Rakuten Investment Management Inc. Takes Position in Insulet Corporation $PODD

Rakuten Investment Management Inc. bought a new position in Insulet Corporation (NASDAQ:PODD) in the second quarter, HoldingsChannel.com reports. The fund bought 11,329 shares of the medical instruments supplier’s stock, valued at approximately $1,787,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Larson Financial Group LLC raised its stake in Insulet by 114.6% during the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after acquiring an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Insulet in the 4th quarter valued at $26,000. DV Equities LLC bought a new stake in shares of Insulet in the 4th quarter worth about $28,000. Elyxium Wealth LLC bought a new stake in shares of Insulet in the 4th quarter worth about $28,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Insulet during the 4th quarter worth about $29,000.

Analysts Set New Price Targets

PODD has been the subject of several analyst reports. Benchmark cut their price target on shares of Insulet from $250.00 to $185.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Bank of America decreased their price objective on shares of Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. Canaccord Genuity Group dropped their price objective on shares of Insulet from $249.00 to $179.00 and set a “buy” rating for the company in a report on Thursday, August 6th. BTIG Research cut shares of Insulet from a “buy” rating to a “neutral” rating in a research note on Thursday, August 6th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $180.00 target price on shares of Insulet in a report on Thursday, August 6th. Fourteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $195.40.

Insulet Price Performance

Shares of NASDAQ PODD opened at $145.13 on Monday. The firm’s 50-day simple moving average is $154.46 and its 200 day simple moving average is $180.69. The company has a market cap of $10.06 billion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 1.14 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 12-month low of $126.40 and a 12-month high of $354.88.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data 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. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The firm had revenue of $801.70 million during the quarter, compared to analysts’ expectations of $787.39 million. During the same quarter last year, the company posted $1.17 EPS. The company’s quarterly revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, research analysts expect that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

More Insulet News

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

Insider Activity at Insulet

In related news, Director Timothy C. Stonesifer purchased 2,790 shares of the firm’s stock in a transaction dated 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 completion of the purchase, the director directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.36% of the stock is owned by company insiders.

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.