PODD

INSULET CORP

Nasdaq · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0001145197
$149.70 +0.34% $10.4B
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$10.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$9.3B
Inst. Activity31 buys / 19 sells
Insider Activity4B / 1S
Insider Net $$2.4M
Reddit Sentiment50° Neutral
SEC Reports3
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001145197·Prev Close $149.19

Recent Activity

Jun 3, 2026 Insider
STONESIFER TIMOTHY C. bought 2,790 shares
Director @ $143.51 ($400.4K)
Jun 3, 2026 Insider
BORIO LUCIANA sold 418 shares
Director @ $143.27 ($59.9K)
Jun 3, 2026 Insider
WEATHERMAN ELIZABETH H bought 3,450 shares
Director @ $144.20 ($497.5K)
May 28, 2026 SEC
The Federal Circuit reversed the district court's judgment and permanent injunction against EOFlow, holding that Insulet
COURT-RULING — Impact 7/10
May 28, 2026 Event
Insulet Corp. v. Eoflow, Co. Ltd.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 25-1807
May 18, 2026 dark_pool
Dark Pool: PODD — 2.0M shares, 44,856 trades
Week starting 2026-05-18. Total ATS volume: 1,956,284 shares across 44,856 trades.
May 6, 2026 SEC
Insulet reported Q1 2026 revenue of $761.7M (+33.9% YoY, +30.1% cc), exceeding the high end of its 25%-27% cc guidance,
8-K — Impact 7/10
Mar 4, 2026 SEC
Insulet Corporation filed an 8-K regarding the severance agreement with former CFO Ana M. Chadwick. The agreement provid
8-K — Impact 3/10

Price Targets

$242.43 +61.9% upside Strong Buy
Current $149.70 Low $165.00 Median $248.00 High $360.00 23 analysts
$165.00 $360.00

