Aware Super Pty Ltd as trustee of Aware Super Takes $3.39 Million Position in Insulet Corporation $PODD

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of Insulet Corporation (NASDAQ:PODD) in the 1st quarter, HoldingsChannel reports. The firm acquired 16,137 shares of the medical instruments supplier’s stock, valued at approximately $3,386,000.

Several other institutional investors and hedge funds have also modified their holdings of PODD. Larson Financial Group LLC increased its holdings in Insulet by 114.6% during 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 in 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 acquired a new position in Insulet in 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. bought a new stake in shares of Insulet during the fourth quarter worth $29,000.

Insider Activity

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The shares were purchased at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.36% of the company’s stock.

Insulet Trading Down 0.2%

Shares of Insulet stock opened at $164.06 on Friday. Insulet Corporation has a 1 year low of $138.79 and a 1 year high of $354.88. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. The stock has a fifty day moving average price of $153.00 and a 200-day moving average price of $206.90. The firm has a market cap of $11.36 billion, a PE ratio of 38.15, a P/E/G ratio of 1.15 and a beta of 1.11.

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

Analysts Set New Price Targets

A number of research firms recently issued reports on PODD. Citigroup lifted their price target on Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Oppenheimer dropped their target price on Insulet from $300.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Barclays dropped their target price on Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft started coverage on Insulet in a research report on Tuesday, June 23rd. They set a “buy” rating and a $190.00 price target for the company. Finally, Canaccord Genuity Group decreased their price target on Insulet from $435.00 to $249.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Twenty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $235.25.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet provided an update on its ongoing EVOLUTION T1D clinical study, which is testing a next step in automated insulin delivery and could support the long-term growth story for its Omnipod platform. Article link
• Neutral Sentiment: Several firms issued deadline reminders and investor alerts related to the already-filed securities class action, keeping the lawsuit in focus but not adding new allegations. Article link
• Neutral Sentiment: Additional law-firm notices reiterated the August 31 lead-plaintiff deadline, underscoring ongoing legal risk but mainly serving as promotional updates rather than fresh company developments. Article link
• Negative Sentiment: Multiple securities-fraud class action notices highlighted alleged investor harm tied to Insulet’s manufacturing quality and prior device corrections, which is likely weighing on sentiment and shares. Article link

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.