3 Warren Buffett Stocks to Buy Hand Over Fist in February

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By James Brumley – Feb 15, 2026 at 6:25AM ESTKey PointsForget last quarter’s earnings miss. American Express’ affluent cardholder base is keeping the company’s performance strong.Apple shares have underperformed of late, mostly because it’s a technology name with an artificial intelligence (AI) business. The market, however, has thrown the proverbial baby out with the bathwater.Buffett and Berkshire’s chief seem to know something about Corona and Modelo beer parent Constellation Brands’ business.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: AXPAmerican ExpressMarket Cap$232BToday's Changeangle-down(-1.57%) $5.38Current Price$337.50Price as of February 13, 2026 at 4:00 PM ETEven the Oracle of Omaha's picks can go "on sale" every now and then.He may have stepped down from his role as CEO and chief stock picker as of the end of last year, but Warren Buffett's proverbial fingerprints are still all over Berkshire Hathaway's current portfolio. If you'd like to poach some of the Oracle of Omaha's last-known stock selections, there's still time. To this end, here are three Berkshire holdings you might want to make a point of stepping into before the end of this month. Image source: The Motley Fool. 1.
American Express You may already know American Express' (AXP 1.57%) fourth-quarter earnings of $3.53 per share fell short of most expectations, dragging AXP's stock down more than 10% from its early-January peak. That's not a huge setback. However, it's uncharacteristically big for this particular ticker. ExpandNYSE: AXPAmerican ExpressToday's Change(-1.57%) $-5.38Current Price$337.50Key Data PointsMarket Cap$232BDay's Range$336.21 - $344.8752wk Range$220.43 - $387.49Volume3.8MAvg Vol2.9MGross Margin60.65%Dividend Yield0.97% It's also a pullback that seems unlikely to last once more investors take a step back and look at the bigger picture. Not only was this credit card company's total revenue still up 9% year over year thanks to the resiliency of its more affluent cardholder base, but net income itself was still up 13% compared to the year-earlier Q4 bottom line. AmEx is still pretty bullish on the year ahead, too, even if others aren't. It's looking for per-share earnings of between $17.30 and $17.90 in 2026, versus last year's final figure of $15.38. This stock's recent weakness may just reflect more of the recent marketwide pessimistic mood than the crowd's actual opinion of American Express -- a dynamic that could be just as easily unwound. 2. Apple Ditto for Apple (AAPL 2.20%) (which at $63 billion is the only Berkshire holding currently bigger than its $52 billion position in American Express); this stock's down a bit from its early-December peak mostly because it's a technology name with a hand in the artificial intelligence (AI) movement. If you can look past that noise, the company's actually doing quite well again. ExpandNASDAQ: AAPLAppleToday's Change(-2.20%) $-5.75Current Price$255.98Key Data PointsMarket Cap$3.8TDay's Range$255.45 - $262.2352wk Range$169.21 - $288.62Volume2.4MAvg Vol49MGross Margin47.33%Dividend Yield0.41% Take last quarter's iPhone revenue as an example. After years of stagnation, Apple's fiscal first-quarter iPhone sales grew 23% year over year to reach a record-breaking $85.3 billion. And that's without the full lineup of AI tools that will eventually make the iPhone a truly powerful handheld personal assistant. Consumers are buying its smartphones en masse in anticipation of future releases of AI solutions. 3.
Constellation Brands Finally, add beer brewer Constellation Brands (STZ 8.04%) to your list of Buffett stocks to buy before February comes to a close. It's one of Berkshire Hathaway's smaller positions as well as one of its newest, with the first purchase only being made in late 2024 before growing to a $2 billion stake in the middle of 2025. It's also a somewhat surprising addition to Berkshire's portfolio, in that the parent to beer brands Modelo and Corona has been struggling with consumers' waning interest in alcoholic beverages. Its beer sales have slumped in each of the past four reported quarters, for perspective, while a recent Gallup poll indicates a record-low 54% of American adults say they drink at all. That's the chief reason STZ shares have performed so poorly of late. ExpandNYSE: STZConstellation BrandsToday's Change(-8.04%) $-13.06Current Price$149.30Key Data PointsMarket Cap$26BDay's Range$148.83 - $157.7952wk Range$126.45 - $196.91Volume6.1MAvg Vol2.7MGross Margin51.17%Dividend Yield2.73% What Warren Buffett and his lieutenant may be counting on here -- and rightfully so -- is that this highly cyclical business will ease back into growth again once the economy's back on a firmer footing. That's not a bad bet, either. In the meantime, newcomers will be plugging into a respectable forward-looking dividend yield of 2.5%.Read NextFeb 12, 2026 •By Jennifer SaibilThe Best Warren Buffett Stocks to Buy With $1,000 Right NowJan 18, 2026 •By Stefon Walters1 Top Dividend Stock to Buy With Double-Digit Dividend Growth and an Aggressive Share Repurchase ProgramJan 6, 2026 •By Marc GubertiIf You Own CWH Stock, You May Want to Sell, and Buy This Credit Card Stock InsteadMay 24, 2025 •By Neil PatelThe Best Warren Buffett Stocks to Buy With $1,000 Right NowMay 4, 2025 •By Jennifer Saibil3 No-Brainer Warren Buffett Stocks to Buy Right NowApr 23, 2025 •By Adria Cimino2 No-Brainer Warren Buffett Stocks to Buy Right NowAbout the AuthorJames Brumley is a contributing Motley Fool stock market analyst covering consumer staples and consumer discretionary stocks. James is a former licensed stockbroker with Charles Schwab, and a registered investment adviser. He holds a bachelor’s degree in business management with a specialization in finance from Transylvania University.TMFjbrumleyX@jbrumleyStocks MentionedAmerican ExpressNYSE: AXP$337.55 (1.55%) $5.33AppleNASDAQ: AAPL$255.98 (2.20%) $5.75Berkshire HathawayNYSE: BRKA$751424.99 (+0.25%) $+1884.99Constellation BrandsNYSE: STZ$149.07 (8.19%) $13.29Berkshire HathawayNYSE: BRKB$497.45 (0.51%) $2.56*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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