Analyst Ratings

Strong Buy88% buy · 34 analysts
12Strong Buy
18Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Truist Securities MAINTAIN Buy → Buy
May 28, 2026 Citigroup MAINTAIN Neutral → Neutral
May 27, 2026 RBC Capital REITERATE Outperform → Outperform
May 27, 2026 BTIG MAINTAIN Buy → Buy
May 18, 2026 B of A Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.45 ▲ +0.6% $1.36 — $1.55 24% YoY 20
Next Q $1.64 $1.54 — $1.73 32% YoY 20
Current FY $6.48 $6.37 — $6.59 30% YoY 22
Next FY $8.09 $7.58 — $8.38 25% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
VANGUARD CAPITAL MANAGEMENT LLC$960.9M
FMR LLC$834.1MTRIM
VANGUARD PORTFOLIO MANAGEMENT LLC$723.9M
STATE STREET CORP$638.4M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026STONESIFER TIMOTHYBUY$400.4K
Jun 3, 2026BORIO LUCIANASELL$59.9K
Jun 3, 2026WEATHERMAN ELIZABETHBUY$497.5K
May 20, 2026MINOGUE MICHAELA$0.00
May 20, 2026Scannell TimothyA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $9.3B total value (44,466,011 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,375,943$1.3B14.3%
2VANGUARD CAPITAL MANAGEMENT LLC4,579,274$960.9M10.3%
3FMR LLC3,974,712$834.1M8.9%TRIM -37.2%
4VANGUARD PORTFOLIO MANAGEMENT LLC3,449,987$723.9M7.8%
5STATE STREET CORP3,042,454$638.4M6.8%
6BAILLIE GIFFORD & CO2,029,492$425.9M4.6%
7Capital Research Global Investors1,669,556$350.3M3.8%TRIM -62.1%
8Clearbridge Investments, LLC1,321,026$277.2M3.0%
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,229,928$258.1M2.8%DOUBLED +462.7%
10MORGAN STANLEY1,145,931$240.5M2.6%
11Invesco Ltd.1,096,537$230.1M2.5%TRIM -25.9%
12FIL Ltd1,012,005$212.4M2.3%
13GOLDMAN SACHS GROUP INC863,916$181.3M1.9%
14TWO SIGMA INVESTMENTS, LP762,349$160.0M1.7%
15FEDERATED HERMES, INC.713,892$149.8M1.6%
16JUPITER ASSET MANAGEMENT LTD709,902$149.0M1.6%DOUBLED +202.8%
17Artisan Partners Limited Partnership692,974$145.4M1.6%
18MARSHALL WACE, LLP606,482$127.3M1.4%ADD +86.8%
19NORDEA INVESTMENT MANAGEMENT AB557,290$115.7M1.2%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC543,753$114.1M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM6,325,3543,974,712-37.2%$834.1M2026-Q1
Capital Research Global InvestorsTRIM4,408,9721,669,556-62.1%$350.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED218,5591,229,928+462.7%$258.1M2026-Q1
Invesco Ltd.TRIM1,480,5621,096,537-25.9%$230.1M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED234,464709,902+202.8%$149.0M2026-Q1
MARSHALL WACE, LLPADD324,717606,482+86.8%$127.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD303,283426,003+40.5%$89.4M2026-Q1
AMERIPRISE FINANCIAL INCTRIM492,860304,079-38.3%$63.8M2026-Q1
Nuveen, LLCADD234,485298,791+27.4%$62.7M2026-Q1
Assenagon Asset Management S.A.ADD156,979257,719+64.2%$54.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD125,913185,745+47.5%$39.0M2026-Q1
HSBC HOLDINGS PLCADD124,514175,967+41.3%$36.9M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD115,832172,513+48.9%$36.2M2026-Q1
AustralianSuper Pty LtdTRIM316,883145,140-54.2%$30.5M2026-Q1
JANUS HENDERSON GROUP PLCADD91,104144,818+59.0%$30.4M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED44,119140,801+219.1%$29.5M2026-Q1
Russell Investments Group, Ltd.ADD74,362132,518+78.2%$27.8M2026-Q1
Hudson Bay Capital Management LPADD80,000110,000+37.5%$23.1M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM123,13890,200-26.7%$18.9M2026-Q1
Pictet Asset Management Holding SADOUBLED42,13785,177+102.1%$17.9M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED32,72183,763+156.0%$17.6M2026-Q1
JENNISON ASSOCIATES LLCTRIM105,51270,117-33.5%$14.7M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD44,09759,128+34.1%$12.4M2026-Q1
Swedbank ABTRIM85,98853,188-38.1%$11.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM131,83447,615-63.9%$10.0M2026-Q1
17 unique insiders with 50 transactions. Net insider value: $2.4M ($2.4M bought, $59.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026STONESIFER TIMOTHY C.DirectorBUY2,790$143.51$400.4K
Jun 3, 2026BORIO LUCIANADirectorSELL418$143.27$59.9K
Jun 3, 2026WEATHERMAN ELIZABETH HDirectorBUY3,450$144.20$497.5K
May 20, 2026MINOGUE MICHAEL RDirectorAWARD1,660
May 20, 2026Scannell Timothy JDirectorAWARD1,660
May 20, 2026STONESIFER TIMOTHY C.DirectorAWARD1,660
May 20, 2026WEATHERMAN ELIZABETH HDirectorAWARD1,660
May 20, 2026BORIO LUCIANADirectorAWARD1,660
May 20, 2026Huffines Robert LutherDirectorAWARD1,660
May 20, 2026Hopfield JessicaDirectorAWARD1,660
May 20, 2026Frederick Wayne A.I.DirectorAWARD1,660
May 13, 2026McEvoy AshleyPresident and CEOTAX W/H1,411$148.84$210.0K
Apr 1, 2026Panos MichaelEVP and CCOAWARD7,255
Apr 1, 2026Panos MichaelEVP and CCOAWARD2,777
Mar 31, 2026Huffines Robert LutherDirectorAWARD111$209.84$23.3K
Feb 27, 2026Benjamin EricEVP and COOTAX W/H644$246.61$158.8K
Feb 27, 2026Budden LaurenGroup VP, CAO and ControllerTAX W/H119$246.61$29.3K
