GSA Capital Partners LLP Has $1.20 Million Position in Insulet Corporation $PODD

GSA Capital Partners LLP grew its holdings in Insulet Corporation (NASDAQ:PODD) by 138.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,897 shares of the medical instruments supplier’s stock after purchasing an additional 2,266 shares during the quarter. GSA Capital Partners LLP’s holdings in Insulet were worth $1,203,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the business. True Wealth Design LLC lifted its stake in Insulet by 288.0% in the third quarter. True Wealth Design LLC now owns 97 shares of the medical instruments supplier’s stock valued at $30,000 after buying an additional 72 shares during the period. Golden State Wealth Management LLC increased its stake in shares of Insulet by 202.9% in the 2nd quarter. Golden State Wealth Management LLC now owns 103 shares of the medical instruments supplier’s stock valued at $32,000 after acquiring an additional 69 shares in the last quarter. Whittier Trust Co. of Nevada Inc. increased its stake in shares of Insulet by 48.9% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 131 shares of the medical instruments supplier’s stock valued at $40,000 after acquiring an additional 43 shares in the last quarter. Quent Capital LLC acquired a new position in shares of Insulet during the 3rd quarter valued at $49,000. Finally, Osterweis Capital Management Inc. bought a new position in Insulet during the second quarter worth $51,000.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat: Insulet reported $1.55 EPS versus ~$1.48 expected and revenue of $783.8M (vs. ~$768M), with revenue up ~31% year‑over‑year — the core reason the stock rallied after the print. Insulet: Q4 Earnings Snapshot
• Positive Sentiment: Strong product demand: Management cited robust demand for its Omnipod tubeless pumps as a key growth driver, supporting the beat and underpinning medium‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Raised full‑year revenue outlook: Insulet set FY‑2026 revenue guidance around $3.3B, above consensus (~$3.0B), signaling stronger secular growth for the year even as quarterly variability may occur. Insulet Corp (PODD) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support: Several firms reiterated bullish views (BTIG reiterated a Buy with a $380 target; William Blair maintained a Buy), which can sustain investor interest and buying momentum. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Neutral Sentiment: Earnings materials and call available: The full earnings call transcript, slide deck and press release provide detail on unit growth, cadence and margin dynamics — useful for modeling but not new directional news. Insulet Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market coverage & analysis: Multiple outlets and analysts are parsing the quarter (Zacks, Seeking Alpha summaries) — expect further nuance on margin trajectory, supply chain and adoption metrics over the next days. Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Near‑term caution: Q1 revenue guidance ($705.6M–$716.9M) came in below some Street estimates (~$768M), indicating possible near‑term cadence pressure despite a stronger full‑year view — this explains the mixed reception under the surface. Insulet Q4 earnings and guidance (press release & slide deck)

Analyst Upgrades and Downgrades

Several research firms have weighed in on PODD. Wolfe Research lifted their price target on shares of Insulet from $350.00 to $375.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Evercore initiated coverage on Insulet in a research report on Tuesday, December 16th. They issued an “outperform” rating and a $370.00 target price for the company. Truist Financial dropped their price target on Insulet from $412.00 to $390.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Leerink Partners raised their price objective on Insulet from $385.00 to $386.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Finally, Stifel Nicolaus decreased their price objective on Insulet from $370.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Twenty analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Insulet presently has an average rating of “Moderate Buy” and a consensus price target of $373.38.

Insulet Price Performance

Shares of NASDAQ:PODD opened at $258.07 on Thursday. The company’s 50-day moving average is $274.42 and its 200 day moving average is $305.50. Insulet Corporation has a fifty-two week low of $230.05 and a fifty-two week high of $354.88. The company has a market capitalization of $18.16 billion, a P/E ratio of 74.80, a price-to-earnings-growth ratio of 1.39 and a beta of 1.41. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.18 and a current ratio of 2.87.

Insulet (NASDAQ:PODD) last released its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. The business had revenue of $783.80 million during the quarter, compared to the consensus estimate of $768.31 million. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The business’s revenue for the quarter was up 31.2% on a year-over-year basis. During the same period last year, the business posted $1.15 earnings per share. On average, equities research analysts forecast that Insulet Corporation will post 3.92 earnings per share for the current 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.