PODD

INSULET CORP

Nasdaq · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0001145197
$151.51 -1.12% $11.1B
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)
Vol
Market Cap$11.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders9 funds
Inst. Value$5.4B
Inst. Activity2 buys / 0 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 $153.22

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

$243.78 +52.7% upside Strong Buy
Current $159.61 Low $165.00 Median $249.00 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
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.45 ▲ +0.8% $1.36 — $1.55 24% YoY 20
Next Q $1.64 ▼ -2.0% $1.54 — $1.73 32% YoY 20
Current FY $6.48 ▲ +2.1% $6.37 — $6.59 30% YoY 22
Next FY $8.09 $7.58 — $8.38 25% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.5B
FMR LLC$1.8B
MORGAN STANLEY$322.5M
NORGES BANK$300.8MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$148.5MNEW

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
9 institutional holders with $5.4B total value (18,998,638 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC8,701,472$2.5B45.8%
2FMR LLC6,325,354$1.8B33.3%
3MORGAN STANLEY1,134,583$322.5M6.0%
4NORGES BANK1,058,238$300.8M5.6%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC522,470$148.5M2.8%NEW
6BANK OF AMERICA CORP /DE/457,809$130.1M2.4%
7TWO SIGMA INVESTMENTS, LP366,722$104.2M1.9%ADD +46.2%
8RENAISSANCE TECHNOLOGIES LLC303,283$86.2M1.6%DOUBLED +135.1%
9WELLS FARGO & COMPANY/MN128,707$36.6M0.7%ADD +31.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW1,058,238$300.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD250,804366,722+46.2%$104.2M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM363,432250,804-31.0%$77.4M2025-Q3
UBS Group AGADD145,871206,943+41.9%$63.9M2025-Q3
WELLS FARGO & COMPANY/MNADD119,275157,037+31.7%$48.5M2025-Q3
NORGES BANKEXIT1,033,4500-100.0%$0.002025-Q3
NORGES BANKNEW1,033,450$324.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED159,193374,256+135.1%$117.6M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED16,481363,432+2105.2%$114.2M2025-Q2
UBS Group AGTRIM198,233145,871-26.4%$45.8M2025-Q2
CITADEL ADVISORS LLCTRIM836,605256,450-69.3%$67.3M2025-Q1
UBS Group AGADD142,345198,233+39.3%$52.1M2025-Q1
NORGES BANKEXIT953,0240-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM1,147,889836,605-27.1%$218.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD109,093158,993+45.7%$41.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW636,265$148.1M2024-Q3
17 unique insiders with 5 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 RDirectorA1,660$0.00$0.00
May 20, 2026Scannell Timothy JDirectorA1,660$0.00$0.00
May 20, 2026STONESIFER TIMOTHY C.DirectorA1,660$0.00$0.00
May 20, 2026WEATHERMAN ELIZABETH HDirectorA1,660$0.00$0.00
May 20, 2026BORIO LUCIANADirectorA1,660$0.00$0.00
May 20, 2026Huffines Robert LutherDirectorA1,660$0.00$0.00
May 20, 2026Hopfield JessicaDirectorA1,660$0.00$0.00
May 20, 2026Frederick Wayne A.I.DirectorA1,660$0.00$0.00
May 13, 2026McEvoy AshleyPresident and CEOF1,411$148.84$210.0K
Apr 1, 2026Panos MichaelEVP and CCOA7,255$0.00$0.00
Apr 1, 2026Panos MichaelEVP and CCOA2,777$0.00$0.00
Mar 31, 2026Huffines Robert LutherDirectorA111$209.84$23.3K
Feb 27, 2026Benjamin EricEVP and COOF644$246.61$158.8K
Feb 27, 2026Budden LaurenGroup VP, CAO and ControllerF119$246.61$29.3K
Feb 27, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceF200$246.61$49.3K
Feb 27, 2026Kapples John W.SVP and General CounselF411$246.61$101.4K
Feb 27, 2026Singh PremSVP, Global OperationsF207$246.61$51.0K
Feb 25, 2026MINOGUE MICHAEL RDirectorBUY2,030$246.23$499.8K
Feb 25, 2026Kapples John W.SVP and General CounselF263$248.12$65.3K
Feb 25, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceF111$248.12$27.5K
Feb 25, 2026Benjamin EricEVP and COOF395$248.12$98.0K
Feb 25, 2026Singh PremSVP, Global OperationsF138$248.12$34.2K
Feb 25, 2026Budden LaurenGroup VP, CAO and ControllerF55$248.12$13.6K
Feb 24, 2026Singh PremSVP, Global OperationsA2,140$0.00$0.00
Feb 24, 2026McEvoy AshleyPresident and CEOA10,046$0.00$0.00
Feb 24, 2026Singh PremSVP, Global OperationsA5,570$0.00$0.00
Feb 24, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceA2,718$0.00$0.00
Feb 24, 2026Budden LaurenGroup VP, CAO and ControllerA611$0.00$0.00
Feb 24, 2026Kapples John W.SVP and General CounselA4,907$0.00$0.00
Feb 24, 2026Benjamin EricEVP and COOA3,822$0.00$0.00
Feb 24, 2026Benjamin EricEVP and COOA9,946$0.00$0.00
Feb 24, 2026Davis Lisa BlairSVP, Chief HR OfficerA2,140$0.00$0.00
Feb 24, 2026Cousin LaetitiaSVP, Reg, Quality & ComplianceA1,044$0.00$0.00
Feb 24, 2026Budden LaurenGroup VP, CAO and ControllerA1,591$0.00$0.00
Feb 24, 2026Kapples John W.SVP and General CounselA1,885$0.00$0.00
Feb 24, 2026Davis Lisa BlairSVP, Chief HR OfficerA5,570$0.00$0.00
Feb 24, 2026Pease FlaviaEVP & CFOA3,822$0.00$0.00
Feb 24, 2026Pease FlaviaEVP & CFOA9,946$0.00$0.00
Feb 24, 2026McEvoy AshleyPresident and CEOA26,143$0.00$0.00
Feb 20, 2026McEvoy AshleyPresident and CEOBUY4,300$239.35$1.0M
Feb 12, 2026Benjamin EricEVP and COOF2,887$240.82$695.2K
Feb 12, 2026Benjamin EricEVP and COOA7,236$0.00$0.00
Feb 12, 2026Budden LaurenGroup VP, CAO and ControllerF622$240.82$149.8K
Feb 12, 2026Budden LaurenGroup VP, CAO and ControllerA1,808$0.00$0.00
Feb 12, 2026Kapples John W.SVP and General CounselF1,929$240.82$464.5K
Feb 12, 2026Kapples John W.SVP and General CounselA5,246$0.00$0.00
Feb 12, 2026Singh PremSVP, Global OperationsF861$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

$243.78 mean target +52.7% upside Strong Buy (1.42)
$165.00 Low $360.00 High
MetricValue
Current Price$159.61
Target Low$165.00
Target Mean$243.78
Target Median$249.00
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% +0.8% 9↑ 10↓ $0.8B 21.4% 20
Next Q
2026-09-30
$1.64 $1.54 $1.73 32.2% -2.0% 2↑ 18↓ $0.8B 19.9% 20
Current FY
2026-12-31
$6.48 $6.37 $6.59 30.4% +2.1% 21↑ 1↓ $3.3B 22.7% 22
Next FY
2027-12-31
$8.09 $7.58 $8.38 24.8% +0.2% 13↑ 9↓ $3.9B 18.6% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.451
7d ago$1.447+0.004
30d ago$1.439+0.012
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
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 1d 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.