In this article, we will be taking a look at the 10 Large-Cap Stocks with Insider Buying in 2026.
In an interview with Mo Haghbin, Managing Director at ProShares, on March 20, Caroline Woods of The Street discussed how investors are reallocating capital in the face of escalating geopolitical tensions and unstable oil prices. The economy was solid prior to the Iran War, with consistent growth, a robust job market, and controllable inflation. But investor behavior has changed dramatically as a result of the battle. While stock ETF inflows, which began the year at record levels, have decreased by about 80% when compared to pre-conflict monthly norms, fixed-income, especially short-duration instruments, are currently receiving the most interest. Despite oil prices staying above $100 per barrel, commodities are surprisingly seeing outflows as investors doubt sustained high energy prices and look forward to the possible restoration of Iranian production. Investors in stocks are shifting their attention from broad index exposure to specialized sectors and theme strategies.
As of March 6, 2026, investors are updating their growth and inflation projections for the year due to increased tensions in the Middle East. Concerns about inflation, company expenses, and the rate of future interest rate decreases are raised by rising energy costs, and these factors have an impact on share valuations. Goldman Sachs warned in a March 5 Reuters article that the intensifying Iranian conflict would push oil prices to $100 per barrel, which would reduce real earnings, restrict consumer spending, and potentially impede global economy by 0.4%. Even in the worst-case scenario, oil is expected to rise slightly, hitting $76 a barrel in Q1 2026.
On March 8, 2026, West Texas Intermediate and Brent crude increased by over 36% and 27%, respectively, while the Dow Jones and S&P 500 decreased by 3% and 2%, respectively. The oil markets have already responded dramatically. In light of the uncertainty surrounding vital transit routes like the Strait of Hormuz, which handles approximately 20% of the world’s oil trade, JPMorgan issued a warning about growing manufacturing and transportation costs brought on by high oil prices.
Amid such volatility, Liz Ann Sonders of Schwab, on January 21, highlighted market instability driven by fading risk appetite, sector rotation, and global sell-offs. She emphasized that retail traders’ buy-the-dip mentality fuels repeated rebounds, creating an environment where uncertainty evolves into persistent instability affecting geopolitics, trade, and monetary policy.
With that said, let’s look at the large-cap stocks with Insider Buying.
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Our Methodology
For our methodology, we screened large-cap stocks with a market capitalization between $10 billion and $200 billion and insider ownership above 20%. We then narrowed our selection to companies that have recently reported significant developments likely to influence investor sentiment. These stocks are also favored by analysts and prominent 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).
Here is our list of the 10 large-cap stocks with Insider buying in 2026.
10. The Carlyle Group Inc. (NASDAQ:CG)
Number of Hedge Fund Holders: 31
The Carlyle Group Inc. (NASDAQ:CG) is on our list of stocks with Insider buying.
TheFly reported on March 24 that BMO Capital reduced its price target for CG to $58 from $65 while keeping an Outperform rating. In a broader review of alternative asset managers, the firm highlighted growing challenges, including redemptions from BDCs, credit strains in asset-backed finance, and performance pressures from AI-driven disruptions. Market volatility is adding uncertainty to potential realizations, and expanding credit spreads, along with ongoing fraud concerns, are creating questions about underwriting practices and downside safeguards.
In a separate recent development, on March 26, The Carlyle Group Inc. and KKR were chosen by the U.S. Army to construct two large-scale data centers on military bases, with each facility projected to cost around $2 billion.
The initiative comes amid a rapid expansion of the Army’s use of artificial intelligence during the ongoing conflict in Iran. Under the terms of the arrangement, the Army will provide long-term leases for the data centers but will not contribute capital to fund the construction. This project represents a significant technology and infrastructure investment by the Army while leveraging private sector expertise for hyperscale computing capabilities.
The Carlyle Group Inc. is a global investment firm specializing in private equity, credit, and real assets, managing over $350 billion across multiple sectors to drive growth, create value, and deliver returns for investors worldwide.
9. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders: 45
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is among the best stocks with insider buying.
