Nyse Order Imbalance 400814.0 Shares On Buy Side

Here’s a summary of the most significant insider transactions reported on Wednesday, January 28, 2026.

Top Buys

Berkley W R CORP (NYSE:WRB) saw substantial insider buying from Mitsui Sumitomo Insurance CO LTD, a ten-percent owner. The company reported purchasing shares of common stock in multiple transactions totaling $69,297,689 between January 26 and January 28, 2026, with prices ranging from $65.86 to $69.04 per share. These purchases were executed under a prearranged Rule 10b5-1 purchase plan that was adopted on October 3, 2025.

Gabelli Dividend & Income Trust (NYSE:GDV) reported Director Mario J. Gabelli, through GGCP, Inc., purchased 5,500 shares on January 27, 2026. The shares were bought at a price of $28.72, amounting to a total transaction value of $157,945. Following the transaction, Mr. Gabelli indirectly owns 20,500 shares through GGCP, Inc., directly owns 145,812 shares, and indirectly owns 626,000 shares through Associated Capital Group, Inc. The trust offers a substantial 6.28% dividend yield and has maintained dividend payments for 23 consecutive years, with a P/E ratio of 7.27 and a market capitalization of $2.53 billion.

Live Oak Bancshares (NASDAQ:LOB) Chief Risk Officer Ewa Maria Stasiowska recently purchased shares of the company’s stock for a total value of $99,999. According to SEC filings, Stasiowska acquired 2,595.231 shares of Voting Common Stock on January 26, 2026, at prices ranging from $38.53 to $38.54 per share. This insider buying comes at a time when the regional bank, valued at $1.69 billion, has seen a strong 16.11% return over the past six months and is reportedly trading below its Fair Value with a PEG ratio of just 0.54.

Amerant Bancorp Inc. (NASDAQ:AMTB) Director Odilon Almeida purchased 4,816 shares of the company’s Class A Common Stock on January 27, 2026. The purchases were executed at a weighted average price of $20.99 per share, resulting in a total transaction value of $101,083. The prices paid ranged from $20.57 to $21.00 per share. Following the transaction, Almeida directly owns 5,316 shares of Amerant Bancorp Inc.

Vivani Medical, Inc. (NASDAQ:VANI) Director Gregg Williams, a ten percent owner, acquired 1,351,351 shares of common stock at a price of $1.48 on January 27, 2026. The total value of the purchase was $1,999,999. Following the transaction, Williams directly owns 4,799,200 shares and indirectly owns 27,915,460 shares. This significant insider purchase comes despite Vivani Medical facing financial challenges with a weak health score, a concerning current ratio of 0.61, and negative earnings of $0.44 per share. The purchase comes as VANI shares have fallen 8.6% over the past week, though the stock is still up nearly 17% year-over-year.

Top Sells

CoreWeave, Inc. (None:CRWV) Chief Development Officer Brannin McBee sold a total of 24,009 shares of Class A Common Stock on January 26, 2026. The sales were executed at weighted average prices ranging from $98.58 to $107.99, resulting in a total transaction value of $2.58 million. The sales were conducted under a pre-arranged Rule 10b5-1 trading plan adopted on September 2, 2025. The transaction comes as CoreWeave’s stock has delivered a remarkable 165% return over the past year, with a current market capitalization of approximately $56.7 billion.

Callaway Golf Co (NYSE:MODG) saw PEP TG Investments GP LLC, a ten percent owner, sell 10,000,000 shares of common stock on January 27, 2026. The shares were sold at a price of $14.70, resulting in a total transaction value of $147,000,000. Following the transaction, PEP TG Investments LP directly holds 11,175,226 shares of Callaway Golf Co. The company has recently announced its latest earnings and revenue results, received analyst upgrades, and changed its corporate name from Topgolf Callaway Brands Corp. back to Callaway Golf Company.

Johnson & Johnson (NYSE:JNJ) CEO and Chairman of the Board Joaquin Duato sold a total of $22.1 million worth of company stock on January 26, 2026. According to SEC filings, Duato sold 51,218 shares at a weighted average price of $220.99, in multiple trades at prices ranging from $220.39 to $221.38, and an additional 48,782 shares at a weighted average price of $221.48, in multiple trades at prices ranging from $221.38 to $221.64.

