In this article, we will take a detailed look at 10 Large–Cap Stocks Insiders Are Selling Recently. We previously covered 10 Large-Cap Stocks Insiders Are Buying Recently.
Why should investors track insider moves? Is it a bad sign for the company when insiders sell their shares? Not necessarily; just like insider buying activity doesn’t always mean the stock is heading for growth. Both insider selling and buying can be driven by various motives, it’s important to consider these moves within the broader context of the company’s fundamentals, industry trends, and overall market conditions.
However, insiders or people in high positions within a company—such as executives and directors, often have precious insights into the company’s strategy, plans, next moves and initiatives. Sometimes, for example, when a CEO or CFO invests their own money to acquire company shares, it can signal strong confidence in the company’s potential.
Similarly, when insiders are selling their shares, it can sometimes mean that the management is losing confidence. On the other hand, it also happens that large shareholders just want to trim their holdings to more appropriate position sizes based on the risk/reward. Insiders can also decide to sell their shares due to personal financial reasons that have nothing to do with the company.
This means that both insider selling and buying can be driven by various motives, and therefore, any insider trading activity should be carefully analyzed only with other factors. That’s why due diligence before any investment is of the utmost importance. However, insider trading activity in combination with other relevant determinants can offer valuable insights into a company’s capabilities, helping investors make more informed investment decisions.
To identify the 10 large-cap stocks insiders are selling recently, we considered only stocks with a market capitalization of more than $10 billion. We first used Insider Monkey’s insider trading stock screener and looked for stocks with at least two insiders selling over the last two months.
With each stock we note the number of recent insider sales and the company’s current market capitalization. But why is it important to follow insider activity? Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds, focusing on insider trading and stock picks from hedge fund investor newsletters and conferences. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here)
An executive wearing a suit striding confidently across a trading floor.
10. Intuit Inc. (NASDAQ:INTU)
Number of Insiders Selling: 8
Market Capitalization: $165.207B
Intuit is a California-based financial technology company. Its most popular products include TurboTax, the tax preparation application, Credit Karma, the credit monitoring and personal accounting service, and QuickBooks, an accounting program for small businesses among others. Intuit has offices in seven countries.
Over the last two months eight insiders, including CEO, President and Director, and CTO, sold around $186.43 million worth of Intuit shares at an average price of around $639.79 per share. The stock is currently trading at $585.88, having lost 6.78% since the beginning of the year.
According to data from StockAnalysis, 21 analysts have an average “Buy” rating on Intuit stock, and a 12-month price target of $726.45. Over the last 12 months, Intuit shares dropped 10.82%, while over the last five years they grew 92.54%.
For the full fiscal year 2024, the company disclosed revenue of $16.3 billion, up 13% year-over-year. Operating income amounted to $3.63 billion, up 16% from $3.14 billion in the fiscal 2023. Earnings per share were $10.43, which compares to $8.42 earnings per share in the prior year.
In December, Intuit entered into a multi-year partnership across Canada with the Professional Women’s Hockey League (PWHL), naming Intuit QuickBooks as the league’s Official Accounting Software Partner.
More recently, the company announced the launch of its national Financial Literacy Forum series and Hour Finance Challenge in partnership with the NFL’s Inspire Change initiative and the New Orleans Saints. The goal of the forum is to provide basic financial skills to local students in an interesting way.
Why did Intuit shares decline over the last six months 6.62%? Some analysts attributed the recent decline of Intuit stock to the news of President Donald Trump’s new Department of Government Efficiency (DOGE) considering the launch of a free tax filing app. Furthermore, there are concerns about the AI stock market bubble, and market saturation. Despite this volatility in the tech and AI sectors, AI remains the future, and Intuit is also considered one of the 10 Unrivaled Stocks of the Next 5 Years.
9. Accenture plc (NYSE:ACN)
Number of Insiders Selling: 8
Market Capitalization: $242.273B
This global professional services company providing information technology (IT) services and management consulting is ninth on this list of 10 large-cap stocks insiders are selling recently. Accenture, a Fortune Global 500 company, offers a plethora of solutions across cloud, security, systems integration, software engineering services, data and AI, and automation. The Dublin, Ireland-headquartered company also provides industry-specific services such as banking, insurance and those required in health sectors. The company covers a multitude of industries and operates across the world.
