The stock market has been spinning in chaos this year, rocked by escalating trade tensions, sudden policy shifts, and a flood of tariff threats from President Donald Trump. In times like these, when uncertainty clouds judgment and volatility shakes investor confidence, it’s easy to lose direction. That’s exactly why it might be an opportune time to follow legendary value investor Warren Buffett. Even at 94, the ”Oracle of Omaha” remains at the helm of his conglomerate Berkshire Hathaway (BRK.B), overseeing a sprawling stock portfolio that offers a clear window into his market convictions.
And given his remarkable track record of success even during market crashes, it’s easy to see why investors hang on to his every move. According to Buffett’s latest annual letter to shareholders, from 1965 to 2024, Berkshire Hathaway has delivered an astounding 19.9% compound annual growth rate (CAGR), nearly twice the S&P 500 Index’s ($SPX) 10.4%. That translated into a jaw-dropping 5,502,284% overall return for Berkshire shareholders, compared to just a 39,054% total gain for the broader market with dividends.
With numbers like that, it’s clear why Buffett’s picks deserve a closer look, especially in today’s rocky market. So, for investors looking to cut through the chaos, here are two Warren Buffett stocks worth considering now.
Warren Buffett Stock #1: Coca-Cola Company
Coca-Cola (KO) stands as a global beverage powerhouse, with a presence in over 200 countries and territories. Known for its iconic soft drink brands like Coca-Cola, Sprite, and Fanta, the company also boasts a diverse portfolio spanning water, sports drinks, coffee, tea, juice, and plant-based beverages. With multiple billion-dollar brands under its umbrella, Coca-Cola continues to dominate the beverage industry across virtually every major category.
With a market cap of approximately $313 billion, Coca-Cola has emerged as a resilient performer in a shaky market. As the SPX slips 10.1% YTD, the beverage giant has defied the trend, rising 18.7% so far in 2025. Its momentum extends beyond the near term as well. Over the past 52 weeks, KO stock is up almost 22.1%, outshining the broader market’s mere 5.5% return.
Coca-Cola has cemented its status as a Dividend King, boasting an incredible 63-year streak of consecutive dividend increases. In 2024 alone, the company returned $8.4 billion to shareholders through dividends, pushing its total dividend payouts since 2010 to a staggering $93.1 billion, underscoring its unwavering commitment to rewarding investors. The company’s forward annualized dividend of $2.04 per share offers an enticing 2.85% yield.
On Feb.11, shares of the beverage giant took off by more than 4% after the company revealed its fourth-quarter earnings results, which blew past both Wall Street’s top- and bottom-line forecasts. Net sales for the quarter shot up 6% year-over-year to $11.5 billion, surpassing the Street’s target of $10.7 billion.
On the earnings side, comparable EPS climbed 12% year over year to $0.55, crushing estimates by a solid 7.8% margin. Looking ahead to fiscal 2025, Coca-Cola is bubbling with optimism. The company expects organic revenue to rise between 5% and 6%, while projecting a 2% to 3% annual lift in comparable EPS.
Analysts monitoring Coca-Cola expect the company’s bottom line to improve by 2.8% year over year to $2.96 per share in 2025 and grow by another 7.8% to $3.19 per share in 2026.
As the company gears up to release its Q1 earnings before the market opens on April 29, Wall Street remains highly bullish on KO stock, with a consensus “Strong Buy” rating overall. Of the 23 analysts offering recommendations, 21 are giving it a solid “Strong Buy," one suggests “Moderate Buy,” and the remaining one advocates a “Hold.”
The average analyst price target of $77.48 indicates almost 6% potential upside from the current price levels. The Street-high price target of $85 suggests that KO could rally as much as 16.4% from here.
Warren Buffett Stock #2: Bank of America
Bank of America (BAC) is a global financial heavyweight, offering a wide range of banking and investment services to nearly 69 million clients across consumer, small business, and corporate segments.
Valued at a market cap of roughly $280 billion, shares of this financial giant haven’t been spared amid the broader turmoil, with the stock crashing roughly 12.8% so far in 2025. Yet, over the past year, Bank of America’s stock is still up 1.6%.
With 11 straight years of dividend hikes under its belt, Bank of America continues to prove it’s committed to rewarding shareholders, just like many of Buffett’s favorites. The financial firm’s forward annualized dividend of $1.04 per share translates to an appealing 2.71% yield.
The company recently dropped its first-quarter earnings results on April 15, which crushed Wall Street forecasts. Revenue, net of interest expense, of $27.4 billion, up 6%, driven by noninterest income growth across all segments and higher net interest income (NII). The reported figure also topped the forecast of $26.9 billion. NII for the quarter surged 3% year-over-year to $14.4 billion, driven by factors such as reduced deposit costs and increased global-related NII.
Earnings also came in strong, with EPS climbing 18.4% year-over-year to $0.90, blowing past expectations by a solid 11.1% margin. Reflecting on the bank’s performance, CEO Brian Moynihan noted that the bank’s sales and trading unit delivered its 12th consecutive quarter of year-over-year revenue growth, while business clients performed well and consumers remained resilient with healthy credit quality.
Moynihan also emphasized that, even amid a potentially shifting economic landscape, the bank’s disciplined investments, business diversity, and focus on growth will continue to drive long-term strength. Analysts tracking Bank of America expect the company’s profit to grow 11.3% year-over-year to $3.65 per share in 2025 and rise another 17% to $4.27 per share in 2026.
Despite some volatility this year, Wall Street remains largely optimistic about BAC stock, with a consensus “Strong Buy” rating overall. Of the 23 analysts offering recommendations, 18 are firmly backing it with a “Strong Buy,” four advise a “Moderate Buy,” and only one gives it a “Hold.”
The average analyst price target of $48.89 indicates 26% potential upside from the current price levels, while the Street-high price target of $58 suggests that BAC could rally as much as 50% from here.
