In this article, we will look at the 10 High PE Stocks Insiders Are Buying.
High PE stocks are usually harder to defend in a market that has become more selective. When valuations are already elevated, investors tend to ask tougher questions about whether growth can hold up, whether expectations have run too far ahead, and whether momentum alone is carrying the stock. That is part of what makes insider buying more interesting in this corner of the market. Executives and directors are not buying because a stock looks statistically cheap. They are often buying because they believe the business can keep growing into a valuation that outside investors may view as stretched.
That helps explain why insider activity can still matter even when a stock does not screen as a traditional value name. J.P. Morgan Asset Management says its Undiscovered Managers Behavioral Value Fund seeks to “capitalize on behavioral biases” and looks for “companies with significant insider buying or stock repurchases,” along with “attractive fundamentals.” While that framework is often associated with inexpensive stocks, the broader point still applies that insider buying can signal conviction that the market is misreading the company, even if the debate is about how much future growth is worth paying for. Franklin Templeton’s Value Balanced Portfolios fact sheet indicates managers may “Re-examine a current holding” when “there is unusual insider buying/selling.” Both firms suggest that insider transactions are worth watching because they can offer a clue about whether the market’s current pricing, even if it’s already expensive, is fully capturing the company’s underlying prospects.
With that in mind, 10 High PE Stocks Insiders Are Buying.
Our Methodology
We used the Finviz screener to identify stocks with PE ratios over 30x and with an increase in insider ownership over the last six months. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Borr Drilling Limited (NYSE:BORR)
On March 23, 2026, Borr Drilling Limited (NYSE:BORR) announced it entered into agreements to acquire five premium jack-up rigs from Fontis Finance for $287M through a newly formed 50/50 joint venture with its well construction partner in Mexico. The rigs, consisting of two Friede & Goldman JU-2000E units and three LeTourneau Super 116-C units, are currently located in Mexico. The deal will be financed with a $237M non-recourse seller’s credit and $25M cash contributions from each partner, with closing expected in Q3, subject to customary conditions.
On March 11, 2026, SEB Equities analyst Kim Andre Uggedal downgraded Borr Drilling Limited to Hold from Buy with a $5.45 price target, citing valuation as the market recovery is reflected in the share price.
On March 9, 2026, the company provided an operational update following hostilities in the Arabian Gulf, noting that three rigs in Qatar and the UAE were down-manned and one rig was shut down after an incident, with all personnel “safe and accounted for,” according to CEO Bruno Morand, as operations remain on standby while conditions stabilize.
Borr Drilling Limited provides offshore shallow-water drilling services to the oil and gas industry globally.
9. Carrier Global Corporation (NYSE:CARR)
On March 17, 2026, Carrier Global Corporation (NYSE:CARR) announced that its venture arm, Carrier Ventures, made a strategic investment in Heat Geek, a UK-based startup focused on accelerating residential heat pump adoption across Europe. The company said Heat Geek’s platform connects homeowners with certified installers and uses AI-powered tools to design and install heat pump systems, supporting the process from system design and quoting to financing and installation.
Earlier in March, CEO David Gitlin said in an interview that Carrier is positioned to benefit as macro conditions improve, noting the company has been gaining share through new product innovation and highlighting opportunities tied to heat pump adoption in Europe.
Last month, Carrier Global Corporation reported Q4 adjusted EPS of 34c, below the 36c consensus estimate, with revenue of $4.84B compared to $5.02B consensus. Gitlin said the company delivered strong commercial HVAC performance, with orders up nearly 50%, and pointed to continued growth in aftermarket services and efforts to manage costs and build backlog to offset residential market weakness.
Carrier Global Corporation provides climate and energy solutions across global markets.
8. Coupang, Inc. (NYSE:CPNG)
On March 17, 2026, Coupang, Inc. (NYSE:CPNG) announced at the NVIDIA AI Conference & Expo that its collaboration with Nvidia (NVDA) has enabled the creation of an “AI factory” to support innovation across its e-commerce logistics and delivery operations. The company said the system combines its Coupang Intelligent Cloud with Nvidia DGX SuperPOD to create a self-service AI environment, allowing teams to build and test models across its global operations. Coupang also said it is supporting Nvidia as a launch partner for Dynamo, with Ashish Suryavanshi noting the partnership helps advance its “Rocket Delivery” promise through continued innovation.
