Louisiana State Employees Retirement System Makes New Investment in Insulet Corporation $PODD

Louisiana State Employees Retirement System acquired a new stake in shares of Insulet Corporation (NASDAQ:PODD) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,600 shares of the medical instruments supplier’s stock, valued at approximately $755,000.

Several other hedge funds also recently made changes to their positions in the company. Nordea Investment Management AB boosted its stake in Insulet by 35.0% during the 4th quarter. Nordea Investment Management AB now owns 551,133 shares of the medical instruments supplier’s stock valued at $157,128,000 after purchasing an additional 142,922 shares during the last quarter. Jain Global LLC raised its position in shares of Insulet by 148.2% during the 3rd quarter. Jain Global LLC now owns 106,710 shares of the medical instruments supplier’s stock valued at $32,945,000 after purchasing an additional 63,719 shares during the period. Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Insulet by 26.5% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock valued at $12,484,000 after buying an additional 9,206 shares in the last quarter. Zevenbergen Capital Investments LLC purchased a new stake in Insulet in the 4th quarter worth $32,143,000. Finally, Aberdeen Group plc raised its holdings in Insulet by 45.6% during the fourth quarter. Aberdeen Group plc now owns 225,429 shares of the medical instruments supplier’s stock valued at $64,076,000 after acquiring an additional 70,607 shares during the period.

Insulet Trading Up 1.5%

NASDAQ:PODD traded up $2.42 during mid-day trading on Tuesday, hitting $162.19. 27,745 shares of the stock traded hands, compared to its average volume of 1,244,750. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. Insulet Corporation has a 52 week low of $138.79 and a 52 week high of $354.88. The stock has a market capitalization of $11.23 billion, a price-to-earnings ratio of 37.72, a PEG ratio of 1.15 and a beta of 1.11. The firm’s 50 day moving average is $154.58 and its two-hundred day moving average is $214.47.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. During the same period last year, the company earned $1.02 EPS. Insulet’s quarterly revenue was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities research analysts predict that Insulet Corporation will post 6.46 earnings per share for the current year.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet announced the launch of Omnipod 5 and Omnipod Discover in Spain, expanding access to its tubeless diabetes management technology and supporting its global growth story. Insulet launches Omnipod 5, Omnipod Discover in Spain
• Positive Sentiment: Deutsche Bank initiated coverage on Insulet with a Buy rating and a $190 price target, signaling continued analyst confidence in the company’s long-term outlook. Insulet (PODD): Deutsche Bank Initiates Coverage With a Buy and a $190 Target
• Neutral Sentiment: Multiple law firms have announced or promoted class action lawsuits tied to Insulet, with investors urged to seek lead-plaintiff status by August 31, 2026. These notices increase legal overhang but are largely repetitive at this stage. INVESTOR ALERT: Securities Class Action Filed Against Insulet Corporation – Investors Encouraged to Contact Kirby McInerney LLP
• Negative Sentiment: The FDA classified Insulet’s Omnipod recall as a Class I recall, its most serious category, after injury reports. That raises the risk of litigation, reputational damage, and possible sales pressure. FDA Classifies Insulet Omnipod Recall as Serious After Injury Reports

Insider Buying and Selling at Insulet

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.36% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. JPMorgan Chase & Co. decreased their price objective on Insulet from $340.00 to $275.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. Canaccord Genuity Group reduced their price target on shares of Insulet from $435.00 to $249.00 and set a “buy” rating on the stock in a research report on Thursday, May 7th. Stifel Nicolaus decreased their price target on shares of Insulet from $350.00 to $250.00 in a research note on Thursday, May 7th. Oppenheimer dropped their price objective on shares of Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Finally, Wall Street Zen cut shares of Insulet from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 27th. Twenty-two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $237.83.

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.