Caisse de depot et placement du Quebec Invests $25.93 Million in Insulet Corporation $PODD

Caisse de depot et placement du Quebec purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 170,294 shares of the medical instruments supplier’s stock, valued at approximately $25,927,000.

Other institutional investors have also added to or reduced their stakes in the company. NewEdge Advisors LLC increased its position in Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after buying an additional 64 shares during the period. Cresset Asset Management LLC boosted its position 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 valued at $813,000 after acquiring an additional 177 shares during the period. Cerity Partners LLC boosted its position in shares of Insulet by 68.7% in the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after acquiring an additional 7,030 shares during the period. Sei Investments Co. grew its stake in shares of Insulet by 27.4% in the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after acquiring an additional 29,584 shares in the last quarter. Finally, Treasurer of the State of North Carolina increased its position in 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 worth $10,290,000 after acquiring an additional 791 shares during the period.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s latest reported quarter showed strong fundamentals: revenue rose 23.5% year over year to $801.7 million, while adjusted earnings of $1.66 per share exceeded the $1.47 analyst consensus. The company has also issued fiscal 2026 earnings guidance, with analysts projecting approximately $6.51 per share. Insulet financial and trading information
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Bronstein Gewirtz & Grossman, Faruqi & Faruqi, and Robbins Geller—reminded investors that August 31, 2026 is the deadline to seek lead-plaintiff status in the securities class action. The notices generally cover purchases made between February 21, 2025 and May 26, 2026, although one complaint cites a later starting date of May 21, 2025. Rosen Insulet deadline notice
• Negative Sentiment: The litigation creates an overhang because investors allege Insulet and certain officers violated federal securities laws and seek damages. The notices reference two Omnipod medical-device corrections and a decline of more than $90 per share from pre-disclosure levels, potentially increasing concerns about product quality, disclosure practices, legal costs, and reputational risk. The allegations have not been proven. Insulet investor litigation alert

Insider Buying and Selling at Insulet

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The shares were acquired at an average cost 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 of the company’s stock, valued at $1,297,473.91. This represents a 44.63% increase in their position. The acquisition 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 corporate insiders.

Insulet Stock Performance

Shares of NASDAQ:PODD opened at $145.13 on Friday. Insulet Corporation has a 1 year low of $126.40 and a 1 year high of $354.88. The stock has a market capitalization of $10.06 billion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83. The company’s 50 day simple moving average is $154.46 and its 200 day simple moving average is $181.15.

Insulet (NASDAQ:PODD) last released its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.19. The firm had revenue of $801.70 million during the quarter, compared to analysts’ expectations of $787.39 million. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The company’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period in the prior year, the company earned $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts predict that Insulet Corporation will post 6.51 EPS for the current fiscal year.

Wall Street Analyst Weigh In

PODD has been the subject of a number of recent research reports. BTIG Research downgraded shares of Insulet from a “buy” rating to a “neutral” rating in a report on Thursday, August 6th. Raymond James Financial reiterated an “outperform” rating and issued a $180.00 price target on shares of Insulet in a research note on Thursday, August 6th. Robert W. Baird set a $175.00 price target on Insulet in a research report on Thursday, August 6th. Piper Sandler dropped their price objective on Insulet from $360.00 to $210.00 in a report on Wednesday, May 6th. Finally, Truist Financial reiterated a “hold” rating and set a $153.00 target price (down from $210.00) on shares of Insulet in a research report on Wednesday, August 5th. Fourteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Insulet has a consensus rating of “Hold” and a consensus target price of $195.40.

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.