Leerink Partnrs Has Bearish Estimate for Insulet Q1 Earnings

Insulet Co. (NASDAQ:PODD) – Leerink Partnrs dropped their Q1 2025 earnings per share (EPS) estimates for Insulet in a note issued to investors on Thursday, February 20th. Leerink Partnrs analyst M. Kratky now forecasts that the medical instruments supplier will post earnings of $0.65 per share 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.

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

Other analysts have also recently issued reports about the company. BTIG Research boosted their price target on Insulet from $260.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, November 8th. Citigroup boosted their price target on Insulet from $310.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, February 21st. Piper Sandler boosted their price target on Insulet from $285.00 to $310.00 and gave the stock an “overweight” rating in a report on Friday, February 21st. Stifel Nicolaus boosted their price target on Insulet from $245.00 to $293.00 and gave the stock a “hold” rating in a report on Friday, February 21st. Finally, StockNews.com upgraded Insulet from a “hold” rating to a “buy” rating in a report on Monday. Three research analysts have rated the stock with a hold rating and fourteen have given a buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $289.06.

Insulet Stock Performance

Insulet stock opened at $266.68 on Monday. The stock has a market cap of $18.71 billion, a PE ratio of 46.06, a P/E/G ratio of 3.62 and a beta of 1.23. The company has a quick ratio of 2.80, a current ratio of 3.68 and a debt-to-equity ratio of 1.21. The business’s 50-day moving average price is $273.40 and its two-hundred day moving average price is $249.05. Insulet has a 12-month low of $160.19 and a 12-month high of $289.46.

Hedge Funds Weigh In On Insulet

A number of institutional investors have recently modified their holdings of the company. Baillie Gifford & Co. raised its position in shares of Insulet by 3.5% during the fourth quarter. Baillie Gifford & Co. now owns 2,355,683 shares of the medical instruments supplier’s stock worth $614,998,000 after purchasing an additional 79,982 shares during the period. Geode Capital Management LLC raised its position in shares of Insulet by 2.3% during the fourth quarter. Geode Capital Management LLC now owns 1,779,167 shares of the medical instruments supplier’s stock worth $463,347,000 after purchasing an additional 40,566 shares during the period. Norges Bank acquired a new position in shares of Insulet during the fourth quarter worth approximately $248,806,000. Artisan Partners Limited Partnership raised its position in Insulet by 24.1% in the 4th quarter. Artisan Partners Limited Partnership now owns 770,188 shares of the medical instruments supplier’s stock valued at $201,073,000 after buying an additional 149,524 shares during the last quarter. Finally, Westfield Capital Management Co. LP raised its position in Insulet by 27.6% in the 3rd quarter. Westfield Capital Management Co. LP now owns 754,872 shares of the medical instruments supplier’s stock valued at $175,697,000 after buying an additional 163,388 shares during the last quarter.

Insider Buying and Selling at Insulet

In other Insulet news, CAO Lauren Budden sold 915 shares of the business’s stock in a transaction that occurred on Tuesday, December 10th. The stock was sold at an average price of $275.62, for a total value 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. The trade was a 13.76 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Eric Benjamin sold 12,394 shares of the company’s stock in a transaction that occurred on Tuesday, January 21st. The stock was sold at an average price of $280.00, for a total value of $3,470,320.00. Following the transaction, the executive vice president now directly owns 11,383 shares in the company, valued at $3,187,240. The trade was a 52.13 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.47% of the company’s stock.

About Insulet

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.