Silvant Capital Management LLC Buys New Stake in Insulet Corporation $PODD

Silvant Capital Management LLC purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) during the second quarter, Holdings Channel.com reports. The fund purchased 4,619 shares of the medical instruments supplier’s stock, valued at approximately $703,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. NewEdge Advisors LLC boosted its stake in shares of Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after acquiring an additional 64 shares in the last quarter. Cresset Asset Management LLC increased its stake in shares of Insulet by 7.3% in 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 in the last quarter. Cerity Partners LLC raised its holdings 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 period. Sei Investments Co. raised its holdings in Insulet by 27.4% in the 2nd quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock worth $43,245,000 after purchasing an additional 29,584 shares during the period. Finally, Treasurer of the State of North Carolina boosted its position in 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 worth $10,290,000 after purchasing an additional 791 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several brokerages have commented on PODD. Piper Sandler dropped their price objective on Insulet from $360.00 to $210.00 in a report on Wednesday, May 6th. William Blair began coverage on Insulet in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $152.00 price target (down from $275.00) on shares of Insulet in a research note on Thursday, August 6th. Oppenheimer lowered shares of Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday, August 5th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $205.00 price objective on shares of Insulet in a research report on Wednesday, May 27th. Fourteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Insulet presently has a consensus rating of “Hold” and an average target price of $195.40.

Insulet Trading Down 3.1%

Shares of PODD opened at $146.87 on Friday. Insulet Corporation has a 52-week low of $126.40 and a 52-week high of $354.88. The stock has a market cap of $10.19 billion, a PE ratio of 27.45, a price-to-earnings-growth ratio of 1.19 and a beta of 1.10. The firm’s fifty day moving average is $154.70 and its two-hundred day moving average is $185.07. The company has a quick ratio of 1.83, a current ratio of 2.48 and a debt-to-equity ratio of 0.65.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.19. The firm had revenue of $801.70 million for 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 for the quarter was up 23.5% on a year-over-year basis. During the same period last year, the firm posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. Research analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Negative Sentiment: Multiple law firms announced or promoted a securities class action against Insulet and certain executives. The complaints allege that the company made materially false or misleading statements about manufacturing controls, product quality, and the safety and reliability of Omnipod devices. The allegations have not been proven in court. Pomerantz class action announcement
• Negative Sentiment: The investor notices link the case to two Omnipod medical-device corrections and claim that related disclosures contributed to a substantial decline in Insulet’s stock. One notice cited a move from $236.07 to $146.01 across the alleged corrective disclosures, or losses exceeding $90 per share for some investors. SueWallSt investor notice
• Negative Sentiment: The legal overhang intensified as several firms—including Robbins Geller, Faruqi & Faruqi, Rosen, Bronstein Gewirtz & Grossman, Bernstein Liebhard, Glancy Prongay, Robbins LLP, Levi & Korsinsky, and Portnoy—urged affected shareholders to seek lead-plaintiff status or evaluate potential recovery. The deadline to move for lead-plaintiff appointment is August 31, 2026. Robbins Geller deadline announcement

Insider Activity at Insulet

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.36% of the company’s stock.

Insulet 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.