Eversept Partners LP Has $30.12 Million Stock Holdings in Insulet Corporation $PODD

Eversept Partners LP raised its stake in Insulet Corporation (NASDAQ:PODD) by 92.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 143,546 shares of the medical instruments supplier’s stock after purchasing an additional 68,838 shares during the period. Insulet accounts for 1.6% of Eversept Partners LP’s holdings, making the stock its 16th biggest holding. Eversept Partners LP’s holdings in Insulet were worth $30,122,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in PODD. Larson Financial Group LLC boosted its position in shares of Insulet by 114.6% during the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after purchasing 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 about $26,000. DV Equities LLC bought a new stake in Insulet in the 4th quarter valued at about $28,000. Elyxium Wealth LLC bought a new stake in Insulet in the 4th quarter valued at about $28,000. Finally, Mcguire Capital Advisors Inc. bought a new stake in Insulet in the 4th quarter valued at about $29,000.

Insider Buying and Selling 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 stock was bought at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the purchase, the director directly owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.36% of the stock is owned by corporate insiders.

Insulet Price Performance

Shares of NASDAQ PODD opened at $165.00 on Tuesday. The company has a market capitalization of $11.43 billion, a PE ratio of 38.37, a PEG ratio of 1.14 and a beta of 1.11. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. The stock’s 50 day moving average price is $154.34 and its 200-day moving average price is $201.13. Insulet Corporation has a twelve month low of $138.79 and a twelve month high of $354.88.

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

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Neutral Sentiment: Multiple firms—including Rosen, Bronstein Gewirtz & Grossman, Levi & Korsinsky, Faruqi & Faruqi, and Bleichmar Fonti & Auld—issued substantially similar notices. The repeated releases primarily seek to attract investors to the existing litigation rather than announce separate new legal actions. Rosen investor notice
• Neutral Sentiment: The proposed class periods vary by notice, generally covering purchases from February 21 or May 21, 2025, through May 26, 2026. Investors who purchased during the applicable period may petition the court by August 31, 2026, to serve as lead plaintiff, with firms stating that representation is offered on a contingency-fee basis. Levi and Korsinsky notice
• Negative Sentiment: The lawsuit creates a potential financial liability, management distraction, and ongoing uncertainty for Insulet. Continued legal notices may weigh on investor sentiment, particularly because the allegations relate to conduct that plaintiffs say contributed to the earlier stock selloff. Bleichmar Fonti and Auld lawsuit notice

Analyst Upgrades and Downgrades

Several research analysts have issued reports on PODD shares. Bank of America cut their price target on Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Barclays decreased their price objective on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a report on Thursday, May 7th. Oppenheimer lowered 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. Citigroup increased their target price on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Finally, Wall Street Zen lowered shares of Insulet from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 27th. Twenty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Insulet presently has an average rating of “Moderate Buy” and an average price target of $235.25.

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.