Cumberland Partners Ltd Purchases Shares of 9,000 Insulet Corporation $PODD

Cumberland Partners Ltd acquired a new stake in shares of Insulet Corporation (NASDAQ:PODD) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 9,000 shares of the medical instruments supplier’s stock, valued at approximately $2,779,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. NewEdge Advisors LLC lifted its holdings in Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after purchasing an additional 64 shares during the last quarter. Chicago Partners Investment Group LLC acquired a new stake in shares of Insulet during the second quarter worth approximately $220,000. Stephens Inc. AR raised its stake in shares of Insulet by 5.6% in the second quarter. Stephens Inc. AR now owns 1,499 shares of the medical instruments supplier’s stock valued at $471,000 after acquiring an additional 79 shares during the last quarter. DekaBank Deutsche Girozentrale boosted its holdings in shares of Insulet by 1.0% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 11,720 shares of the medical instruments supplier’s stock worth $3,662,000 after acquiring an additional 113 shares in the last quarter. Finally, Cullen Frost Bankers Inc. bought a new stake in Insulet during the 2nd quarter worth approximately $64,000.

Insulet Price Performance

PODD opened at $258.07 on Thursday. The company has a fifty day moving average price of $274.42 and a two-hundred day moving average price of $305.50. The firm has a market capitalization of $18.16 billion, a PE ratio of 74.80, a P/E/G ratio of 1.39 and a beta of 1.41. Insulet Corporation has a 52 week low of $230.05 and a 52 week high of $354.88. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.18 and a current ratio of 2.87.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The business had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. During the same period last year, the company earned $1.15 EPS. The firm’s revenue was up 31.2% on a year-over-year basis. As a group, analysts anticipate that Insulet Corporation will post 3.92 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have issued reports on PODD shares. Raymond James Financial lifted their price objective on Insulet from $366.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $365.00 price target on shares of Insulet in a report on Friday, January 9th. Royal Bank Of Canada increased their price objective on shares of Insulet from $370.00 to $380.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Truist Financial lowered their price objective on shares of Insulet from $412.00 to $390.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Finally, Sanford C. Bernstein reduced their target price on shares of Insulet from $410.00 to $380.00 and set an “outperform” rating on the stock in a research report on Friday, January 9th. Twenty equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Insulet has a consensus rating of “Moderate Buy” and an average price target of $372.67.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Beat on top- and bottom-line: Insulet reported Q4 revenue of $783.8M (+31% YoY) and EPS of $1.55, topping Street estimates — the core beat validates execution and demand trends. Insulet beats quarterly estimates on strong demand for wearable insulin pumps — Reuters
• Positive Sentiment: Strong product momentum: Management cited robust demand for the Omnipod tubeless insulin pumps as a key growth driver — supporting sustained revenue expansion and market share gains in insulin delivery. Insulet gains after Q4 print as outlook tops consensus — Seeking Alpha
• Positive Sentiment: Raised FY‑2026 revenue outlook: Insulet’s guidance implies roughly $3.3B of revenue for FY‑2026, above consensus — the stronger full‑year top‑line outlook was a major catalyst for optimism. Diabetes-Focused Insulet Forecasts Strong 2026 Growth — Benzinga
• Positive Sentiment: Analyst reinforcement: Several firms (BTIG reiterated Buy with a $380 target; other houses kept bullish views) are backing the story, which supports further upside as sell‑side conviction rises. BTIG Reiterates Buy Rating on Insulet — StreetInsider
• Neutral Sentiment: Full disclosure and materials available: The earnings call transcript and slide deck are published for investors who want detail on cadence, margins and regional trends. Insulet Q4 2025 Earnings Call Transcript — Seeking Alpha
• Negative Sentiment: Near-term cadence risk: Q1 2026 revenue guidance range appears below some Street estimates (the company gave a lower quarterly revenue band than consensus), which could create short‑term volatility even as the full‑year guide is strong. Insulet Q4 release and guidance details — MarketBeat

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.