Landscape Capital Management L.L.C. bought a new stake in Insulet Corporation (NASDAQ:PODD – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm bought 23,351 shares of the medical instruments supplier’s stock, valued at approximately $3,555,000.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Mitsubishi UFJ Trust & Banking Corp raised its stake in Insulet by 26.5% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after acquiring an additional 9,206 shares in the last quarter. OP Asset Management Ltd acquired a new stake in shares of Insulet in the 1st quarter valued at approximately $1,513,000. SEB Asset Management AB acquired a new stake in shares of Insulet in the 1st quarter valued at approximately $24,700,000. Swedbank AB grew its holdings in shares of Insulet by 11.0% during the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock valued at $24,441,000 after purchasing an additional 8,500 shares during the last quarter. Finally, Strs Ohio grew its holdings in shares of Insulet by 36.0% during the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after purchasing an additional 6,003 shares during the last quarter.
Wall Street Analyst Weigh In
PODD has been the subject of several research reports. Bank of America dropped their price objective on shares of Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a research note on Monday, May 18th. Robert W. Baird set a $175.00 target price on shares of Insulet in a research note on Thursday, August 6th. Leerink Partners downgraded shares of Insulet from an “outperform” rating to a “market perform” rating and lowered their price target for the stock from $247.00 to $145.00 in a report on Thursday, August 6th. Oppenheimer cut Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. Finally, Stifel Nicolaus cut their price objective on Insulet from $225.00 to $180.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Insulet has an average rating of “Hold” and a consensus target price of $195.40.
Insulet Stock Performance
Insulet stock opened at $148.16 on Friday. The business has a 50 day moving average of $154.67 and a 200-day moving average of $184.81. The company has a market capitalization of $10.27 billion, a P/E ratio of 27.69, a P/E/G ratio of 1.16 and a beta of 1.10. Insulet Corporation has a 1 year low of $126.40 and a 1 year high of $354.88. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83.
Insulet (NASDAQ:PODD – Get Free Report) last posted its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, topping the consensus estimate of $1.47 by $0.19. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The business had revenue of $801.70 million for the quarter, compared to the consensus estimate of $787.39 million. During the same period last year, the company earned $1.17 EPS. The firm’s revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, equities research analysts predict that Insulet Corporation will post 6.51 earnings per share for the current year.
Insider Activity
In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.36% of the company’s stock.
More Insulet News
Here are the key news stories impacting Insulet this week:
- Neutral Sentiment: Pomerantz said a class action has been filed in the U.S. District Court for the District of Massachusetts under docket 26-cv-13062. The proposed class generally covers investors who purchased Insulet securities between February 21, 2025, and May 26, 2026, and seeks damages under Sections 10(b) and 20(a) of the Securities Exchange Act. Pomerantz class action filing
- Neutral Sentiment: Several law firms—including DJS Law Group, Schall Brown & Schwartz, Robbins Geller, Faruqi & Faruqi, Rosen, Bronstein Gewirtz & Grossman, and Bernstein Liebhard—reminded shareholders of an August 31 deadline to seek appointment as lead plaintiff. These announcements are primarily investor solicitations rather than new operational developments. Robbins Geller investor deadline
- Negative Sentiment: The allegations center on purportedly false or misleading statements about Insulet’s manufacturing quality and product safety. One investor notice linked the claims to two Omnipod medical-device corrections and reported substantial share-price declines following corrective disclosures. If the case advances, Insulet could face litigation expenses, potential damages, reputational harm, and additional scrutiny of its products and disclosures. Insulet shareholder lawsuit allegations
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.
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