4,443 Shares in Insulet Corporation $PODD Acquired by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC purchased a new stake in Insulet Corporation (NASDAQ:PODD) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,443 shares of the medical instruments supplier’s stock, valued at approximately $676,000.

A number of other large investors have also recently bought and sold shares of the stock. Mitsubishi UFJ Trust & Banking Corp boosted its position in 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 buying an additional 9,206 shares in the last quarter. OP Asset Management Ltd acquired a new stake in shares of Insulet during the first quarter worth approximately $1,513,000. SEB Asset Management AB acquired a new stake in shares of Insulet during the first quarter worth approximately $24,700,000. Swedbank AB raised its stake in shares of Insulet by 11.0% in the fourth quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock valued at $24,441,000 after acquiring an additional 8,500 shares during the last quarter. Finally, Strs Ohio raised its stake in shares of Insulet by 36.0% in the fourth quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after acquiring an additional 6,003 shares during the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s recent operating performance provides a counterpoint to the legal concerns: the company’s latest reported quarter exceeded analyst expectations for both earnings and revenue, with revenue up 23.5% year over year. This may be supporting investor confidence.
• Neutral Sentiment: Multiple firms, including Glancy Prongay Wolke & Rotter, Robbins LLP, Rosen Law Firm, Portnoy Law Firm, and others, are soliciting investors who purchased Insulet securities between February 21, 2025, and May 26, 2026. The firms cite a federal securities class action and an August 31, 2026 deadline for investors to seek appointment as lead plaintiff. Deadline Alert: Insulet Corporation Shareholders
• Negative Sentiment: The complaints allege that Insulet made materially false or misleading statements about manufacturing controls and the safety and reliability of its Omnipod insulin-delivery products. The allegations reportedly center on two voluntary medical-device corrections and claims that broader manufacturing defects were not adequately disclosed. The allegations have not been proven in court. Insulet Corporation Stockholders Class Action
• Negative Sentiment: One law-firm notice says investor confidence deteriorated after the Omnipod corrections and attributes an approximately $90-per-share decline to the alleged disclosures. If the litigation produces further recalls, regulatory action, settlements, or evidence of persistent quality problems, Insulet could face higher costs and slower growth. PODD Deadline Alert from Levi & Korsinsky

Insiders Place Their Bets

In related news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares in the company, valued at approximately $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 is available at this hyperlink. Insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. BTIG Research lowered Insulet from a “buy” rating to a “neutral” rating in a research report on Thursday, August 6th. Citigroup boosted their price objective on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 8th. Wells Fargo & Company cut Insulet from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $255.00 to $144.00 in a report on Wednesday, August 5th. Raymond James Financial restated an “outperform” rating and issued a $180.00 target price on shares of Insulet in a research note on Thursday, August 6th. Finally, Barclays cut their price target on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a report on Thursday, May 7th. Fourteen 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. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $195.40.

Insulet Price Performance

PODD opened at $151.51 on Thursday. The company has a fifty day moving average price of $154.75 and a two-hundred day moving average price of $185.83. The firm has a market capitalization of $10.51 billion, a PE ratio of 28.32, a P/E/G ratio of 1.17 and a beta of 1.10. Insulet Corporation has a 52 week low of $126.40 and a 52 week high of $354.88. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share 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 company had revenue of $801.70 million for the quarter, compared to the consensus estimate of $787.39 million. During the same quarter in the prior year, the business posted $1.17 EPS. The firm’s quarterly revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, analysts anticipate that Insulet Corporation will post 6.51 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.