Why Insulet (PODD) Stock Is Down Today

Insulet Corporation (PODD) is down 3.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued fallout from the company’s early-August earnings update, where strong quarterly results were overshadowed by weaker forward growth expectations for Omnipod sales. Ongoing concern around manufacturing quality and recall-related risk also appears to be keeping pressure on the shares.

Details:

Insulet reported second-quarter 2026 results that topped expectations, but its updated outlook pointed to slower growth ahead, including lower full-year Omnipod growth guidance and a softer third-quarter forecast.

The revised outlook highlighted weaker momentum in the U.S. business, which appears to have shifted investor attention away from the quarterly revenue and earnings beat.

Earlier this year, Insulet disclosed a voluntary medical device correction covering certain Omnipod products because of a manufacturing issue that could lead to insulin under-delivery, extending concern about operational execution.

The FDA notice described the issue as affecting approximately 7 million Pods, adding another layer of regulatory and reputational overhang even after the company said corrective actions had been implemented.

Sources:

Insulet Corporation, FDA, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PODD Insider Trading Activity

$PODD insiders have traded $PODD stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $PODD stock by insiders over the last 6 months:

ASHLEY MCEVOY (President and CEO) purchased 4,300 shares for an estimated $1,029,205
MICHAEL R MINOGUE purchased 2,030 shares for an estimated $499,846
ELIZABETH H WEATHERMAN purchased 3,450 shares for an estimated $497,489
TIMOTHY C. STONESIFER purchased 2,790 shares for an estimated $400,392
LUCIANA BORIO sold 418 shares for an estimated $59,886

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$PODD Hedge Fund Activity

We have seen 412 institutional investors add shares of $PODD stock to their portfolio, and 485 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 3,010,415 shares (-75.7%) from their portfolio in Q2 2026, for an estimated $458,335,683
CAPITAL RESEARCH GLOBAL INVESTORS removed 1,514,243 shares (-90.7%) from their portfolio in Q2 2026, for an estimated $230,543,496
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,511,822 shares (+447284.6%) to their portfolio in Q2 2026, for an estimated $230,174,899
AMERICAN CENTURY COMPANIES INC removed 1,472,059 shares (-92.5%) from their portfolio in Q2 2026, for an estimated $224,120,982
TWO SIGMA INVESTMENTS, LP added 1,141,385 shares (+149.7%) to their portfolio in Q2 2026, for an estimated $173,775,866
AQR CAPITAL MANAGEMENT LLC added 856,411 shares (+53.6%) to their portfolio in Q2 2026, for an estimated $130,388,574
CITADEL ADVISORS LLC added 643,307 shares (+419.3%) to their portfolio in Q2 2026, for an estimated $97,943,490

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$PODD Congressional Stock Trading

Members of Congress have traded $PODD stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $PODD stock by members of Congress over the last 6 months:

SENATOR TINA SMITH has traded it 2 times. They made 0 purchases and 2 sales worth up to $500,000 on 05/07, 04/29.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$PODD Analyst Ratings

Wall Street analysts have issued reports on $PODD in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

William Blair issued a "Outperform" rating on 05/20/2026
JP Morgan issued a "Overweight" rating on 05/07/2026

To track analyst ratings and price targets for $PODD, check out Quiver Quantitative's $PODD forecast page.

$PODD Price Targets

Multiple analysts have issued price targets for $PODD recently. We have seen 16 analysts offer price targets for $PODD in the last 6 months, with a median target of $219.5.

Here are some recent targets:

Joanne Wuensch from Citigroup set a target price of $172.0 on 07/08/2026
Daniel Markowitz from Evercore ISI Group set a target price of $180.0 on 07/06/2026
Kieran Ryan from Deutsche Bank set a target price of $190.0 on 06/23/2026
Richard Newitter from Truist Securities set a target price of $219.0 on 06/12/2026
Marie Thibault from BTIG set a target price of $235.0 on 05/27/2026
Shagun Singh from RBC Capital set a target price of $280.0 on 05/27/2026
Travis Steed from B of A Securities set a target price of $208.0 on 05/18/2026

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.