Beacon Investment Advisory Services Inc. Has $9.03 Million Stock Holdings in Insulet Corporation $PODD

Beacon Investment Advisory Services Inc. trimmed its position in Insulet Corporation (NASDAQ:PODD) by 13.3% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 59,333 shares of the medical instruments supplier’s stock after selling 9,063 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in Insulet were worth $9,033,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Czech National Bank lifted its stake in shares of Insulet by 2.9% during the second quarter. Czech National Bank now owns 19,715 shares of the medical instruments supplier’s stock valued at $3,002,000 after acquiring an additional 556 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab raised its holdings in Insulet by 3.8% during the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 21,711 shares of the medical instruments supplier’s stock worth $3,306,000 after purchasing an additional 800 shares during the last quarter. Trust Asset Management LLC bought a new stake in Insulet during the 2nd quarter worth about $119,000. Avior Wealth Management LLC acquired a new position in Insulet during the 2nd quarter valued at about $265,000. Finally, CX Institutional lifted its position in Insulet by 149.9% during the 2nd quarter. CX Institutional now owns 2,132 shares of the medical instruments supplier’s stock valued at $325,000 after purchasing an additional 1,279 shares during the period.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Wall Street Zen upgraded shares of Insulet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Piper Sandler reduced their price objective on shares of Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Stifel Nicolaus lowered their target price on shares of Insulet from $225.00 to $180.00 and set a “buy” rating for the company in a report on Thursday. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $152.00 target price (down from $275.00) on shares of Insulet in a research report on Thursday. Finally, Citigroup upped their price objective on Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $195.40.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

Insiders Place Their Bets

In related news, Director Timothy C. Stonesifer purchased 2,790 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.36% of the company’s stock.

Insulet Stock Performance

PODD stock opened at $141.17 on Friday. The business’s 50-day moving average price is $155.42 and its two-hundred day moving average price is $193.60. The company has a current ratio of 2.48, a quick ratio of 1.81 and a debt-to-equity ratio of 0.65. The firm has a market cap of $9.79 billion, a PE ratio of 26.39, a P/E/G ratio of 1.03 and a beta of 1.10. Insulet Corporation has a 1-year low of $126.40 and a 1-year high of $354.88.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, topping 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 company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. During the same period in the prior year, the company earned $1.17 earnings per share. The company’s revenue for the quarter was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts forecast that Insulet Corporation will post 6.51 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.