Insulet Corporation $PODD Shares Purchased by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its position in Insulet Corporation (NASDAQ:PODD) by 114.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,428 shares of the medical instruments supplier’s stock after buying an additional 14,630 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Insulet were worth $5,755,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. State Street Corp lifted its stake in shares of Insulet by 2.1% in the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after acquiring an additional 65,317 shares in the last quarter. Geode Capital Management LLC grew its stake in Insulet by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock valued at $568,274,000 after purchasing an additional 41,019 shares in the last quarter. Invesco Ltd. grew its stake in Insulet by 10.5% during the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after purchasing an additional 141,167 shares in the last quarter. Norges Bank purchased a new stake in Insulet during the 4th quarter worth approximately $300,794,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Insulet by 3.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 806,119 shares of the medical instruments supplier’s stock worth $229,131,000 after purchasing an additional 29,690 shares during the last quarter.

Analyst Ratings Changes

Several research firms have recently commented on PODD. UBS Group set a $219.00 target price on Insulet in a research note on Thursday, June 11th. Evercore dropped their price target on shares of Insulet from $240.00 to $200.00 in a research note on Thursday, May 7th. Jefferies Financial Group cut their price target on shares of Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. The Goldman Sachs Group reiterated a “buy” rating and set a $205.00 price objective on shares of Insulet in a research note on Wednesday, May 27th. Finally, Piper Sandler decreased their price objective on shares of Insulet from $360.00 to $210.00 in a report on Wednesday, May 6th. Twenty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $238.67.

Insider Buying and Selling at Insulet

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of the company’s stock in a transaction that occurred 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 purchase, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 0.36% of the stock is currently owned by corporate insiders.

Insulet Price Performance

Shares of PODD opened at $164.48 on Monday. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The firm has a market cap of $11.39 billion, a price-to-earnings ratio of 38.25, a PEG ratio of 1.15 and a beta of 1.11. Insulet Corporation has a 52 week low of $138.79 and a 52 week high of $354.88. The stock has a 50 day moving average of $155.23 and a 200-day moving average of $215.38.

Insulet (NASDAQ:PODD) last announced its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) 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 return on equity of 26.87% and a net margin of 10.44%.The firm’s revenue for the quarter was up 33.9% on a year-over-year basis. During the same period last year, the business posted $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, analysts forecast that Insulet Corporation will post 6.46 EPS for the current year.

More Insulet News

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

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.