Analysts Offer Predictions for Insulet FY2025 Earnings

Insulet Corporation (NASDAQ:PODD) – Equities research analysts at Leerink Partnrs increased their FY2025 earnings per share (EPS) estimates for Insulet in a research note issued on Friday, November 7th. Leerink Partnrs analyst M. Kratky now forecasts that the medical instruments supplier will post earnings of $4.83 per share for the year, up from their previous estimate of $4.62. The consensus estimate for Insulet’s current full-year earnings is $3.92 per share. Leerink Partnrs also issued estimates for Insulet’s Q4 2025 earnings at $1.41 EPS, Q1 2026 earnings at $1.37 EPS, Q2 2026 earnings at $1.38 EPS, Q3 2026 earnings at $1.78 EPS, Q4 2026 earnings at $1.88 EPS, FY2026 earnings at $6.40 EPS, FY2027 earnings at $8.23 EPS, FY2028 earnings at $9.90 EPS and FY2029 earnings at $11.75 EPS.

Other research analysts have also issued research reports about the stock. Truist Financial lifted their price target on shares of Insulet from $365.00 to $390.00 and gave the company a “buy” rating in a research note on Friday, November 7th. BTIG Research reaffirmed a “buy” rating and issued a $370.00 price objective on shares of Insulet in a research report on Thursday, November 6th. Wells Fargo & Company upped their target price on shares of Insulet from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Barclays lifted their price target on Insulet from $300.00 to $301.00 and gave the company an “equal weight” rating in a research note on Wednesday, November 5th. Finally, UBS Group boosted their price target on Insulet from $320.00 to $355.00 and gave the company a “neutral” rating in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $374.10.

Insulet Price Performance

NASDAQ PODD opened at $326.28 on Monday. The business has a 50 day simple moving average of $324.30 and a 200 day simple moving average of $311.20. Insulet has a 52-week low of $230.05 and a 52-week high of $353.50. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.81 and a current ratio of 2.26. The stock has a market cap of $22.97 billion, a price-to-earnings ratio of 99.17, a PEG ratio of 2.64 and a beta of 1.39.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Thursday, November 6th. The medical instruments supplier reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.13 by $0.11. The company had revenue of $521.70 million during the quarter, compared to the consensus estimate of $678.70 million. Insulet had a return on equity of 23.78% and a net margin of 10.01%.The company’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.08 earnings per share. Insulet has set its FY 2025 guidance at EPS. Q4 2025 guidance at EPS.

Institutional Investors Weigh In On Insulet

Several large investors have recently made changes to their positions in PODD. Vanguard Group Inc. increased its holdings in Insulet by 1.0% during the third quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after buying an additional 87,845 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Insulet by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 1,927,543 shares of the medical instruments supplier’s stock valued at $603,211,000 after acquiring an additional 58,309 shares during the period. American Century Companies Inc. increased its stake in shares of Insulet by 34.8% during the 1st quarter. American Century Companies Inc. now owns 1,152,606 shares of the medical instruments supplier’s stock worth $302,686,000 after purchasing an additional 297,734 shares during the last quarter. Groupama Asset Managment increased its stake in shares of Insulet by 0.4% during the 1st quarter. Groupama Asset Managment now owns 1,053,759 shares of the medical instruments supplier’s stock worth $276,728,000 after purchasing an additional 3,759 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Insulet in the 2nd quarter valued at about $324,689,000.

Insider Transactions at Insulet

In related news, SVP Prem Singh sold 687 shares of the stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $347.49, for a total transaction of $238,725.63. Following the completion of the transaction, the senior vice president directly owned 3,456 shares of the company’s stock, valued at approximately $1,200,925.44. This represents a 16.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Laetitia Cousin sold 797 shares of the firm’s stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $348.81, for a total value of $278,001.57. Following the completion of the transaction, the senior vice president owned 3,890 shares of the company’s stock, valued at approximately $1,356,870.90. This represents a 17.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.39% of the company’s stock.

About Insulet

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours.