In this article, we will take a look at the best holding company stocks to buy according to analysts.
In a market where volatility is the new norm, investors are prioritising stability without sacrificing growth. Investing in holding companies is one way to pursue this. By definition, a holding company does not directly produce goods or services; instead, it holds assets through investments in or ownership of operating companies, as Scotiabank explains.
Recent U.S. market insights indicate a mixed but constructive macroeconomic backdrop. As outlined in Morningstar’s “December 2025 US Stock Market Outlook: Where We See Investment Opportunities” publication, dated December 3, the US equity market was trading roughly 3% below the composite fair value estimates for over 700 stocks covered by Morningstar, as of November 28.
Morningstar’s chief US market strategist, David Sekera, notes that as 2025 ends and 2026 approaches, the market remains focused on “the size and duration of the ongoing artificial intelligence arms race and buildout boom.” The author further highlights that companies with “no economic moat” are overvalued, noting that over time they will not generate returns above their capital costs.
In light of this, we have compiled a list of the best holding company stocks to buy that benefit from diversified earnings streams.
Image by Sergei Tokmakov, Esq. from Pixabay
Our Methodology
For this article, we have sifted through the leading holding company stocks from various sources. We then shortlisted the seven companies with an upside potential of at least 15-20% and ranked them in ascending order. We also included data on hedge fund holdings in these companies based on Insider Monkey’s database, as of Q3 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
7. Liberty Global Ltd. (NASDAQ:LBTYA)
Upside Potential as of December 12, 2025: 15.6%
Number of Hedge Fund Holders: 32
As of December 12, Liberty Global Ltd. (NASDAQ:LBTYA) has mixed analyst sentiment, with slightly more than 40% of analysts covering the stock assigning a Buy rating and the remainder holding a cautious view. The gap between the high and consensus low price targets is also wide: the consensus 1-year median price target implies nearly 16% upside, while the high price target implies over 212% upside, and the lowest price target implies an 11% downside.
The company is currently focusing on reducing operational expenses, disposing of non-core assets, and reshaping its corporate model to unlock shareholder value. The uncertainty over the success of these initiatives has kept analysts sceptical.
On December 2, Citi analyst Carl Murdock-Smith maintained his Neutral rating on Liberty Global Ltd. (NASDAQ:LBTYA) and advised investors to wait and watch for further clarity from the company’s efforts to simplify its corporate structure. However, Murdock-Smith raised the price target to $13 from $11, citing higher earnings estimates after accounting for lower costs.
As of October 30, 2025, the company had reported $300 million in non-core asset disposals year-to-date and aims to complete $500-$750 million in additional disposals.
A day after Citi’s update, UBS analyst Polo Tang also increased his price target on Liberty Global Ltd. (NASDAQ:LBTYA) from $11.80 to $12.60, but reiterated his Neutral rating.
Liberty Global plc (NASDAQ:LBTYA) is a telecommunications holding company focused on broadband, video, and mobile communications businesses in Europe. It owns and manages interests in operating companies and joint ventures, including Virgin Media O2 in the UK and VodafoneZiggo in the Netherlands.
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