Feb 27, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceTAX W/H200$246.61$49.3K
Feb 27, 2026Kapples John W.SVP and General CounselTAX W/H411$246.61$101.4K
Feb 27, 2026Singh PremSVP, Global OperationsTAX W/H207$246.61$51.0K
Feb 25, 2026MINOGUE MICHAEL RDirectorBUY2,030$246.23$499.8K
Feb 25, 2026Kapples John W.SVP and General CounselTAX W/H263$248.12$65.3K
Feb 25, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceTAX W/H111$248.12$27.5K
Feb 25, 2026Benjamin EricEVP and COOTAX W/H395$248.12$98.0K
Feb 25, 2026Singh PremSVP, Global OperationsTAX W/H138$248.12$34.2K
Feb 25, 2026Budden LaurenGroup VP, CAO and ControllerTAX W/H55$248.12$13.6K
Feb 24, 2026Singh PremSVP, Global OperationsAWARD2,140
Feb 24, 2026McEvoy AshleyPresident and CEOAWARD10,046
Feb 24, 2026Singh PremSVP, Global OperationsAWARD5,570
Feb 24, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceAWARD2,718
Feb 24, 2026Budden LaurenGroup VP, CAO and ControllerAWARD611
Feb 24, 2026Kapples John W.SVP and General CounselAWARD4,907
Feb 24, 2026Benjamin EricEVP and COOAWARD3,822
Feb 24, 2026Benjamin EricEVP and COOAWARD9,946
Feb 24, 2026Davis Lisa BlairSVP, Chief HR OfficerAWARD2,140
Feb 24, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceAWARD1,044
Feb 24, 2026Budden LaurenGroup VP, CAO and ControllerAWARD1,591
Feb 24, 2026Kapples John W.SVP and General CounselAWARD1,885
Feb 24, 2026Davis Lisa BlairSVP, Chief HR OfficerAWARD5,570
Feb 24, 2026Pease FlaviaEVP & CFOAWARD3,822
Feb 24, 2026Pease FlaviaEVP & CFOAWARD9,946
Feb 24, 2026McEvoy AshleyPresident and CEOAWARD26,143
Feb 20, 2026McEvoy AshleyPresident and CEOBUY4,300$239.35$1.0M
Feb 12, 2026Benjamin EricEVP and COOTAX W/H2,887$240.82$695.2K
Feb 12, 2026Benjamin EricEVP and COOAWARD7,236
Feb 12, 2026Budden LaurenGroup VP, CAO and ControllerTAX W/H622$240.82$149.8K
Feb 12, 2026Budden LaurenGroup VP, CAO and ControllerAWARD1,808
Feb 12, 2026Kapples John W.SVP and General CounselTAX W/H1,929$240.82$464.5K
Feb 12, 2026Kapples John W.SVP and General CounselAWARD5,246
Feb 12, 2026Singh PremSVP, Global OperationsTAX W/H861$240.82$207.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 34 analysts: 12 strong buy, 18 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$242.43 mean target +61.9% upside Strong Buy (1.42)
$165.00 Low $360.00 High
MetricValue
Current Price$149.70
Target Low$165.00
Target Mean$242.43
Target Median$248.00
Target High$360.00
# Analysts23
RecommendationStrong Buy (1.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.45 $1.36 $1.55 24.0% +0.6% 9↑ 10↓ $0.8B 21.4% 20
Next Q
2026-09-30
$1.64 $1.54 $1.73 32.2% -0.0% 2↑ 18↓ $0.8B 19.9% 20
Current FY
2026-12-31
$6.48 $6.37 $6.59 30.4% 21↑ 1↓ $3.3B 22.7% 22
Next FY
2027-12-31
$8.09 $7.58 $8.38 24.8% 13↑ 9↓ $3.9B 18.6% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.451
7d ago$1.451
30d ago$1.442+0.008
60d ago$1.441+0.010
90d ago$1.444+0.006
16 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Truist Securities MAINTAIN Buy Buy
May 28, 2026 Citigroup MAINTAIN Neutral Neutral
May 27, 2026 RBC Capital REITERATE Outperform Outperform
May 27, 2026 BTIG MAINTAIN Buy Buy
May 18, 2026 B of A Securities MAINTAIN Buy Buy
May 8, 2026 Barclays MAINTAIN Underweight Underweight
May 7, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 7, 2026 JP Morgan MAINTAIN Overweight Overweight
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Truist Securities MAINTAIN Buy Buy
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 7, 2026 Bernstein MAINTAIN Outperform Outperform
May 7, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 BTIG MAINTAIN Buy Buy
Apr 24, 2026 Rothschild & Co DOWNGRADE Buy Neutral
Apr 15, 2026 Truist Securities MAINTAIN Buy Buy
Apr 9, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 7, 2026 Citigroup DOWNGRADE Buy Neutral
Mar 11, 2026 Citigroup MAINTAIN Buy Buy
Feb 19, 2026 Citigroup MAINTAIN Buy Buy
Feb 19, 2026 Truist Securities MAINTAIN Buy Buy
Feb 19, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 19, 2026 Bernstein MAINTAIN Outperform Outperform
Feb 19, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 19, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 19, 2026 Leerink Partners MAINTAIN Outperform Outperform
Feb 19, 2026 Canaccord Genuity MAINTAIN Buy Buy
Feb 18, 2026 BTIG REITERATE Buy Buy
Feb 4, 2026 Stifel MAINTAIN Buy Buy
Jan 12, 2026 Barclays DOWNGRADE Equal-Weight Underweight
Jan 9, 2026 Bernstein MAINTAIN Outperform Outperform
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy
Dec 17, 2025 Canaccord Genuity MAINTAIN Buy Buy
Dec 16, 2025 Evercore ISI Group INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026121840088%
May 1, 2026121741085%
Apr 1, 2026131821091%
Mar 1, 2026131821091%
Feb 1, 2026131731088%
Jan 1, 2026131830091%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 8, 2026144° Neutral001
Jun 8, 2026144° Neutral001

