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Finance Systems > Investing > What UK traders can be taught from Warren Buffett’s current trades
Investing

What UK traders can be taught from Warren Buffett’s current trades

August 3, 2025 4 Min Read
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Warren Buffett at a Berkshire Hathaway AGM
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Picture supply: The Motley Idiot

Contents
A defensive pharma chooseAt all times in demandSustainable high quality

Warren Buffett’s each transfer is analysed underneath a microscope — and with good cause. Because the driving power behind Berkshire Hathaway, he’s created one of the vital profitable funding information in historical past. 

However what does his newest buying and selling exercise reveal? And are there classes right here for UK traders?

Whereas Buffett doesn’t sometimes spend money on UK-listed firms, many shares on the FTSE 100 have comparable traits to these in his portfolio — international attain, pricing energy, and constant money era.

Particularly, two current Berkshire Holdings — Johnson & Johnson and Constellation Manufacturers — remind me of UK equivalents AstraZeneca and Unilever (LSE: ULVR).

Right here’s why they might be value contemplating for UK traders.

A defensive pharma choose

Buffett trimmed his place in healthcare large J&J a couple of years in the past however the logic behind proudly owning large-cap pharma stays. Corporations like these profit from large moats, excessive boundaries to entry, and merchandise folks depend on whatever the financial cycle.

In that sense, AstraZeneca matches the invoice. The agency has constructed a various drug portfolio and is investing in oncology, immunology, and uncommon illnesses therapies. It additionally boasts spectacular financials: income grew 12% within the second quarter of 2025 and earnings per share climbed 27%.

Though the dividend yield is a modest 2.2%, the payout ratio is well-covered by earnings and has room to develop. The value-to-earnings (P/E) ratio of 19.7 could look excessive at first look, however is arguably justified by the corporate’s robust pipeline of long-term development potential.

One threat? Drug growth failures and regulatory hurdles can hit income and sentiment onerous — however for traders searching for Buffett-style defensiveness, AstraZeneca is one to think about.

At all times in demand

Buffett has been rising Berkshire’s place in Constellation Manufacturers lately. His love for well-known branded client merchandise stems from their pricing energy, consistency, and model loyalty — traits additionally present in UK client items large Unilever.

With family names like Dove, Hellmann’s, and Persil in its portfolio, Unilever enjoys broad international publicity. In Q2 2025, turnover rose 3.3% 12 months on 12 months, pushed by a return to quantity development. Regardless of inflationary strain, it maintained working margins above 16% — spectacular for an organization on this area.

The three.4 % dividend yield, backed by a payout ratio of round 75%, gives strong passive revenue potential. And whereas the share worth has struggled in recent times, a ahead P/E ratio of 17 suggests the worst could already be priced in.

The present aggressive panorama is difficult, although, and poses dangers to Unilever’s backside line. Altering client tastes and competitors from personal labels may proceed to weigh on income. Over an prolonged interval, this might threaten a dividend minimize if debt piles up.

Nonetheless, when wanting on the greater image, I imagine the dimensions and model energy of the corporate are sufficient to maintain it resilient.

Sustainable high quality

Buffett’s funding rules — purchase high quality, maintain lengthy, ignore the noise – proceed to resonate. 

Whereas Berkshire Hathaway will not be snapping up FTSE 100 shares, companies like AstraZeneca and Unilever share most of the similar strengths as his US holdings. 

For affected person UK traders, following his philosophy may simply repay.

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