Over the last two months, eight insiders, including the CEO, CFO, and COO, sold a total of $5.66 million worth of Accenture shares at an average price of $356.56 per share. The stock is currently trading at $390.01 per share, having gained 10.86% year-to-date.
For the first quarter of fiscal 2025, Accenture disclosed revenues of $17.7 billion, up by 9% from the same period of fiscal 2024. GAAP net income for the quarter was $2.32 billion, compared with $2.01 billion for the first quarter of fiscal 2024. Operating cash flow for the quarter was $1.02 billion, which compares to $499 million in the comparable quarter of the prior year.
On January, 31 Morgan Stanley raised Accenture’s target price to $380 from $335 while keeping an “Equal Weight” stock rating. Furthermore, data from StockAnalyis reveals the consensus among 20 analysts is a “Buy” rating, with a 12-month price target of $388.85.
In February, the company confirmed that Repsol, a global energy company, is extending its co-innovation collaboration to expand its Digital Program and boost the use of generative AI (gen AI) across the company. Per the announcement, Repsol will lead its digitalization and AI push through the deployment of AI agent systems. The agentification will be supported partly by the Accenture AI Refinery platform and the NVIDIA AI platform, including NVIDIA accelerated computing and NVIDIA AI Enterprise software.
Also in February, Accenture announced it will collaborate with Google Cloud to accelerate the adoption of cloud solutions and generative AI capabilities within the Kingdom of Saudi Arabia in order to address local data, operational and software sovereignty needs.
Over the last 12 months, the company’s shares gained 6.15%.
8. Salesforce, Inc. (NYSE:CRM)
Number of Insiders Selling: 8
Market Capitalization: $316.585B
Salesforce, a company that designs and develops cloud-based enterprise software for customer relationships, is also one of the 12 Best Long-Term Growth Stocks to Buy Now. It offers applications focused on customer service and support, market automation, analytics, sales force automation, and e-commerce, while also providing industry-specific solutions.
Over the last two months, eight insiders, including the Chair and CEO, President and CFO, and COO, sold a total of $535.84 million worth of Salesforce shares at an average price of $340.83 per share. Salesforce shares are now trading at $324.40 per share, having lost 2.97% since the beginning of the year.
Some analysts are bullish on the stock mostly because of Agentforce, an autonomous AI application that provides specialized support to customers and employees. Agentforce integrates generative AI agents into business workflows. Data from StockAnalysis reveals that 39 analysts have an average “Buy” rating on the stock, with a 12-month stock price target being $374.11, representing an increase of 15.32% from the latest price.
For the third quarter of 2024, the company reported revenue of $9.44 billion, up 8% year-over-year. In December, the company’s board of directors declared a quarterly cash dividend of $0.40 per share.
Recently, Mad Money host, Jim Cramer, praised Agentforce’s market penetrations, its latest advertisement campaign with Mathew McConaughey, and the company’s newly appointed CEO. He said that “Salesforce….is a huuuuuuge buy.”
7. Broadcom Inc. (NASDAQ:AVGO)
Number of Insiders Selling: 8
Market Capitalization: $1.084T
Broadcom is a company that develops and produces semiconductors for wired and wireless communications, enterprise storage, and industrial applications. It is seventh among 10 large-cap stocks insiders are selling recently and of the 13 Best Dividend Growth Stocks With 10%+ Yearly Increases.
Over the last two months, eight insiders, including the President and CEO, and CFO, sold a total of $44.96 million worth of Broadcom shares at an average price of $234 per share. Broadcom shares are currently trading at $235.04 per share, having gained 1.38% since the beginning of the year. Over the last 12 months, the stock grew 85.80%.
Broadcom has been raising its dividend payouts for 14 consecutive years, thanks to its cash position. In the latest quarter, the company’s operating cash flow reached $5.6 billion and free cash flow was $5.48 billion, which represented 39% of its total revenue. Currently, it pays a quarterly dividend of $0.59 per share and has a dividend yield of 1.05%, as of February 8.
In the fourth quarter of 2024, Broadcom reported revenue of $14.05 billion, representing a 51% year-over-year growth. Semiconductor revenue reached a record high of $30.1 billion, with AI revenue surging 220% from the previous year, totaling $12.2 billion. The growth in revenue is attributed to the company’s professional AI XPUs and Ethernet networking solutions.
