6,285 Shares in Insulet Corporation $PODD Acquired by S&CO Inc.

S&CO Inc. acquired a new stake in Insulet Corporation (NASDAQ:PODD) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 6,285 shares of the medical instruments supplier’s stock, valued at approximately $956,000.

Several other institutional investors have also modified their holdings of the company. Larson Financial Group LLC raised its stake in 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 buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new position in shares of Insulet in the 4th quarter valued at $26,000. Elyxium Wealth LLC acquired a new stake in shares of Insulet in the 4th quarter valued at about $28,000. DV Equities LLC purchased a new position in shares of Insulet during the fourth quarter worth approximately $28,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Insulet in the 4th quarter valued at $29,000.

Insulet Stock Performance

Shares of PODD opened at $143.34 on Friday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48. The stock has a market capitalization of $9.94 billion, a P/E ratio of 26.79, a P/E/G ratio of 1.13 and a beta of 1.10. The company’s fifty day moving average is $155.20 and its two-hundred day moving average is $188.80. Insulet Corporation has a 1 year low of $126.40 and a 1 year high of $354.88.

Insulet (NASDAQ:PODD) 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. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. During the same quarter in the prior year, the firm earned $1.17 EPS. Insulet’s quarterly revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts predict that Insulet Corporation will post 6.51 earnings per share for the current year.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet remains a long-term growth story: its Omnipod wearable insulin-delivery platform supports recurring revenue, while the company recently reported 23.5% year-over-year revenue growth, earnings above analyst expectations, and raised confidence in its full-year outlook. Why Insulet Is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Multiple law firms are publicizing an August 31, 2026 deadline for investors to seek lead-plaintiff status in a pending federal securities class action. The announcements mainly solicit shareholder participation and do not establish liability or damages. Insulet Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: The litigation creates a significant near-term overhang. Complaints filed by investors allege that Insulet and certain executives made materially false or misleading statements concerning manufacturing controls and the safety and reliability of its insulin-delivery products. One notice specifically cites alleged defective cannula manufacturing that could have caused insulin under-delivery in millions of Omnipod devices. If substantiated, the claims could lead to financial costs, regulatory scrutiny, reputational damage, and weaker customer confidence. Insulet Securities Class Action Allegations

Insider Transactions at Insulet

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was purchased at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the acquisition, the director directly owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.36% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Wall Street Zen downgraded shares of Insulet from a “strong-buy” rating to a “hold” rating in a research report on Sunday, August 9th. Truist Financial reiterated a “hold” rating and set a $153.00 target price (down from $210.00) on shares of Insulet in a research note on Wednesday, August 5th. Stifel Nicolaus lowered their price target on Insulet from $225.00 to $180.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Jefferies Financial Group dropped their price target on Insulet from $400.00 to $360.00 in a research report on Thursday, May 7th. Finally, TD Cowen reduced their price objective on Insulet from $294.00 to $144.00 and set a “hold” rating for the company in a research note on Thursday, August 6th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $195.40.

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.