Stephens Investment Management Group LLC Grows Stake in Insulet Corporation $PODD

Stephens Investment Management Group LLC grew its stake in shares of Insulet Corporation (NASDAQ:PODD) by 26.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 177,707 shares of the medical instruments supplier’s stock after acquiring an additional 36,655 shares during the quarter. Stephens Investment Management Group LLC’s holdings in Insulet were worth $37,290,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. NewEdge Advisors LLC increased its stake 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 in the last quarter. Cresset Asset Management LLC lifted its stake in shares of Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Insulet by 68.7% during the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after buying an additional 7,030 shares during the last quarter. Sei Investments Co. grew its holdings in shares of Insulet by 27.4% during the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after buying an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its position in shares of Insulet by 2.5% during 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 acquiring an additional 791 shares in the last quarter.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Negative Sentiment: Several law firms, including Pomerantz, Howard G. Smith, Robbins LLP, Schall, and Bronstein, Gewirtz & Grossman, announced or promoted securities-fraud class actions/investigations against Insulet, increasing legal risk and uncertainty for shareholders. Article Title
• Negative Sentiment: The lawsuits allege violations of federal securities laws and seek damages for investors who bought Insulet shares during the stated class periods, which could keep attention on past disclosures and management credibility. Article Title
• Neutral Sentiment: Insulet also drew attention for clinical-study updates on Omnipod 5, Omnipod 6, and Omnipod M/EVOLVE, which could support the long-term growth story but did not include enough detail here to clearly move the stock today. Article Title
• Neutral Sentiment: The company said it will report second-quarter 2026 results on August 5, which sets up the next major catalyst for shares and may help investors refocus on fundamentals. Article Title

Analysts Set New Price Targets

A number of equities analysts recently weighed in on PODD shares. Jefferies Financial Group decreased their price objective on shares of Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. UBS Group set a $219.00 target price on Insulet in a research note on Thursday, June 11th. Raymond James Financial set a $216.00 target price on Insulet in a report on Monday, June 8th. Evercore decreased their price target on Insulet from $240.00 to $200.00 in a research note on Thursday, May 7th. Finally, Canaccord Genuity Group lowered their price target on Insulet from $435.00 to $249.00 and set a “buy” rating on the stock in a report on Thursday, May 7th. Twenty-two research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Insulet presently has a consensus rating of “Moderate Buy” and a consensus target price of $238.67.

Insiders Place Their Bets

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were bought at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. This trade represents 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 accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Insulet Price Performance

NASDAQ PODD opened at $164.48 on Friday. The business’s fifty day moving average price is $155.23 and its 200-day moving average price is $215.91. The stock has a market capitalization of $11.39 billion, a price-to-earnings ratio of 38.25, a PEG ratio of 1.15 and a beta of 1.11. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. Insulet Corporation has a 1-year low of $138.79 and a 1-year high of $354.88.

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

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.