Market Cap
$9.0B
PODD
INSULET CORP
$130.49 ▼ -0.23%
Prev close $130.79Market cap$9.0B
ConsensusBuy
12-mo target$171.91 (+31.7%)
▲ Bullish
Analyst conviction 6/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional ExitsCongressional Activity (1) Healthcare & Medical Devices
Snapshot
The big-picture read on PODD right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$8.0B
Inst. Activity
40 buys / 10 sells
Insider Activity
$1.6M buy / $59.9K sell
Insider Net $
$1.5M
Social Sentiment
57° Neutral
SEC Reports
5
Press Releases
4
Congressional
1 trades
Price chart 30d -11.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 short_volume
Short Volume: PODD — 55.5% short (0.3M / 0.5M)
Short: 291,296 | Exempt: 42 | TRF Vol: 525,323 | Short Ratio: 55.5% | Off-exchange volume (dark pool
Aug 21, 2026 Insider
McEvoy Ashley bought 1,100 shares
President and CEO @ $147.47 ($162.2K)
Aug 18, 2026 Congress
Aug 5, 2026 SEC Gilbert Cisneros buy
$1,001 - $15,000 — House
Insulet reported Q2 2026 revenue of $801.7M (+23.5% YoY) and adjusted EPS of $1.66, beating consensus estimates by 14.3%
8-K — Impact 5/10
Robbins LLP reminds Insulet (PODD) investors of a pending securities fraud class action related to manufacturing deficie
Impact 5/10
Aug 1, 2026 Insider
Jul 30, 2026 Press Davis Lisa Blair surrendered for taxes 244 shares
SVP, Chief HR Officer @ $165.35 ($40.3K)
A securities class action lawsuit has been filed against Insulet Corporation (PODD), alleging misleading statements abou
Impact 5/10
Institutional activity in PODD for 2026-Q2 shows a mixed picture: 6 smaller asset managers added positions totaling $4.6
INST-CLUSTER — Impact 5/10
Analyst ratings buy % -33.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
61% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 6, 2026 | Leerink Partners | DOWNGRADE | Market Perform | 49% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Aug 6, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 11 | 13 | 0 | 0 | 61% | |
| Aug 1, 2026 | 12 | 15 | 6 | 0 | 0 | 82% | |
| Jul 1, 2026 | 12 | 18 | 5 | 0 | 0 | 86% | |
| Jun 1, 2026 | 12 | 18 | 4 | 0 | 0 | 88% | |
| May 1, 2026 | 12 | 17 | 4 | 1 | 0 | 85% | |
| Apr 1, 2026 | 13 | 18 | 2 | 1 | 0 | 91% | |
| Mar 1, 2026 | 13 | 18 | 2 | 1 | 0 | 91% | |
| Feb 1, 2026 | 13 | 17 | 3 | 1 | 0 | 88% |
Price targets
Where 22 covering analysts think PODD trades over the next 12 months.
$171.91 +31.7% upside Strong Buy
Current$130.49 Low$144.00 Median$167.50 High$275.00 22 analysts
$144.00$275.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +36.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 1 neutral · avg impact 5.4/10.Plus 4 press releases.
MIXED8-K5/10
Insulet reported Q2 2026 revenue of $801.7M (+23.5% YoY) and adjusted EPS of $1.66, beating consensu
Aug 5, 2026
BEARISHINST-CLUSTER5/10
Institutional activity in PODD for 2026-Q2 shows a mixed picture: 6 smaller asset managers added pos
Jul 24, 2026
BEARISHCOURT-RULING7/10
The Federal Circuit reversed the district court's judgment and permanent injunction against EOFlow,
May 28, 2026
BULLISH8-K7/10
Insulet reported Q1 2026 revenue of $761.7M (+33.9% YoY, +30.1% cc), exceeding the high end of its 2
May 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
short_volume
Short Volume: PODD — 55.5% short (0.3M / 0.5M)
Short: 291,296 | Exempt: 42 | TRF Vol: 525,323 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: PODD — 57.9% short (0.6M / 1.0M)
Short: 580,086 | Exempt: 51,074 | TRF Vol: 1,002,145 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: PODD — 2.5M shares, 54,753 trades
Week starting 2026-09-07. Total ATS volume: 2,530,629 shares across 54,753 trades.
