23,351 Shares in Insulet Corporation $PODD Acquired by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. bought a new stake in Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 23,351 shares of the medical instruments supplier’s stock, valued at approximately $3,555,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mitsubishi UFJ Trust & Banking Corp lifted its position in shares of Insulet by 26.5% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after purchasing an additional 9,206 shares during the period. OP Asset Management Ltd acquired a new stake in shares of Insulet during the first quarter worth $1,513,000. Strs Ohio raised its stake in Insulet by 36.0% during the fourth quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock worth $6,447,000 after buying an additional 6,003 shares during the last quarter. Swedbank AB raised its stake in Insulet by 11.0% during the fourth quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock worth $24,441,000 after buying an additional 8,500 shares during the last quarter. Finally, SEB Asset Management AB acquired a new position in Insulet in the first quarter valued at $24,700,000.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Neutral Sentiment: Pomerantz said a class action has been filed in the U.S. District Court for the District of Massachusetts under docket 26-cv-13062. The proposed class generally covers investors who purchased Insulet securities between February 21, 2025, and May 26, 2026, and seeks damages under Sections 10(b) and 20(a) of the Securities Exchange Act. Pomerantz class action filing
• Neutral Sentiment: Several law firms—including DJS Law Group, Schall Brown & Schwartz, Robbins Geller, Faruqi & Faruqi, Rosen, Bronstein Gewirtz & Grossman, and Bernstein Liebhard—reminded shareholders of an August 31 deadline to seek appointment as lead plaintiff. These announcements are primarily investor solicitations rather than new operational developments. Robbins Geller investor deadline
• Negative Sentiment: The allegations center on purportedly false or misleading statements about Insulet’s manufacturing quality and product safety. One investor notice linked the claims to two Omnipod medical-device corrections and reported substantial share-price declines following corrective disclosures. If the case advances, Insulet could face litigation expenses, potential damages, reputational harm, and additional scrutiny of its products and disclosures. Insulet shareholder lawsuit allegations

Insiders Place Their Bets

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s 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 purchase, the director owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.36% of the company’s stock.

Insulet Stock Up 0.9%

Shares of NASDAQ PODD opened at $148.16 on Friday. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. The firm has a market cap of $10.27 billion, a PE ratio of 27.69, a P/E/G ratio of 1.16 and a beta of 1.10. The company’s fifty day simple moving average is $154.67 and its 200 day simple moving average is $184.81. Insulet Corporation has a 12-month low of $126.40 and a 12-month high of $354.88.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.19. The firm had revenue of $801.70 million during 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%. The business’s revenue was up 23.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, sell-side analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have commented on PODD. Benchmark cut their price target on shares of Insulet from $250.00 to $185.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Wall Street Zen lowered Insulet from a “strong-buy” rating to a “hold” rating in a research report on Sunday, August 9th. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 price objective on shares of Insulet in a research note on Wednesday, May 27th. Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a research report on Wednesday, August 5th. Finally, William Blair assumed coverage on Insulet in a research note on Wednesday, May 20th. They set an “outperform” rating for the company. Fourteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target 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.