Commerce Bank Acquires Shares of 9,920 Insulet Corporation $PODD

Commerce Bank acquired a new position in Insulet Corporation (NASDAQ:PODD) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 9,920 shares of the medical instruments supplier’s stock, valued at approximately $1,510,000.

A number of other large investors have also recently made changes to their positions in PODD. Glenmede Investment Management LP lifted its holdings in shares of Insulet by 1.6% in the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock valued at $708,000 after acquiring an additional 35 shares during the last quarter. Curi Capital LLC increased its stake in Insulet by 0.8% during the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after acquiring an additional 36 shares during the last quarter. Great Lakes Advisors LLC raised its position in Insulet by 1.5% during the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after purchasing an additional 40 shares during the period. Camarda Financial Advisors LLC raised its position in Insulet by 0.5% during the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after purchasing an additional 40 shares during the period. Finally, Larson Financial Group LLC lifted its stake in shares of Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 47 shares during the last quarter.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on PODD. Raymond James Financial reiterated an “outperform” rating and issued a $180.00 target price on shares of Insulet in a report on Thursday, August 6th. Benchmark decreased their price target on Insulet from $250.00 to $185.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Truist Financial restated a “hold” rating and issued a $153.00 price target (down from $210.00) on shares of Insulet in a research report on Wednesday, August 5th. Citigroup lifted their price objective on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 8th. Finally, Sanford C. Bernstein cut their price objective on shares of Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a research report on Thursday, August 6th. Fourteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $195.40.

Insiders Place Their Bets

In other Insulet news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of 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 acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is currently owned by insiders.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet CEO Ashley McEvoy purchased 1,100 shares at an average price of $147.47, an investment of approximately $162,200. The purchase increased her direct holdings by about 5% and may signal management confidence following the stock’s substantial decline. Insulet CEO share purchase
• Positive Sentiment: Recent operating results remain a support: Insulet’s latest quarterly report exceeded analyst expectations for both earnings and revenue, with revenue rising 23.5% year over year and margins improving. The company’s growth outlook, however, has been reset, making execution key to the investment case.
• Neutral Sentiment: Reported short-interest data shows zero shares short and a zero-day short-interest ratio, but the stated month-over-month change is “NaN,” indicating the data is likely incomplete or erroneous. It should not be interpreted as evidence of a meaningful short-covering or short-selling trend.
• Negative Sentiment: Pomerantz announced that a securities class action has been filed in federal court against Insulet and certain officers. The proposed class covers investors who purchased securities from February 21, 2025, through May 26, 2026, and alleges violations of federal securities laws. The allegations have not been proven. Pomerantz class action announcement
• Negative Sentiment: Several firms issued substantially similar notices encouraging investors to seek lead-plaintiff status by August 31. The claims center on alleged manufacturing deficiencies and two voluntary corrections or recalls affecting millions of Omnipod devices, as well as assertions that Insulet overstated manufacturing quality and growth prospects. The volume of legal announcements increases reputational, litigation-cost, and potential-liability concerns, even though the notices themselves do not establish wrongdoing.

Insulet Trading Down 1.6%

PODD opened at $143.05 on Wednesday. The stock has a market cap of $9.92 billion, a price-to-earnings ratio of 26.74, a P/E/G ratio of 1.15 and a beta of 1.10. The stock’s 50 day moving average price is $154.52 and its 200-day moving average price is $182.80. Insulet Corporation has a one year low of $126.40 and a one year high of $354.88. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48.

Insulet (NASDAQ:PODD) last issued its quarterly 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. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The firm had revenue of $801.70 million during the quarter, compared to analyst estimates of $787.39 million. During the same period last year, the company earned $1.17 EPS. Insulet’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, equities analysts forecast that Insulet Corporation will post 6.51 EPS for the current year.

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.