Stevens Capital Management LP Grows Stock Position in Insulet Corporation $PODD

Stevens Capital Management LP raised its holdings in Insulet Corporation (NASDAQ:PODD) by 142.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,328 shares of the medical instruments supplier’s stock after buying an additional 2,540 shares during the quarter. Stevens Capital Management LP’s holdings in Insulet were worth $1,336,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in Insulet by 1.0% in the third quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock valued at $2,715,651,000 after purchasing an additional 87,845 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Insulet by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 1,927,543 shares of the medical instruments supplier’s stock valued at $603,211,000 after purchasing an additional 58,309 shares during the last quarter. Norges Bank acquired a new position in shares of Insulet in the 2nd quarter valued at $324,689,000. Federated Hermes Inc. grew its stake in shares of Insulet by 14.3% during the 2nd quarter. Federated Hermes Inc. now owns 723,363 shares of the medical instruments supplier’s stock valued at $227,266,000 after buying an additional 90,494 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Insulet by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 681,130 shares of the medical instruments supplier’s stock worth $213,997,000 after buying an additional 6,763 shares during the last quarter.

Insulet Stock Performance

Insulet stock opened at $241.89 on Friday. The firm has a market capitalization of $17.03 billion, a PE ratio of 69.11, a price-to-earnings-growth ratio of 1.55 and a beta of 1.41. Insulet Corporation has a one year low of $230.05 and a one year high of $354.88. The stock’s 50 day moving average price is $272.44 and its 200 day moving average price is $304.79. The company has a debt-to-equity ratio of 0.61, a quick ratio of 2.18 and a current ratio of 2.81.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.48 by $0.07. Insulet had a net margin of 9.12% and a return on equity of 24.90%. The company had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. During the same quarter last year, the firm posted $1.15 earnings per share. The business’s quarterly revenue was up 31.2% on a year-over-year basis. As a group, sell-side analysts expect that Insulet Corporation will post 3.92 EPS for the current fiscal year.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported a strong Q4: revenue and EPS beats, margin expansion, record Omnipod growth and a bullish 2026 outlook; management also expanded the share‑repurchase program — these operational wins drove the initial post‑earnings rally. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Positive Sentiment: Street reaction includes buy/overweight/outperform reiterations (BTIG reiterated Buy) and headlines noting a gap‑up after the earnings beat, which supported intraday upside earlier this week. BTIG Research Reiterates “Buy” Rating for Insulet Insulet Shares Gap Up Following Earnings Beat
• Neutral Sentiment: Reported short‑interest data is effectively zero/erroneous (0 shares), so there’s no clear short‑squeeze dynamic in play based on the available figures.
• Negative Sentiment: Multiple firms trimmed price targets this week (Raymond James to $355, Citigroup to $345, JPMorgan to $340, Leerink to $360). Although these firms mostly kept Buy/Outperform ratings, the lower targets remove some upside expectations and likely contributed to today’s pullback. Raymond James Adjusts Insulet Price Target Benzinga coverage of analyst target changes

Analyst Upgrades and Downgrades

A number of research firms have issued reports on PODD. Raymond James Financial lowered their price target on Insulet from $385.00 to $355.00 and set an “outperform” rating for the company in a research report on Thursday. Stifel Nicolaus reduced their price objective on Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. BTIG Research reissued a “buy” rating and set a $380.00 target price on shares of Insulet in a research report on Wednesday. Royal Bank Of Canada lifted their price target on shares of Insulet from $370.00 to $380.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, TD Cowen downgraded shares of Insulet from a “buy” rating to a “hold” rating and set a $294.00 price objective for the company. in a research note on Monday, January 26th. Twenty research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $354.57.

Insulet Company 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.