Insulet Corporation $PODD Shares Purchased by Stevens Capital Management LP

Stevens Capital Management LP grew its holdings in shares of Insulet Corporation (NASDAQ:PODD) by 142.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,328 shares of the medical instruments supplier’s stock after purchasing an additional 2,540 shares during the period. Stevens Capital Management LP’s holdings in Insulet were worth $1,336,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. Sage Mountain Advisors LLC lifted its holdings in Insulet by 4.6% in the third quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock valued at $229,000 after acquiring an additional 33 shares during the period. Curi Capital LLC increased its holdings in shares of Insulet by 0.8% in the 2nd 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 in the last quarter. Evelyn Partners Investment Management Services Ltd lifted its stake in shares of Insulet by 28.7% in the second quarter. Evelyn Partners Investment Management Services Ltd now owns 175 shares of the medical instruments supplier’s stock valued at $55,000 after purchasing an additional 39 shares during the period. PDS Planning Inc boosted its holdings in Insulet by 5.1% during the third quarter. PDS Planning Inc now owns 821 shares of the medical instruments supplier’s stock worth $253,000 after buying an additional 40 shares in the last quarter. Finally, Camarda Financial Advisors LLC boosted its holdings in Insulet by 0.5% during the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after buying an additional 40 shares in the last quarter.

Wall Street Analysts Forecast Growth

PODD has been the subject of a number of research reports. Sanford C. Bernstein reduced their price target on shares of Insulet from $380.00 to $330.00 and set an “outperform” rating for the company in a research report on Thursday. Wells Fargo & Company raised their price objective on Insulet from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Stifel Nicolaus decreased their target price on Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Royal Bank Of Canada upped their target price on Insulet from $370.00 to $380.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Finally, Oppenheimer cut their price target on Insulet from $365.00 to $300.00 and set an “outperform” rating for the company in a research note on Thursday. Twenty analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $354.57.

Insulet Stock Down 2.9%

Shares of NASDAQ:PODD opened at $241.89 on Friday. The company has a quick ratio of 2.18, a current ratio of 2.81 and a debt-to-equity ratio of 0.61. The company has a market capitalization of $17.03 billion, a P/E ratio of 69.11, a P/E/G ratio of 1.55 and a beta of 1.41. Insulet Corporation has a 52-week low of $230.05 and a 52-week high of $354.88. The stock’s fifty day simple moving average is $272.44 and its 200-day simple moving average is $304.79.

Insulet (NASDAQ:PODD) last announced its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.07. Insulet had a net margin of 9.12% and a return on equity of 24.90%. The firm had revenue of $783.80 million during the quarter, compared to the consensus estimate of $768.31 million. During the same quarter in the previous year, the company posted $1.15 EPS. The firm’s revenue for the quarter was up 31.2% on a year-over-year basis. As a group, equities research analysts forecast that Insulet Corporation will post 3.92 earnings per share for the current fiscal year.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported a strong Q4: revenue and EPS beats, margin expansion, record Omnipod growth and a bullish 2026 outlook; management also expanded the share‑repurchase program — these operational wins drove the initial post‑earnings rally. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Positive Sentiment: Street reaction includes buy/overweight/outperform reiterations (BTIG reiterated Buy) and headlines noting a gap‑up after the earnings beat, which supported intraday upside earlier this week. BTIG Research Reiterates “Buy” Rating for Insulet Insulet Shares Gap Up Following Earnings Beat
• Neutral Sentiment: Reported short‑interest data is effectively zero/erroneous (0 shares), so there’s no clear short‑squeeze dynamic in play based on the available figures.
• Negative Sentiment: Multiple firms trimmed price targets this week (Raymond James to $355, Citigroup to $345, JPMorgan to $340, Leerink to $360). Although these firms mostly kept Buy/Outperform ratings, the lower targets remove some upside expectations and likely contributed to today’s pullback. Raymond James Adjusts Insulet Price Target Benzinga coverage of analyst target changes

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.