Insider Buying Surge at One Liberty Properties Signals Undervalued Opportunity

Corporate Analysis of Insider Transactions at One Liberty Properties Inc.

Insider Confidence Amid Market Volatility

On 14 January 2026, Israel Rosenzweig, senior vice president of One Liberty Properties Inc. (OLP), acquired 1,600 shares of the company’s common stock at zero cost pursuant to the 2025 Incentive Plan. Although the shares are restricted and vest over five years, the transaction signals sustained executive confidence in OLP’s long‑term strategy. At the time of the purchase, the stock traded at $21.37, a modest 4.2 % gain from the previous close and only a 0.47 % increase for the month. This modest appreciation comes against a year‑to‑date decline of 17.36 %, indicating that insiders perceive value beyond the current market valuation.

A Broad Swath of Insider Activity

Rosenzweig’s transaction is part of a broader wave of insider activity. Between 29 December 2025 and 14 January 2026, twelve executives—including Chairman Matthew J. Gould and Chief Financial Officer Isaac Kalish—filed 48 transactions, most of which were purchases totaling more than 200,000 shares. While a few high‑volume holdings, such as Gould’s 2.27 million‑share position, command attention, the recent buying spree is notable for its breadth and timing. The pattern of new shares being acquired near the current market rate reflects a conviction that the stock is undervalued relative to its 52‑week high of $28.36.

Implications for Investors

Dilution and Confidence

The zero‑price purchase structure under a restricted plan mitigates dilution risk while simultaneously bolstering investor confidence in the company’s prospects. The sizable buying activity by other senior executives, particularly those in finance and operations, suggests alignment with OLP’s growth trajectory, potentially tied to ongoing portfolio expansion or redevelopment initiatives.

Market Conditions

Short‑term volatility and the recent year‑to‑date decline imply that the market may still be pricing in risks associated with the REIT’s property mix or broader macroeconomic headwinds. Nonetheless, the insider activity indicates a belief that these risks are manageable or temporary.

Looking Ahead

Analysts will monitor whether the insider purchases translate into tangible performance gains, such as increased net operating income or successful acquisitions. Sustained positive performance could reinforce the narrative that insider support signals an opportune entry point for value‑oriented investors. Conversely, any missteps in portfolio management or a broader market downturn could erode the confidence reflected in these transactions. Prospective investors should weigh insider activity against fundamentals, market conditions, and their own risk tolerance.

Transaction Summary