Bogart Wealth LLC Cuts Stake in Insulet Corporation $PODD

Bogart Wealth LLC cut its stake in shares of Insulet Corporation (NASDAQ:PODD) by 14.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,752 shares of the medical instruments supplier’s stock after selling 5,747 shares during the quarter. Bogart Wealth LLC’s holdings in Insulet were worth $7,083,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of PODD. NewEdge Advisors LLC increased its stake in Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after purchasing an additional 64 shares in the last quarter. Cresset Asset Management LLC lifted its stake in shares of Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Insulet by 68.7% during the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after buying an additional 7,030 shares during the last quarter. Sei Investments Co. grew its holdings in shares of Insulet by 27.4% during the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after buying an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its position in shares of Insulet by 2.5% during the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after acquiring an additional 791 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Weiss Ratings lowered shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 24th. Bank of America cut their target price on Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. William Blair began coverage on Insulet in a research note on Wednesday, May 20th. They issued an “outperform” rating for the company. Rothschild & Co Redburn restated a “neutral” rating and issued a $220.00 price target (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. Finally, UBS Group set a $219.00 price objective on Insulet in a research report on Thursday, June 11th. Twenty-two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Insulet presently has an average rating of “Moderate Buy” and an average price target of $238.67.

Insulet Price Performance

Insulet stock opened at $164.48 on Monday. The stock has a market cap of $11.39 billion, a PE ratio of 38.25, a price-to-earnings-growth ratio of 1.15 and a beta of 1.11. 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 Corporation has a one year low of $138.79 and a one year high of $354.88. The stock has a fifty day moving average of $155.23 and a 200 day moving average of $215.38.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue was up 33.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, sell-side analysts predict 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

Insiders Place Their Bets

In other Insulet news, Director Timothy C. Stonesifer purchased 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 purchase, the director directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.36% of the company’s stock.

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.