Edgestream Partners L.P. Increases Stock Holdings in Insulet Corporation $PODD

Edgestream Partners L.P. grew its stake in shares of Insulet Corporation (NASDAQ:PODD) by 131.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,645 shares of the medical instruments supplier’s stock after purchasing an additional 12,277 shares during the quarter. Edgestream Partners L.P.’s holdings in Insulet were worth $4,542,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Larson Financial Group LLC boosted its holdings in shares of Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in Insulet during the 4th quarter worth $26,000. DV Equities LLC acquired a new stake in Insulet during the 4th quarter worth $28,000. Elyxium Wealth LLC purchased a new stake in Insulet in the fourth quarter valued at $28,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Insulet in the fourth quarter valued at $29,000.

Insider Buying and Selling

In other news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The stock was bought at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the purchase, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.36% of the company’s stock.

Insulet Stock Performance

Shares of PODD stock opened at $165.35 on Friday. The stock’s 50-day moving average price is $155.26 and its 200 day moving average price is $198.24. 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 stock has a market capitalization of $11.45 billion, a PE ratio of 38.45, a price-to-earnings-growth ratio of 1.16 and a beta of 1.11. Insulet Corporation has a 52-week low of $138.79 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 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The company had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. During the same period last year, the business posted $1.02 EPS. The company’s revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, equities research analysts forecast that Insulet Corporation will post 6.45 EPS for the current year.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: UBS Group began research coverage of Insulet, potentially increasing institutional visibility and investor attention. However, the available report does not disclose UBS’s rating or price target. Insulet research coverage started at UBS Group
• Neutral Sentiment: The legal notices concern alleged violations of federal securities laws by Insulet and certain executives. The allegations have not been proven, and the financial impact of the litigation remains uncertain. Bronstein Gewirtz Grossman class action announcement
• Negative Sentiment: Several firms, including Bronstein Gewirtz & Grossman, Faruqi & Faruqi, Bleichmar Fonti & Auld, Schall Brown & Schwartz, DJS Law Group, Rosen Law Firm, and Glancy Prongay, publicized the pending class action. The notices generally cover investors who purchased Insulet securities between February 21 or May 21, 2025, and May 26, 2026, and allege investor losses related to disclosures involving defective Omnipod manufacturing controls. Bleichmar Fonti & Auld securities lawsuit notice
• Negative Sentiment: The concentration of similar legal announcements may amplify concerns about potential damages, management accountability, regulatory scrutiny, and reputational risk, even though no judgment or settlement has been reported. Insulet investor alert from Schall Brown & Schwartz

Analyst Ratings Changes

PODD has been the subject of several research analyst reports. Truist Financial decreased their price objective on shares of Insulet from $219.00 to $210.00 and set a “buy” rating for the company in a research note on Monday, July 13th. Wall Street Zen raised Insulet from a “buy” rating to a “strong-buy” rating in a report on Saturday. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 target price on shares of Insulet in a research report on Wednesday, May 27th. UBS Group downgraded Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price target on the stock. in a research note on Tuesday. Finally, Piper Sandler dropped their price target on Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Twenty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $233.38.

About Insulet

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.