Vise Technologies Inc. Acquires New Position in Insulet Corporation $PODD

Vise Technologies Inc. acquired a new position in shares of Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 3,600 shares of the medical instruments supplier’s stock, valued at approximately $548,000.

Other large investors have also recently bought and sold shares of the company. Mitsubishi UFJ Trust & Banking Corp grew its position in shares of Insulet by 26.5% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after acquiring an additional 9,206 shares during the last quarter. OP Asset Management Ltd acquired a new stake in shares of Insulet in the 1st quarter worth about $1,513,000. OneDigital Investment Advisors LLC bought a new stake in Insulet in the 2nd quarter valued at about $6,741,000. Strs Ohio lifted its position in Insulet by 36.0% in the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after purchasing an additional 6,003 shares during the last quarter. Finally, SEB Asset Management AB acquired a new position in Insulet during the 1st quarter valued at about $24,700,000.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: CEO Ashley McEvoy purchased 1,100 Insulet shares at an average price of $147.47, an investment of approximately $162,200. The transaction increased her direct holdings by about 5% and may signal management confidence after the stock’s substantial decline. Insulet CEO share purchase article
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Levi & Korsinsky, and others—are soliciting investors who purchased PODD securities during periods generally spanning February 21, 2025, through May 26, 2026. Investors have until August 31, 2026, to seek appointment as lead plaintiff. These announcements largely repeat existing litigation information rather than represent new operating developments. Rosen Law Firm Insulet deadline article
• Negative Sentiment: The lawsuit-related releases allege that Insulet and certain officers violated federal securities laws by failing to disclose issues associated with two voluntary Medical Device Corrections involving Omnipod insulin-delivery systems. The allegations reportedly concern systemic manufacturing defects and potential investor losses; they have not been proven in court. Continued legal publicity increases regulatory, financial, and reputational uncertainty for Insulet and is likely the main reason investor sentiment remains weak. Levi and Korsinsky Insulet class action article

Insider Buying and Selling

In other news, Director Timothy C. Stonesifer bought 2,790 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, 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 acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.36% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

PODD has been the subject of several recent analyst reports. Truist Financial restated a “hold” rating and issued a $153.00 target price (down from $210.00) on shares of Insulet in a research report on Wednesday, August 5th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $205.00 price target on shares of Insulet in a report on Wednesday, May 27th. Wall Street Zen downgraded Insulet from a “strong-buy” rating to a “hold” rating in a research report on Sunday, August 9th. BTIG Research lowered Insulet from a “buy” rating to a “neutral” rating in a report on Thursday, August 6th. Finally, Piper Sandler lowered their target price on Insulet from $360.00 to $210.00 in a research report on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $195.40.

Insulet Stock Performance

Shares of PODD opened at $145.42 on Tuesday. The firm has a 50-day moving average price of $154.61 and a 200 day moving average price of $183.56. The firm has a market capitalization of $10.08 billion, a PE ratio of 27.18, a P/E/G ratio of 1.17 and a beta of 1.10. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. Insulet Corporation has a 52-week low of $126.40 and a 52-week high of $354.88.

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