Why Insulet (PODD) Stock Is Down Today

Insulet Corporation (PODD) is down 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a major new company-specific announcement driving the move today. The sell-off likely reflects continued caution after Insulet’s early-August earnings update, which paired strong quarterly growth with a reduced full-year growth outlook and weaker U.S. type 2 trends that led to analyst downgrades and lower price targets.

Details:

Insulet’s second-quarter 2026 revenue was $801.7 million, up 23.5% year over year, showing the business is still growing despite investor concern about the outlook.

At the same time, management lowered its full-year 2026 revenue growth outlook to 20% to 22% in constant currency from 21% to 23% previously.

U.S. Omnipod revenue grew 20.1% while international Omnipod revenue rose 35.5%, suggesting the debate is centered more on the pace of future U.S. growth than on current overall demand.

Investors have also been weighing the company’s May voluntary medical device correction for specific Omnipod lots, which added another layer of risk around execution and sentiment.

Sources:

SEC, Insulet Investor Relations, Investing.com

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 4 times in the past 6 months. Of those trades, 3 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:

ELIZABETH H WEATHERMAN purchased 3,450 shares for an estimated $497,489
TIMOTHY C. STONESIFER purchased 2,790 shares for an estimated $400,392
ASHLEY MCEVOY (President and CEO) purchased 1,100 shares for an estimated $162,217
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 417 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
VESTAL POINT CAPITAL, LP added 619,399 shares (+1224.1%) to their portfolio in Q2 2026, for an estimated $94,303,497

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 15 analysts offer price targets for $PODD in the last 6 months, with a median target of $219.0.

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.