Insulet
PODD
About: Insulet was founded in 2000 with the goal of making continuous subcutaneous insulin infusion therapy for diabetes easier to use. The result was the Omnipod system, which consists of a small disposable insulin infusion device that can be operated through a smartphone to control dosage. Since the Omnipod was approved by the US Food and Drug Administration in 2005, approximately 500,000 insulin-dependent diabetic patients are using it worldwide.
Employees: 3,900
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 52
20% more capital invested
Capital invested by funds: $18.4B [Q1] → $22B (+$3.62B) [Q2]
12% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 263
11% more funds holding
Funds holding: 707 [Q1] → 786 (+79) [Q2]
0.09% more ownership
Funds ownership: 99.34% [Q1] → 99.44% (+0.09%) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
56% less call options, than puts
Call options by funds: $92.1M | Put options by funds: $209M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
Oppenheimer
Steven Lichtman
|
$365
|
Outperform
Maintained
|
8 Sep 2025 |
|
Barclays
Matt Miksic
|
$300
|
Equal-Weight
Maintained
|
21 Aug 2025 |
|
Canaccord Genuity
William Plovanic
|
$353
|
Buy
Maintained
|
8 Aug 2025 |
|
RBC Capital
Shagun Singh
|
$350
|
Outperform
Maintained
|
8 Aug 2025 |
|
Wells Fargo
Lawrence Biegelsen
|
$350
|
Overweight
Maintained
|
8 Aug 2025 |
Financial journalist opinion
Based on 15 articles about PODD published over the past 30 days
