Capstone Investment Advisors LLC Takes $599,000 Position in Insulet Corporation $PODD

Capstone Investment Advisors LLC acquired a new position in Insulet Corporation (NASDAQ:PODD) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,937 shares of the medical instruments supplier’s stock, valued at approximately $599,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of PODD. Glenmede Investment Management LP lifted its position in Insulet by 1.6% during the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after acquiring an additional 35 shares during the last quarter. Curi Capital LLC grew its position in shares of Insulet by 0.8% in the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock valued at $1,365,000 after purchasing an additional 36 shares during the last quarter. Great Lakes Advisors LLC increased its stake in shares of Insulet by 1.5% in the fourth 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. Camarda Financial Advisors LLC increased its stake in shares of Insulet by 0.5% in the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after purchasing an additional 40 shares during the period. Finally, Larson Financial Group LLC lifted its position in shares of Insulet by 114.6% during the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after purchasing an additional 47 shares during the last quarter.

Insiders Place Their Bets

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.36% of the stock is owned by corporate insiders.

Insulet Trading Up 1.2%

Shares of PODD opened at $145.13 on Friday. The stock’s 50-day moving average price is $154.46 and its 200 day moving average price is $181.15. 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 firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of 27.13, a P/E/G ratio of 1.13 and a beta of 1.10. Insulet Corporation has a 12-month low of $126.40 and a 12-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 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. During the same quarter last year, the company earned $1.17 EPS. The company’s quarterly revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts predict that Insulet Corporation will post 6.51 earnings per share for the current year.

More Insulet News

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

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on PODD shares. Raymond James Financial restated an “outperform” rating and set a $180.00 target price on shares of Insulet in a research note on Thursday, August 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $205.00 price target on shares of Insulet in a report on Wednesday, May 27th. Barclays reduced their price objective on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research report on Thursday, May 7th. Royal Bank Of Canada lowered their price objective on shares of Insulet from $245.00 to $160.00 and set an “outperform” rating on the stock in a research note on Thursday, August 6th. Finally, Leerink Partners lowered shares of Insulet from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $247.00 to $145.00 in a research report on Thursday, August 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $195.40.

About Insulet

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.