TheFly reported on March 26 that ISI increased its price objective for JBHT to $232 from $222 while keeping an Outperform rating. The analyst noted that recent macroeconomic indicators and industry-specific signals suggest the extended downturn has concluded, offering confidence in a notable rebound in earnings per share. These developments point to improving fundamentals within the transportation sector, supporting a more positive outlook for the company’s performance in the near term. The firm emphasizes that these trends underpin the maintained favorable rating and the upward adjustment to the stock’s expected valuation.
Earlier, on March 5, J.B. Hunt Transport Services, Inc. announced approval for a dual listing on the newly launched Nasdaq Texas exchange. The company’s President and CEO, Shelley Simpson, participated in the closing bell ceremony alongside Nasdaq and Texas officials.
The secondary listing aims to expand capital access for businesses across Texas and the southeastern U.S., with trading scheduled to begin March 6 under the symbol “JBHT.” J.B. Hunt’s primary Nasdaq Global Select listing remains unchanged. The dual listing supports the company’s growth strategy, leveraging its Texas operations, extensive freight network, and integrated logistics services to serve a diverse customer base.
J.B. Hunt Transport Services, Inc. is a leading U.S. logistics and transportation company, offering truckload, intermodal, and dedicated contract services, connecting businesses with efficient freight solutions across North America.
8. Diamondback Energy, Inc. (NASDAQ:FANG)
Number of Hedge Fund Holders: 46
Diamondback Energy, Inc. (NASDAQ:FANG) is among the best stocks with insider buying.
TheFly reported on March 29 that Citigroup increased its price target for FANG to $230 from $178 while keeping a Buy rating. The firm revised its projections for the oil exploration and production sector to incorporate anticipated higher oil prices, reflecting updated market assumptions and industry conditions.
Separately, earlier on March 10, Diamondback Energy, Inc. disclosed the pricing of a secondary public offering of 11,000,000 common shares by its largest shareholder, SGF FANG Holdings, LP. The sale is expected to generate approximately $1.9 billion in gross proceeds, none of which will go to FANG. The offering is scheduled to close on March 12, 2026, subject to standard closing conditions.
Additionally, the selling shareholder granted the underwriters a 30-day option to acquire up to 1,650,000 extra shares to cover over-allotments. Evercore ISI, Citigroup, and J.P. Morgan are serving as joint book-running managers for the transaction. FANG has filed a registration statement with the SEC, including a prospectus, providing detailed information on the offering, the company, and related risks. Investors are advised to review the prospectus and related SEC filings before participating.
Diamondback Energy, Inc. is an independent oil and natural gas company focused on the exploration, development, and production of unconventional resources in the Permian Basin, aiming to deliver sustainable growth and shareholder value.
7. Fox Corporation (NASDAQ:FOXA)
Number of Hedge Fund Holders: 51
Fox Corporation (NASDAQ:FOXA) is one of the best stocks with Insider Buying.
TheFly reported on March 27 that Wells Fargo reduced its price target for FOXA to $67 from $75 while maintaining an Equal Weight rating. The firm sees potential upside from Cable advertising and anticipated FY26 EBITDA performance. At the same time, longer-term projections face challenges, particularly related to NFL performance, which limits optimism over sustained growth and makes the outlook more cautious.
In a separate strategic development, on March 18, Front Office Sports reported that Fox Corporation is engaged in advanced discussions with prediction market platform Kalshi for a major partnership. If completed, the collaboration would involve Fox News and Fox Weather but exclude Fox Sports programming. Both companies declined to comment on the negotiations. Kalshi has previously partnered with media outlets such as CNN and CNBC, while competitors like Polymarket maintain agreements with Dow Jones and Yahoo Finance.
The platform primarily attracts users to view odds, with most trading centered on sports markets. The news comes amid Kalshi’s ongoing legal challenges, including lawsuits and cease-and-desist orders from multiple states regarding alleged illegal wagering, while federal guidance continues to support the legality of such exchanges. This potential partnership represents FOXA’s effort to integrate prediction-market content into its news and weather offerings without involving its sports division.
Fox Corporation is a U.S.-based media company delivering news, sports, and entertainment content through its television, digital, and streaming platforms, focusing on broadcasting, cable, and digital media operations.
6. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 58
CoreWeave, Inc. (NASDAQ:CRWV) is one of the best stocks with insider buying.