Aug 31, 2026
other
Insulet Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - PODD
LOS ANGELES, Aug. 31, 2026 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Insulet Corporation ("Insulet" or "th
Aug 31, 2026
other
Insulet Corporation Investor Alert: Contact SBS by August 31, 2026 for Opportunity to Lead Securities Fraud Lawsuit
LOS ANGELES, Aug. 31, 2026 /PRNewswire/ -- Schall Brown & Schwartz LLP, a national shareholder rights litigation firm, reminds investors of a class ac
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.59 | $1.50–$1.66 | 27.9% | -0.1% | 3↑ 17↓ | $0.8B | 21 |
| Next Q | $1.84 | $1.73–$1.92 | 18.9% | +0.1% | 0↑ 19↓ | $0.9B | 21 |
| Current FY | $6.50 | $6.41–$6.57 | 30.8% | +0.0% | 15↑ 7↓ | $3.3B | 23 |
| Next FY | $7.72 | $7.26–$8.14 | 18.6% | +0.1% | 1↑ 21↓ | $3.7B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.586 | — |
| 7d ago | $1.587 | -0.001 |
| 30d ago | $1.587 | -0.001 |
| 60d ago | $1.638 | -0.052 |
| 90d ago | $1.639 | -0.053 |
Institutional ownership
Which big funds own PODD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.0B total value (52,221,942 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,690,192 | $1.0B | 12.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,525,333 | $689.0M | 8.7% | — |
| STATE STREET CORP | 3,197,555 | $486.8M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,075,932 | $468.3M | 5.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,455,135 | $373.8M | 4.7% | — |
| BAILLIE GIFFORD & CO | 2,042,313 | $310.9M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,003,861 | $304.0M | 3.8% | — |
| TWO SIGMA INVESTMENTS, LP | 1,903,734 | $289.8M | 3.6% | — |
| Invesco Ltd. | 1,694,651 | $258.0M | 3.2% | — |
| MORGAN STANLEY | 1,479,050 | $225.2M | 2.8% | ADD +29.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,145,931 | 1,479,050 | +29.1% | $225.2M |
| NORGES BANK | NEW | — | 1,047,986 | — | $159.6M |
| JUPITER ASSET MANAGEMENT LTD | ADD | 709,902 | 1,026,691 | +44.6% | $156.3M |
| FMR LLC | NEAR_EXIT | 3,974,712 | 964,297 | -75.7% | $146.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 298,592 | 865,387 | +189.8% | $131.8M |
| CITADEL ADVISORS LLC | DOUBLED | 153,439 | 796,746 | +419.3% | $121.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | DOUBLED | 172,513 | 622,506 | +260.8% | $94.8M |
| JPMORGAN CHASE & CO | DOUBLED | 287,153 | 595,123 | +107.2% | $94.4M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 369,197 | 547,577 | +48.3% | $83.4M |
| Man Group plc | TRIM | 716,426 | 517,217 | -27.8% | $78.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net $1.5M — $1.6M bought, $59.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | McEvoy Ashley | President and CEO | BUY | 1,100 | $147.47 | $162.2K |
| Aug 1, 2026 | Davis Lisa Blair | SVP, Chief HR Officer | TAX W/H | 244 | $165.35 | $40.3K |
| Jul 1, 2026 | MAZELSKY JONATHAN JAY | Director | AWARD | 1,355 | — | — |
| Jun 30, 2026 | Huffines Robert Luther | Director | AWARD | 151 | $152.25 | $23.0K |
| Jun 30, 2026 | Huffines Robert Luther | Director | AWARD | 144 | $159.79 | $23.0K |
| Jun 3, 2026 | WEATHERMAN ELIZABETH H | Director | BUY | 3,450 | $144.20 | $497.5K |
| Jun 3, 2026 | BORIO LUCIANA | Director | SELL | 418 | $143.27 | $59.9K |
| Jun 3, 2026 | STONESIFER TIMOTHY C. | Director | BUY | 2,790 | $143.51 | $400.4K |
| May 20, 2026 | MINOGUE MICHAEL R | Director | AWARD | 1,660 | — | — |
| May 20, 2026 | Scannell Timothy J | Director | AWARD | 1,660 | — | — |
Congressional trades
PODD trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Insulet Corp | Sep 11, 2026(25d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PODD.
Shares short
5,082,203
Settlement Sep 15, 2026
Change vs prior
+14.3%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈7.3%
Estimate — not % of float
All PODD filing & press-release reports (9)
- 8-K reportAug 5, 2026
- PRESS-RELEASE reportAug 3, 2026
- PRESS-RELEASE reportJul 30, 2026
- INST-CLUSTER reportJul 24, 2026
- PRESS-RELEASE reportJul 13, 2026
- PRESS-RELEASE reportJul 3, 2026
- COURT-RULING reportMay 28, 2026
- 8-K reportMay 6, 2026
- 8-K reportMar 4, 2026