GSA Capital Partners LLP Acquires New Position in Insulet Corporation $PODD

GSA Capital Partners LLP bought a new stake in Insulet Corporation (NASDAQ:PODD) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 11,310 shares of the medical instruments supplier’s stock, valued at approximately $1,722,000.

A number of other institutional investors and hedge funds have also made changes to their positions in PODD. NewEdge Advisors LLC boosted its holdings in shares of 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 acquiring an additional 64 shares during the period. Cresset Asset Management LLC boosted its stake in Insulet by 7.3% during the 2nd quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock valued at $813,000 after purchasing an additional 177 shares during the period. Cerity Partners LLC grew its position 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 purchasing an additional 7,030 shares during the last quarter. Sei Investments Co. increased its stake in shares of Insulet by 27.4% in the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after purchasing an additional 29,584 shares during the period. Finally, Treasurer of the State of North Carolina raised its holdings in shares of Insulet by 2.5% during 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 buying an additional 791 shares during the last quarter.

Insider Transactions at Insulet

In other Insulet news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, with a total value of $400,392.90. Following the purchase, 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 transaction was disclosed in a filing with the SEC, which is available at this link. Insiders own 0.36% of the company’s stock.

Insulet Price Performance

PODD stock opened at $143.34 on Monday. The business’s 50-day simple moving average is $155.20 and its 200 day simple moving average is $188.22. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. The company has a market cap of $9.94 billion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10. Insulet Corporation has a twelve month low of $126.40 and a twelve month high of $354.88.

Insulet (NASDAQ:PODD) last announced its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. The company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The company’s revenue was up 23.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, research analysts anticipate that Insulet Corporation will post 6.51 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 price objective on shares of Insulet in a report on Wednesday, May 27th. Rothschild & Co Redburn restated a “neutral” rating and set a $220.00 price objective (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. UBS Group decreased their target price on shares of Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a research report on Thursday, August 6th. Sanford C. Bernstein reduced their price target on shares of Insulet from $200.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. Finally, Piper Sandler lowered their price objective on shares of Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Insulet has a consensus rating of “Hold” and an average target price of $195.40.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet remains a long-term growth story: its Omnipod wearable insulin-delivery platform supports recurring revenue, while the company recently reported 23.5% year-over-year revenue growth, earnings above analyst expectations, and raised confidence in its full-year outlook. Why Insulet Is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Multiple law firms are publicizing an August 31, 2026 deadline for investors to seek lead-plaintiff status in a pending federal securities class action. The announcements mainly solicit shareholder participation and do not establish liability or damages. Insulet Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: The litigation creates a significant near-term overhang. Complaints filed by investors allege that Insulet and certain executives made materially false or misleading statements concerning manufacturing controls and the safety and reliability of its insulin-delivery products. One notice specifically cites alleged defective cannula manufacturing that could have caused insulin under-delivery in millions of Omnipod devices. If substantiated, the claims could lead to financial costs, regulatory scrutiny, reputational damage, and weaker customer confidence. Insulet Securities Class Action Allegations

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.