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Analysts say Buffett's stake in Occidental could exceed 40%

Published 05/19/2023, 08:40 PM
© Reuters
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Berkshire Hathaway (NYSE:BRKa) acquired more shares of Occidental Petroleum (NYSE:OXY), the oil company said.

The investment giant’s stake is now roughly 24.4% after paying about $201 million to buy 3.46M OXY shares this week. Berkshire now owns 217.3M shares worth around $12.7 billion.

"We're not going to buy control," he said. "We've got the right management running it... we wouldn't know what to do with it," Berkshire’s founder and CEO Warren Buffett said at the recent annual shareholder meeting.

Berkshire started buying OXY shares in January 2021. Roth MKM analysts also don't believe that Buffett is interested in buying the entire company.

Wells Fargo analysts argue that the full redemption of the preferred equity could lift Berkshire's ownership of OXY's common stock above 40%.

“If OXY were to aggressively retire 100% of the preferred and associated common, BRK's percentage ownership of OXY would significantly increase — to between 31% and 41%,” they said in a client note.

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