TheFly reported on March 24 that BofA Global Research resumed coverage of CRWV, assigning a Buy rating with a price target of $100. The firm highlighted the company’s strong positioning in the AI compute sector, driven by proprietary software tailored for AI workloads and partnerships with leading AI-focused firms, including Nvidia and OpenAI. Given the growing demand for AI infrastructure, CRWV is viewed as well placed to expand its presence in the $79 billion AI infrastructure-as-a-service market, according to the research note.
On the same day, CoreWeave, Inc. announced that Zonos, a leading provider of cross-border commerce solutions, chose the CoreWeave Cloud to run its AI-powered duty, tax, and international checkout systems. The platform supports low-latency inference and enhances performance across Zonos’ globally distributed services, enabling compliance and real-time calculations across multiple countries and currencies.
By leveraging CRWV’s scalable infrastructure, Zonos can deliver rapid, reliable automation for global retailers and logistics partners, streamlining complex cross-border transactions. This deployment allows Zonos to combine AI-driven automation with high-performance cloud infrastructure, ensuring fast, consistent, and efficient experiences for international customers while supporting global growth.
CoreWeave, Inc. is a cloud computing company specializing in GPU-accelerated infrastructure, providing high-performance solutions for AI, machine learning, visual effects, and blockchain applications.
5. MasTec, Inc. (NYSE:MTZ)
Number of Hedge Fund Holders: 71
MasTec, Inc. (NYSE:MTZ) is among the stocks with insider buying.
On March 13, 2026, Jefferies increased its price target for MTZ to $348 from $271 while maintaining a Buy rating. The firm highlighted that MasTec is performing strongly across all four business segments, achieving growth rates that outpace peer averages. This robust execution has prompted Jefferies to revise its estimates for the company upward, reflecting optimism about MasTec’s continued expansion and market performance relative to competitors.
MasTec, Inc.’s strong performance is highlighted by its Fourth Quarter and Full Year 2025 financial results, announced on February 26, 2026, alongside initial guidance for 2026. The company achieved record fourth-quarter revenue of $3.9 billion, a 16% increase year-over-year, supported by growth across all segments. Its 18-month backlog expanded 13% sequentially to $19 billion. Diluted EPS reached $1.81, while adjusted EPS rose to $2.07.
For the full year, the corporation said that its revenue hit $14.3 billion, up 16%, with GAAP net income of $422 million and adjusted EBITDA of $1.2 billion. These results reflect robust execution in energy, communications, power, and infrastructure markets and set the stage for continued growth in 2026, backed by a strong balance sheet and disciplined capital allocation strategy.
MasTec, Inc. is a U.S. infrastructure construction company providing engineering, building, and maintenance services for energy, communications, and utility sectors across North America.
4. Ralph Lauren Corporation (NYSE:RL)
Number of Hedge Fund Holders: 71
Ralph Lauren Corporation (NYSE:RL) is among the best stocks with insider buying.
TheFly reported on March 24 that Citigroup upgraded RL from Neutral to Buy and set a new price target of $400, up from $360. The firm anticipates a stronger-than-expected fiscal fourth-quarter report and views the recent share decline as a favorable entry point. Analysts expect the brand to maintain positive momentum through fiscal 2027, driven by successful efforts to enhance brand positioning and the resilience of higher-income consumers amid ongoing macroeconomic fluctuations.
Separately, on the same day, Ralph Lauren Corporation unveiled the next stage of its Global Citizenship & Sustainability strategy, titled Timeless by Design 2030. Building on prior achievements, the initiative aims to strengthen the resilience of the company’s employees, communities, supply chain partners, and natural resources essential to its operations. The strategy focuses on driving measurable, positive impact across four pillars: Partner for Impact, Protect Natural Resources, Engage & Enable Teams, and Care for Communities, each anchored by a flagship program.
Key priorities include reducing emissions and water use, advancing sustainable materials, fostering employee development and belonging, and supporting communities through philanthropic initiatives such as Pink Pony. Progress will be tracked and reported annually, guiding Ralph Lauren toward sustainable growth while reinforcing its long-term vision and commitment to responsible, enduring business practices.
