14 S&P 500 Stocks Just Made New 52-Week Highs

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As of Monday, October 26, there are 14 S&P 500 stocks trading at their 52-week highs.

At about $1.18 trillion in market value, Berkshire Hathaway (BRK-B) is the largest company on the list; its stock is up 8.5% over the past month and up 11.9% over the past year. By sector, Energy leads the list with 5 of the 14 names. For context, the S&P 500 is down 0.8% over the past month, including dividends.

Photo by ArtsyBee on Pixabay

 
The Biggest Names On The List

The table below shows the 10 largest of the 14 names, sorted by market capitalization, with returns over four windows:
 

Tickers Market
Cap
1D
Return
1W
Return
1M
Return
1Y
Return
BRK-B $1,182.0 Bil 1.2% 3.1% 8.5% 11.9%
XOM $770.3 Bil 0.7% 3.5% 14.9% 63.7%
GILD $197.3 Bil 1.7% 3.7% 5.1% 34.7%
COP $183.7 Bil 0.4% 4.2% 18.9% 73.3%
CTAS $90.4 Bil 0.8% 6.4% 13.0% 18.6%
EOG $86.1 Bil 0.4% 3.8% 17.4% 56.3%
TRGP $65.4 Bil 0.8% 4.1% 9.7% 98.5%
NDAQ $58.5 Bil 2.1% 12.4% 11.9% 19.5%
DVN $48.4 Bil 0.5% 1.4% 9.8% 58.4%
WST $27.9 Bil 0.7% 2.8% 6.6% 28.9%

The Businesses Behind The Largest New Highs

Berkshire Hathaway (BRK-B) trades at 13.8 times trailing earnings and grew revenue 10.4% over the last twelve months.

Exxon Mobil (XOM) trades at 23.5 times trailing earnings, grew revenue 9.6% over the last twelve months and earned an operating margin of 10.7%.

Across the list, one-month moves range from +0.1% for Bio-Techne (TECH) to +33.9% for Hasbro (HAS).

Over the past year, the median name here is up 56.2%.

A new high tells you what the market already believes. The harder question is which of these runs management itself is underwriting. Our Guidance Momentum screen tracks exactly that: stocks where the company raised its own forward numbers.

Chasing Highs Is A Reflex. Owning Strength Is A System

A 52-week-high list is seductive: everything on it has been going right. But buying a stock because it is at its high is buying a price, and prices revert; what persists is the quality underneath the run.

The Trefis High Quality (HQ) Portfolio is built to own that quality before and after it makes headlines: roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with rules. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Admire the list; own the system.