Jupiter Asset Management Ltd. Makes New $66.64 Million Investment in Insulet Corporation $PODD

Key Points

• Jupiter Asset Management initiated a new stake in Insulet, buying 234,464 shares worth about $66.6 million in the fourth quarter. The position represented roughly 0.33% of the company.
• Insulet’s latest quarterly results were solid, with EPS of $1.42 beating estimates and revenue of $761.7 million topping forecasts. Revenue rose 33.9% year over year, and the company also issued FY 2026 guidance.
• Analyst sentiment remains mixed but generally positive: several firms reiterated or initiated Outperform/Buy views, though some cut price targets. The consensus rating is Moderate Buy with an average target of $252.04, while shares recently traded well below their 12-month high.

Jupiter Asset Management Ltd. acquired a new position in Insulet Corporation (NASDAQ:PODD - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 234,464 shares of the medical instruments supplier's stock, valued at approximately $66,644,000. Jupiter Asset Management Ltd. owned about 0.33% of Insulet at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Larson Financial Group LLC lifted its stake in Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier's stock worth $25,000 after purchasing an additional 47 shares during the last quarter. Elyxium Wealth LLC bought a new stake in Insulet in the fourth quarter worth about $28,000. Measured Wealth Private Client Group LLC bought a new stake in Insulet in the third quarter worth about $49,000. Osterweis Capital Management Inc. bought a new stake in Insulet in the second quarter worth about $51,000. Finally, Zions Bancorporation National Association UT lifted its stake in Insulet by 57.3% in the third quarter. Zions Bancorporation National Association UT now owns 173 shares of the medical instruments supplier's stock worth $53,000 after purchasing an additional 63 shares during the last quarter.

Analyst Upgrades and Downgrades

Several analysts have issued reports on PODD shares. Weiss Ratings downgraded shares of Insulet from a "hold (c)" rating to a "hold (c-)" rating in a research note on Friday, May 15th. Barclays decreased their price objective on shares of Insulet from $286.00 to $198.00 and set an "underweight" rating for the company in a research note on Thursday, May 7th. Raymond James Financial decreased their price objective on shares of Insulet from $355.00 to $263.00 in a research note on Thursday, May 7th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $280.00 price target on shares of Insulet in a research note on Wednesday. Finally, Bank of America decreased their price target on shares of Insulet from $288.00 to $208.00 and set a "buy" rating for the company in a research note on Monday, May 18th. Twenty-one research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Insulet presently has a consensus rating of "Moderate Buy" and an average price target of $252.04.

Insulet Price Performance

PODD opened at $142.65 on Friday. Insulet Corporation has a 12-month low of $140.63 and a 12-month high of $354.88. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The business's fifty day simple moving average is $185.26 and its 200-day simple moving average is $246.01. The company has a market capitalization of $9.88 billion, a price-to-earnings ratio of 33.17, a PEG ratio of 1.15 and a beta of 1.20.

Insulet (NASDAQ:PODD - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. During the same quarter in the prior year, the company earned $1.02 EPS. The business's revenue was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities research analysts anticipate that Insulet Corporation will post 6.43 earnings per share for the current fiscal year.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, arguing that the valuation gap is hard to justify, which adds another bullish analyst view on the name.
• Positive Sentiment: RBC reaffirmed its Outperform rating and kept a $280 price target, signaling confidence in Insulet’s longer-term growth potential.
• Positive Sentiment: Zacks highlighted continued momentum in Omnipod 5, pointing to the company’s Q1 beat, raised 2026 outlook, and expanding global rollout as key growth drivers.
• Neutral Sentiment: Insulet announced it will present at the William Blair 46th Annual Growth Stock Conference on June 3, which is a routine investor-relations update and could attract attention but is not a direct business catalyst. Article: Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Neutral Sentiment: Citigroup cut its price target on Insulet to $165 from $175 while maintaining a Neutral rating, reflecting a more cautious near-term view despite still implying upside from current levels.
• Neutral Sentiment: Zacks also noted a Hold rating with a $163 target, suggesting analysts see decent growth but limited near-term room for a stronger rerating.
• Negative Sentiment: A U.S. appeals court overturned Insulet’s $452 million trade-secret verdict against EOFlow, removing a potential legal win and likely weighing on sentiment around the company’s competitive and litigation outlook. Article: US court overturns Insulet's $452 mln insulin-pump trade secret verdict against EOFlow

About Insulet

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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