Public Employees Retirement System of Ohio Has $4.30 Million Stake in Insulet Corporation $PODD

Public Employees Retirement System of Ohio reduced its position in shares of Insulet Corporation (NASDAQ:PODD) by 47.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 20,494 shares of the medical instruments supplier’s stock after selling 18,398 shares during the period. Public Employees Retirement System of Ohio’s holdings in Insulet were worth $4,300,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of PODD. Mitsubishi UFJ Trust & Banking Corp boosted its position in Insulet by 26.5% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after acquiring an additional 9,206 shares during the period. Aberdeen Group plc grew its stake in Insulet by 45.6% during the 4th quarter. Aberdeen Group plc now owns 225,429 shares of the medical instruments supplier’s stock valued at $64,076,000 after acquiring an additional 70,607 shares in the last quarter. Asset Management One Co. Ltd. increased its holdings in shares of Insulet by 99.5% in the 4th quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock valued at $21,948,000 after purchasing an additional 38,193 shares during the period. OP Asset Management Ltd purchased a new stake in shares of Insulet in the first quarter worth approximately $1,513,000. Finally, Strs Ohio lifted its position in shares of Insulet by 36.0% in the fourth quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock worth $6,447,000 after purchasing an additional 6,003 shares in the last quarter.

Insider Buying and Selling at Insulet

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

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Neutral Sentiment: UBS initiated coverage of Insulet with a “neutral” rating and a $174 price target, implying modest upside from the referenced price. The rating suggests UBS sees a balanced risk-reward profile rather than a strong near-term catalyst. Benzinga reference
• Neutral Sentiment: Multiple law firms reminded investors of an August 31, 2026 deadline to seek lead-plaintiff status in a securities-fraud lawsuit against Insulet and certain executives. The notices reference slightly different class periods, generally covering purchases from February or May 2025 through May 26, 2026. Rosen Law Firm article
• Negative Sentiment: The complaints reportedly allege that defective cannula manufacturing caused insulin under-delivery in millions of Omnipod devices and that Insulet failed to disclose manufacturing deficiencies and product-safety risks. One notice also alleges that executive Eric Benjamin sold approximately $3.7 million of Insulet stock before two medical-device corrections. These are allegations, not established findings, but the litigation could increase costs and intensify scrutiny of Insulet’s quality controls and disclosures. SueWallSt shareholder alert

Insulet Trading Up 1.9%

NASDAQ:PODD opened at $170.62 on Thursday. The stock’s 50 day moving average price is $154.87 and its 200 day moving average price is $199.34. Insulet Corporation has a 52 week low of $138.79 and a 52 week high of $354.88. The company has a market capitalization of $11.82 billion, a P/E ratio of 39.68, a P/E/G ratio of 1.17 and a beta of 1.11. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. The firm had revenue of $761.70 million during the quarter, compared to analysts’ expectations of $729.89 million. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The company’s revenue was up 33.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, research analysts forecast that Insulet Corporation will post 6.45 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently commented on PODD shares. Piper Sandler decreased their price target on shares of Insulet from $360.00 to $210.00 in a report on Wednesday, May 6th. Citigroup increased their target price on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Barclays decreased their target price on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research note on Thursday, May 7th. Rothschild & Co Redburn restated a “neutral” rating and set a $220.00 price target (down from $380.00) on shares of Insulet in a report on Friday, April 24th. Finally, Raymond James Financial set a $216.00 price target on shares of Insulet in a research note on Monday, June 8th. Twenty-one analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $233.38.

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.