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Berkshire Hathaway Boosts Occidental Petroleum Stake Above 20%

Reuters2022-08-09

August 8 (Reuters) - Warren Buffett's Berkshire Hathaway Inc bought more shares of Occidental Petroleum Corp, surpassing the 20% stake where it could record some of the oil company's earnings with its own and potentially add billions of dollars of profit.

In a regulatory filing on Monday night, Berkshire said it paid about $391 million for nearly 6.7 million Occidental shares between Aug. 4 and Aug. 8.

The purchases gave Berkshire 188.4 million Occidental shares, or 20.2% of reported shares outstanding, worth $11.3 billion.

A 20% stake would let Berkshire report its proportionate share of Houston-based Occidental's earnings with operating results, through the so-called equity method of accounting.

Berkshire nonetheless could contend that its accounting for Occidental should remain unchanged because its stake is passive.

Analysts on average expect Occidental to generate $10.5 billion of profit this year, according to Refinitiv I/B/E/S.

Buffett's company also owns $10 billion of Occidental preferred stock, which helped finance the 2019 purchase of Anadarko Petroleum, and has warrants to buy another 83.9 million common shares for $5 billion.

Some analysts have speculated that Omaha, Nebraska-based Berkshire could eventually bid for all of Occidental.

Buffett's assistant and Occidental did not immediately respond to a request for comment outside market hours.

Berkshire generated $16.3 billion of operating profit in this year's first half.

It uses the equity method of accounting for food company Kraft Heinz Co, where it has a 26.6% stake, and truck stop operator Pilot Travel Centers, where its 38.6% stake is expected to grow to 80% next year.

In contrast, Berkshire accounts normally for its 20.2% stake in American Express Co, restricting its ability to exercise significant influence.

Occidental shares closed at $60.04 on Monday. The share price has more than doubled this year, benefiting from rising oil prices following Russia - Ukraine war.

Berkshire owns dozens of companies including the BNSF railroad, Geico car insurance and several energy businesses, and stocks including oil company Chevron Corp, where it ended June with a $23.7 billion stake.

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Comment12

  • Mtan23
    ·2022-08-09
    Good to know 
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  • hphoa
    ·2022-08-09
    Nice
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  • runningjames
    ·2022-08-09
    Great, continue to support this stock :)
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  • JenneyJJ
    ·2022-08-09
    Wow 😲
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  • Tiga3
    ·2022-08-09
    Like please. Thank You 😊 
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  • Rick13
    ·2022-08-09
    Ok
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  • Singman
    ·2022-08-09
    Like
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  • Ccchia
    ·2022-08-09
    K
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  • superduper
    ·2022-08-09
    Ok
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  • Targarean
    ·2022-08-09
    Buffett has conviction in Occidental 👍🏼
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  • K74
    ·2022-08-09
    Wow
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  • PCK
    ·2022-08-09
    Ok
    Reply
    Report
 
 
 
 

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