SBI Okasan Asset Management Co.Ltd. Invests $1.68 Million in Insulet Corporation $PODD

SBI Okasan Asset Management Co.Ltd. bought a new position in Insulet Corporation (NASDAQ:PODD) in the 4th quarter, HoldingsChannel.com reports. The fund bought 5,836 shares of the medical instruments supplier’s stock, valued at approximately $1,677,000.

Several other hedge funds and other institutional investors have also bought and sold shares of PODD. NewEdge Advisors LLC boosted its stake in Insulet by 44.8% in the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after buying an additional 64 shares in the last quarter. Cresset Asset Management LLC boosted its stake in Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares in the last quarter. Cerity Partners LLC boosted its stake in Insulet by 68.7% in the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after buying an additional 7,030 shares in the last quarter. Sei Investments Co. boosted its stake in Insulet by 27.4% in the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock worth $43,245,000 after buying an additional 29,584 shares in the last quarter. Finally, Treasurer of the State of North Carolina boosted its stake in Insulet by 2.5% in the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock worth $10,290,000 after buying an additional 791 shares in the last quarter.

Insulet Price Performance

Shares of Insulet stock opened at $142.65 on Friday. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. The company has a market cap of $9.88 billion, a PE ratio of 33.17, a P/E/G ratio of 1.15 and a beta of 1.20. The business has a 50 day moving average of $185.26 and a 200 day moving average of $246.01. Insulet Corporation has a 52 week low of $140.63 and a 52 week high of $354.88.

Insulet (NASDAQ:PODD) last announced its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm’s revenue for the quarter was up 33.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, equities research analysts forecast that Insulet Corporation will post 6.43 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on PODD shares. Evercore lowered their price objective on Insulet from $240.00 to $200.00 in a research report on Thursday, May 7th. Jefferies Financial Group lowered their price objective on Insulet from $400.00 to $360.00 in a research report on Thursday, May 7th. JPMorgan Chase & Co. lowered their price objective on Insulet from $340.00 to $275.00 and set an “overweight” rating for the company in a research report on Thursday, May 7th. Oppenheimer lowered their price objective on Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Finally, Canaccord Genuity Group lowered their price objective on Insulet from $435.00 to $249.00 and set a “buy” rating for the company in a research report on Thursday, May 7th. Twenty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $252.04.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, arguing that the valuation gap is hard to justify, which adds another bullish analyst view on the name.
• Positive Sentiment: RBC reaffirmed its Outperform rating and kept a $280 price target, signaling confidence in Insulet’s longer-term growth potential.
• Positive Sentiment: Zacks highlighted continued momentum in Omnipod 5, pointing to the company’s Q1 beat, raised 2026 outlook, and expanding global rollout as key growth drivers.
• Neutral Sentiment: Insulet announced it will present at the William Blair 46th Annual Growth Stock Conference on June 3, which is a routine investor-relations update and could attract attention but is not a direct business catalyst. Article: Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Neutral Sentiment: Citigroup cut its price target on Insulet to $165 from $175 while maintaining a Neutral rating, reflecting a more cautious near-term view despite still implying upside from current levels.
• Neutral Sentiment: Zacks also noted a Hold rating with a $163 target, suggesting analysts see decent growth but limited near-term room for a stronger rerating.
• Negative Sentiment: A U.S. appeals court overturned Insulet’s $452 million trade-secret verdict against EOFlow, removing a potential legal win and likely weighing on sentiment around the company’s competitive and litigation outlook. Article: US court overturns Insulet’s $452 mln insulin-pump trade secret verdict against EOFlow

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.