ENLT Enlight Renewable Energy Ltd.

NEUTRAL Impact: 4/10 Insider Cluster (11 insiders)
Horizon days Filed Jun 2, 2026 Processed 10d 18h ago
Insider cluster: 11 insiders, $12.8M total
Latest settled — T+1d
ENLT ▼ -8.23% at T+1d
NEUTRAL call ✗ call lost -8.23% · α vs SPY -7.54% · entry $104.56 → $95.95
Next anchor: T+5d due 4d ago
Currently $95.73 · -8.44% from $104.56 entry
Entry anchored
Jun 2, 10:15 AM ET
via Databento tick
T+1d
-8.23%
call -8.23% · α -7.54%
$95.95
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

11 ENLT insiders sold ~$12.8M in stock over 8 days, led by director Shai Yeshayahu ($6.9M) and GM Ilan Paz ($2.8M). Most sales follow option exercises or are near all-time highs for this $14.7B market cap renewable energy firm. While the dollar value exceeds the 0.1% market cap threshold (≈0.09%), it does not reach the 0.5% materiality band, and the cluster is overwhelmingly sell-side with heavy director participation — historically a weak signal per academic literature. The calibration amplifies cross-filing context, but no material corporate event accompanies these sales, suggesting liquidity and diversification motives rather than informed bearishness.

Key Financial Metrics

Direction
selling
Total Value
$10.2M
Insiders
11

Actionable Insight

This is a large but low-conviction cluster — most sales are tied to option exercises and concentrated at multi-year highs in a renewable energy name. The academic literature assigns weak predictive power to cluster sales (especially director-led). Monitor for any material 8-K or earnings pre-announcement in the next 14 days, but no immediate short thesis is warranted given the 0.09% of market cap selling and the lack of C-suite (CEO/CFO) participation.

Key Facts

  • 11 insiders sold approximately $12.78M in open-market transactions over 7 trading days
  • Director Shai Yeshayahu sold 73,400 shares for ~$6.88M — the largest single trade in the cluster
  • General Manager Ilan Paz (ENLT US) sold 26,600 shares for ~$2.76M
  • All sales occurred between $93.68 and $108.50 per share
  • Multiple directors (SEROUSSI, Tzuk, Benyamini, Betzalel, Felder) sold alongside VPs of Operations, General Counsel, and Strategic Projects
  • Total open-market sales represent ~0.09% of ENLT's $14.7B market cap — below the 0.5% materiality threshold
  • Several sales coincided with option exercises at $0 or $23.22 basis, consistent with tax-motivated diversification
  • No earnings, guidance, or material corporate announcement accompanied this selling window

Financial Impact

Gross insider sales of $12.78M over 7 days, ~0.09% of market cap. Net of derivative exercises and tax-withholding surrenders, economic selling is lower — the net cash-out is approximately $10.3M after subtracting $593K in exercise costs and $771K in tax-withholding share surrenders.

dilutioninsider ownership

Risk Factors

  • Further insider selling by remaining holders could signal a top in sentiment
  • No C-suite buying to offset selling creates a one-sided information signal
  • The stock has risen ~38% in the last 20 days per historical calibration window — profit-taking by insiders is rational and not necessarily informative

Market Snapshot

Exchange
Nasdaq
Sector
Electric Services
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ENLT-1780409799279
19 reports for ENLT
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+20▲ +38.14%Mar 30, 2026
Filters
Rows
Reports for ENLT — sortable, filterable
Type Now
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$104.56 $95.95▼ −8.23%▼ −7.54%$95.73 (−8.44%)
Jun 1, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$105.22 $104.56▲ +0.63%▲ +0.77%$95.73 (+9.02%)
Jun 1, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$105.22 $104.56▼ −0.63%▼ −0.77%$95.73 (−9.02%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$107.42 $105.22▼ −2.05%▼ −2.31%$95.73 (−10.88%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$102.70 $107.42▲ +4.60%▲ +4.36%$95.73 (−6.79%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$102.70 $107.42▲ +4.60%▲ +4.36%$95.73 (−6.79%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$102.50 $102.70▲ +0.20%▼ −0.36%$95.73 (−6.60%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.56 $102.50▼ −1.02%▼ −1.04%$95.73 (−7.56%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.56 $102.50▼ −1.02%▼ −1.04%$95.73 (−7.56%)
May 19, 2026
24d ago
6-K
BULLISH ★ 7/10
$85.42 $89.21▲ +4.44%▲ +3.40%$95.73 (+12.07%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (52h 22m)

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