Headlands Technologies LLC Increases Position in Insulet Corporation $PODD

Headlands Technologies LLC increased its holdings in Insulet Corporation (NASDAQ:PODD) by 2,041.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 31,930 shares of the medical instruments supplier’s stock after purchasing an additional 30,439 shares during the quarter. Headlands Technologies LLC’s holdings in Insulet were worth $4,861,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Larson Financial Group LLC increased its position in shares of Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. purchased a new position in shares of Insulet during the 4th quarter valued at approximately $26,000. Elyxium Wealth LLC purchased a new position in shares of Insulet during the 4th quarter valued at approximately $28,000. DV Equities LLC acquired a new stake in Insulet in the 4th quarter valued at $28,000. Finally, MV Capital Management Inc. purchased a new stake in Insulet in the 4th quarter worth $29,000.

Insulet Stock Performance

NASDAQ:PODD opened at $145.13 on Monday. The company’s 50-day moving average price is $154.46 and its 200-day moving average price is $180.69. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65. The company has a market cap of $10.06 billion, a P/E ratio of 27.13, a P/E/G ratio of 1.14 and a beta of 1.10. Insulet Corporation has a twelve month low of $126.40 and a twelve month high of $354.88.

Insulet (NASDAQ:PODD) last announced its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.19. The company had revenue of $801.70 million during 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% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s latest reported quarter showed strong fundamentals: revenue rose 23.5% year over year to $801.7 million, while adjusted earnings of $1.66 per share exceeded the $1.47 analyst consensus. The company has also issued fiscal 2026 earnings guidance, with analysts projecting approximately $6.51 per share. Insulet financial and trading information
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Bronstein Gewirtz & Grossman, Faruqi & Faruqi, and Robbins Geller—reminded investors that August 31, 2026 is the deadline to seek lead-plaintiff status in the securities class action. The notices generally cover purchases made between February 21, 2025 and May 26, 2026, although one complaint cites a later starting date of May 21, 2025. Rosen Insulet deadline notice
• Negative Sentiment: The litigation creates an overhang because investors allege Insulet and certain officers violated federal securities laws and seek damages. The notices reference two Omnipod medical-device corrections and a decline of more than $90 per share from pre-disclosure levels, potentially increasing concerns about product quality, disclosure practices, legal costs, and reputational risk. The allegations have not been proven. Insulet investor litigation alert

Analysts Set New Price Targets

PODD has been the subject of a number of research analyst reports. Wells Fargo & Company cut shares of Insulet from an “overweight” rating to an “equal weight” rating and reduced their price objective for the stock from $255.00 to $144.00 in a research report on Wednesday, August 5th. Sanford C. Bernstein cut their target price on shares of Insulet from $200.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. Weiss Ratings lowered shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, June 24th. TD Cowen lowered their price objective on Insulet from $294.00 to $144.00 and set a “hold” rating on the stock in a report on Thursday, August 6th. Finally, Barclays reduced their target price on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a report on Thursday, May 7th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Insulet currently has a consensus rating of “Hold” and a consensus price target of $195.40.

Insider Buying and Selling at Insulet

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the acquisition, 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.36% of the stock is currently owned by corporate insiders.

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.