Insider Purchases: Inside the Buy
Tag: Institutional Ownership
Investor & Insider James Breyer Just Bought Blackstone (BX). Should You Sip the Alt-Assets Kool-Aid—or Sit It Out?
Blackstone remains the alt-assets apex predator: $1.24T AUM, rising perpetual capital, and a fresh insider buy from director James Breyer. We unpack fundraising momentum, distributable earnings, variable dividends, key risks (rates, exits), and why dips may be gifts for long-term investors.
CEO Bought Shares of Booz Allen Hamilton: Time to Indulge
Booz Allen just flashed insider conviction: CEO Horacio Rozanski purchased ~$2M of BAH stock. Despite near-term revenue pressure from funding delays, the firm sports a record backlog, mission-critical AI/cyber programs, and steady capital returns. We unpack the bull/bear, valuation, and what could flip the narrative from pause to play.
Insiders Had Bought Shares of Elanco Animal Health (ELAN); Turns Out They Were Right — And It May Only Be the Beginning!
Insiders bought millions of Elanco shares under $15 — and they were right. Now, with JP Morgan’s upgrade and revenues rising, this stock might be a hidden gem in the animal health world. 🐾
Absci: When AI Meets Antibodies — and Insiders Can’t Resist Buying More!
AI is designing drugs, and Absci is leading the charge — with insider confidence, top-tier partners, and a cash runway through 2028. Still pre-revenue but packed with promise, this biotech might just be the next NVIDIA of antibodies.
CarMax (KMX): Where Insiders Keep Buying — And Cars Keep Driving Off (Mostly the Lot)
Insiders and institutions are revving up for CarMax’s comeback — even as used car sales slow and margins tighten. With shares 70% below their peak and a major digital overhaul underway, this could be the turnaround ride of the year. 🚘📉 Or just another trip to the mechanic.
Can Olin Cock Its Stock? Insiders Say Yes (Lock, Load, and Maybe Profit)
Olin ($OLN) insiders are loading up on shares while institutions already own 94% of the float. Profits are weak, ammo is hot, and bleach is… bleach. Can this 132-year-old company cock its stock for a rebound?
Elite Buys Ely: Should You Buy Lilly’s Stock Too?
Eli Lilly insiders are opening their wallets after the company crushed Q2 2025 — revenue up 38%, EPS up 92%, and blockbuster drugs Zepbound and Mounjaro fueling a raised guidance. Institutions are all-in, the pipeline is buzzing, but the valuation is sky-high. Is LLY worth chasing at $639, or is patience the better prescription?
Centene (CNC): CEO Buys at $25, Earnings Bleed Red, and the Stock’s on Life Support — Bargain or Bust?
Centene (CNC) just got a shot in the arm from its CEO and a director buying nearly $740K worth of stock near decade lows. But with Q2 earnings bleeding red, rising Medicaid costs, and valuation sliced in half, is this a bargain-bin opportunity or just a patient in the ICU?
UPS: Shipping Value in an Expensive Market — Or Delivering a Value Trap?
UPS insiders are shipping signals of confidence 📬 with big stock purchases—even as growth slows and margins come under pressure. Should you get in on this box of value or beware what’s inside?
Does Align Technology’s Recovery Plan Have Teeth? The CEO Thinks So.
Align Technology insiders are smiling—because they’re buying. With a CEO purchase nearing $1M and Wall Street holding more shares than exist, ALGN may be regaining its shine. But should you sink your teeth into it now?