Whalen Wealth Management Inc. Takes $541,000 Position in Insulet Corporation $PODD

Whalen Wealth Management Inc. purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,556 shares of the medical instruments supplier’s stock, valued at approximately $541,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Algert Global LLC lifted its position in Insulet by 75.7% in the second quarter. Algert Global LLC now owns 144,584 shares of the medical instruments supplier’s stock valued at $22,013,000 after buying an additional 62,277 shares during the last quarter. OMERS ADMINISTRATION Corp acquired a new stake in shares of Insulet during the second quarter valued at about $2,422,000. Sanctuary Advisors LLC acquired a new stake in shares of Insulet during the second quarter valued at about $540,000. Meiji Yasuda Asset Management Co Ltd. purchased a new stake in shares of Insulet in the 2nd quarter valued at approximately $3,572,000. Finally, Globeflex Capital L P purchased a new stake in shares of Insulet in the 2nd quarter valued at approximately $203,000.

Insulet Trading Down 1.8%

NASDAQ PODD opened at $145.42 on Tuesday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48. The firm has a market cap of $10.08 billion, a price-to-earnings ratio of 27.18, a PEG ratio of 1.17 and a beta of 1.10. The firm has a 50 day simple moving average of $154.61 and a 200-day simple moving average of $183.56. Insulet Corporation has a one year low of $126.40 and a one year high of $354.88.

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

Wall Street Analyst Weigh In

PODD has been the subject of a number of research analyst reports. Royal Bank Of Canada lowered their price objective on shares of Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research report on Thursday, August 6th. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 target price on shares of Insulet in a research report on Wednesday, May 27th. Truist Financial restated a “hold” rating and set a $153.00 price target (down from $210.00) on shares of Insulet in a research note on Wednesday, August 5th. Citigroup raised their price target on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Finally, Piper Sandler dropped their price objective on Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $195.40.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: CEO Ashley McEvoy purchased 1,100 Insulet shares at an average price of $147.47, an investment of approximately $162,200. The transaction increased her direct holdings by about 5% and may signal management confidence after the stock’s substantial decline. Insulet CEO share purchase article
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Levi & Korsinsky, and others—are soliciting investors who purchased PODD securities during periods generally spanning February 21, 2025, through May 26, 2026. Investors have until August 31, 2026, to seek appointment as lead plaintiff. These announcements largely repeat existing litigation information rather than represent new operating developments. Rosen Law Firm Insulet deadline article
• Negative Sentiment: The lawsuit-related releases allege that Insulet and certain officers violated federal securities laws by failing to disclose issues associated with two voluntary Medical Device Corrections involving Omnipod insulin-delivery systems. The allegations reportedly concern systemic manufacturing defects and potential investor losses; they have not been proven in court. Continued legal publicity increases regulatory, financial, and reputational uncertainty for Insulet and is likely the main reason investor sentiment remains weak. Levi and Korsinsky Insulet class action article

Insider Activity at Insulet

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares of the company’s stock, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.36% of the stock is currently owned by company insiders.

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.