Leerink Partnrs Has Bearish Estimate for Insulet Q1 Earnings

Insulet Co. (NASDAQ:PODD) – Equities research analysts at Leerink Partnrs lowered their Q1 2025 EPS estimates for shares of Insulet in a report released on Thursday, February 20th. Leerink Partnrs analyst M. Kratky now expects that the medical instruments supplier will post earnings per share of $0.65 for the quarter, down from their prior forecast of $0.69. The consensus estimate for Insulet’s current full-year earnings is $3.92 per share. Leerink Partnrs also issued estimates for Insulet’s FY2027 earnings at $6.89 EPS, FY2028 earnings at $8.41 EPS and FY2029 earnings at $9.87 EPS.

Other analysts also recently issued reports about the stock. BTIG Research raised their target price on shares of Insulet from $260.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, November 8th. Canaccord Genuity Group raised their target price on shares of Insulet from $304.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, February 21st. TD Cowen raised their target price on shares of Insulet from $264.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, January 3rd. Sanford C. Bernstein started coverage on shares of Insulet in a research note on Wednesday, November 6th. They set an “outperform” rating and a $300.00 price target for the company. Finally, Piper Sandler raised their price target on shares of Insulet from $285.00 to $310.00 and gave the stock an “overweight” rating in a research note on Friday, February 21st. Three equities research analysts have rated the stock with a hold rating and fourteen have assigned a buy rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $289.06.

Insulet Stock Performance

Shares of PODD stock opened at $266.68 on Monday. The company has a debt-to-equity ratio of 1.21, a quick ratio of 2.80 and a current ratio of 3.68. The company has a market capitalization of $18.71 billion, a P/E ratio of 46.06, a price-to-earnings-growth ratio of 3.62 and a beta of 1.23. The company’s 50 day moving average price is $273.40 and its two-hundred day moving average price is $249.05. Insulet has a 52 week low of $160.19 and a 52 week high of $289.46.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Thursday, February 20th. The medical instruments supplier reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.15. The business had revenue of $597.50 million for the quarter, compared to the consensus estimate of $582.02 million. Insulet had a net margin of 20.19% and a return on equity of 24.46%.

Insiders Place Their Bets

In other Insulet news, EVP Eric Benjamin sold 12,394 shares of Insulet stock in a transaction on Tuesday, January 21st. The shares were sold at an average price of $280.00, for a total transaction of $3,470,320.00. Following the completion of the transaction, the executive vice president now directly owns 11,383 shares of the company’s stock, valued at $3,187,240. The trade was a 52.13 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Lauren Budden sold 915 shares of Insulet stock in a transaction on Tuesday, December 10th. The stock was sold at an average price of $275.62, for a total transaction of $252,192.30. Following the transaction, the chief accounting officer now directly owns 5,733 shares of the company’s stock, valued at approximately $1,580,129.46. This trade represents a 13.76 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On Insulet

A number of hedge funds and other institutional investors have recently modified their holdings of PODD. Blue Trust Inc. lifted its holdings in shares of Insulet by 84.1% during the third quarter. Blue Trust Inc. now owns 127 shares of the medical instruments supplier’s stock worth $30,000 after buying an additional 58 shares in the last quarter. Raymond James & Associates lifted its holdings in shares of Insulet by 3.8% during the third quarter. Raymond James & Associates now owns 37,456 shares of the medical instruments supplier’s stock worth $8,718,000 after buying an additional 1,367 shares in the last quarter. Private Advisor Group LLC lifted its holdings in shares of Insulet by 131.8% during the third quarter. Private Advisor Group LLC now owns 7,387 shares of the medical instruments supplier’s stock worth $1,719,000 after buying an additional 4,200 shares in the last quarter. International Assets Investment Management LLC raised its stake in Insulet by 23,175.0% in the third quarter. International Assets Investment Management LLC now owns 37,240 shares of the medical instruments supplier’s stock valued at $8,668,000 after purchasing an additional 37,080 shares in the last quarter. Finally, Joel Isaacson & Co. LLC acquired a new position in Insulet in the third quarter valued at about $200,000.

Insulet Company Profile

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours.