Rakuten Investment Management Inc. Makes New $1.79 Million Investment in Insulet Corporation $PODD

Posted by Francis Steltz on Aug 31st, 2026

Rakuten Investment Management Inc. acquired a new stake in Insulet Corporation (NASDAQ:PODD – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 11,329 shares of the medical instruments supplier’s stock, valued at approximately $1,787,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Larson Financial Group LLC raised its position in shares of Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. acquired a new position in Insulet in the 4th quarter valued at $26,000. Elyxium Wealth LLC acquired a new position in Insulet in the 4th quarter valued at $28,000. DV Equities LLC bought a new stake in Insulet during the fourth quarter valued at about $28,000. Finally, MV Capital Management Inc. acquired a new position in shares of Insulet during the 4th quarter worth about $29,000.

Insulet Stock Performance

Insulet stock opened at $145.13 on Monday. The business has a 50 day moving average price of $154.46 and a two-hundred day moving average price of $180.69. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. The stock has a market cap of $10.06 billion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 1.14 and a beta of 1.10. Insulet Corporation has a 12 month low of $126.40 and a 12 month high of $354.88.

Insulet (NASDAQ:PODD – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. The company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The company’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter last year, the company earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, equities analysts forecast that Insulet Corporation will post 6.51 EPS for the current year.

Key Insulet News

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Insulet’s latest reported quarter showed strong fundamentals: revenue rose 23.5% year over year to $801.7 million, while adjusted earnings of $1.66 per share exceeded the $1.47 analyst consensus. The company has also issued fiscal 2026 earnings guidance, with analysts projecting approximately $6.51 per share. Insulet financial and trading information
Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Bronstein Gewirtz & Grossman, Faruqi & Faruqi, and Robbins Geller—reminded investors that August 31, 2026 is the deadline to seek lead-plaintiff status in the securities class action. The notices generally cover purchases made between February 21, 2025 and May 26, 2026, although one complaint cites a later starting date of May 21, 2025. Rosen Insulet deadline notice
Negative Sentiment: The litigation creates an overhang because investors allege Insulet and certain officers violated federal securities laws and seek damages. The notices reference two Omnipod medical-device corrections and a decline of more than $90 per share from pre-disclosure levels, potentially increasing concerns about product quality, disclosure practices, legal costs, and reputational risk. The allegations have not been proven. Insulet investor litigation alert

Insiders Place Their Bets

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

Wall Street Analyst Weigh In

PODD has been the topic of a number of research analyst reports. Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday, August 5th. Robert W. Baird set a $175.00 price objective on Insulet in a research report on Thursday, August 6th. Sanford C. Bernstein lowered their price objective on shares of Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday, August 6th. Citigroup boosted their target price on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Finally, Stifel Nicolaus cut their target price on shares of Insulet from $225.00 to $180.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $195.40.

Check Out Our Latest 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.