Commerce Bank Takes Position in Insulet Corporation $PODD

Commerce Bank acquired a new position in Insulet Corporation (NASDAQ:PODD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 9,920 shares of the medical instruments supplier’s stock, valued at approximately $1,510,000.

Several other institutional investors also recently bought and sold shares of PODD. BlackRock Inc. bought a new stake in Insulet during the 2nd quarter valued at $1,018,582,000. State Street Corp boosted its stake in shares of Insulet by 2.1% during the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock valued at $896,916,000 after purchasing an additional 65,317 shares in the last quarter. Geode Capital Management LLC boosted its position in Insulet by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock valued at $568,274,000 after acquiring an additional 41,019 shares in the last quarter. Invesco Ltd. boosted its position in Insulet by 10.5% during the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after purchasing an additional 141,167 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Insulet by 462.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock valued at $258,088,000 after buying an additional 1,011,369 shares in the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet CEO Ashley McEvoy purchased 1,100 shares at an average price of $147.47, an investment of approximately $162,200. The purchase increased her direct holdings by about 5% and may signal management confidence following the stock’s substantial decline. Insulet CEO share purchase
• Positive Sentiment: Recent operating results remain a support: Insulet’s latest quarterly report exceeded analyst expectations for both earnings and revenue, with revenue rising 23.5% year over year and margins improving. The company’s growth outlook, however, has been reset, making execution key to the investment case.
• Neutral Sentiment: Reported short-interest data shows zero shares short and a zero-day short-interest ratio, but the stated month-over-month change is “NaN,” indicating the data is likely incomplete or erroneous. It should not be interpreted as evidence of a meaningful short-covering or short-selling trend.
• Negative Sentiment: Pomerantz announced that a securities class action has been filed in federal court against Insulet and certain officers. The proposed class covers investors who purchased securities from February 21, 2025, through May 26, 2026, and alleges violations of federal securities laws. The allegations have not been proven. Pomerantz class action announcement
• Negative Sentiment: Several firms issued substantially similar notices encouraging investors to seek lead-plaintiff status by August 31. The claims center on alleged manufacturing deficiencies and two voluntary corrections or recalls affecting millions of Omnipod devices, as well as assertions that Insulet overstated manufacturing quality and growth prospects. The volume of legal announcements increases reputational, litigation-cost, and potential-liability concerns, even though the notices themselves do not establish wrongdoing.

Insulet Trading Down 1.6%

Shares of Insulet stock opened at $143.05 on Wednesday. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83. The firm has a fifty day moving average price of $154.52 and a 200 day moving average price of $182.80. Insulet Corporation has a 1 year low of $126.40 and a 1 year high of $354.88. The stock has a market cap of $9.92 billion, a PE ratio of 26.74, a price-to-earnings-growth ratio of 1.15 and a beta of 1.10.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.19. Insulet had a net margin of 12.29% and a return on equity of 29.29%. 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 previous year, the firm posted $1.17 earnings per share. The firm’s quarterly revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. Equities research analysts predict that Insulet Corporation will post 6.51 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on PODD. Wall Street Zen downgraded Insulet from a “strong-buy” rating to a “hold” rating in a research note on Sunday, August 9th. Wells Fargo & Company downgraded Insulet from an “overweight” rating to an “equal weight” rating and dropped their price target for the company from $255.00 to $144.00 in a research note on Wednesday, August 5th. Sanford C. Bernstein cut their price objective on Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, August 6th. Royal Bank Of Canada reduced their price objective on Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. Finally, Leerink Partners downgraded Insulet from an “outperform” rating to a “market perform” rating and decreased their target price for the stock from $247.00 to $145.00 in a report on Thursday, August 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $195.40.

Insider Buying and Selling at Insulet

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the acquisition, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.36% of the company’s stock.

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.