Earlier in March, Morgan Stanley lowered its price target on Coupang, Inc. to $29 from $31 previously and maintained an Overweight rating, citing improving operating metrics in Korea and progress in Taiwan, while noting that regulatory risks tied to a prior data breach appear to be easing.
Meanwhile, Barclays raised its price target on Coupang, Inc. to $24 from $23 previously and maintained an Overweight rating following fourth-quarter results.
Last month, Coupang, Inc. reported Q4 EPS of (1c) compared with the 4c consensus estimate, with revenue of $8.835B compared to $9.09B consensus.
Coupang, Inc. operates an e-commerce platform through mobile applications and websites across South Korea and international markets.
7. Centuri Holdings, Inc. (NYSE:CTRI)
On March 25, 2026, Cantor Fitzgerald raised the price target on Centuri Holdings, Inc. (NYSE:CTRI) to $37.40 from $35.25 and maintained an Overweight rating. Cantor Fitzgerald said its updated Q1 EBITDA estimate of $32M reflects modest winter weather benefits and a less severe gas headwind than previously expected.
Last month, Centuri Holdings, Inc. reported fourth-quarter adjusted EPS of 17c, compared to the 19c consensus estimate, with revenue of $858.6M compared to the $740.62M consensus. Revenue growth was led by Canadian operations at 37%, followed by Union Electric at 22%, non-union electric at 17%, and U.S. gas at 16%. CEO Christian Brown said 2025 was a “remarkable year,” highlighting expansion in Canada, margin improvement, and a strengthened balance sheet, while pointing to a $13B opportunity pipeline and $5.9B backlog supporting future growth.
Centuri Holdings, Inc. expects FY26 revenue of $3.24B-$3.54B compared to the $3.14B consensus.
Centuri Holdings, Inc. provides utility infrastructure services across North America.
6. Fidelity National Information Services, Inc. (NYSE:FIS)
On March 24, 2026, Fidelity National Information Services, Inc. (NYSE:FIS) announced the launch of FIS CD Prediction Clearing, a solution designed to provide 24/7 post-trade clearing for regulated prediction markets. The company said the platform replaces batch-based processes with real-time processing and leverages a cloud-native architecture to support middle- and back-office functions while improving scalability and reducing infrastructure costs.
In a regulatory filing, Fidelity National Information Services, Inc. disclosed that CEO Stephanie Ferris purchased 19.8K shares of common stock on March 5 in a transaction valued at $1.0M.
On March 9, 2026, Goldman Sachs reinstated coverage on Fidelity National Information Services, Inc. with a Buy rating and a $70 price target, noting the company is now a pure play on bank software and infrastructure following prior transactions, and expects mid-single-digit annual recurring revenue growth.
Fidelity National Information Services, Inc. provides financial technology solutions to institutions and businesses globally.
5. Universal Technical Institute, Inc. (NYSE:UTI)
On March 24, 2026, Universal Technical Institute, Inc. (NYSE:UTI) announced a three-year partnership with Fuji Spray Auto, under which Fuji Spray becomes the preferred spray gun supplier for UTI’s Collision Repair and Aviation training programs. The company said the partnership allows students to train using professional-grade equipment, while Fuji Spray’s Education Support Program will provide discounted tools to schools and students.
Last month, Universal Technical Institute, Inc. reported Q1 EPS of 23c, above the 14c consensus estimate, with revenue of $220.8 million compared to the $216.65 million consensus. The company said average full-time active students increased 7.2%, with new student starts rising to 5,449 from 5,313 a year ago. Chief Executive Officer Jerome Grant has said that the company entered the year on a “strong” footing, pointing to execution across new campuses and program expansions, while highlighting demand across locations and efforts to expand partnerships and address the skilled labor gap.
Universal Technical Institute, Inc. provides education programs focused on transportation, skilled trades, and healthcare in the United States.
4. CVR Energy, Inc. (NYSE:CVI)
On March 25, 2026, Raymond James analyst Justin Jenkins upgraded CVR Energy, Inc. (NYSE:CVI) to Market Perform from Underperform. Justin Jenkins said the company’s refining portfolio is positioned to benefit from a strong margin environment, but noted this appears reflected in its premium valuation relative to peers, adding that improved leverage and execution are needed for further upside, though the stock may have bottomed as macro conditions improve.
