Alberta Investment Management Corp Acquires Shares of 14,500 Insulet Corporation $PODD

Alberta Investment Management Corp purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,500 shares of the medical instruments supplier’s stock, valued at approximately $4,477,000.

A number of other institutional investors have also recently modified their holdings of the stock. Syon Capital LLC increased its position in shares of Insulet by 134.4% in the third quarter. Syon Capital LLC now owns 3,242 shares of the medical instruments supplier’s stock worth $1,001,000 after purchasing an additional 1,859 shares during the period. GSA Capital Partners LLP increased its holdings in Insulet by 138.9% in the 3rd quarter. GSA Capital Partners LLP now owns 3,897 shares of the medical instruments supplier’s stock valued at $1,203,000 after buying an additional 2,266 shares during the period. M&G PLC raised its position in shares of Insulet by 3.3% in the 3rd quarter. M&G PLC now owns 43,703 shares of the medical instruments supplier’s stock valued at $13,504,000 after buying an additional 1,408 shares in the last quarter. Zions Bancorporation National Association UT lifted its holdings in shares of Insulet by 57.3% during the 3rd quarter. Zions Bancorporation National Association UT now owns 173 shares of the medical instruments supplier’s stock worth $53,000 after acquiring an additional 63 shares during the period. Finally, Vanguard Group Inc. boosted its position in shares of Insulet by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after acquiring an additional 87,845 shares in the last quarter.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. ~$1.48 consensus and revenue of $783.8M (up ~31% year/year), with margin expansion and record Omnipod growth, which underpinned the strong post‑earnings move. Reuters: Insulet beats quarterly estimates
• Positive Sentiment: Management gave an upbeat outlook for FY‑2026 (revenue commentary in multiple releases) and expanded the share repurchase program — both support longer‑term upside and were positive catalysts immediately after the print. Globe and Mail: Q4 results & buyback
• Positive Sentiment: Several sell‑side analysts reaffirmed bullish views — BTIG reiterated a Buy with a $380 target and other firms (William Blair/TipRanks coverage) continue to highlight long‑term growth, supporting buy interest into weakness. Street Insider: BTIG reiteration
• Neutral Sentiment: Widespread coverage and analysis — earnings call transcript, deep dives and multiple outlets summarized the print (Seeking Alpha, Zacks, MarketBeat), increasing information flow and short‑term churn but not necessarily changing fundamentals. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Analysts trimmed price targets the same day — Citigroup cut its target to $345, JPMorgan to $340 and Leerink to $360 (ratings mostly remain Buy/Overweight). Those downward target revisions, despite positive ratings, likely prompted profit‑taking and pressured the stock. Benzinga: Price target changes
• Negative Sentiment: Technical/valuation headwinds — shares are trading below the 50‑ and 200‑day moving averages and the stock carries a high NTM P/E (~72), which can amplify downside when targets are trimmed or investors rotate out after a strong run. Barchart: Analyst target overview
• Neutral Sentiment: Reported short interest data in the feed is inconsistent/zero and unlikely to explain today’s move — no clear evidence of a short squeeze or covering driving price action. (Entry notes show 0 shares reported.)

Insulet Price Performance

NASDAQ PODD opened at $249.10 on Friday. The company has a current ratio of 2.81, a quick ratio of 2.18 and a debt-to-equity ratio of 0.61. Insulet Corporation has a 12 month low of $230.05 and a 12 month high of $354.88. The company’s 50 day moving average is $273.52 and its two-hundred day moving average is $305.11. The stock has a market cap of $17.52 billion, a price-to-earnings ratio of 71.17, a PEG ratio of 1.46 and a beta of 1.41.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share for the quarter, topping the consensus estimate of $1.48 by $0.07. The business had revenue of $783.80 million during the quarter, compared to the consensus estimate of $768.31 million. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm’s revenue for the quarter was up 31.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.15 EPS. As a group, research analysts anticipate that Insulet Corporation will post 3.92 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have weighed in on PODD. TD Cowen cut Insulet from a “buy” rating to a “hold” rating and set a $294.00 target price for the company. in a research note on Monday, January 26th. Raymond James Financial raised their price objective on Insulet from $366.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Leerink Partners dropped their target price on shares of Insulet from $386.00 to $360.00 and set an “outperform” rating for the company in a report on Thursday. Evercore set a $340.00 price target on shares of Insulet in a report on Thursday. Finally, Wells Fargo & Company increased their price objective on shares of Insulet from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Twenty equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $356.00.

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.