iA Global Asset Management Inc. Boosts Holdings in Insulet Corporation $PODD

iA Global Asset Management Inc. boosted its stake in shares of Insulet Corporation (NASDAQ:PODD) by 45.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 10,710 shares of the medical instruments supplier’s stock after purchasing an additional 3,334 shares during the period. iA Global Asset Management Inc.’s holdings in Insulet were worth $2,247,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. State Street Corp lifted its holdings in shares of Insulet by 2.1% in the 4th quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock valued at $896,916,000 after buying an additional 65,317 shares during the period. Geode Capital Management LLC boosted its stake in shares of Insulet by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after buying an additional 41,019 shares during the last quarter. Invesco Ltd. boosted its stake in shares of Insulet by 10.5% in the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after buying an additional 141,167 shares during the last quarter. Norges Bank acquired a new stake in Insulet during the fourth quarter worth about $300,794,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Insulet by 3.8% during the fourth 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 acquiring an additional 29,690 shares during the period.

Analyst Upgrades and Downgrades

PODD has been the subject of a number of analyst reports. Weiss Ratings downgraded Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 24th. Wells Fargo & Company dropped their price objective on shares of Insulet from $360.00 to $255.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. Stifel Nicolaus cut their target price on shares of Insulet from $350.00 to $250.00 in a report on Thursday, May 7th. Bank of America cut their target price on shares of Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a report on Monday, May 18th. Finally, Citigroup decreased their target price on shares of Insulet from $175.00 to $165.00 and set a “neutral” rating for the company in a research note on Thursday, May 28th. Twenty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Insulet currently has a consensus rating of “Moderate Buy” and an average price target of $238.67.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: TipRanks highlighted multiple ongoing Insulet clinical programs, including Optimal-B, Omnipod 6 vs. Omnipod 5, and the EVOLVE trial for Omnipod M. These studies may support the long-term growth story by expanding evidence for Omnipod systems and the company’s type 2 diabetes opportunity. Article Title
• Positive Sentiment: A Seeking Alpha article argued that Insulet is a high-quality growth company trading at a reasonable PEG ratio, reinforcing the view that the stock may have upside potential if growth remains strong. Article Title
• Neutral Sentiment: Insulet said it will report second-quarter 2026 financial results on August 5. The upcoming earnings date keeps attention on execution and guidance, but it is not a direct catalyst by itself. Article Title
• Negative Sentiment: Pomerantz LLP announced a class-action lawsuit against Insulet and certain officers, alleging violations of federal securities laws for investors who bought shares during the stated class period. Litigation risk and possible legal costs can weigh on sentiment. Article Title
• Negative Sentiment: Additional law-firm notices from Howard G. Smith and Robbins LLP reinforced the same securities-fraud class-action overhang, adding to investor caution around PODD. Article Title

Insulet Price Performance

Shares of Insulet stock opened at $164.48 on Friday. The firm has a market cap of $11.39 billion, a PE ratio of 38.25, a P/E/G ratio of 1.11 and a beta of 1.11. Insulet Corporation has a twelve month low of $138.79 and a twelve month high of $354.88. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. The business has a 50-day moving average price of $155.81 and a 200 day moving average price of $216.27.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.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 prior year, the business posted $1.02 earnings per share. Insulet’s revenue for the quarter was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. Sell-side analysts predict that Insulet Corporation will post 6.46 earnings per share for the current fiscal year.

Insider Buying and Selling at Insulet

In other Insulet news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average cost of $143.51 per share, with a total value of $400,392.90. Following the purchase, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

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.