Vanguard Group Inc. Purchases 87,845 Shares of Insulet Corporation $PODD

Vanguard Group Inc. grew its position in Insulet Corporation (NASDAQ:PODD) by 1.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,796,200 shares of the medical instruments supplier’s stock after buying an additional 87,845 shares during the quarter. Vanguard Group Inc. owned 0.12% of Insulet worth $2,715,651,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in PODD. True Wealth Design LLC boosted its position in shares of Insulet by 288.0% during the 3rd quarter. True Wealth Design LLC now owns 97 shares of the medical instruments supplier’s stock worth $30,000 after acquiring an additional 72 shares in the last quarter. Golden State Wealth Management LLC lifted its stake in Insulet by 202.9% during the second quarter. Golden State Wealth Management LLC now owns 103 shares of the medical instruments supplier’s stock worth $32,000 after purchasing an additional 69 shares during the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of Insulet by 48.9% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 131 shares of the medical instruments supplier’s stock valued at $40,000 after purchasing an additional 43 shares in the last quarter. Quent Capital LLC acquired a new stake in shares of Insulet in the 3rd quarter valued at $49,000. Finally, Osterweis Capital Management Inc. bought a new position in shares of Insulet in the 2nd quarter valued at $51,000.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat: Insulet reported $1.55 EPS versus ~$1.48 expected and revenue of $783.8M (vs. ~$768M), with revenue up ~31% year‑over‑year — the core reason the stock rallied after the print. Insulet: Q4 Earnings Snapshot
• Positive Sentiment: Strong product demand: Management cited robust demand for its Omnipod tubeless pumps as a key growth driver, supporting the beat and underpinning medium‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Raised full‑year revenue outlook: Insulet set FY‑2026 revenue guidance around $3.3B, above consensus (~$3.0B), signaling stronger secular growth for the year even as quarterly variability may occur. Insulet Corp (PODD) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support: Several firms reiterated bullish views (BTIG reiterated a Buy with a $380 target; William Blair maintained a Buy), which can sustain investor interest and buying momentum. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Neutral Sentiment: Earnings materials and call available: The full earnings call transcript, slide deck and press release provide detail on unit growth, cadence and margin dynamics — useful for modeling but not new directional news. Insulet Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market coverage & analysis: Multiple outlets and analysts are parsing the quarter (Zacks, Seeking Alpha summaries) — expect further nuance on margin trajectory, supply chain and adoption metrics over the next days. Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Near‑term caution: Q1 revenue guidance ($705.6M–$716.9M) came in below some Street estimates (~$768M), indicating possible near‑term cadence pressure despite a stronger full‑year view — this explains the mixed reception under the surface. Insulet Q4 earnings and guidance (press release & slide deck)

Wall Street Analyst Weigh In

Several analysts recently weighed in on PODD shares. Weiss Ratings restated a “hold (c)” rating on shares of Insulet in a research report on Thursday, January 22nd. TD Cowen downgraded Insulet from a “buy” rating to a “hold” rating and set a $294.00 target price for the company. in a research note on Monday, January 26th. Leerink Partners raised their price target on shares of Insulet from $385.00 to $386.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Wolfe Research lifted their price target on shares of Insulet from $350.00 to $375.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Finally, UBS Group reissued a “buy” rating on shares of Insulet in a research note on Thursday, December 18th. Twenty analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Insulet currently has an average rating of “Moderate Buy” and an average price target of $373.38.

Insulet Stock Performance

NASDAQ PODD opened at $258.07 on Thursday. The company has a market capitalization of $18.16 billion, a price-to-earnings ratio of 74.80, a PEG ratio of 1.39 and a beta of 1.41. The company has a quick ratio of 2.18, a current ratio of 2.87 and a debt-to-equity ratio of 0.68. Insulet Corporation has a twelve month low of $230.05 and a twelve month high of $354.88. The stock has a fifty day simple moving average of $274.42 and a 200 day simple moving average of $305.50.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The company had revenue of $783.80 million during the quarter, compared to analysts’ expectations of $768.31 million. The business’s quarterly revenue was up 31.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.15 earnings per share. Sell-side analysts expect that Insulet Corporation will post 3.92 EPS for the current year.

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.