Bank of New York Mellon Corp Sells 15,303 Shares of Insulet Corporation $PODD

Bank of New York Mellon Corp lessened its stake in Insulet Corporation (NASDAQ:PODD) by 3.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 383,432 shares of the medical instruments supplier’s stock after selling 15,303 shares during the quarter. Bank of New York Mellon Corp’s holdings in Insulet were worth $80,459,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Glenmede Investment Management LP boosted its stake 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 valued at $708,000 after buying an additional 35 shares during the last quarter. Curi Capital LLC boosted its position in shares of Insulet by 0.8% during the 2nd quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock valued at $1,365,000 after acquiring an additional 36 shares during the last quarter. Great Lakes Advisors LLC boosted its position in shares of Insulet by 1.5% during the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after acquiring an additional 40 shares during the last quarter. Camarda Financial Advisors LLC grew its holdings in shares of Insulet by 0.5% in the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after purchasing an additional 40 shares in the last quarter. Finally, Larson Financial Group LLC grew its holdings in shares of Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 47 shares in the last quarter.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: No clearly positive company-specific catalysts were identified in the latest news flow.
• Neutral Sentiment: Multiple law firms, including Pomerantz, Schall, Robbins, Rosen, Faruqi, Gross, Bronstein, Levi & Korsinsky, and BFA Law, issued class-action filings or investor reminders related to PODD shares purchased between February 2025 and May 2026, keeping the issue in the spotlight. Pomerantz Law Firm article
• Neutral Sentiment: The litigation references an August 31, 2026 lead-plaintiff deadline, suggesting the legal process is still in an early procedural stage rather than reflecting a final outcome. SueWallSt deadline reminder article
• Negative Sentiment: The core allegation is that confidence in Insulet’s manufacturing story “collapsed” after two Omnipod recalls exposed quality failures, which could raise concerns about future product reliability, regulatory scrutiny, and potential financial liabilities. Bleichmar Fonti & Auld lawsuit notice article

Insulet Stock Performance

PODD stock opened at $163.72 on Wednesday. The firm has a market cap of $11.34 billion, a price-to-earnings ratio of 38.07, a PEG ratio of 1.17 and a beta of 1.11. The firm has a 50-day simple moving average of $153.37 and a two-hundred day simple moving average of $204.64. Insulet Corporation has a one year low of $138.79 and a one year high of $354.88. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49.

Insulet (NASDAQ:PODD) last released its earnings results 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. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The company had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. During the same quarter in the previous year, the firm earned $1.02 EPS. Insulet’s revenue was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities analysts forecast that Insulet Corporation will post 6.45 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently commented on PODD. Stifel Nicolaus dropped their price target on Insulet from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Sanford C. Bernstein lowered their price objective on Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. The Goldman Sachs Group reiterated a “buy” rating and issued a $205.00 target price on shares of Insulet in a report on Wednesday, May 27th. JPMorgan Chase & Co. cut their target price on Insulet from $340.00 to $275.00 and set an “overweight” rating on the stock in a research report on Thursday, May 7th. Finally, BTIG Research decreased their price target on Insulet from $260.00 to $235.00 and set a “buy” rating on the stock in a report on Tuesday, May 26th. Twenty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Insulet has an average rating of “Moderate Buy” and a consensus target price of $235.25.

Insider Activity

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This trade 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 through this link. 0.36% of the stock is currently owned by insiders.

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.