United Parcel Service (NYSE:UPS) Chief Legal & Compliance Officer Norman M. Brothers Jr. sold 24,626 shares of Class B Common Stock on January 28, 2026, for approximately $2.65 million. The sales occurred in multiple transactions with prices ranging from $106.04 to $107.68.

Yelp (NASDAQ:YELP) Chief Executive Officer Jeremy Stoppelman sold a total of 59,000 shares of common stock for approximately $2.5 million between January 26 and January 28. The sales occurred at prices ranging from $27.35 to $28.46. Stoppelman also exercised options to acquire 90,000 shares of Yelp common stock at a price of $20.47, for a total value of $1,842,300.

Tracking insider transactions provides investors with valuable insights into how company executives and major shareholders view their own stock’s prospects. When insiders buy shares with their own money, it often signals confidence in the company’s future performance. Conversely, insider selling might indicate concerns about valuation or future prospects, though it can also simply reflect personal financial planning. While insider activity alone shouldn’t drive investment decisions, it represents one important piece of the puzzle that savvy investors consider alongside fundamental analysis, industry trends, and broader market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Power and utility companies are expected to see continued momentum in 2026 as artificial intelligence drives unprecedented demand for electricity, according to a new report from Evercore ISI.

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The firm highlights eight top picks positioned to capitalize on what they call the "Race to Power" as data center operators scramble to secure reliable energy sources.

With announced projects already exceeding 125GW of incremental demand, 2026 is shaping up to be a pivotal year for the power sector.

Evercore analysts expect the year to bring numerous "off-cycle" catalyst announcements as hyperscalers lock in long-term power agreements to support their ambitious growth plans.

Here are Evercore ISI’s top power stock picks for 2026:

1. NextEra Energy, Inc (NYSE:NEE) - Leading the pack, NextEra maintains its position as the premier renewable energy provider in the United States. The company’s dual strategy of operating regulated utilities while developing clean energy projects positions it perfectly to meet the growing demand from data centers requiring both reliable and sustainable power sources.

NextEra Energy reported fourth-quarter 2025 adjusted earnings of $0.54 per share on revenue of $6.5 billion, which was below revenue expectations. Following the results, Mizuho raised its price target on the company to $90.

2. Vistra Corp (NYSE:VST) - As a major integrated power company, Vistra’s diverse generation portfolio and retail operations give it significant flexibility to capitalize on increasing power demand. The company’s combination of conventional and renewable assets provides the dispatchable power that data centers require.

In a significant development, Vistra Corp secured power purchase agreements with Meta for its nuclear assets. The company also completed a private offering of $2.25 billion in senior secured notes.

3. Sempra (NYSE:SRE) - This energy infrastructure company stands to benefit from its strategic assets across the power value chain. Sempra’s investments in natural gas infrastructure complement its utility operations, providing essential services as power demand surges.

Sempra announced third-quarter 2025 earnings that surpassed analyst forecasts, with an adjusted EPS of $1.11. Additionally, Goldman Sachs upgraded the company to a Buy rating, citing its focus on Texas operations.

4. American Electric Power Company (NASDAQ:AEP) - With one of America’s largest electricity transmission networks, AEP is well-positioned to connect new power generation to growing demand centers. The company’s extensive service territory includes regions seeing significant data center development.

American Electric Power announced a $2.65 billion agreement to purchase solid oxide fuel cells from Bloom Energy for a new generation facility. The company also reached an agreement with the Icahn Group to add a non-voting observer to its board.

5. Xcel Energy (NASDAQ:XEL) - As a leader in clean energy transition among regulated utilities, Xcel has established itself as a preferred partner for tech companies seeking renewable power. Its ambitious carbon reduction goals align with the sustainability requirements of many AI-focused companies.

A subsidiary of Xcel Energy filed a request in Colorado for a $190 million increase in natural gas revenue. Separately, Mizuho raised its price target on the company to $86, citing a strong growth outlook.

6. Public Service Enterprise Group (NYSE:PEG) - PSEG’s northeastern utility operations serve densely populated areas with growing power needs. The company’s focus on grid modernization supports the reliability requirements essential for data center operations.

