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These 3 Beaten-Down Stocks Just Saw $25 Million in Insider BuyingBy Leo Miller. Publication Date: 5/28/2026. 
Key Points
- Insiders purchased more than $25 million worth of shares combined in Q2 across TKO Group, Shift4 Payments, and ON amid notable price declines.
- Shift4 founder Jared Isaacman led buying activity, acquiring $16 million in company stock in Q2 alone, with no insider selling tracked since Q4 2025.
- ON insiders showed the broadest buying signal, with three separate insiders purchasing $6.59 million in shares versus just $581,000 in insider selling.
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In Q2, insiders are showing confidence in several key stocks across the entertainment, payments, and apparel industries. These names have seen notable weakness in their share prices over the past several months. Against that backdrop, insiders appear to see an opportunity, buying more than $25 million worth of shares combined across these stocks. TKO Insiders Buy $4.5 Million in Stock as Buyback Capacity IncreasesTKO Group (NYSE: TKO) is a name investors may not immediately recognize, but that is not the case for the key brands this company controls. TKO owns WWE and the Ultimate Fighting Championship (UFC)—the world’s two most valuable combat sports organizations.
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As these sports continue to grow in popularity, TKO has delivered a strong return of more than 35% since the start of 2025. However, the stock has seen some weakness lately, and it is down about 5% in 2026. Shares are also nearly 15% below their all-time high reached in early March. This recent decline may be why insiders are stepping in. In Q2 2026, MarketBeat has tracked approximately $4.5 million worth of buying at TKO among three separate insiders. That stands out, considering the stock had seen no insider buys since Q2 2025. To be fair, insider selling in Q2 is not much lower, at around $3.66 million. However, these sales were made under predetermined 10b5-1 plans, which limits their bearish significance. Overall, TKO’s recent insider moves are a positive signal going forward. These insider purchases also align with TKO’s buyback rhetoric. The company recently added $1 billion in buyback capacity and believes there is a “dislocation in our stock price relative to its intrinsic value." Shift4’s Founder Loads Up as Shares TankShift4 Payments (NYSE: FOUR) sits in a similar position to TKO, with insider buying rising as shares fall. However, the moves are much more dramatic on both fronts. Since the start of 2025, markets have punished FOUR, with shares down more than 55%. The company provides point-of-sale payment processing solutions, including hardware and software, with significant penetration in restaurants, hospitality, and stadiums. Notably, the company is growing fast, with gross revenue less networking fees increasing by 46% year over year (YOY) in 2025. However, investors seem concerned that acquisitions are driving so much of that growth. Shift4 notes that, excluding its purchases of Global Blue and SmartPay, gross revenue less networking fees increased by just 23% YOY. In other words, acquisitions accounted for half of its growth—raising questions about whether this pace is sustainable. While founder Jared Isaacman no longer runs Shift4, he is showing significant confidence in the company. In Q2, Isaacman has already bought $16 million worth of Shift4 stock, only moderately below the $18 million he spent in all of Q1. MarketBeat also has not tracked any insider selling at Shift4 since Q4 2025. While this buying is a positive indicator, it is also worth noting that only one individual is purchasing. That somewhat tempers the bullish signal, since the buying is not broad-based among insiders. Insiders Run to Buy ONON With Shares Down Big Over 30% From HighsLast up is ON (NYSE: ONON), known for its On brand running shoes and athletic apparel. The stock drew a lot of attention from investors in 2024, with shares more than doubling during the year. That came as ON’s adjusted earnings per share (EPS) rose by 200% YOY in its fiscal year 2024 (FY2024), to 0.75 Swiss Francs (approx. $1.09). That figure moved in the opposite direction in FY2025, falling 17.6% YOY to ₣0.61 (approx. $1.02). However, the company’s operating results were strong, with operating income rising 78% YOY in 2025. Rather than operational deterioration, foreign exchange headwinds—which are completely outside the firm’s control—put significant pressure on net income. Nonetheless, shares are down more than 25% since the start of 2025 and have fallen more than 35% from their all-time high. The company’s strong underlying performance may be why insiders feel comfortable stepping in. MarketBeat has tracked $6.59 million worth of insider buying at ON in Q2—drastically higher than its $581,000 worth of insider selling. Notably, these purchases come from three separate insiders, signaling continued confidence that the stock is attractive. Overall, these moves provide a solid bullish signal for ON's stock. Could Shift4 Shift Into Gear? Analysts See Solid Upside AheadWhen considering both consensus forecasts and recently updated forecasts, Wall Street analysts are showing the most optimism toward Shift4. The MarketBeat consensus price target near $70 implies about 60% upside in the shares. However, that figure includes a fair number of targets that have not been updated in some time. Targets revised after the company’s latest earnings report are considerably lower, averaging around $59. Even so, that still suggests substantial upside of 30%. |
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