As per data from StockAnalysis, a consensus rating from 26 analysts is “Strong Buy,” and the 12-month stock price target is $222.58, representing a decrease of 5.30% from the latest price.
6. Automatic Data Processing, Inc. (NASDAQ:ADP)
Number of Insiders Selling: 9
Market Capitalization: $125.711B
The sixth large-cap stock insiders are selling recently is Automatic Data Processing, a management services company. Operating in 140 countries, the company offers payroll processing, tax administration, and human capital management services. In the US, it handles payroll for one in six workers and a total of 16 million employees worldwide. It has a 75-year-long history and has been named the 2024 Fortune World’s Most Admired Companies list for 18 consecutive years.
In January, nine insiders sold a total of $11.79 million worth of Automatic Data Processing shares at an average price of $291.51 per share. The stock gained 4.46% since the beginning of the year, and it is now trading at $305.78 per share. Over the past 12 months, the company’s stock gained 22.28%.
As per data from StockAnalysis, the consensus rating on Automatic Data Processing stock is “Hold.” The 12-month stock price forecast is $293.55, representing a decrease of 4% from the latest price.
For the second quarter of fiscal 2023, the company disclosed revenue of $5.05 billion, up 8% from the same period last year. For fiscal year 2025, the company projects revenue growth of 6% to 7%. In January, the company’s board of directors declared a regular quarterly dividend of $1.54 per share. Automatic Data Processing is also one of the 15 Best Dividend Stocks To Buy and Hold.
Over the last five years, the stock returned 68.71%, and its price volatility has been lower than the market average.
5. Hewlett Packard Enterprise Company (NYSE:HPE)
Number of Insiders Selling: 9
Market Capitalization: $28.095B
In the middle of this list of 10 large-cap stocks insiders have been ditching lately is a well-known provider of enterprise technology solutions, including servers, storage and networking products, Hewlett Packard Enterprise Company. The company was founded in 2015, in Palo Alto, California, as part of the splitting of the Hewlett-Packard company.
Over the last two months, as many as nine insiders sold a total of $18.30 million worth of Hewlett Packard Enterprise Company shares at an average price of $22.13 per share. Its shares are now trading at $21.18 per share, having declined 0.80% since the beginning of the year.
The company recently hit the headlines, with reports that it has joined forces with Advanced Micro Devices and Nvidia and held discussions with the Indian government. The talks focused on developing a graphics processing unit that would play an important role in helping accelerate the growth of India’s AI sector. This news lands it on our list of 8 AI Stocks Sending Shockwaves on Wall Street Following DeepSeek Scare.
On January 30, the Justice Department sued to block Hewlett Packard Enterprise’s proposed $14 billion acquisition of rival wireless local area network (WLAN) technology provider Juniper Networks. The suit alleged that the proposed transaction would eliminate strong competition between the companies, which would result in higher prices, less innovation and choice for American businesses and institutions. This week, Hewlett Packard Enterprise denied the allegations, arguing that there are more than eight companies offering wireless networking solutions in the U.S., other than Juniper and HPE.
Data from StockAnalysis shows that 14 analysts have an average “Buy” rating for the stock. The 12-month stock price target is $24.
Over the last five years, Hewlett Packard Enterprise shares returned 44.94% to its investors.
4. Restaurant Brands International Inc. (NYSE:QSR)
Number of Insiders Selling: 10
Market Capitalization: $28.861B
A quick-service restaurant giant, known for popular brands like Burger King, Popeyes, Firehouse Subs and Tim Hortons is the third large-cap stock with recent insider selling activity. This Canadian-American multinational fast-food holding company operates more than 30,000 restaurants across 120 countries and territories.
Over the past two months, 10 investors, including the CEO and CFO sold a total of $6.49 million worth of Restaurant Brands International shares at an average price of $67.05 per share. The stock is now trading at $67.10, having gone up 2.95% year-to-date.
For Restaurant Brands, 22 analysts have an average rating of “Buy,” data from Stock Analysis reveals. Their 12-month stock price target is $80.8, representing an increase of 20.80% from the latest price. KeyBanc revised its outlook for the stock, decreasing the price target from $80 to $78 while maintaining an Overweight rating on the stock. Restaurant Brands is also among Bill Ackman’s Stock Portfolio: Top 9 Stocks to Buy.
