Insulet Corporation $PODD Shares Sold by Clearbridge Investments LLC

Posted by on Jun 7th, 2026

Clearbridge Investments LLC cut its holdings in shares of Insulet Corporation (NASDAQ:PODD – Free Report) by 5.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,387,527 shares of the medical instruments supplier’s stock after selling 79,747 shares during the period. Clearbridge Investments LLC’s holdings in Insulet were worth $394,391,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Insulet by 1.0% during the third quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after purchasing an additional 87,845 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Insulet by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after purchasing an additional 41,019 shares in the last quarter. Norges Bank acquired a new position in shares of Insulet during the fourth quarter worth $300,794,000. Goldman Sachs Group Inc. increased its position in shares of Insulet by 1.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 768,066 shares of the medical instruments supplier’s stock worth $218,315,000 after purchasing an additional 10,254 shares in the last quarter. Finally, Northern Trust Corp increased its position in shares of Insulet by 0.5% during the third quarter. Northern Trust Corp now owns 709,180 shares of the medical instruments supplier’s stock worth $218,945,000 after purchasing an additional 3,618 shares in the last quarter.

Insulet Price Performance

NASDAQ:PODD opened at $153.22 on Friday. Insulet Corporation has a one year low of $140.63 and a one year high of $354.88. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49. The firm has a market cap of $10.61 billion, a price-to-earnings ratio of 35.63, a PEG ratio of 1.21 and a beta of 1.13. The firm’s fifty day moving average is $175.73 and its two-hundred day moving average is $238.90.

Insulet (NASDAQ:PODD – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, beating the consensus estimate of $1.19 by $0.23. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The company had revenue of $761.70 million for the quarter, compared to analyst estimates of $729.89 million. During the same period in the prior year, the company earned $1.02 earnings per share. The firm’s revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. Research analysts expect that Insulet Corporation will post 6.46 EPS for the current year.

Insider Activity

In other news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average cost of $143.51 per share, with a total value of $400,392.90. Following 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 position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

PODD has been the topic of a number of recent analyst reports. Stifel Nicolaus reduced their price target on Insulet from $350.00 to $250.00 in a research report on Thursday, May 7th. Robert W. Baird reduced their price target on Insulet from $360.00 to $248.00 in a research report on Thursday, May 7th. Truist Financial reduced their price target on Insulet from $315.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, May 7th. Evercore reduced their price target on Insulet from $240.00 to $200.00 in a research report on Thursday, May 7th. Finally, Barclays dropped their price objective on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a report on Thursday, May 7th. Twenty-one investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Insulet has a consensus rating of “Moderate Buy” and an average price target of $252.04.

View Our Latest Stock Analysis on Insulet

About Insulet

(Free Report)

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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Institutional Ownership by Quarter for Insulet (NASDAQ:PODD)

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