Key Points
- Perspective Therapeutics' major shareholder doubled down on the position, validating the business and pipeline.
- Liberty Live Group's SiriusXM stock is bought by Warren Buffett and Berkshire Hathaway.
- NB Bancorp is an aged institution that recently IPOd with great success; it is still undervalued.
The threat of fines and imprisonment, up to twenty years for the worst offenders, makes insider trading a different game than what it was. Today, insiders must reveal their trading within days of execution or face the fullest extent of the law. Savvy investors can use those filings to uncover hot trades and follow the leader to investment success; Insidertrades.com tracks those trades, so you don’t have to. This article highlights the top three stocks insiders bought over a 90-day look-back period; all are moving higher and have ample upside potential.
A Major Shareholder Doubles-Down on Perspective Therapeutics
Perspective Therapeutics (NYSE: CATX) focuses on targeted alpha oncology therapies. It has several therapies in late-stage clinical trials, a partnership to develop therapies with Bristol-Meyers Squibb (NYSE: BMY), and a major shareholder recently doubled down on their holdings. Lantheus Holdings (NASDAQ: LNTH) is a major developer, manufacturer, and distributor of medical diagnostic and therapeutic products worldwide. It purchased roughly 60 million shares, nearly doubling its position bringing the stake to nearly 20%. This is a significant increase in ownership and validation of the business and pipeline. Perspective Therapeutics is the most bought by insiders by share count.
Market support for Perspective Therapeutics is strong. Insidertrades.com tracks six analysts that peg the stock with a consensus Buy rating. The Buy rating has been steady for the last year, but the price target is increasing. The price target revisions lifted the consensus target by 50% in twelve months, with recent activity at the high end of the range. The freshest target is the highest on Wall Street; the Royal Bank of Canada set it and projects a price of $3.00 or nearly 100% upside. Coincidentally, the most-bought stock by dollar value is also a pharma company that was recently bought out.
Liberty Live Group has a Friend in Warren Buffett
Liberty Live Group (NASDAQ: LLYVA) is a complex media company with assets including Formula One (NASDAQ: FWONK) and SiriusXM Radio (NASDAQ: LSXMA). The stock structure is more complex, with at least nine tracking stocks to cover the different business aspects with voting and non-voting rights.
Today’s takeaway is that Berkshire Hathaway (NYSE: BRK-A) owns seven. The positions are high double-digit stakes in most cases, and the firm has been adding to the bulk position this year. The target appears to be SiriusXM, but Liberty Live and Formula One are in the mix.
Analysts are bullish on the group. However, shares of Sirius Series A and C (NASDAQ: LSXMK), the ones most bought by Berkshire, are the most undervalued. Insidertrades.com tracks four analysts with a Moderate Buy rating and a $37.65 price target. That target implies a 55% upside for the stock, putting it at a multi-year high and in full reversal. A move to that level would be bullish and open the door to another $12 of upside.
NB Bancorp is an Aged Institution With Lots of Value
NB Bancorp (NASDAQ: NBBK) has been in business for over 130 years, offering financial services in Massachusetts and surrounding areas—the company only recently IPOd, seeking capital to finance targeted growth opportunities. The IPO was well-received and oversubscribed, leading to a meteoric rise in the share prices. Trading at $15.95, the stock is nearly 15% above its IPO price and still undervalued. The company’s tangible book is near $17.30, suggesting another 9% upside is the minimum to expect.
Insiders are buying this stock and not just one or two. Seven insiders, including several board members, the CEO, CFO, COO, and EVP, made eleven transactions in the look-back window, making this the most bought stock by activity. They own 1.7% of the stock, and institutional ownership is also rising. Institutions, including the bank’s employee benefit plan, own about 30% of the stock, and their buying accelerated from Q1 to Q2, providing a tailwind for the market. Only one analyst has a rating tracked by Insidertrades.com, but it’s a Buy with a price target above the current action.
Companies in This Article:
| Company | Current Price | Price Change | Dividend Yield | P/E Ratio | Consensus Rating | Consensus Price Target |
|---|
| Bristol Myers Squibb (BMY) | $52.02 | +2.1% | 4.77% | 17.57 | Hold | $55.25 |
| The Liberty SiriusXM Group (LSXMA) | $22.29 | flat | N/A | 9.17 | N/A | N/A |
| The Liberty SiriusXM Group (LSXMK) | $22.29 | flat | N/A | 9.17 | N/A | N/A |
| Liberty Media Corporation - Liberty Formula One Series C (FWONK) | $93.27 | +1.1% | N/A | 119.58 | Moderate Buy | $112.33 |
| Liberty Media Corporation - Liberty Formula One Series A (FWONA) | $85.75 | +0.8% | N/A | 109.94 | Moderate Buy | $103.00 |
| NB Bancorp (NBBK) | $20.15 | -0.8% | 1.39% | 13.19 | Moderate Buy | $23.00 |
| Lantheus (LNTH) | $61.87 | +3.5% | N/A | 26.00 | Hold | $74.17 |
Experience
Thomas Hughes has been a contributing writer for InsiderTrades.com since 2019.
- Professional Background: Thomas Hughes is the Managing Partner of Passive Market Intelligence LLC, a market research platform he launched in 2023 with the mission: “We watch the market so you don't have to.” He has worked as a blogger, stock market commentator, and independent analyst since 2010 and has been actively involved in trading and investing since 2005.
- Credentials: He holds an Associate of Arts in Culinary Technology—training that honed his discipline, attention to detail, and ability to anticipate outcomes, all of which carry over into his work as a market analyst.
- Finance Experience: Thomas has been writing about finance and investing since 2011, when he discovered it could be more than a personal passion—it could be a profession. He’s been a contributing writer for InsiderTrades.com since 2019.
- Writing Focus: He specializes in the S&P 500, small-cap stocks, dividend and high-yield strategies, consumer staples, retail, technology, oil, and cryptocurrencies. His analysis blends chart-based technical setups with key fundamental insights, helping readers identify actionable trends.
- Investment Approach: Thomas takes a hybrid approach that combines technical analysis with deep fundamental research. He often writes about macroeconomic shifts, earnings trends, and sentiment-based trading signals.
- Inspiration: Thomas first became interested in stocks after attending a seminar on how to buy and sell your own shares. That event opened his eyes to the market's potential and sparked a lifelong interest in investing.
- Fun Fact: Thomas took up model railroading by accident a few years ago—and now he can’t stop running the rails.
- Areas of Expertise: Technical and fundamental analysis, S&P 500, retail and consumer sectors, dividends, market trends
Education
Associate of Arts in Culinary Technology
