不过，二季度财报显示，作为该行最大收入来源之一的净利息收入降至137亿美元，低于分析师预期的 138 亿美元。\n美国银行的市值高达3354.9亿美元，有分析称，尽管伯克希尔·哈撒韦最近减持了股份，但美国银行在某些领域的表现依然强劲。\n过去12个月，该公司的股息增长了9.09%。美国银行不仅连续54年维持了股息，而且还提高了股息，证明了其财务稳定性和对股东友好的政策。\n过去一个月，美国银行股价上涨了7.9%，今年至今累计上涨26.55%。\n\n巴菲特和美国银行的渊源\n作为伯克希尔的第二大持仓，美国银行也是伯克希尔最赚钱的公司之一。巴菲特对美国银行的投资始于2011年金融危机后，当时他以50亿美元投资于美国银行的优先股，并获得了购买普通股的权利，这些优先股的股息收益率为6%，年收入为3亿美元。\n有分析称，这笔投资不仅为美国银行注入了信心，也为其创造了巨大的账面利润，使得该行的股价很快飙升。\n不过，这些优先股还附带认股权证，可以每股7.14美元的价格认购7亿股美国银行普通股。\n2017年，巴菲特最终使用了上述权利并进行了额外的股票购买，增持美国银行股份，以远低于当时股价的每股7.14美元购买了美国银行股份，使其成为伯克希尔·哈撒韦持仓最多的股票之一。自最初投资以来，巴菲特已增持了3亿多股。\n2023年，因为几家备受瞩目的银行倒闭引起了市场对该行业的担忧，巴菲特和他的团队抛售了几家不同银行股的股份，但他从未出售过其美国银行的任何股份。在当年伯克希尔公司的股东大会上，巴菲特重申了他非常喜欢这家银行的管理层。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Shareholding 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