Parkman Healthcare Partners LLC Purchases Shares of 131,378 Insulet Corporation $PODD

Parkman Healthcare Partners LLC purchased a new position in shares of Insulet Corporation (NASDAQ:PODD) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 131,378 shares of the medical instruments supplier’s stock, valued at approximately $20,002,000. Insulet comprises about 2.0% of Parkman Healthcare Partners LLC’s portfolio, making the stock its 17th biggest position. Parkman Healthcare Partners LLC owned about 0.19% of Insulet at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of PODD. Glenmede Investment Management LP grew its holdings in shares of Insulet by 1.6% during the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after purchasing an additional 35 shares during the period. Curi Capital LLC increased its position in Insulet by 0.8% during the 2nd quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after purchasing an additional 36 shares in the last quarter. Great Lakes Advisors LLC raised its holdings in Insulet by 1.5% in the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after buying an additional 40 shares during the period. Camarda Financial Advisors LLC raised its holdings in Insulet by 0.5% in the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after buying an additional 40 shares during the period. Finally, Larson Financial Group LLC lifted its position in Insulet by 114.6% during the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter.

Analyst Ratings Changes

Several equities research analysts have issued reports on PODD shares. Leerink Partners downgraded shares of Insulet from an “outperform” rating to a “market perform” rating and decreased their price objective for the stock from $247.00 to $145.00 in a research note on Thursday, August 6th. Robert W. Baird set a $175.00 target price on shares of Insulet in a research note on Thursday, August 6th. Piper Sandler lowered their price target on shares of Insulet from $360.00 to $210.00 in a report on Wednesday, May 6th. Barclays lowered their target price on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research note on Thursday, May 7th. Finally, UBS Group dropped their price objective on Insulet from $174.00 to $150.00 and set a “neutral” rating on the stock in a report on Thursday, August 6th. Fourteen investment 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. Based on data from MarketBeat, Insulet presently has an average rating of “Hold” and an average target price of $195.40.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: CEO Ashley McEvoy purchased 1,100 Insulet shares at an average price of $147.47, an investment of approximately $162,200. The transaction increased her direct holdings by about 5% and may signal management confidence after the stock’s substantial decline. Insulet CEO share purchase article
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Levi & Korsinsky, and others—are soliciting investors who purchased PODD securities during periods generally spanning February 21, 2025, through May 26, 2026. Investors have until August 31, 2026, to seek appointment as lead plaintiff. These announcements largely repeat existing litigation information rather than represent new operating developments. Rosen Law Firm Insulet deadline article
• Negative Sentiment: The lawsuit-related releases allege that Insulet and certain officers violated federal securities laws by failing to disclose issues associated with two voluntary Medical Device Corrections involving Omnipod insulin-delivery systems. The allegations reportedly concern systemic manufacturing defects and potential investor losses; they have not been proven in court. Continued legal publicity increases regulatory, financial, and reputational uncertainty for Insulet and is likely the main reason investor sentiment remains weak. Levi and Korsinsky Insulet class action article

Insider Activity

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average cost 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 approximately $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 the SEC website. Corporate insiders own 0.36% of the company’s stock.

Insulet Price Performance

PODD opened at $145.42 on Tuesday. Insulet Corporation has a fifty-two week low of $126.40 and a fifty-two week high of $354.88. 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’s 50-day moving average price is $154.61 and its 200 day moving average price is $183.56. The firm has a market cap of $10.08 billion, a price-to-earnings ratio of 27.18, a price-to-earnings-growth ratio of 1.17 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 return on equity of 29.29% and a net margin of 12.29%.The company had revenue of $801.70 million for the quarter, compared to analysts’ expectations of $787.39 million. During the same period last year, the business posted $1.17 earnings per share. The firm’s quarterly revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, sell-side analysts expect that Insulet Corporation will post 6.51 earnings per share for the current year.

Insulet Company 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.