S&CO Inc. Takes $956,000 Position in Insulet Corporation $PODD

S&CO Inc. purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 6,285 shares of the medical instruments supplier’s stock, valued at approximately $956,000.

Other institutional investors have also recently made changes to their positions in the company. GSA Capital Partners LLP purchased a new position in Insulet in the second quarter worth approximately $1,722,000. Oppenheimer Asset Management Inc. acquired a new stake in Insulet during the second quarter worth $619,000. Trust Asset Management LLC acquired a new stake in Insulet during the second quarter worth $119,000. Tema ETFs LLC raised its position in Insulet by 7.6% in the second quarter. Tema ETFs LLC now owns 4,147 shares of the medical instruments supplier’s stock valued at $631,000 after purchasing an additional 294 shares during the period. Finally, Generali Investments Management Co LLC raised its position in Insulet by 60.5% in the second quarter. Generali Investments Management Co LLC now owns 2,738 shares of the medical instruments supplier’s stock valued at $417,000 after purchasing an additional 1,032 shares during the period.

Insiders Place Their Bets

In other news, Director Timothy C. Stonesifer bought 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the transaction, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.36% of the stock is currently owned by corporate insiders.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet remains a long-term growth story: its Omnipod wearable insulin-delivery platform supports recurring revenue, while the company recently reported 23.5% year-over-year revenue growth, earnings above analyst expectations, and raised confidence in its full-year outlook. Why Insulet Is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Multiple law firms are publicizing an August 31, 2026 deadline for investors to seek lead-plaintiff status in a pending federal securities class action. The announcements mainly solicit shareholder participation and do not establish liability or damages. Insulet Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: The litigation creates a significant near-term overhang. Complaints filed by investors allege that Insulet and certain executives made materially false or misleading statements concerning manufacturing controls and the safety and reliability of its insulin-delivery products. One notice specifically cites alleged defective cannula manufacturing that could have caused insulin under-delivery in millions of Omnipod devices. If substantiated, the claims could lead to financial costs, regulatory scrutiny, reputational damage, and weaker customer confidence. Insulet Securities Class Action Allegations

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Stifel Nicolaus decreased their price target on Insulet from $225.00 to $180.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. Weiss Ratings downgraded Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, June 24th. Robert W. Baird set a $175.00 price objective on shares of Insulet in a report on Thursday, August 6th. Barclays decreased their target price on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a research report on Thursday, May 7th. Finally, Oppenheimer lowered shares of Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. Fourteen 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 MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $195.40.

Insulet Stock Down 2.1%

NASDAQ:PODD opened at $143.34 on Friday. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. The stock’s fifty day moving average is $155.20 and its two-hundred day moving average is $188.80. Insulet Corporation has a 52 week low of $126.40 and a 52 week high of $354.88. The stock has a market capitalization of $9.94 billion, a price-to-earnings ratio of 26.79, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10.

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