Recent Reddit Threads

r/investing Neutral 4d 14h ago
Bought $PLNT, $AVGO, $PODD. Thoughts?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 1mo ago
Modular medical $MODD
▲ 1 💬 1 ⚡ 0.5
May 28, 2026
Enforcement
Insulet Corp. v. Eoflow, Co. Ltd.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 25-1807
May 18, 2026
dark_pool
Dark Pool: PODD — 2.0M shares, 44,856 trades
Week starting 2026-05-18. Total ATS volume: 1,956,284 shares across 44,856 trades.
May 11, 2026
dark_pool
Dark Pool: PODD — 2.5M shares, 59,324 trades
Week starting 2026-05-11. Total ATS volume: 2,460,864 shares across 59,324 trades.
May 6, 2026
earnings_calendar
PODD Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: PODD — 4.0M shares, 73,284 trades
Week starting 2026-05-04. Total ATS volume: 4,015,165 shares across 73,284 trades.
Apr 27, 2026
dark_pool
Dark Pool: PODD — 3.0M shares, 67,255 trades
Week starting 2026-04-27. Total ATS volume: 2,987,255 shares across 67,255 trades.
Apr 20, 2026
dark_pool
Dark Pool: PODD — 1.1M shares, 36,039 trades
Week starting 2026-04-20. Total ATS volume: 1,121,238 shares across 36,039 trades.
Apr 13, 2026
dark_pool
Dark Pool: PODD — 1.0M shares, 37,403 trades
Week starting 2026-04-13. Total ATS volume: 1,030,054 shares across 37,403 trades.
Apr 6, 2026
dark_pool
Dark Pool: PODD — 1.2M shares, 43,442 trades
Week starting 2026-04-06. Total ATS volume: 1,231,777 shares across 43,442 trades.
Mar 30, 2026
dark_pool
Dark Pool: PODD — 0.9M shares, 31,446 trades
Week starting 2026-03-30. Total ATS volume: 902,341 shares across 31,446 trades.
Mar 23, 2026
dark_pool
Dark Pool: PODD — 1.2M shares, 34,323 trades
Week starting 2026-03-23. Total ATS volume: 1,192,650 shares across 34,323 trades.
Mar 16, 2026
dark_pool
Dark Pool: PODD — 1.5M shares, 41,232 trades
Week starting 2026-03-16. Total ATS volume: 1,450,581 shares across 41,232 trades.
Mar 9, 2026
dark_pool
Dark Pool: PODD — 1.5M shares, 45,462 trades
Week starting 2026-03-09. Total ATS volume: 1,487,706 shares across 45,462 trades.
Mar 2, 2026
dark_pool
Dark Pool: PODD — 1.4M shares, 42,329 trades
Week starting 2026-03-02. Total ATS volume: 1,418,860 shares across 42,329 trades.
Feb 23, 2026
dark_pool
Dark Pool: PODD — 1.4M shares, 42,163 trades
Week starting 2026-02-23. Total ATS volume: 1,416,355 shares across 42,163 trades.
Feb 16, 2026
dark_pool
Dark Pool: PODD — 1.8M shares, 47,512 trades
Week starting 2026-02-16. Total ATS volume: 1,816,331 shares across 47,512 trades.