Bogart Wealth LLC Lowers Stock Position in Insulet Corporation $PODD

Bogart Wealth LLC cut its stake in shares of Insulet Corporation (NASDAQ:PODD) by 14.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 33,752 shares of the medical instruments supplier’s stock after selling 5,747 shares during the quarter. Bogart Wealth LLC’s holdings in Insulet were worth $7,083,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PODD. NewEdge Advisors LLC lifted its holdings in Insulet by 44.8% during the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after purchasing an additional 64 shares in the last quarter. Cresset Asset Management LLC boosted its holdings in Insulet by 7.3% in the 2nd quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares during the period. Cerity Partners LLC increased its stake in Insulet by 68.7% in the 2nd quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after buying an additional 7,030 shares in the last quarter. Sei Investments Co. raised its holdings in Insulet by 27.4% during 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 during the period. Finally, Treasurer of the State of North Carolina lifted its position in shares of Insulet by 2.5% in the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after acquiring an additional 791 shares in the last quarter.

Analyst Ratings Changes

A number of research firms have recently weighed in on PODD. Oppenheimer dropped their price objective on Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Evercore dropped their price target on Insulet from $240.00 to $200.00 in a research note on Thursday, May 7th. Barclays cut their price objective on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a report on Thursday, May 7th. Piper Sandler reduced their price objective on shares of Insulet from $360.00 to $210.00 in a research report on Wednesday, May 6th. Finally, Wells Fargo & Company lowered their target price on shares of Insulet from $360.00 to $255.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Twenty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $238.67.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Negative Sentiment: Several law firms, including Pomerantz, Howard G. Smith, Robbins LLP, Schall, and Bronstein, Gewirtz & Grossman, announced or promoted securities-fraud class actions/investigations against Insulet, increasing legal risk and uncertainty for shareholders. Article Title
• Negative Sentiment: The lawsuits allege violations of federal securities laws and seek damages for investors who bought Insulet shares during the stated class periods, which could keep attention on past disclosures and management credibility. Article Title
• Neutral Sentiment: Insulet also drew attention for clinical-study updates on Omnipod 5, Omnipod 6, and Omnipod M/EVOLVE, which could support the long-term growth story but did not include enough detail here to clearly move the stock today. Article Title
• Neutral Sentiment: The company said it will report second-quarter 2026 results on August 5, which sets up the next major catalyst for shares and may help investors refocus on fundamentals. Article Title

Insulet Stock Performance

Shares of PODD stock opened at $164.48 on Monday. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The stock has a market capitalization of $11.39 billion, a price-to-earnings ratio of 38.25, a price-to-earnings-growth ratio of 1.15 and a beta of 1.11. Insulet Corporation has a 12-month low of $138.79 and a 12-month high of $354.88. The stock’s 50-day moving average price is $155.23 and its 200-day moving average price is $215.38.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm’s revenue was up 33.9% on a year-over-year basis. During the same period in the prior year, the company earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities research analysts predict that Insulet Corporation will post 6.46 EPS for the current fiscal year.

Insider Activity

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

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.