One of the best ways to spot opportunity is to watch what insiders do with their own money.
Not what they say on a conference call.
Not what they hint at in a shareholder letter.
Because insiders know the numbers before the headlines catch up. They know where demand is improving, where the market is overreacting, and where a stock price has drifted too far from what the business is really worth.
From real estate data to private equity, fintech, alternative assets, and telecom turnaround stories, insiders have been stepping in with real money. And in one case, a founder just bought nearly $24.8 million worth of his own stock.
That’s a message.
When a stock is under pressure from activists, sentiment can get ugly fast.CoStar Group, Inc. (SYM: CSGP) That’s the bad-news side of the ledger. Barron’s reported that board director Rachel Glaser bought 1,000 shares at $44.94, president of marketplaces Fred Saint bought 20,000 shares at $45.33, and CEO/founder Andy Florance bought That last number matters. Now, that does not mean the stock bottoms tomorrow. It means the people closest to the business are buying while outside critics are pounding the table for change. The market is basically forcing you to pick a side: the activists who say the Homes.com spending has gone too far, or the insiders who are buying as if the pain is temporary. Investors Alley A handful of investors are doing something different. They're getting paid every single month from a new investment tied directly to silver's historic surge. I'm not talking about mining stocks, options, or physical bullion. I'm talking about a powerful little-known income fund — trading for just $42 — that's delivered up to 20% in annual distributions…. And could give you the chance to collect $1,170/month. The confidence trade: KKR and SoFi insiders are buying into weakness The other is a fast-moving fintech. But the signal is similar: insiders are buying after sharp pullbacks. Alternative asset manager seeing aggressive insider buying after a steep selloff. more than $46 million. That is a serious number. And it came while alternative managers were getting hit by concerns about private credit exposure and broader risk appetite. Barron’s noted KKR stock had dropped sharply this year as the whole group came under pressure. Not eliminating risk. Company: Fintech platform drawing insider support and analyst upgrades after a post-earnings dip. SoFi has been trading around $18.20. The stock sold off, insiders stepped in, and analysts kept leaning bullish. Seeking Alpha’s news feed flagged a recent insider transaction worth roughly $1 million, while Benzinga reported that JPMorgan upgraded SoFi to Overweight and said, “momentum in the business is undeniable,” citing record member and deposit growth. Because insider buying after a post-earnings dip is one thing.
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This stock stands out for its ability to provide leveraged exposure to metals while avoiding the operational and financial risks faced by traditional miners. By acquiring royalties and streams across gold, silver, and copper projects, the company benefits directly from rising metal prices and production growth
Now for the names that look quieter — but may actually tell you more.
The other is a turnaround story where the CEO put fresh money on the line.
Alternative asset manager with insider support, dividend growth, and a still-bullish earnings outlook.
Ares was trading around $106.96 on March 9. In February, Ares reported fourth-quarter and full-year 2025 results and declared a March 17, 2026. The company said the dividend increase reflected strong earnings power and highlighted more than $150 billion of available capital.
That alone is attractive.
Then layer in insider buying and the broader bullish case. Director Ashish Bhutani bought 10,000 shares, and outside analysis on Seeking Alpha argued that post-earnings weakness looked overdone given Ares’ fundraising strength, AUM growth, and dividend hike.
This is the “high-quality franchise got cheaper” setup.
But powerful when it works.
Lumen Technologies, Inc. (SYM: LUMN)
78,685 shares at an average price of $6.35 on February 5 for roughly $500,000. The article said the buy helped steady investor confidence after a steep selloff, and Lumen shares surged nearly 30% the following day. Barron’s also quoted the company saying Johnson’s purchase reflected continued confidence in Lumen’s long-term strategy and transformation into a digital networking services leader for a multi-cloud, AI-heavy economy.
This is not a mature company simply defending its valuation.
That means the upside can be real.
And the risk can be real, too.
KKR (SYM: KKR) has the broadest insider cluster.
SoFi (SYM: SOFI) has the analyst-and-insider combination.
Ares (SYM: ARES) offers the cleaner quality-and-income angle.
Lumen (SYM: LUMN) gives you the turnaround bet with CEO conviction behind it.
Different stories.
Same core signal.
The people closest to these businesses are buying.
And when insiders are buying into weakness, it usually pays to ask why before the market does it for you.
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Written by Ian Cooper