Horizon Investments LLC Sells 4,496 Shares of Insulet Corporation $PODD

Horizon Investments LLC reduced its holdings in Insulet Corporation (NASDAQ:PODD) by 58.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,235 shares of the medical instruments supplier’s stock after selling 4,496 shares during the quarter. Horizon Investments LLC’s holdings in Insulet were worth $920,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in PODD. NewEdge Advisors LLC grew its stake in Insulet by 44.8% in the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after acquiring an additional 64 shares during the period. Cresset Asset Management LLC grew its stake in Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock valued at $813,000 after acquiring an additional 177 shares during the period. Cerity Partners LLC grew its stake in Insulet by 68.7% in the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after acquiring an additional 7,030 shares during the period. Sei Investments Co. grew its stake in Insulet by 27.4% in the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after acquiring an additional 29,584 shares during the period. Finally, Treasurer of the State of North Carolina grew its stake in Insulet by 2.5% in the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after acquiring an additional 791 shares during the period.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 beat and guidance raise — Insulet reported Q1 revenue of $761.7M (+33.9% YoY) and adjusted EPS $1.42, topping estimates; management raised FY2026 constant‑currency revenue growth to 21%–23% and reiterated margin expansion, which helped lift sentiment. Business Wire: Q1 Results
• Positive Sentiment: Omnipod international momentum — Management highlighted sharp international Omnipod revenue growth and continued geographic expansion (including new Middle East Omnipod 5 launches), supporting growth durability beyond the U.S. market. Reuters: Growth/Forecast
• Positive Sentiment: Profitability and insider buying — Adjusted operating margin expanded and EPS beat consensus; several insiders (including the CEO) bought shares recently, which can signal management confidence. QuiverQuant: Earnings analysis & insider activity
• Neutral Sentiment: Analyst ratings still mixed — Several firms reiterated buy/overweight stances even as they trimmed targets; median analyst targets remain well above current levels, leaving upside claims but greater dispersion in near‑term expectations. QuiverQuant: Analyst moves & targets
• Negative Sentiment: Widespread price‑target cuts — Multiple brokers lowered targets (Piper Sandler, BofA/JPMorgan/others), reflecting model resets after the print; that put near‑term pressure on sentiment despite the beat. MarketScreener: Piper Sandler target cut

Analyst Ratings Changes

PODD has been the subject of a number of research reports. Evercore reduced their price objective on Insulet from $240.00 to $200.00 in a research note on Thursday. Piper Sandler reduced their price objective on Insulet from $360.00 to $210.00 in a research note on Wednesday. TD Cowen cut Insulet from a “buy” rating to a “hold” rating and set a $294.00 price objective for the company. in a research note on Monday, January 26th. Sanford C. Bernstein reduced their price objective on Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday. Finally, Royal Bank Of Canada reduced their price objective on Insulet from $325.00 to $280.00 and set an “outperform” rating for the company in a research note on Thursday. Eighteen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $257.09.

Insider Activity

In related news, Director Michael R. Minogue bought 2,030 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average price of $246.23 per share, with a total value of $499,846.90. Following the completion of the transaction, the director directly owned 17,483 shares in the company, valued at approximately $4,304,839.09. This represents a 13.14% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.36% of the stock is currently owned by insiders.

Insulet Stock Up 6.0%

Shares of NASDAQ:PODD opened at $160.40 on Friday. The stock has a market cap of $11.11 billion, a price-to-earnings ratio of 37.30, a PEG ratio of 0.89 and a beta of 1.20. The company has a quick ratio of 2.15, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. Insulet Corporation has a 12-month low of $148.30 and a 12-month high of $354.88. The business’s 50 day moving average is $211.22 and its 200 day moving average is $263.85.

Insulet (NASDAQ:PODD) last announced its 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 company had revenue of $761.70 million for the quarter, compared to analysts’ expectations of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s quarterly revenue was up 33.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, sell-side analysts forecast that Insulet Corporation will post 6.27 earnings per share for the current fiscal year.

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.