Sanctuary Advisors LLC Buys New Shares in Insulet Corporation $PODD

Sanctuary Advisors LLC bought a new position in shares of Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,549 shares of the medical instruments supplier’s stock, valued at approximately $540,000.

A number of other hedge funds have also recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in shares of Insulet during the 2nd quarter valued at about $1,018,582,000. State Street Corp boosted its position in shares of Insulet by 2.1% in the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after acquiring an additional 65,317 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Insulet by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after acquiring an additional 41,019 shares during the last quarter. Invesco Ltd. increased its position in Insulet by 10.5% during the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after purchasing an additional 141,167 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in Insulet by 462.7% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after purchasing an additional 1,011,369 shares during the last quarter.

Insulet Stock Performance

NASDAQ:PODD opened at $145.13 on Friday. The firm’s fifty day simple moving average is $154.46 and its 200 day simple moving average is $181.15. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65. Insulet Corporation has a twelve month low of $126.40 and a twelve month high of $354.88. The firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of 27.13, a PEG ratio of 1.14 and a beta of 1.10.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.19. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The firm had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. During the same period in the prior year, the firm earned $1.17 EPS. The firm’s quarterly revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, equities research analysts expect that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the purchase, the director 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.36% of the company’s stock.

Insulet News Roundup

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

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on PODD shares. Robert W. Baird set a $175.00 price objective on shares of Insulet in a research note on Thursday, August 6th. Raymond James Financial reaffirmed an “outperform” rating and issued a $180.00 target price on shares of Insulet in a research report on Thursday, August 6th. Leerink Partners cut Insulet from an “outperform” rating to a “market perform” rating and reduced their target price for the company from $247.00 to $145.00 in a report on Thursday, August 6th. Stifel Nicolaus lowered 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. Finally, Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. Fourteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average 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.