Leerink Partnrs Brokers Lift Earnings Estimates for Insulet

Key Points

• Leerink Partners has raised its Q4 2025 EPS estimate for Insulet to $1.33, slightly up from the previous estimate of $1.32.
• Insulet reported earnings of $1.17 per share for its last quarter, exceeding analysts' expectations by 25 cents.
• Various research firms have issued ratings and target price adjustments for Insulet, with a current average target price of $348.05 and a significant number of analysts rating the stock as a "Buy".

Insulet Corporation (NASDAQ:PODD - Free Report) - Research analysts at Leerink Partnrs lifted their Q4 2025 EPS estimates for shares of Insulet in a report issued on Tuesday, October 14th. Leerink Partnrs analyst M. Kratky now forecasts that the medical instruments supplier will earn $1.33 per share for the quarter, up from their prior estimate of $1.32. The consensus estimate for Insulet's current full-year earnings is $3.92 per share.

Insulet (NASDAQ:PODD - Get Free Report) last posted its earnings results on Thursday, August 7th. The medical instruments supplier reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.92 by $0.25. The firm had revenue of $649.10 million during the quarter, compared to the consensus estimate of $612.31 million. Insulet had a net margin of 10.01% and a return on equity of 23.78%. The company's revenue was up 32.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.55 EPS. Insulet has set its FY 2025 guidance at EPS. Q3 2025 guidance at EPS.

A number of other research firms also recently issued reports on PODD. The Goldman Sachs Group dropped their target price on shares of Insulet from $399.00 to $375.00 and set a "buy" rating for the company in a research report on Wednesday, October 1st. Citigroup reissued a "buy" rating on shares of Insulet in a research report on Tuesday, July 8th. Oppenheimer increased their target price on shares of Insulet from $324.00 to $365.00 and gave the stock an "outperform" rating in a research report on Monday, September 8th. Rothschild & Co Redburn increased their target price on shares of Insulet from $350.00 to $370.00 and gave the stock a "buy" rating in a research report on Friday, October 3rd. Finally, Piper Sandler upped their price target on Insulet from $320.00 to $360.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Insulet currently has an average rating of "Moderate Buy" and an average target price of $348.05.

Insulet Stock Down 1.8%

PODD opened at $312.45 on Thursday. The firm has a 50 day moving average price of $325.73 and a 200 day moving average price of $301.23. The company has a market cap of $21.99 billion, a PE ratio of 94.97, a price-to-earnings-growth ratio of 2.66 and a beta of 1.40. Insulet has a 1 year low of $226.50 and a 1 year high of $353.50. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.81 and a current ratio of 2.26.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in Insulet by 0.5% during the second quarter. Vanguard Group Inc. now owns 8,708,355 shares of the medical instruments supplier's stock valued at $2,735,991,000 after buying an additional 39,403 shares in the last quarter. Geode Capital Management LLC boosted its stake in Insulet by 3.1% during the second quarter. Geode Capital Management LLC now owns 1,927,543 shares of the medical instruments supplier's stock valued at $603,211,000 after buying an additional 58,309 shares in the last quarter. American Century Companies Inc. boosted its position in shares of Insulet by 34.8% in the 1st quarter. American Century Companies Inc. now owns 1,152,606 shares of the medical instruments supplier's stock valued at $302,686,000 after purchasing an additional 297,734 shares during the period. Groupama Asset Managment increased its stake in Insulet by 0.4% in the 1st quarter. Groupama Asset Managment now owns 1,053,759 shares of the medical instruments supplier's stock worth $276,728,000 after purchasing an additional 3,759 shares in the last quarter. Finally, Norges Bank purchased a new position in Insulet in the 2nd quarter worth about $324,689,000.

Insider Buying and Selling at Insulet

In related news, SVP Prem Singh sold 687 shares of the firm's stock in a transaction on Monday, September 8th. The stock was sold at an average price of $347.49, for a total transaction of $238,725.63. Following the transaction, the senior vice president directly owned 3,456 shares in the company, valued at $1,200,925.44. This trade represents a 16.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Laetitia Cousin sold 797 shares of the stock in a transaction on Monday, September 8th. The stock was sold at an average price of $348.81, for a total value of $278,001.57. Following the completion of the sale, the senior vice president directly owned 3,890 shares in the company, valued at $1,356,870.90. This represents a 17.00% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.39% of the company's stock.

About Insulet

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours.

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