4,443 Shares in Insulet Corporation $PODD Bought by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC bought a new position in shares of Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 4,443 shares of the medical instruments supplier’s stock, valued at approximately $676,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. State Street Corp increased its holdings in shares of Insulet by 2.1% in the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after acquiring an additional 65,317 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Insulet by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock valued at $568,274,000 after purchasing an additional 41,019 shares during the period. Invesco Ltd. grew its position in shares of Insulet by 10.5% in the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after purchasing an additional 141,167 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in Insulet by 462.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after purchasing an additional 1,011,369 shares in the last quarter. Finally, Norges Bank acquired a new stake in Insulet during the 4th quarter worth approximately $300,794,000.

Insulet Price Performance

Shares of PODD opened at $151.51 on Thursday. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65. The company’s fifty day simple moving average is $154.75 and its 200 day simple moving average is $185.83. Insulet Corporation has a 1-year low of $126.40 and a 1-year high of $354.88. The company has a market cap of $10.51 billion, a price-to-earnings ratio of 28.32, a PEG ratio of 1.17 and a beta of 1.10.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.19. The firm had revenue of $801.70 million during the quarter, compared to analysts’ expectations of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The company’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter last year, the company posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, research analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the transaction, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.36% of the company’s stock.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s recent operating performance provides a counterpoint to the legal concerns: the company’s latest reported quarter exceeded analyst expectations for both earnings and revenue, with revenue up 23.5% year over year. This may be supporting investor confidence.
• Neutral Sentiment: Multiple firms, including Glancy Prongay Wolke & Rotter, Robbins LLP, Rosen Law Firm, Portnoy Law Firm, and others, are soliciting investors who purchased Insulet securities between February 21, 2025, and May 26, 2026. The firms cite a federal securities class action and an August 31, 2026 deadline for investors to seek appointment as lead plaintiff. Deadline Alert: Insulet Corporation Shareholders
• Negative Sentiment: The complaints allege that Insulet made materially false or misleading statements about manufacturing controls and the safety and reliability of its Omnipod insulin-delivery products. The allegations reportedly center on two voluntary medical-device corrections and claims that broader manufacturing defects were not adequately disclosed. The allegations have not been proven in court. Insulet Corporation Stockholders Class Action
• Negative Sentiment: One law-firm notice says investor confidence deteriorated after the Omnipod corrections and attributes an approximately $90-per-share decline to the alleged disclosures. If the litigation produces further recalls, regulatory action, settlements, or evidence of persistent quality problems, Insulet could face higher costs and slower growth. PODD Deadline Alert from Levi & Korsinsky

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Citigroup lifted their price target on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Bank of America dropped their price objective on shares of Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft started coverage on shares of Insulet in a research report on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 price objective on the stock. Wells Fargo & Company lowered shares of Insulet from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $255.00 to $144.00 in a research note on Wednesday, August 5th. Finally, UBS Group lowered their target price on Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Fourteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $195.40.

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.