Entropy Technologies LP Takes Position in Insulet Corporation $PODD

Entropy Technologies LP bought a new stake in Insulet Corporation (NASDAQ:PODD) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 29,913 shares of the medical instruments supplier’s stock, valued at approximately $6,277,000.

A number of other institutional investors have also added to or reduced their stakes in the company. State Street Corp lifted its stake in Insulet by 2.1% in the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock valued at $896,916,000 after acquiring an additional 65,317 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Insulet by 2.1% during the 4th 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 during the last quarter. Invesco Ltd. increased its stake in shares of Insulet by 10.5% during the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after purchasing an additional 141,167 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Insulet by 462.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock valued at $258,088,000 after purchasing an additional 1,011,369 shares during the period. Finally, Norges Bank bought a new stake in shares of Insulet in the 4th quarter valued at about $300,794,000.

Insider Activity at Insulet

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the stock in a transaction that occurred on 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 completion of the transaction, the director owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: No meaningful positive company-specific catalysts were reported in the latest batch of news.
• Neutral Sentiment: Short-interest data showed 0 shares reported short as of July 24, with a 0.0-day days-to-cover ratio, offering little actionable insight from that update.
• Negative Sentiment: Multiple law firms, including Rosen, Schall, Glancy Prongay, Pomerantz, Bernstein Liebhard, Faruqi & Faruqi, and others, announced or promoted securities class actions against Insulet, which can weigh on investor confidence. Article link
• Negative Sentiment: The lawsuits allege Insulet made misleading statements about manufacturing quality and safety issues, including problems at its Acton facility and flawed pods, suggesting potential reputational and legal overhang for the stock. Article link

Wall Street Analyst Weigh In

A number of research firms recently commented on PODD. Deutsche Bank Aktiengesellschaft began coverage on Insulet in a report on Tuesday, June 23rd. They set a “buy” rating and a $190.00 price target for the company. Benchmark restated a “buy” rating on shares of Insulet in a research note on Wednesday, May 27th. Leerink Partners cut their price objective on Insulet from $360.00 to $247.00 in a research report on Thursday, May 7th. Oppenheimer reduced their target price on Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Finally, Truist Financial decreased their target price on Insulet from $219.00 to $210.00 and set a “buy” rating on the stock in a report on Monday, July 13th. Twenty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $235.25.

Insulet Price Performance

Insulet stock opened at $163.26 on Friday. The company has a market capitalization of $11.31 billion, a price-to-earnings ratio of 37.97, a PEG ratio of 1.11 and a beta of 1.11. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. Insulet Corporation has a 12 month low of $138.79 and a 12 month high of $354.88. The stock’s 50 day moving average is $154.09 and its 200-day moving average is $202.61.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.23. The business had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities research analysts expect that Insulet Corporation will post 6.45 EPS for the current year.

Insulet Company 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.