Capstone Investment Advisors LLC Takes Position in Insulet Corporation $PODD

Capstone Investment Advisors LLC bought a new position in Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, Holdings Channel reports. The firm bought 3,937 shares of the medical instruments supplier’s stock, valued at approximately $599,000.

Other large investors have also bought and sold shares of the company. Larson Financial Group LLC raised its position in Insulet by 114.6% in the 4th 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 last quarter. University of Texas Texas AM Investment Management Co. acquired a new position in Insulet in the fourth quarter worth $26,000. DV Equities LLC bought a new stake in shares of Insulet during the fourth quarter worth $28,000. Elyxium Wealth LLC bought a new stake in shares of Insulet during the fourth quarter worth $28,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Insulet in the fourth quarter valued at $29,000.

Insulet Stock Performance

Shares of NASDAQ:PODD opened at $145.13 on Friday. The stock has a market capitalization of $10.06 billion, a P/E ratio of 27.13, a P/E/G ratio of 1.13 and a beta of 1.10. Insulet Corporation has a 1-year low of $126.40 and a 1-year high of $354.88. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65. The business has a 50-day moving average price of $154.46 and a two-hundred day moving average price of $181.15.

Insulet (NASDAQ:PODD) last issued its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $787.39 million. During the same quarter last year, the firm earned $1.17 EPS. The company’s revenue for the quarter was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. Equities analysts predict that Insulet Corporation will post 6.51 earnings per share for the current year.

Insider Transactions at Insulet

In other Insulet news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the acquisition, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.36% of the company’s stock.

Key Headlines Impacting Insulet

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

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on PODD shares. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Insulet in a research report on Tuesday, June 23rd. They set a “buy” rating and a $190.00 price target on the stock. Bank of America dropped their target price on shares of Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a research note on Monday, May 18th. Royal Bank Of Canada reduced their target price on shares of Insulet from $245.00 to $160.00 and set an “outperform” rating on the stock in a research report on Thursday, August 6th. Oppenheimer cut shares of Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. Finally, Evercore set a $180.00 price target on shares of Insulet in a report on Monday, July 6th. Fourteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Insulet has a consensus rating of “Hold” and a consensus target price of $195.40.

About Insulet

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.