INSULET ($PODD) posted quarterly earnings results for Q4 2025 on Wednesday, February 18th. The company reported earnings of $1.55 per share, beating estimates of $1.48 by $0.07. The company also reported revenue of $783,800,000, missing estimates of $784,065,146 by $-265,146.
You can see Quiver Quantitative's $PODD stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
INSULET Insider Trading Activity
INSULET insiders have traded $PODD stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PODD stock by insiders over the last 6 months:
- ERIC BENJAMIN (EVP, CPXO) sold 4,263 shares for an estimated $1,416,296
- WAYNE A.I. FREDERICK sold 1,851 shares for an estimated $542,509
- TIMOTHY C. STONESIFER purchased 962 shares for an estimated $299,884
- LAETITIA COUSIN (SVP, Reg, Quality & Compliance) sold 797 shares for an estimated $278,001
- PREM SINGH (SVP, Global Operations) sold 687 shares for an estimated $238,725
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
INSULET Hedge Fund Activity
We have seen 422 institutional investors add shares of INSULET stock to their portfolio, and 414 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,299,597 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $653,637,451
- FMR LLC removed 1,244,468 shares (-16.4%) from their portfolio in Q4 2025, for an estimated $353,727,584
- MACQUARIE GROUP LTD removed 474,325 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $134,822,138
- CITADEL ADVISORS LLC removed 419,105 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $129,390,286
- VOYA INVESTMENT MANAGEMENT LLC added 337,421 shares (+531.8%) to their portfolio in Q4 2025, for an estimated $95,908,545
- RTW INVESTMENTS, LP added 324,600 shares (+inf%) to their portfolio in Q4 2025, for an estimated $92,264,304
- AQR CAPITAL MANAGEMENT LLC added 283,643 shares (+161.6%) to their portfolio in Q4 2025, for an estimated $80,622,686
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INSULET Analyst Ratings
Wall Street analysts have issued reports on $PODD in the last several months. We have seen 9 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/12/2026
- Truist Securities issued a "Buy" rating on 12/18/2025
- Canaccord Genuity issued a "Buy" rating on 11/24/2025
- BTIG issued a "Buy" rating on 11/21/2025
- RBC Capital issued a "Outperform" rating on 11/21/2025
- UBS issued a "Buy" rating on 11/19/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
To track analyst ratings and price targets for INSULET, check out Quiver Quantitative's $PODD forecast page.
INSULET Price Targets
Multiple analysts have issued price targets for $PODD recently. We have seen 14 analysts offer price targets for $PODD in the last 6 months, with a median target of $380.0.
Here are some recent targets:
- Jonathan Block from Stifel set a target price of $350.0 on 02/04/2026
- Matt Miksic from Barclays set a target price of $274.0 on 01/12/2026
- Lee Hambright from Bernstein set a target price of $380.0 on 01/09/2026
- Richard Newitter from Truist Securities set a target price of $390.0 on 12/18/2025
- Kyle Rose from Canaccord Genuity set a target price of $450.0 on 12/17/2025
- Daniel Markowitz from Evercore ISI Group set a target price of $370.0 on 12/16/2025
- Marie Thibault from BTIG set a target price of $380.0 on 11/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