The company offers a 3.67% dividend yield and has been paying dividends for 10 consecutive years. For the full year 2024, Restaurant Brands reported $8.41 billion, an increase of 19.71% compared to the previous year’s $7.02 billion. Net income amounted to $1.45 billion, compared to $1.72 billion for the full year 2023.
Over the last five years, the company’s shares lost 0.68%.
3. Samsara Inc. (NYSE:IOT)
Number of Insiders Selling: 11
Market Capitalization: $30.316B
Samsara is a provider of Internet of Things (IoT) solutions. It offers internet-connected sensor hardware and software solutions for industrial IoT applications and fleet management. Its Connected Operations Cloud enables organizations to integrate and analyze IoT data to advance operational efficiency, safety, and sustainability.
For the second quarter of fiscal 2025, Samsara disclosed revenue of $300.2 million, representing a 37% increase from $219.3 million in the same period of fiscal 2024. With these results, Samsara is one of 15 Software Infrastructure Stocks Outperforming In 2025.
In January and December, as many as 11 investors decided to trim their holdings of Samsara shares. Together they sold a total of around $173.07 million at an average price of $45.93 per share.
Out of the total amount, the company’s CEO, Sanjit Biswas, sold approximately $73.84 million worth of shares, or 1.61 million shares at an average price of $45.71 per share. This way Biswas remained with 621,000 of the company’s shares. Year-to-date, Samsara stock went up 27.09%, currently trading at $55.53 per share.
The consensus rating from 14 analysts is “Buy,” and the 12-month price target is $50.86, as per data from StockAnalysis.
2. Tempus AI, Inc. (NASDAQ:TEM)
Number of Insiders Selling: 11
Market Capitalization: $10.857B
Tempus AI is a health technology company founded in 2015. The company is focused on integrating artificial intelligence and machine learning to advance precision medicine. Tempus AI is behind one of the world’s largest libraries of clinical and molecular data and an operating system that makes that data accessible and useful.
Over the last 12 months, 11 insiders sold some of their Tempus AI shares. Collectively, insiders among which are the company’s CEO and CFO sold a total of around $278.71 million worth of shares at an average price of $43.65 per share. Since the beginning of the year, Tempus shares went up 112.06%, and are now trading at $71.60 per share.
In February, the company announced it has completed its acquisition of Ambry Genetics, a recognized leader in genetic testing that aims to improve health by understanding the relationship between genetics and disease. Tempus AI paid $375 million in cash and $225 million in shares at closing, of which $100 million is subject to a lock-up agreement until one year post-transaction close.
For the full year 2024, the company reported revenue of $693 million, representing approximately 30% growth year-over-year.
As per 11 analysts, the average rating for Tempus AI is “Buy,” and the 12-month stock price target is $50.6, which is a decrease of 16.23% from the latest price.
Since the company went public in June 2024, its shares gained 80.22%.
1. Rockwell Automation, Inc. (NYSE:ROK)
Number of Insiders Selling: 13
Market Capitalization: $30.234B
Rockwell Automation is a provider of industrial automation and digital transformation solutions. On February 4, the company confirmed the deepening of its long-standing partnership with FORTNA. The company’s brands include Allen-Bradley, FactoryTalk software and LifecycleIQ Services. Rockwell Automation operates in more than 100 countries across the globe.
Over the past 12 months, 13 insiders, among which are President and CEO, CTO, and CIO sold a total of approximately $2.43 million worth of Rockwell Automation shares at an average price of $297.49 per share. Since the beginning of the year, the company’s shares went up 5.88%, now trading at $302.60 per share.
As many as 17 analysts have an average “Buy” rating on the Rockwell Automation stock. The 12-month stock price target is $303.59, representing an increase of 0.79% from the latest price, writes StockAnalysis.
For the first quarter of fiscal 2025, Rockwell Automation reported sales of $1.89 billion, down 8.4% from the first quarter of fiscal 2024. Net income attributable to Rockwell Automation was $184 million or $1.61 per share, compared to $215 million or $1.86 per share in the first quarter of fiscal 2024. The company attributes the decrease in net income to lower sales volumes.
Rockwell Automation is also one of the Top 9 Game-Changing Stocks for AI Revolution. Over the last five years, the company’s shares gained 51.13%.
Overall, ROK is first among the 10 large-cap stocks insiders are selling recently. While we acknowledge the potential of ROK, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ROK but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
