Dimensional Fund Advisors LP increased its stake in Insulet Corporation (NASDAQ:PODD – Free Report) by 4.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 369,197 shares of the medical instruments supplier’s stock after purchasing an additional 14,080 shares during the period. Dimensional Fund Advisors LP’s holdings in Insulet were worth $77,470,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently added to or reduced their stakes in PODD. Larson Financial Group LLC boosted its position in shares of 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 buying an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. acquired a new stake in Insulet in the 4th quarter valued at approximately $26,000. Elyxium Wealth LLC bought a new stake in Insulet in the 4th quarter valued at approximately $28,000. DV Equities LLC bought a new stake in Insulet in the 4th quarter valued at approximately $28,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in Insulet during the 4th quarter worth approximately $29,000.
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in on PODD shares. Sanford C. Bernstein decreased their price target on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Weiss Ratings lowered shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, June 24th. Robert W. Baird reduced their target price on shares of Insulet from $360.00 to $248.00 in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft started coverage on shares of Insulet in a research report on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 target price for the company. Finally, UBS Group lowered shares of Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price target on the stock. in a research note on Tuesday. Twenty-one equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $233.38.
Insulet Stock Performance
Shares of NASDAQ PODD opened at $165.68 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49. The stock has a 50 day moving average price of $155.05 and a 200 day moving average price of $198.47. The stock has a market capitalization of $11.47 billion, a PE ratio of 38.53, a price-to-earnings-growth ratio of 1.19 and a beta of 1.11. Insulet Corporation has a 52 week low of $138.79 and a 52 week high of $354.88.
Insulet (NASDAQ:PODD – Get Free Report) last posted its quarterly earnings results 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 return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $761.70 million for the quarter, compared to analyst estimates of $729.89 million. During the same quarter in the previous year, the firm earned $1.02 EPS. The business’s quarterly revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. Analysts predict that Insulet Corporation will post 6.45 earnings per share for the current fiscal year.
Key Stories Impacting Insulet
Here are the key news stories impacting Insulet this week:
- Neutral Sentiment: UBS initiated coverage of Insulet with a Neutral rating and a $174 price target, indicating modest potential upside from the referenced share price but limited conviction in the near-term outlook. UBS Insulet coverage
- Negative Sentiment: Several law firms publicized a pending securities class action against Insulet and certain officers, alleging that defective cannula manufacturing caused insulin under-delivery in millions of Omnipod devices and that the company failed to disclose related risks. Some notices identify the CEO and CFO as individual defendants. These are allegations, and the court has not determined that wrongdoing occurred. Insulet shareholder alert
- Negative Sentiment: The main reported class periods run from February 21, 2025, or May 21, 2025, through May 26, 2026. Investors are being urged to seek lead-plaintiff status by August 31, 2026. Continued legal-firm announcements increase visibility around potential litigation costs, regulatory scrutiny, reputational damage and possible compensation claims, creating an additional overhang for PODD shares. Rosen Insulet class action deadline
Insider Buying and Selling at Insulet
In other news, Director Timothy C. Stonesifer bought 2,790 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was 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 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 acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.36% of the company’s stock.
Insulet 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.
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