Korea Investment CORP Invests $22.18 Million in Insulet Corporation $PODD

Korea Investment CORP bought a new stake in Insulet Corporation (NASDAQ:PODD) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 145,651 shares of the medical instruments supplier’s stock, valued at approximately $22,175,000. Korea Investment CORP owned 0.21% of Insulet at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in PODD. BlackRock Inc. purchased a new position in Insulet in the 2nd quarter valued at about $1,018,582,000. State Street Corp increased its position in shares of Insulet by 2.1% during the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after acquiring an additional 65,317 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Insulet by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after acquiring an additional 41,019 shares during the last quarter. Invesco Ltd. lifted its stake in shares of Insulet by 10.5% in the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after acquiring an additional 141,167 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Insulet by 462.7% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after acquiring an additional 1,011,369 shares in the last quarter.

Insider Activity

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the transaction, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on PODD. TD Cowen cut their target price on shares of Insulet from $294.00 to $144.00 and set a “hold” rating on the stock in a research note on Thursday, August 6th. Canaccord Genuity Group decreased their price target on Insulet from $249.00 to $179.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Royal Bank Of Canada reduced their target price on Insulet from $245.00 to $160.00 and set an “outperform” rating on the stock in a report on Thursday, August 6th. Evercore set a $180.00 target price on Insulet in a research report on Monday, July 6th. Finally, Sanford C. Bernstein lowered their price target on Insulet from $200.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday, August 6th. Fourteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $195.40.

Insulet Price Performance

Shares of NASDAQ:PODD opened at $148.16 on Monday. 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 fifty-two week low of $126.40 and a fifty-two week high of $354.88. The firm has a 50-day simple moving average of $154.67 and a 200 day simple moving average of $184.30. The company has a market cap of $10.27 billion, a PE ratio of 27.69, a P/E/G ratio of 1.17 and a beta of 1.10.

Insulet (NASDAQ:PODD) last issued its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. The firm had revenue of $801.70 million for the quarter, compared to analysts’ expectations of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. Insulet’s revenue was up 23.5% on a year-over-year basis. During the same quarter last year, the company posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts anticipate that Insulet Corporation will post 6.51 EPS for the current year.

Trending Headlines about Insulet

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

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.