Cumberland Partners Ltd Invests $2.78 Million in Insulet Corporation $PODD

Cumberland Partners Ltd acquired a new stake in Insulet Corporation (NASDAQ:PODD) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 9,000 shares of the medical instruments supplier’s stock, valued at approximately $2,779,000.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in Insulet in the second quarter valued at about $324,689,000. Qube Research & Technologies Ltd bought a new position in shares of Insulet during the 2nd quarter valued at about $131,439,000. Worldquant Millennium Advisors LLC bought a new position in shares of Insulet during the 2nd quarter valued at about $80,082,000. Munro Partners grew its position in shares of Insulet by 1,483.0% in the 3rd quarter. Munro Partners now owns 227,240 shares of the medical instruments supplier’s stock valued at $70,156,000 after purchasing an additional 212,885 shares during the period. Finally, AustralianSuper Pty Ltd increased its stake in Insulet by 487.5% during the 2nd quarter. AustralianSuper Pty Ltd now owns 205,168 shares of the medical instruments supplier’s stock worth $64,460,000 after purchasing an additional 170,247 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Stifel Nicolaus cut their price target on shares of Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. TD Cowen cut shares of Insulet from a “buy” rating to a “hold” rating and set a $294.00 price objective on the stock. in a research report on Monday, January 26th. Jefferies Financial Group increased their target price on Insulet from $375.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Sanford C. Bernstein dropped their price target on Insulet from $410.00 to $380.00 and set an “outperform” rating on the stock in a research note on Friday, January 9th. Finally, Wolfe Research upped their price objective on Insulet from $350.00 to $375.00 and gave the stock an “outperform” rating in a research report on Friday, November 7th. Twenty investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $372.67.

Insulet Price Performance

Shares of NASDAQ PODD opened at $258.07 on Thursday. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.87 and a quick ratio of 2.18. The business has a 50-day moving average of $274.42 and a 200-day moving average of $305.50. The stock has a market capitalization of $18.16 billion, a price-to-earnings ratio of 74.80, a PEG ratio of 1.39 and a beta of 1.41. Insulet Corporation has a fifty-two week low of $230.05 and a fifty-two week high of $354.88.

Insulet (NASDAQ:PODD) last released its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.48 by $0.07. The business had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. Insulet had a return on equity of 24.36% and a net margin of 9.76%.Insulet’s revenue was up 31.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.15 earnings per share. As a group, sell-side analysts predict that Insulet Corporation will post 3.92 earnings per share for the current fiscal year.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Beat on top- and bottom-line: Insulet reported Q4 revenue of $783.8M (+31% YoY) and EPS of $1.55, topping Street estimates — the core beat validates execution and demand trends. Insulet beats quarterly estimates on strong demand for wearable insulin pumps — Reuters
• Positive Sentiment: Strong product momentum: Management cited robust demand for the Omnipod tubeless insulin pumps as a key growth driver — supporting sustained revenue expansion and market share gains in insulin delivery. Insulet gains after Q4 print as outlook tops consensus — Seeking Alpha
• Positive Sentiment: Raised FY‑2026 revenue outlook: Insulet’s guidance implies roughly $3.3B of revenue for FY‑2026, above consensus — the stronger full‑year top‑line outlook was a major catalyst for optimism. Diabetes-Focused Insulet Forecasts Strong 2026 Growth — Benzinga
• Positive Sentiment: Analyst reinforcement: Several firms (BTIG reiterated Buy with a $380 target; other houses kept bullish views) are backing the story, which supports further upside as sell‑side conviction rises. BTIG Reiterates Buy Rating on Insulet — StreetInsider
• Neutral Sentiment: Full disclosure and materials available: The earnings call transcript and slide deck are published for investors who want detail on cadence, margins and regional trends. Insulet Q4 2025 Earnings Call Transcript — Seeking Alpha
• Negative Sentiment: Near-term cadence risk: Q1 2026 revenue guidance range appears below some Street estimates (the company gave a lower quarterly revenue band than consensus), which could create short‑term volatility even as the full‑year guide is strong. Insulet Q4 release and guidance details — MarketBeat

Insulet Profile

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.