On March 17, 2026, Mizuho raised its price target on CVR Energy, Inc. to $32 from $28 and maintained an Underperform rating, increasing its 2026 oil price outlook by 14% to $73.25 as the Iran conflict continued. Mizuho said it is too early to determine whether the conflict will structurally raise oil prices, but sees a likely upward bias, while remaining positive on the broader oil and gas sector.
Last month, CVR Energy, Inc. reported Q4 adjusted EPS of (80c), compared to the (81c) consensus estimate, with revenue of $1.81B versus $1.7B consensus. CEO Mark Pytosh said results were driven by “strong throughput volumes” and favorable crack spreads, while expressing optimism for refining demand and supply dynamics in the intermediate term.
CVR Energy, Inc. operates in petroleum refining, renewables, and nitrogen fertilizer manufacturing.
3. CVS Health Corporation (NYSE:CVS)
On March 24, 2026, CVS Health Corporation (NYSE:CVS) reached a proposed settlement with the Federal Trade Commission related to insulin pricing, according to a Reuters report. The company said the process is expected to conclude in the coming weeks, though final terms remain pending, while regulators have raised concerns that the pricing model may encourage higher list prices and steer patients toward more expensive drugs.
On March 12, 2026, Bernstein analyst Lance Wilkes upgraded CVS Health Corporation to Outperform from Market Perform with a price target of $94 from $91, citing “attractive exposure” to a Medicare Advantage turnaround and potential for more stable pharmacy earnings following reform impacts. Lance Wilkes also described recent regulatory developments as a “clearing event.”
On March 11, 2026, CVS Health’s Aetna agreed to pay $117.7M to resolve allegations it violated the False Claims Act by submitting inaccurate diagnosis data tied to Medicare Advantage payments.
CVS Health Corporation provides healthcare services across insurance, pharmacy, and health solutions segments in the United States.
2. Shift4 Payments, Inc. (NYSE:FOUR)
On March 26, 2026, Raymond James downgraded Shift4 Payments, Inc. (NYSE:FOUR) to Outperform from Strong Buy with a $67 price target, citing decelerating organic growth. Raymond James said growth is expected in the low-double digits in 2026 versus high-teens in 2025 and described the stock as a “show-me story,” adding that patience will be required with 2026 guidance.
On March 9, 2026, Shift4 Payments, Inc. announced several leadership changes, including the appointment of Pier Francesco Nervini as President of Shift4 International, effective April 1, where he will oversee commercial and go-to-market efforts outside the Americas. The company also named Timothy Goodwin as Chief Payments Officer to lead payment technology globally, while Chief Accounting Officer Jay Whalen will depart, with Filippos Mintiloglitis serving as interim CAO during the transition.
Earlier in March, BTIG lowered its price target on Shift4 Payments, Inc. to $70 from $80 and maintained a Buy rating after hosting an investor call with management, noting that stock pressure reflects a slowdown in organic growth from about 20% to low-double digits, but said the view that growth could fall to single digits overlooks multiple growth levers.
Shift4 Payments, Inc. provides software and payment processing solutions globally.
1. Agree Realty Corporation (NYSE:ADC)
On March 23, 2026, Truist raised the price target on Agree Realty Corporation (NYSE:ADC) to $82 from $79 and maintained a Buy rating as part of a broader REIT research note. Truist said it updated its model following Q4 results, incorporating revenue growth and expense assumptions.
On March 17, 2026, Raymond James raised its price target on Agree Realty Corporation to $90 from $84 and maintained a Strong Buy rating. Raymond James cited accelerating funds from operations per share growth, a low cost of capital, a “rock-solid” tenant base, and available capital to support further growth.
Last month, Agree Realty Corporation reported Q4 AFFO of $1.11, above the $1.10 consensus estimate. CEO Joey Agree said the company delivered strong performance, highlighting $1.55B in investments and $1.5B in capital raised, along with an A-issuer rating and over $2.0B in liquidity. The company expects FY26 AFFO of $4.54-$4.58 compared to the $4.53 consensus.
Agree Realty Corporation is a real estate investment trust focused on acquiring and developing net lease retail properties.
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