SBI Okasan Asset Management Co.Ltd. Takes Position in Insulet Corporation $PODD

SBI Okasan Asset Management Co.Ltd. acquired a new stake in Insulet Corporation (NASDAQ:PODD) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 5,836 shares of the medical instruments supplier’s stock, valued at approximately $1,677,000.

Other hedge funds also recently modified their holdings of the company. Winnow Wealth LLC bought a new stake in shares of Insulet during the 3rd quarter worth $862,000. Nordea Investment Management AB raised its stake in Insulet by 35.0% in the 4th quarter. Nordea Investment Management AB now owns 551,133 shares of the medical instruments supplier’s stock valued at $157,128,000 after acquiring an additional 142,922 shares during the period. ING Groep NV raised its stake in Insulet by 88.5% in the 3rd quarter. ING Groep NV now owns 17,300 shares of the medical instruments supplier’s stock valued at $5,341,000 after acquiring an additional 8,123 shares during the period. Machina Capital S.A.S. bought a new stake in Insulet in the 3rd quarter valued at about $2,778,000. Finally, Jain Global LLC raised its stake in Insulet by 148.2% in the 3rd quarter. Jain Global LLC now owns 106,710 shares of the medical instruments supplier’s stock valued at $32,945,000 after acquiring an additional 63,719 shares during the period.

Insulet Trading Down 2.3%

Shares of PODD opened at $142.65 on Friday. The business’s 50-day moving average price is $185.26 and its 200-day moving average price is $246.01. Insulet Corporation has a twelve month low of $140.63 and a twelve month high of $354.88. The stock has a market cap of $9.88 billion, a PE ratio of 33.17, a P/E/G ratio of 1.15 and a beta of 1.20. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $761.70 million for the quarter, compared to analysts’ expectations of $729.89 million. During the same period in the prior year, the business posted $1.02 earnings per share. The company’s revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities analysts forecast that Insulet Corporation will post 6.43 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on PODD. Rothschild & Co Redburn restated a “neutral” rating and issued a $220.00 price objective (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. Raymond James Financial lowered their price objective on Insulet from $355.00 to $263.00 in a research note on Thursday, May 7th. Barclays lowered their price objective on Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a research note on Thursday, May 7th. Weiss Ratings cut Insulet from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 15th. Finally, Wells Fargo & Company lowered their price objective on Insulet from $360.00 to $255.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. Twenty-one research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $252.04.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, arguing that the valuation gap is hard to justify, which adds another bullish analyst view on the name.
• Positive Sentiment: RBC reaffirmed its Outperform rating and kept a $280 price target, signaling confidence in Insulet’s longer-term growth potential.
• Positive Sentiment: Zacks highlighted continued momentum in Omnipod 5, pointing to the company’s Q1 beat, raised 2026 outlook, and expanding global rollout as key growth drivers.
• Neutral Sentiment: Insulet announced it will present at the William Blair 46th Annual Growth Stock Conference on June 3, which is a routine investor-relations update and could attract attention but is not a direct business catalyst. Article: Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Neutral Sentiment: Citigroup cut its price target on Insulet to $165 from $175 while maintaining a Neutral rating, reflecting a more cautious near-term view despite still implying upside from current levels.
• Neutral Sentiment: Zacks also noted a Hold rating with a $163 target, suggesting analysts see decent growth but limited near-term room for a stronger rerating.
• Negative Sentiment: A U.S. appeals court overturned Insulet’s $452 million trade-secret verdict against EOFlow, removing a potential legal win and likely weighing on sentiment around the company’s competitive and litigation outlook. Article: US court overturns Insulet’s $452 mln insulin-pump trade secret verdict against EOFlow

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.