Bull Harbor Capital LLC Invests $645,000 in Insulet Corporation $PODD

Bull Harbor Capital LLC bought a new stake in shares of Insulet Corporation (NASDAQ:PODD) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 3,076 shares of the medical instruments supplier’s stock, valued at approximately $645,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Mitsubishi UFJ Trust & Banking Corp grew its stake in shares of Insulet by 26.5% in the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after purchasing an additional 9,206 shares during the last quarter. Aberdeen Group plc boosted its position in shares of Insulet by 45.6% during the 4th quarter. Aberdeen Group plc now owns 225,429 shares of the medical instruments supplier’s stock valued at $64,076,000 after purchasing an additional 70,607 shares in the last quarter. OP Asset Management Ltd bought a new position in shares of Insulet during the 1st quarter worth approximately $1,513,000. Asset Management One Co. Ltd. grew its holdings in Insulet by 99.5% in the fourth quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock worth $21,948,000 after purchasing an additional 38,193 shares during the period. Finally, Strs Ohio grew its stake in shares of Insulet by 36.0% in the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after buying an additional 6,003 shares during the period.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Neutral Sentiment: UBS initiated coverage of Insulet with a Neutral rating and a $174 price target, indicating modest potential upside from the referenced share price but limited conviction in the near-term outlook. UBS Insulet coverage
• Negative Sentiment: Several law firms publicized a pending securities class action against Insulet and certain officers, alleging that defective cannula manufacturing caused insulin under-delivery in millions of Omnipod devices and that the company failed to disclose related risks. Some notices identify the CEO and CFO as individual defendants. These are allegations, and the court has not determined that wrongdoing occurred. Insulet shareholder alert
• Negative Sentiment: The main reported class periods run from February 21, 2025, or May 21, 2025, through May 26, 2026. Investors are being urged to seek lead-plaintiff status by August 31, 2026. Continued legal-firm announcements increase visibility around potential litigation costs, regulatory scrutiny, reputational damage and possible compensation claims, creating an additional overhang for PODD shares. Rosen Insulet class action deadline

Wall Street Analyst Weigh In

A number of brokerages have commented on PODD. William Blair started coverage on shares of Insulet in a research note on Wednesday, May 20th. They set an “outperform” rating for the company. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $205.00 price objective on shares of Insulet in a research note on Wednesday, May 27th. Citigroup lifted their price objective on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Robert W. Baird decreased their target price on shares of Insulet from $360.00 to $248.00 in a research report on Thursday, May 7th. Finally, Weiss Ratings lowered shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 24th. Twenty-one research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $233.38.

Insider Transactions at Insulet

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director directly owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.36% of the stock is currently owned by company insiders.

Insulet Stock Down 2.9%

PODD stock opened at $165.68 on Friday. The stock has a 50-day simple moving average of $155.05 and a two-hundred day simple moving average of $198.47. 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 firm has a market capitalization of $11.47 billion, a PE ratio of 38.53, a PEG ratio of 1.19 and a beta of 1.11. Insulet Corporation has a twelve month low of $138.79 and a twelve month high of $354.88.

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, beating 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 firm had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. During the same quarter last year, the company posted $1.02 EPS. The company’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. On average, equities analysts predict that Insulet Corporation will post 6.45 EPS for the current fiscal 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.