Bull Harbor Capital LLC Buys New Shares in Insulet Corporation $PODD

Bull Harbor Capital LLC bought a new position in Insulet Corporation (NASDAQ:PODD) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 3,076 shares of the medical instruments supplier’s stock, valued at approximately $645,000.

Other hedge funds have also added to or reduced their stakes in the company. Glenmede Investment Management LP lifted its stake 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 grew its position in Insulet by 0.8% during the 2nd 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. Camarda Financial Advisors LLC grew its position in Insulet by 0.5% during the 2nd quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after acquiring an additional 40 shares during the last quarter. Great Lakes Advisors LLC increased its stake in Insulet by 1.5% in the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock worth $791,000 after purchasing an additional 40 shares during the period. Finally, Hilltop Holdings Inc. increased its stake in Insulet by 1.6% in the 3rd quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock worth $894,000 after purchasing an additional 47 shares during the period.

Insulet News Summary

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

Wall Street Analyst Weigh In

PODD has been the subject of a number of analyst reports. Piper Sandler dropped their price objective on Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Wall Street Zen downgraded shares of Insulet from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 27th. Raymond James Financial set a $216.00 price target on shares of Insulet in a report on Monday, June 8th. Deutsche Bank Aktiengesellschaft started coverage on shares of Insulet in a report on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 price target on the stock. Finally, Leerink Partners decreased their price objective on shares of Insulet from $360.00 to $247.00 in a research report on Thursday, May 7th. Twenty-one equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $233.38.

Insulet Stock Performance

Insulet stock opened at $165.68 on Friday. Insulet Corporation has a fifty-two week low of $138.79 and a fifty-two week high of $354.88. The stock’s 50 day simple moving average is $155.05 and its two-hundred day simple moving average is $198.47. 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 market cap of $11.47 billion, a price-to-earnings ratio of 38.53, a PEG ratio of 1.19 and a beta of 1.11.

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 the consensus estimate of $1.19 by $0.23. The firm had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business’s revenue was up 33.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, analysts expect that Insulet Corporation will post 6.45 earnings per share for the current fiscal year.

Insider Transactions at Insulet

In other news, Director Timothy C. Stonesifer acquired 2,790 shares of the firm’s stock in a transaction 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 completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company 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.