Caisse de depot et placement du Quebec Makes New $25.93 Million Investment in Insulet Corporation $PODD

Key Points

• Caisse de dépôt et placement du Québec purchased 170,294 Insulet shares worth approximately $25.93 million, giving it a 0.25% stake in the medical-device company.
• Insulet reported strong quarterly results, with revenue up 23.5% year over year to $801.7 million and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The company issued fiscal 2026 guidance of at least $6.46 EPS.
• Analysts remain mixed, with a consensus “Hold” rating and an average price target of $195.40, while securities litigation tied to Omnipod device corrections creates additional legal and reputational risk.

Caisse de depot et placement du Quebec purchased a new stake in Insulet Corporation (NASDAQ:PODD - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 170,294 shares of the medical instruments supplier's stock, valued at approximately $25,927,000. Caisse de depot et placement du Quebec owned approximately 0.25% of Insulet as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in PODD. BlackRock Inc. acquired a new stake in shares of Insulet during the second quarter worth $1,018,582,000. State Street Corp boosted its stake in Insulet by 2.1% in the 4th quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier's stock worth $896,916,000 after purchasing an additional 65,317 shares during the period. Geode Capital Management LLC boosted its stake in Insulet by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier's stock worth $568,274,000 after purchasing an additional 41,019 shares during the period. Invesco Ltd. boosted its stake in Insulet by 10.5% in the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier's stock worth $420,835,000 after purchasing an additional 141,167 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Insulet by 462.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier's stock worth $258,088,000 after purchasing an additional 1,011,369 shares in the last quarter.

Insider Activity at Insulet

In related news, Director Timothy C. Stonesifer bought 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the acquisition, the director owned 9,041 shares of the company's stock, valued at approximately $1,297,473.91. This represents a 44.63% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.36% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on PODD shares. TD Cowen dropped their price target on Insulet from $294.00 to $144.00 and set a "hold" rating on the stock in a research note on Thursday, August 6th. Stifel Nicolaus reduced their price objective on Insulet from $225.00 to $180.00 and set a "buy" rating for the company in a research report on Thursday, August 6th. JPMorgan Chase & Co. reiterated a "neutral" rating and set a $152.00 price objective (down from $275.00) on shares of Insulet in a report on Thursday, August 6th. Citigroup lifted their target price on Insulet from $165.00 to $172.00 and gave the company a "neutral" rating in a research report on Wednesday, July 8th. Finally, Canaccord Genuity Group cut their target price on Insulet from $249.00 to $179.00 and set a "buy" rating on the stock in a research note on Thursday, August 6th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $195.40.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s latest reported quarter showed strong fundamentals: revenue rose 23.5% year over year to $801.7 million, while adjusted earnings of $1.66 per share exceeded the $1.47 analyst consensus. The company has also issued fiscal 2026 earnings guidance, with analysts projecting approximately $6.51 per share. Insulet financial and trading information
• Neutral Sentiment: Multiple law firms—including Rosen, Bragar Eagel & Squire, Bronstein Gewirtz & Grossman, Faruqi & Faruqi, and Robbins Geller—reminded investors that August 31, 2026 is the deadline to seek lead-plaintiff status in the securities class action. The notices generally cover purchases made between February 21, 2025 and May 26, 2026, although one complaint cites a later starting date of May 21, 2025. Rosen Insulet deadline notice
• Negative Sentiment: The litigation creates an overhang because investors allege Insulet and certain officers violated federal securities laws and seek damages. The notices reference two Omnipod medical-device corrections and a decline of more than $90 per share from pre-disclosure levels, potentially increasing concerns about product quality, disclosure practices, legal costs, and reputational risk. The allegations have not been proven. Insulet investor litigation alert

Insulet Stock Up 1.2%

PODD opened at $145.13 on Friday. The stock's fifty day simple moving average is $154.46 and its 200 day simple moving average is $181.15. Insulet Corporation has a 1-year low of $126.40 and a 1-year high of $354.88. The stock has a market cap of $10.06 billion, a PE ratio of 27.13, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65.

Insulet (NASDAQ:PODD - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, topping analysts' consensus estimates of $1.47 by $0.19. The firm had revenue of $801.70 million during the quarter, compared to analysts' expectations of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The company's revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period in the previous year, the business posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research 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.

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