Fisher Asset Management LLC Acquires 6,462 Shares of Insulet Corporation $PODD

Fisher Asset Management LLC increased its holdings in shares of Insulet Corporation (NASDAQ:PODD) by 14.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 52,735 shares of the medical instruments supplier’s stock after acquiring an additional 6,462 shares during the quarter. Fisher Asset Management LLC owned about 0.07% of Insulet worth $14,989,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Glenmede Investment Management LP increased its position in Insulet by 1.6% during the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after acquiring an additional 35 shares during the period. Curi Capital LLC grew its stake in Insulet by 0.8% during the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after buying an additional 36 shares in the last quarter. WINTON GROUP Ltd grew its stake in Insulet by 0.9% during the third quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock worth $1,261,000 after buying an additional 37 shares in the last quarter. Camarda Financial Advisors LLC grew its stake in Insulet by 0.5% during the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after buying an additional 40 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its stake in Insulet by 48.9% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 131 shares of the medical instruments supplier’s stock worth $40,000 after buying an additional 43 shares in the last quarter.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, saying the valuation gap is hard to justify. William Blair Initiates on Insulet (PODD) With Outperform and Says the Valuation Gap Is Hard to Justify
• Positive Sentiment: Royal Bank of Canada reaffirmed an Outperform rating and set a $280 price target, signaling confidence in meaningful upside. Benzinga report on RBC reaffirming Insulet
• Positive Sentiment: Analysts have highlighted Omnipod 5 as a key growth driver, with prior quarterly results showing a beat and raised 2026 outlook. PODD and Omnipod 5: What’s Driving Insulet’s 2026 Growth
• Neutral Sentiment: Insulet said management will present at the William Blair Growth Stock Conference on June 3, which may keep investor attention on the company’s growth strategy. Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Negative Sentiment: Insulet announced a voluntary correction for specific Omnipod 5, DASH, and Eros pods after identifying a manufacturing issue that could cause under-delivery of insulin. Insulet Initiates Voluntary Medical Device Correction for Certain Omnipod Pods
• Negative Sentiment: Reuters said the defect could cost Insulet up to $50 million, reinforcing concerns about recall expenses and execution risk. Insulet flags dosing defect in some Omnipod devices, sees up to $50 million cost

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Truist Financial reduced their price objective on shares of Insulet from $315.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, May 7th. Raymond James Financial reduced their price objective on shares of Insulet from $355.00 to $263.00 in a research note on Thursday, May 7th. Sanford C. Bernstein reduced their price objective on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating on the stock in a research note on Thursday, May 7th. Rothschild & Co Redburn reiterated a “neutral” rating and set a $220.00 price objective (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. Finally, Piper Sandler reduced their price objective on shares of Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Twenty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Insulet has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Insulet Stock Down 5.1%

Shares of NASDAQ PODD opened at $146.01 on Thursday. The company has a 50 day simple moving average of $187.01 and a 200 day simple moving average of $247.26. The firm has a market cap of $10.11 billion, a PE ratio of 33.96, a price-to-earnings-growth ratio of 1.22 and a beta of 1.20. Insulet Corporation has a 1 year low of $141.02 and a 1 year high of $354.88. 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 (NASDAQ:PODD) last issued its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The business had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The firm’s quarterly revenue was up 33.9% on a year-over-year basis. During the same quarter last year, the business earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, research analysts forecast that Insulet Corporation will post 6.43 EPS for the current year.

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.