Legal & General Group Plc Acquires New Stake in Insulet Corporation $PODD

Legal & General Group Plc acquired a new stake in shares of Insulet Corporation (NASDAQ:PODD) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 311,452 shares of the medical instruments supplier’s stock, valued at approximately $47,419,000. Legal & General Group Plc owned 0.45% of Insulet at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of PODD. Mitsubishi UFJ Trust & Banking Corp grew its position in shares of Insulet by 26.5% in the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock valued at $12,484,000 after purchasing an additional 9,206 shares during the period. OP Asset Management Ltd purchased a new position in Insulet in the 1st quarter valued at about $1,513,000. OneDigital Investment Advisors LLC purchased a new position in Insulet in the 2nd quarter valued at about $6,741,000. Strs Ohio lifted its stake in Insulet by 36.0% in the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after buying an additional 6,003 shares in the last quarter. Finally, Swedbank AB boosted its holdings in Insulet by 11.0% in the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock worth $24,441,000 after buying an additional 8,500 shares during the last quarter.

Insulet Trading Up 1.2%

PODD opened at $145.13 on Friday. The firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10. The company’s 50 day simple moving average is $154.46 and its two-hundred day simple moving average is $181.15. Insulet Corporation has a 1-year low of $126.40 and a 1-year high of $354.88. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating 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 business had revenue of $801.70 million during the quarter, compared to analyst estimates of $787.39 million. During the same period in the prior year, the business earned $1.17 earnings per share. The business’s revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. Analysts expect that Insulet Corporation will post 6.51 EPS for the current fiscal year.

Insider Transactions at Insulet

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was bought at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the acquisition, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.36% of the stock is currently owned by insiders.

Trending Headlines about Insulet

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 Analyst Weigh In

A number of equities analysts have commented on the company. Jefferies Financial Group reduced their target price on Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. TD Cowen dropped their price target on Insulet from $294.00 to $144.00 and set a “hold” rating for the company in a research report on Thursday, August 6th. Stifel Nicolaus dropped their price target on Insulet from $225.00 to $180.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Leerink Partners downgraded Insulet from an “outperform” rating to a “market perform” rating and reduced their price objective for the company from $247.00 to $145.00 in a research note on Thursday, August 6th. Finally, Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday, August 5th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $195.40.

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.