Canada Pension Plan Investment Board Invests $28.37 Million in Insulet Corporation $PODD

Canada Pension Plan Investment Board purchased a new position in Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 186,330 shares of the medical instruments supplier’s stock, valued at approximately $28,369,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PODD. BlackRock Inc. bought a new position in Insulet during the 2nd quarter worth $1,018,582,000. Norges Bank bought a new position in shares of Insulet during the fourth quarter worth about $300,794,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of Insulet by 462.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after acquiring an additional 1,011,369 shares during the period. Bank of New York Mellon Corp bought a new stake in Insulet in the 2nd quarter valued at about $60,615,000. Finally, Deutsche Bank AG acquired a new position in Insulet during the 2nd quarter valued at about $51,153,000.

Insulet Stock Up 1.2%

PODD opened at $145.13 on Friday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48. The company has a market capitalization of $10.06 billion, a PE ratio of 27.13, a P/E/G ratio of 1.13 and a beta of 1.10. The stock’s fifty day moving average is $154.46 and its 200-day moving average is $181.15. Insulet Corporation has a one year low of $126.40 and a one year high of $354.88.

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

Analysts Set New Price Targets

Several research firms have commented on PODD. William Blair began coverage on shares of Insulet in a research report on Wednesday, May 20th. They issued an “outperform” rating for the company. Citigroup boosted their price objective on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 price objective on shares of Insulet in a report on Wednesday, May 27th. Jefferies Financial Group lowered their target price on Insulet from $400.00 to $360.00 in a research report on Thursday, May 7th. Finally, TD Cowen cut their target price on Insulet from $294.00 to $144.00 and set a “hold” rating on the stock in a research note on Thursday, August 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $195.40.

Insider Activity

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, with a total value of $400,392.90. Following the purchase, the director directly owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. 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 owned by corporate insiders.

Insulet News Roundup

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

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.