Alberta Investment Management Corp Takes Position in Insulet Corporation $PODD

Alberta Investment Management Corp acquired a new stake in Insulet Corporation (NASDAQ:PODD) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 14,500 shares of the medical instruments supplier’s stock, valued at approximately $4,477,000.

Other hedge funds have also recently bought and sold shares of the company. NewEdge Advisors LLC lifted its position in shares of Insulet by 44.8% in the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after buying an additional 64 shares during the last quarter. Chicago Partners Investment Group LLC bought a new position in shares of Insulet during the 2nd quarter worth $220,000. Stephens Inc. AR boosted its position in Insulet by 5.6% during the second quarter. Stephens Inc. AR now owns 1,499 shares of the medical instruments supplier’s stock worth $471,000 after purchasing an additional 79 shares during the period. DekaBank Deutsche Girozentrale grew its stake in Insulet by 1.0% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 11,720 shares of the medical instruments supplier’s stock worth $3,662,000 after buying an additional 113 shares in the last quarter. Finally, Cullen Frost Bankers Inc. bought a new position in shares of Insulet during the second quarter valued at approximately $64,000.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Canaccord Genuity Group dropped their target price on shares of Insulet from $450.00 to $435.00 and set a “buy” rating on the stock in a research note on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Insulet in a research note on Thursday, January 22nd. Stifel Nicolaus dropped their target price on Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. JPMorgan Chase & Co. reduced their target price on Insulet from $415.00 to $340.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Leerink Partners reduced their target price on shares of Insulet from $386.00 to $360.00 and set an “outperform” rating for the company in a report on Thursday. Twenty analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Insulet currently has a consensus rating of “Moderate Buy” and an average price target of $356.00.

Insulet Price Performance

Shares of PODD stock opened at $249.10 on Friday. The firm’s 50-day moving average is $273.52 and its two-hundred day moving average is $305.11. Insulet Corporation has a 12 month low of $230.05 and a 12 month high of $354.88. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.81 and a quick ratio of 2.18. The company has a market capitalization of $17.52 billion, a PE ratio of 71.17, a price-to-earnings-growth ratio of 1.46 and a beta of 1.41.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The business had revenue of $783.80 million during the quarter, compared to the consensus estimate of $768.31 million. During the same period in the prior year, the company earned $1.15 earnings per share. The company’s revenue was up 31.2% compared to the same quarter last year. Analysts predict that Insulet Corporation will post 3.92 earnings per share for the current year.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. ~$1.48 consensus and revenue of $783.8M (up ~31% year/year), with margin expansion and record Omnipod growth, which underpinned the strong post‑earnings move. Reuters: Insulet beats quarterly estimates
• Positive Sentiment: Management gave an upbeat outlook for FY‑2026 (revenue commentary in multiple releases) and expanded the share repurchase program — both support longer‑term upside and were positive catalysts immediately after the print. Globe and Mail: Q4 results & buyback
• Positive Sentiment: Several sell‑side analysts reaffirmed bullish views — BTIG reiterated a Buy with a $380 target and other firms (William Blair/TipRanks coverage) continue to highlight long‑term growth, supporting buy interest into weakness. Street Insider: BTIG reiteration
• Neutral Sentiment: Widespread coverage and analysis — earnings call transcript, deep dives and multiple outlets summarized the print (Seeking Alpha, Zacks, MarketBeat), increasing information flow and short‑term churn but not necessarily changing fundamentals. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Analysts trimmed price targets the same day — Citigroup cut its target to $345, JPMorgan to $340 and Leerink to $360 (ratings mostly remain Buy/Overweight). Those downward target revisions, despite positive ratings, likely prompted profit‑taking and pressured the stock. Benzinga: Price target changes
• Negative Sentiment: Technical/valuation headwinds — shares are trading below the 50‑ and 200‑day moving averages and the stock carries a high NTM P/E (~72), which can amplify downside when targets are trimmed or investors rotate out after a strong run. Barchart: Analyst target overview
• Neutral Sentiment: Reported short interest data in the feed is inconsistent/zero and unlikely to explain today’s move — no clear evidence of a short squeeze or covering driving price action. (Entry notes show 0 shares reported.)

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.