Berkshire Hathaway Lags S&P 500 in 2026, But History Favors a Rebound
Yahoo Finance ·
Warren Buffett's Berkshire Hathaway has experienced a sluggish year in 2026 so far. Class B shares are hovering near $510, securing a modest 2% gain year-to-date, whereas the S&P 500 has surged approximately 11% during the identical timeframe. A performance deficit of roughly 10 points is certainly an atypical occurrence for the conglomerate. However, historical performance metrics from Berkshire's annual reports dating back to 1965—where total returns including dividends place the current gap closer to 11 points—suggest that such underperformance is rare and typically precedes stronger periods of market recovery.
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Berkshire Hathaway's stock rose by only about 2% in 2026, underperforming the S&P 500 index by about 10 percentage points as the index gained 11%. Historically, such underperformance is rare and has tended to be followed by a strong rebound. Investors can use this short-term lagging phase relative to the index as a buying opportunity for value stocks.
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- Value Stocks — Historically, years following a return lag of 10 percentage points or more against the S&P 500 tend to see a strong rebound and outperform the market.
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Berkshire Hathaway lagging behind the S&P 500 by about 10 to 11 percentage points is a rare occurrence since 1965, reflecting a temporary stagnation of large-cap value stocks and a market concentration in leading stocks. According to past statistics, such a gap has not lasted long and was accompanied by a strong rebound during the process of catching up with the index.
Future stock prices will depend on macroeconomic indicators and the large-scale capital deployment of its cash holdings, while whether the return gap with the S&P 500 narrows and the portfolio changes in the annual earnings report will be key monitoring indicators.
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