Ieq Capital LLC Acquires New Shares in Insulet Corporation $PODD

Ieq Capital LLC acquired a new position in shares of Insulet Corporation (NASDAQ:PODD) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 81,786 shares of the medical instruments supplier’s stock, valued at approximately $12,452,000.

A number of other institutional investors and hedge funds have also bought and sold shares of PODD. NewEdge Advisors LLC raised its position in Insulet by 44.8% in the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after purchasing an additional 64 shares during the last quarter. Cresset Asset Management LLC grew its holdings in shares of Insulet by 7.3% during the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after purchasing an additional 177 shares during the last quarter. Cerity Partners LLC grew its holdings in shares of Insulet by 68.7% during the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after purchasing an additional 7,030 shares during the last quarter. Sei Investments Co. increased its stake in shares of Insulet by 27.4% in the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after buying an additional 29,584 shares during the period. Finally, Treasurer of the State of North Carolina increased its stake in shares of Insulet by 2.5% in the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after buying an additional 791 shares during the period.

Insider Activity

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the transaction, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Company insiders own 0.36% of the company’s stock.

Key Stories Impacting 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

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on PODD. UBS Group dropped their price objective on shares of Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Barclays decreased their price target on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research report on Thursday, May 7th. Bank of America dropped their price target on shares of Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a research note on Monday, May 18th. William Blair started coverage on shares of Insulet in a report on Wednesday, May 20th. They set an “outperform” rating on the stock. Finally, Oppenheimer cut shares of Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. 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 stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $195.40.

Insulet Price Performance

Shares of PODD opened at $148.16 on Friday. The business has a 50-day moving average of $154.67 and a 200-day moving average of $184.81. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83. The company has a market capitalization of $10.27 billion, a price-to-earnings ratio of 27.69, a price-to-earnings-growth ratio of 1.17 and a beta of 1.10. Insulet Corporation has a 1 year low of $126.40 and a 1 year high of $354.88.

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