Fisher Asset Management LLC Purchases 6,462 Shares of Insulet Corporation $PODD

Fisher Asset Management LLC grew its position in shares of Insulet Corporation (NASDAQ:PODD) by 14.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 52,735 shares of the medical instruments supplier’s stock after purchasing an additional 6,462 shares during the quarter. Fisher Asset Management LLC’s holdings in Insulet were worth $14,989,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Clearstead Advisors LLC raised its holdings in Insulet by 200.4% during the 4th quarter. Clearstead Advisors LLC now owns 745 shares of the medical instruments supplier’s stock worth $212,000 after purchasing an additional 497 shares during the last quarter. Swedbank AB raised its holdings in Insulet by 11.0% during the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock worth $24,441,000 after purchasing an additional 8,500 shares during the last quarter. Jefferies Financial Group Inc. raised its holdings in Insulet by 132.0% during the 4th quarter. Jefferies Financial Group Inc. now owns 13,361 shares of the medical instruments supplier’s stock worth $3,798,000 after purchasing an additional 7,602 shares during the last quarter. MQS Management LLC bought a new position in Insulet during the 4th quarter worth approximately $285,000. Finally, Global Retirement Partners LLC raised its holdings in Insulet by 57.0% during the 4th quarter. Global Retirement Partners LLC now owns 391 shares of the medical instruments supplier’s stock worth $111,000 after purchasing an additional 142 shares during the last quarter.

Insulet Price Performance

PODD opened at $146.01 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. The company has a market capitalization of $10.11 billion, a price-to-earnings ratio of 33.96, a P/E/G ratio of 1.22 and a beta of 1.20. The firm’s fifty day moving average price is $187.01 and its two-hundred day moving average price is $247.26. Insulet Corporation has a 1 year low of $141.02 and a 1 year high of $354.88.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data 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. The firm had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The business’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, analysts anticipate that Insulet Corporation will post 6.43 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on PODD. The Goldman Sachs Group restated a “buy” rating and set a $205.00 price target on shares of Insulet in a report on Wednesday. Bank of America lowered their price objective on shares of Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a research note on Monday, May 18th. Oppenheimer lowered their price objective on shares of Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Sanford C. Bernstein lowered their price objective on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Finally, BTIG Research lowered their price objective on shares of Insulet from $260.00 to $235.00 and set a “buy” rating for the company in a research note on Tuesday. Twenty-one research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Insulet has an average rating of “Moderate Buy” and an average price target of $252.48.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, saying the valuation gap is hard to justify. William Blair Initiates on Insulet (PODD) With Outperform and Says the Valuation Gap Is Hard to Justify
• Positive Sentiment: Royal Bank of Canada reaffirmed an Outperform rating and set a $280 price target, signaling confidence in meaningful upside. Benzinga report on RBC reaffirming Insulet
• Positive Sentiment: Analysts have highlighted Omnipod 5 as a key growth driver, with prior quarterly results showing a beat and raised 2026 outlook. PODD and Omnipod 5: What’s Driving Insulet’s 2026 Growth
• Neutral Sentiment: Insulet said management will present at the William Blair Growth Stock Conference on June 3, which may keep investor attention on the company’s growth strategy. Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Negative Sentiment: Insulet announced a voluntary correction for specific Omnipod 5, DASH, and Eros pods after identifying a manufacturing issue that could cause under-delivery of insulin. Insulet Initiates Voluntary Medical Device Correction for Certain Omnipod Pods
• Negative Sentiment: Reuters said the defect could cost Insulet up to $50 million, reinforcing concerns about recall expenses and execution risk. Insulet flags dosing defect in some Omnipod devices, sees up to $50 million cost

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.