Public Service Enterprise Group received an upgrade to Overweight from Wells Fargo. The company also announced that Geisha J. Williams will join its Board of Directors, effective March 1, 2026.

7. Bloom Energy (NYSE:BE) - Offering innovative fuel cell solutions, Bloom provides distributed generation options that can help data centers ensure power reliability while meeting environmental goals. Its technology addresses both energy security and emissions concerns.

In recent news, an air permit filing in Texas revealed that Bloom Energy’s fuel cells are planned to power a new 1.5 GW off-grid data center. This development follows a major purchase agreement from American Electric Power for Bloom’s technology.

8. Fermi (NYSE:FRMI) - Rounding out the list, Fermi’s specialized focus on grid infrastructure positions it to benefit from the massive investments needed to connect new generation to the grid as power demand accelerates.

Fermi announced that a prospective tenant terminated a $150 million construction funding agreement for one of its sites. On a separate note, Texas Capital Securities initiated coverage on the company with a Buy rating.

According to Evercore, if 2025 was the year of "price discovery" in the power sector, 2026 will be the year of "price certainty" as long-term agreements solidify the economic outlook for these companies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Bank of America said compute-focused chipmakers look increasingly attractive as valuations remain well below historical levels, even as artificial intelligence investment accelerates. 

In a note on Monday, BofA described the semiconductor landscape as a mix of “stretched semicaps, compelling compute, [and] half-full analog,” with analyst Vivek Arya highlighting the relative value in four key compute names.

BofA said its preferred compute stocks, Nvidia, Broadcom, AMD and Credo, are projected to grow sales at an average 42% and adjusted EPS at 49% from 2025 to 2027, yet trade at “a 24x CY27 PE or just 0.5x PEG ratio.” 

According to BofA, that “suggest[s] a notably compelling valuation backdrop” compared with other areas of the chip sector. 

The firm expects large cloud providers to reaffirm “the mission-critical need to invest in compute infra,” supporting double-digit sales growth.

BofA also pointed to cloud spending momentum, noting its tracker suggests 38% year-over-year growth in 2026 cloud capex, with potential revisions “towards 50%+ exiting the year.” Despite rising investment, “FCF in aggregate is still positive,” BofA believes.

BofA “expects cloud AI earnings/NVDA’s GTC show (Mar 16-19) anticipation to reenergize the group.”

Investing.com -- Near-term fundamentals on U.S. self-storage REITs remain soft, pushing its expected earnings recovery out to 2027.

Wolfe said it expects sector earnings growth to be flat in 2026, with more meaningful growth of about 3% to 4% only emerging in 2027.

Storage fundamentals increasingly resemble other commercial real estate segments, with demand tied closely to employment, which remains muted.

Supply is easing but not at historically low levels. One relative positive is low housing turnover, which has weighed on demand but could create easier comparisons if housing mobility improves, though

Wolfe said policy efforts to unlock affordability are unlikely to deliver a quick boost.

Wolfe downgraded Public Storage and CubeSmart to Peer Perform from Outperform, citing modest two-year growth profiles.

It estimates two-year earnings growth of about 2.7% for Public Storage and 1.8% for CubeSmart, below the average growth rate of other REIT sectors it has updated through 2027.

Wolfe upgraded National Storage Affiliates to Peer Perform from Underperform, pointing to guidance that implies narrowing same-store growth gaps versus peers and the potential for stronger earnings growth in 2027, aided by leverage.

The firm said it now has no Outperform ratings in the storage REIT sector, a first during its coverage, despite storage REITs ranking among the best-performing REIT subsectors over the long term. Wolfe attributed that historical performance to disciplined capital spending and management focus on returns, but said valuations now leave little room for disappointment.

Wolfe said sector PEG ratios for 2026 to 2027 do not look attractive based on its updated forecasts. While metrics improve when focused solely on 2027 growth, it warned that recent enthusiasm around a potential housing-driven demand rebound has raised the bar for near-term performance.

Wolfe said a more attractive entry point could emerge later in 2026 if earnings trends stabilize and growth begins to recover as expected.