Ralph Lauren Corporation is a global luxury lifestyle brand designing, marketing, and distributing apparel, accessories, and home products, known for its iconic style and premium quality.
3. Airbnb, Inc. (NASDAQ:ABNB)
Number of Hedge Fund Holders: 80
Airbnb, Inc. (NASDAQ:ABNB) is one of the best stocks with insider buying.
TheFly reported on March 26 that Truist Financial revised its rating on ABNB to Hold from Sell, setting a new price target of $129, up from $107. The upgrade followed an increase in the company’s 2026 adjusted EBITDA and earnings forecasts. Truist also refreshed its sector-wide estimates and targets for lodging and leisure companies after reviewing fourth-quarter results, reflecting stronger-than-expected performance and improved financial outlooks across the segment.
Separately, earlier on March 10, Airbnb, Inc. announced that Gus Fuldner will join the company as Global Head of Operations, effective March 16. Fuldner, previously a senior executive at Uber, brings extensive experience in building operational systems at scale and tackling complex logistical challenges. His appointment follows a planned leadership transition, succeeding the outgoing operations head, and is intended to strengthen Airbnb’s global operations.
Fuldner will focus on unifying dispersed teams and systems into a cohesive, AI-powered platform designed to improve efficiency, enhance the guest and host experience, and ensure reliable, high-quality service across ABNB’s worldwide operations.
Airbnb, Inc. is a global online marketplace connecting travelers with hosts, offering short-term lodging, experiences, and unique accommodations in over 220 countries and regions.
2. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holders: 82
NIKE, Inc. (NYSE:NKE) is one of the best stocks with insider buying.
TheFly reported on March 27 that Evercore ISI reduced its price target on NKE to $69 from $77 while maintaining an Outperform rating. The firm noted that Nike’s recovery is progressing more slowly than expected, with China remaining an important near-term variable for the stock. Even so, Evercore believes the shares appear undervalued ahead of the company’s fiscal third-quarter earnings report, suggesting the recent weakness may already reflect much of the current uncertainty.
More recently, on March 30, Reuters reported that NIKE, Inc.’s difficulties in China are being driven by operational shortcomings, intensifying domestic competition, and softer consumer demand. China contributes roughly 15% of Nike’s global revenue, making improvement in the region increasingly important. However, weaker economic conditions and the prolonged property downturn have reduced spending among Chinese consumers, creating additional pressure on sales. At the same time, local brands have gained ground by taking advantage of NKE’s recent stumbles in execution.
The company’s underperformance in China has underscored broader operational weaknesses at a time when the market is becoming less tolerant of mistakes. These combined challenges have made the company’s recovery in one of its most important international markets more difficult.
NIKE, Inc. is a global leader in athletic footwear, apparel, and equipment, designing and marketing products under the Nike, Jordan, and Converse brands for consumers worldwide.
1. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 108
AppLovin Corporation (NASDAQ:APP) is one of the stocks with insider buying.
TheFly reported on March 25 that Piper Sandler maintained an Overweight rating on APP following discussions with an ad monetization specialist about the company and the mobile gaming market amid recent competitive concerns. The firm said the expert believes APP continues to hold a strong leadership position despite recent headlines. Piper also noted that the expert sees adoption challenges for CloudX and broader industry doubt about the real-world usefulness of AI within its offerings.
Separately, on March 10, AppLovin Corporation released Mobile Gaming: The New Mainstream Consumer Channel, a Kantar study prepared for Axon that examines the advertising potential of U.S. mobile gaming audiences. The report concludes that mobile gaming has become a broad-reach consumer channel with strong demographic diversity and measurable influence on purchasing behavior. It found that most mobile gamers are frequent players, active online shoppers, and key household decision-makers with solid spending power.
Nearly 40% said they bought a product within three months of seeing an in-game ad, while satisfaction and repeat-purchase intent remained high. The study also showed that mobile gaming ads generate favorable engagement, particularly among higher-income households, reinforcing the channel’s growing value for brands seeking scalable and conversion-oriented digital advertising opportunities.
AppLovin Corporation is a technology company that provides marketing, monetization, and analytics tools for app developers, helping businesses grow and optimize mobile app performance.
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