Louisiana State Employees Retirement System Makes New $755,000 Investment in Insulet Corporation $PODD

Louisiana State Employees Retirement System purchased a new position in Insulet Corporation (NASDAQ:PODD) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,600 shares of the medical instruments supplier’s stock, valued at approximately $755,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Glenmede Investment Management LP boosted its stake in Insulet by 1.6% in the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after purchasing an additional 35 shares during the period. Curi Capital LLC lifted its holdings 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 worth $1,365,000 after buying an additional 36 shares in the last quarter. WINTON GROUP Ltd lifted its holdings in shares of Insulet by 0.9% in the third quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock worth $1,261,000 after buying an additional 37 shares in the last quarter. Great Lakes Advisors LLC boosted its position 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 valued at $791,000 after acquiring an additional 40 shares during the period. Finally, Camarda Financial Advisors LLC boosted its position 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 valued at $2,304,000 after acquiring an additional 40 shares during the period.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet announced the launch of Omnipod 5 and Omnipod Discover in Spain, expanding access to its tubeless diabetes management technology and supporting its global growth story. Insulet launches Omnipod 5, Omnipod Discover in Spain
• Positive Sentiment: Deutsche Bank initiated coverage on Insulet with a Buy rating and a $190 price target, signaling continued analyst confidence in the company’s long-term outlook. Insulet (PODD): Deutsche Bank Initiates Coverage With a Buy and a $190 Target
• Neutral Sentiment: Multiple law firms have announced or promoted class action lawsuits tied to Insulet, with investors urged to seek lead-plaintiff status by August 31, 2026. These notices increase legal overhang but are largely repetitive at this stage. INVESTOR ALERT: Securities Class Action Filed Against Insulet Corporation – Investors Encouraged to Contact Kirby McInerney LLP
• Negative Sentiment: The FDA classified Insulet’s Omnipod recall as a Class I recall, its most serious category, after injury reports. That raises the risk of litigation, reputational damage, and possible sales pressure. FDA Classifies Insulet Omnipod Recall as Serious After Injury Reports

Insider Activity at Insulet

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was purchased at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the acquisition, the director owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PODD. JPMorgan Chase & Co. decreased their target price on shares of Insulet from $340.00 to $275.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. Benchmark restated a “buy” rating on shares of Insulet in a research report on Wednesday, May 27th. Stifel Nicolaus lowered their price objective on Insulet from $350.00 to $250.00 in a research report on Thursday, May 7th. Oppenheimer dropped their price objective on Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Finally, UBS Group set a $219.00 target price on Insulet in a research report on Thursday, June 11th. Twenty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $237.83.

Insulet Price Performance

Shares of NASDAQ:PODD traded up $2.42 during trading on Tuesday, reaching $162.19. The company had a trading volume of 27,745 shares, compared to its average volume of 1,244,750. The company has a fifty day moving average of $154.58 and a two-hundred day moving average of $214.47. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The stock has a market capitalization of $11.23 billion, a P/E ratio of 37.72, a price-to-earnings-growth ratio of 1.15 and a beta of 1.11. Insulet Corporation has a 12 month low of $138.79 and a 12 month high of $354.88.

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

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.