Y Intercept Hong Kong Ltd Acquires 47,298 Shares of Insulet Corporation $PODD

Y Intercept Hong Kong Ltd grew its holdings in Insulet Corporation (NASDAQ:PODD) by 329.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,636 shares of the medical instruments supplier’s stock after buying an additional 47,298 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Insulet were worth $12,934,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in PODD. NewEdge Advisors LLC raised its stake in Insulet by 44.8% in the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after acquiring an additional 64 shares during the period. Cresset Asset Management LLC boosted its position in 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 period. Cerity Partners LLC increased its holdings in shares of Insulet by 68.7% in the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after purchasing an additional 7,030 shares during the last quarter. Sei Investments Co. increased its holdings 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 purchasing an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its position 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 purchasing an additional 791 shares during the period.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. UBS Group set a $219.00 target price on shares of Insulet in a research note on Thursday, June 11th. Rothschild & Co Redburn reissued a “neutral” rating and issued a $220.00 price target (down from $380.00) on shares of Insulet in a report on Friday, April 24th. Leerink Partners cut their price objective on shares of Insulet from $360.00 to $247.00 in a research report on Thursday, May 7th. TD Cowen cut their price objective on shares of Insulet from $379.00 to $294.00 and set a “hold” rating for the company in a research report on Monday, June 1st. Finally, Stifel Nicolaus reduced their price objective on Insulet from $350.00 to $250.00 in a report on Thursday, May 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $238.67.

Insider Buying and Selling

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average cost of $143.51 per share, with a total value of $400,392.90. Following the acquisition, the director directly owned 9,041 shares of the company’s stock, valued at approximately $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 Securities & Exchange Commission, which is available through this hyperlink. 0.36% of the stock is currently owned by company insiders.

Insulet Stock Up 2.9%

Shares of PODD opened at $164.48 on Friday. Insulet Corporation has a 12 month low of $138.79 and a 12 month high of $354.88. The firm’s 50 day moving average is $155.81 and its 200-day moving average is $216.27. The stock has a market capitalization of $11.39 billion, a PE ratio of 38.25, a P/E/G ratio of 1.11 and a beta of 1.11. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The firm’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities research analysts forecast that Insulet Corporation will post 6.46 EPS for the current year.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: TipRanks highlighted multiple ongoing Insulet clinical programs, including Optimal-B, Omnipod 6 vs. Omnipod 5, and the EVOLVE trial for Omnipod M. These studies may support the long-term growth story by expanding evidence for Omnipod systems and the company’s type 2 diabetes opportunity. Article Title
• Positive Sentiment: A Seeking Alpha article argued that Insulet is a high-quality growth company trading at a reasonable PEG ratio, reinforcing the view that the stock may have upside potential if growth remains strong. Article Title
• Neutral Sentiment: Insulet said it will report second-quarter 2026 financial results on August 5. The upcoming earnings date keeps attention on execution and guidance, but it is not a direct catalyst by itself. Article Title
• Negative Sentiment: Pomerantz LLP announced a class-action lawsuit against Insulet and certain officers, alleging violations of federal securities laws for investors who bought shares during the stated class period. Litigation risk and possible legal costs can weigh on sentiment. Article Title
• Negative Sentiment: Additional law-firm notices from Howard G. Smith and Robbins LLP reinforced the same securities-fraud class-action overhang, adding to investor caution around PODD. Article Title

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.