Janus Henderson Group PLC Acquires 53,714 Shares of Insulet Corporation $PODD

Janus Henderson Group PLC lifted its holdings in shares of Insulet Corporation (NASDAQ:PODD) by 59.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 144,818 shares of the medical instruments supplier’s stock after purchasing an additional 53,714 shares during the quarter. Janus Henderson Group PLC’s holdings in Insulet were worth $30,388,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Larson Financial Group LLC boosted its holdings in Insulet by 114.6% in the fourth 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 position in Insulet during the fourth quarter worth $26,000. DV Equities LLC bought a new position in Insulet during the fourth quarter valued at about $28,000. Elyxium Wealth LLC bought a new position in Insulet during the fourth quarter valued at about $28,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Insulet in the fourth quarter worth about $29,000.

Insider Transactions at Insulet

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the acquisition, the director owned 9,041 shares in the company, valued at $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.36% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. The Goldman Sachs Group reissued a “buy” rating and set a $205.00 price objective on shares of Insulet in a report on Wednesday, May 27th. Bank of America decreased their target price on Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a research report on Monday, May 18th. Wells Fargo & Company lowered their price target on Insulet from $360.00 to $255.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Royal Bank Of Canada dropped their price target on shares of Insulet from $280.00 to $245.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Insulet from $340.00 to $275.00 and set an “overweight” rating for the company in a research note on Thursday, May 7th. Twenty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $233.38.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: UBS Group began research coverage of Insulet, potentially increasing institutional visibility and investor attention. However, the available report does not disclose UBS’s rating or price target. Insulet research coverage started at UBS Group
• Neutral Sentiment: The legal notices concern alleged violations of federal securities laws by Insulet and certain executives. The allegations have not been proven, and the financial impact of the litigation remains uncertain. Bronstein Gewirtz Grossman class action announcement
• Negative Sentiment: Several firms, including Bronstein Gewirtz & Grossman, Faruqi & Faruqi, Bleichmar Fonti & Auld, Schall Brown & Schwartz, DJS Law Group, Rosen Law Firm, and Glancy Prongay, publicized the pending class action. The notices generally cover investors who purchased Insulet securities between February 21 or May 21, 2025, and May 26, 2026, and allege investor losses related to disclosures involving defective Omnipod manufacturing controls. Bleichmar Fonti & Auld securities lawsuit notice
• Negative Sentiment: The concentration of similar legal announcements may amplify concerns about potential damages, management accountability, regulatory scrutiny, and reputational risk, even though no judgment or settlement has been reported. Insulet investor alert from Schall Brown & Schwartz

Insulet Price Performance

PODD opened at $165.35 on Monday. The business has a 50 day moving average of $155.26 and a 200-day moving average of $197.67. The stock has a market capitalization of $11.45 billion, a price-to-earnings ratio of 38.45, a P/E/G ratio of 1.15 and a beta of 1.10. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. Insulet Corporation has a 1-year low of $138.79 and a 1-year high of $354.88.

Insulet (NASDAQ:PODD) last announced its earnings results 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 for the quarter, compared to analyst estimates of $729.89 million. Insulet had a net margin of 10.44% and a return on equity of 26.87%. Insulet’s revenue was up 33.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, sell-side analysts anticipate that Insulet Corporation will post 6.45 earnings per share for the current year.

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.